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  • 0411888447

FACT FINDER

The following information will assist in gaining a brief overview of your current situation. 

The following information will assist in gaining a brief overview of your current situation. Please
complete and return it by email prior to our meeting.

1
BASIC INFORMATION
2
BASIC INFORMATION
3
Assets Details
4
LIABILITIES
5
Acknowledgement
6
Last Page
  • APPLICANT 1
  • APPLICANT 2
  • APPLICANT 3

Applicant-1

Title
Full Name:
Email
Mobile number
Residential status
Other – Visa Subclass category
Marital status
No of Dependents
Dipendent Date Of Birth
dddddddddddddd
Current address
Start Date
Status
Previous address
(If less than 3 years in the current address)
Start Date
End Date
Status
Next of Kin :
Name
Adrees
Mobile Number

Employment Details

Primary Employment
Hours - Fixed baase hours per week (Permanent Part-timers)
Employer Name
ABN
Employer Address
Designation
Employer Contact Person
Emplyer Contact number
Start Date

Secondary Employment Details

Primary Employment
Hours - Fixed baase hours per week (Permanent Part-timers)
Employer Name
ABN
Employer Address
Designation
Employer Contact Person
Emplyer Contact number
Start Date
End date

*** If less than 3 years in the current job, previous employment details are required ***

Previous Employment:

Primary Employment
Hours - Fixed baase hours per week (Permanent Part-timers)
Employer Name
ABN
Employer Address
Designation
Employer Contact Person
Emplyer Contact number
Start Date
End date

Applicant-2

Title
Full Name:
Email
Mobile number
Residential status
Other – Visa Subclass category
Marital status
No of Dependents
Age of dependants
Current address
Years
Years
Months
Status
Previous address
(If less than 3 years in the current address)
Years
Years
Months
Status

Employment Details

Primary Employment
Hours - Fixed baase hours per week (Permanent Part-timers)
Employer Name
ABN
Employer Address
Duration
Years
Months
Contact number

*** If less than 3 years in the current job, previous employment details are required ***

Previous Employment
Employer Name
ABN
Employer Address
End Date
Duration
Years
Months
Contact number

Applicant-3

Title
Full Name:
Email
Mobile number
Residential status
Other – Visa Subclass category
Marital status
No of Dependents
Age of dependants
Current address
Years
Years
Months
Status
Previous address
(If less than 3 years in the current address)
Years
Years
Months
Status

Employment Details

Primary Employment
Hours - Fixed baase hours per week (Permanent Part-timers)
Employer Name
ABN
Employer Address
Duration
Years
Months
Contact number

*** If less than 3 years in the current job, previous employment details are required ***

Previous Employment
Employer Name
ABN
Employer Address
End Date
Duration
Years
Months
Contact number

BASIC INFORMATION

Food & Supermarket
Entertainment
Phone / Internet / Pay TV
Public Educational cost

Assets Details

Asset Type
Est. Value
Applicant
Asset Type
Est. Value
Applicant
Asset Type
Est. Value
Applicant
Asset Type
Est. Value
Applicant
Asset Type
Est. Value
Applicant

LIABILITIES

MORTGAGE LOANS

Property Address
Purpose
Lender
Lender
Duration

PRIVACY DISCLOSURE & CONSENT

In handling your personal information we and our Authorized Credit Representatives are committed to complying with
the Privacy Act 1988 and the Australian Privacy Principles.
How and why we collect your personal information - We collect personal information from you when you apply for
or use our products and services. In particular, we collect it so we can provide you with the products and services you
require.
Providing Your Personal Information to Other Organisations -In providing products and services to you it may be
necessary for us to retain your personal information and provide it to other organisations with which we conduct
business. We may exchange the information with the following types of entities, some of which may be located
overseas.

  • Any associates, related entities, contractors and our mortgage aggregator (Specialist Finance Group).
  • Organisations which provide finance or other products to you or to whom an application has been made.
  • Finance consultants, accountants and auditors, conveyancers and legal advisers, insurers, printers and mailing
    services.
  • Any industry body, tribunal, court or otherwise in connection with any complaint regarding our services.
  • Any person where we are required by law to do so.
  • Your referees, such as your employer, to verify information you have provided.
  • Any person considering acquiring an interest in our business or assets.
  • Any organisation providing online verification of your identity.
    Your rights - You may gain access to the personal information that we hold about you by contacting us. You can also
    contact us to obtain a copy of our privacy policy. The policy contains information about how you can access or seek
    correction of the information we hold about you, how we manage that information and our complaints process.
    By signing this consent you agree that we may collect, use and disclose your information also as specified
    below;
    Consent to provide your personal information to a credit reporting body (CRB) – if we act as your agent to obtain
    a report or information about your consumer or commercial credit worthiness from a (CRB), we may disclose personal
    information such as your name, date of birth, and address to the CRB to obtain an assessment of whether that
    personal information matches information held by it.
Are you aware of any circumstances that may impact upon your ability to meet your financial commitments?
I / We declare that all the information contained in this client questionnaire and the linked living expense worksheet is true and correct in every respect and that, should I / we decide to proceed with a formal application, I / we will be able to supply the relevant supporting documents to verify that information

Please use one of the below methods to electronically sign this form:

  1. If you have a digital signature ID: right click on the signature field below, select Sign and follow the steps.
  2. If you do not have a digital signature ID: select the Fill & Sign tool, select Sign (top of screen), use one of
    the three options to sign and drag the signature to the field below.
  3. If Adobe is not your pdf reader: follow the process used by your pdf software to sign electronically.
    If you would prefer to sign manually, please print and scan the form once signed.

Contact us to secure the most favorable rates.

Call Us

Get in Touch

Ready to explore your financial options? Contact us today to discover how we can help you achieve your financial goals. Whether you need a home loan, commercial loan, equipment finance, car finance, or an SMSF loan, we are here to provide the solutions you need with the service you deserve.

0411888447

info@goeazyfinance.com.au

Let’s Chat
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Get in Touch

Ready to explore your financial options? Contact us today to discover how we can help you achieve your financial goals. Whether you need a Home loan, commercial loan, equipment finance, car finance, or an SMSF loan, we are here to provide the solutions you need with the service you deserve.

your premier destination for accredited lending and financial solutions.

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  • 1/195 Daley Street Glenroy VIC 3046
  • info@goeazyfinance.com.au
  • Got questions? Call us 24/7

    0411888447

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