Tell us about you Click below to complete Fact Find. Fact Find Fact Find Name * First Name Last Name Phone * Email * Date of Birth MM DD YYYY Relationship status Single Defacto Married Separated Divorced Dependents Please select number of dependents 1 2 3 4 5 6 Age of dependents leave blank if N/A Residential Status Australian Citizen Permeant Resident Non-Resident Living arrangements Own home Renting Living with parents Boarding Address start date MM DD YYYY Residential Address Address 1 Address 2 City State/Province Zip/Postal Code Country Previous Address Please confirm address & dates lived at address (only complete if current address < 2 years) Employment Employment type Full-time PAYG Part-time PAYG Casual Self-employed Fixed term contract Government benefits Base Salary $ Employment start date MM DD YYYY Occupation/Position Current employer Workplace address Work contact number Previous employer details Only complete if less than 3 years at current employer. Please confirm employer name & Dates worked at this employer. Other income Select if applicable Commission Bonus Dividends Centrelink Self-employed Second Job Secondary employer (If applicable) If above "other income" is from a second job please advise employer details, your role & date you started employment Other income amount $ Assets Do you own the property you live in Yes - enter details below No - Skip to section 1.2 Address of this property If Applicable Address 1 Address 2 City State/Province Zip/Postal Code Country Value of property $ Home loan Name of lender where your current mortgage is held Current balance $ Refinance this loan? Yes No (Section 1.2 )Do you own an investment property? Yes - Complete below No - Skip to section 2 Investment property address Address 1 Address 2 City State/Province Zip/Postal Code Country Value of this investment property $ Monthly rental income Monthly rental income for above investment property $ Investment home Loan Name of lender where current investment loan is held Current balance of investment home loan $ Refinance this loan? Yes No Do you own a secondary investment/ or a holiday home Yes - Complete below No - Skip to next setcion Secondary investment property address Address 1 Address 2 City State/Province Zip/Postal Code Country Value of this property $ Monthly rental income $ Investment home loan Institution where this loan is held Current Balance of above loan $ Refinance This loan? Yes No (Section 2) Other Assets Motor vehicle Enter Make & Year of vehicle Value of motor vehicle $ Home Contents $ Superannuation $ Name of bank where savings account is held Current balance of above account $ Other assets Other investment property, shares, boat etc Other asset value $ Liabilities Credit Card Name of institution Credit card limit $ Secondary credit card Name of institution Credit card limit $ Personal/car loan Name of institution Loan balance $ Repayment frequency Monthly Fortnightly Weekly Repayment amount $ HECS/ Personal loan/car loan Type of loan & name of institution Loan balance $ Repayment frequency Monthly Fortnightly Weekly Repayment amount $ Other liability Overdraft/ margin loan etc (please advice type of liability & institution where held) Current balance $ Monthly repayment $ Living expenses Living expense frequency Monthly Fortnightly Weekly Primary residence cost Includes home maintenece and repairs, utilities & rates $ Phone, Internet & Media Includes land line, internet, mobile phone, subscription services (e.g Netflix, foxtel) $ Food & Groceries $ Recreation & Holidays Includes lifestyle, hobbies, sport, memberships, holidays & airfares $ Clothing & Personal care Clothes, shoes, hair & beauty $ Medical & Health Includes doctor, pharmacy, dentist, optical physio & alternative therapies $ Transport Includes Registration, fuel, maintenance, roadside assist, parking & tolls $ Public Education Includes school fees, uniforms, books & excursions $ Higher education & vocational training $ Childcare Includes Childcare & babysitting $ General insurance Includes home & contents insurance, vehicle insurance & health insurance $ Rent/Board $ Other expenses If applicable Other Expense amount $ Please provide any additional information you think may be relevant to your financial situation, your needs and goals.
