Client Information Form

Completing this form will give us a clear picture of your financial situation and help us to give you home loan advice specific to your needs. It also helps ensure that, if you proceed to a loan application with us, it will be prepared as quickly as possible.

  • Step 1 – Applicant Details
  • Step 2 – Employment Details
  • Step 3 – Assets
  • Step 4 – Liabilities
Application Type (i)

Applicant 1 Details

Applicant 1 Details

Dependents

Please list ages of all dependents

Applicant 1 current address

Current address
Current address
Line 1
Line 2
City
State
Post Code
Current residential status

Applicant 1 contact details

Previous address

3 years residential history required
Previous address
Previous address
Line 1
Line 2
City
State
Post Code
Previous residential status

Applicant 1 resident details

Are you a tax resident of a country other than Australia?

Applicant 2 Details

Applicant 2 Details

Dependents

Please list ages of all dependents, if different from Applicant 1

Applicant 2 current address

Current address
Current address
Line 1
Line 2
City
State
Post Code
Current residential status

Applicant 2 contact details

Applicant 2 previous address

3 years residential history required
Previous address
Previous address
Line 1
Line 2
City
State
Post Code
Previous residential status

Applicant 2 resident details

Are you a tax resident of a country other than Australia?