Fields marked with an * must be completed
Personal Finance Application
Finance Purpose *
Credit Limit *
Applicant 1 information
Title Given Names *
Surname *
Date Of Birth * Drivers License No. State
Sex Marital Status No. of Dependants
M   F
Home Phone No. * Mobile Phone No. Work Phone No.
Self Employed Occupation *
Y   N
Employer's company name or Account's Firm if Self Employed
Accountant's Phone Number Time There
Contact Name Work Phone No.
Employers Address Postcode
Previous Employer's name if with current employer for less then 3 years.
Time There
Weekly Income (after tax) Taxable Income if Self Employed
$
Other Weekly Income (after tax) please specify income type
1 $
2 $
3 $
TOTAL
$
Applicant 2 information
Title Given Names
Surname
Date Of Birth Drivers License No. Work Phone No.
Sex Marital Status No. of Dependants
M   F
Home Phone No. Mobile Phone No. Work Phone No.
Self Employed Occupation
Y   N
Employer's company name or Account's Firm if Self Employed
Accountant's Phone Number Time There
Contact Name Work Phone No.
Employers Address Postcode
Previous Employer's name if with current employer for less then 3 years.
Time There
Weekly Income (after tax) Taxable Income if Self Employed
$
Other Weekly Income (after tax) please specify income type
1 $
2 $
3 $
TOTAL
$
Your Home
Residential Address Postcode Time There
Previous Residential Address Postcode Time There
Residential Status Details Other
OwnMortgagedRentingLiving with parentsOther - (give details)
Current Value Balance Owing Monthly loan repayment, rent or board Name of Lender, landlord, agent or parents
Lender, landlord, agent or parents daytime contact number
Address of lender, landlord, agent or parents
Assets
Car Make Model Registration No. State Estimated Value
$
Car Make Model Registration No. State Estimated Value
$
Funiture / Contents
$
Properties owned - (excluding home) - give address
$
Properties owned - (excluding home) - give address
$
Savings and Investments
Name of Organisation Account Number Balance
$
$
$
Liabilities - including credit cards, store accounts, atc. and all investment mortgages.
Lender Account Number To Continue Credit Limit Balance Owing Monthly Repayment
Y   N
 $ $ $
Y   N
 $ $ $
Y   N
 $ $ $
Details of nearest friend or relative not living with you.
Name Landline Ph. Number
Address Postcode
If you are purchasing a car and know what you are looking to buy, please answer the following:
Year of Manufacture
Make (eg Ford, Toyota)
Model (eg Falcon, Camry)
Body (eg Ute, Sedan)
Series (eg TS, CSI)
Engine Capacity (eg 1.6 litre)
Automatic or Manual
Your Account Details
Please provide us with the details of the account you would like your loan repayments debited from
Financial Institution Branch/Office Name of Account
Account Number BSB Number
Where did you hear about us?


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