Statement of position — Forster Financial

Almost there.

Name

First Name

Last Name

Phone

Date of birth

YYYY

Living arrangement

Own home

Living with spouse

Renting

Living with parents

Boarding

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Employment

Primary employer

employers name

Employment type

Employment start date

YYYY

Work place address

Occupation/Position

Previous employer details

Only complete if less than 3 years at current employer. Please confirm employer name & Dates worked at this employer.

Secondary employment

If Applicable please advise employer details, your role & date you started employment

Assets

Motor Vehicle

Year & Make of Vehicle

Value of above vehicle

Estimate value of vehicle

Home contents

Superannuation

Other Assets

Please advise of any other assets not covered above. Confirm item & Value

Liabilities

Credit Card

Name of institution

Credit card limit

Loans

Repayment Frequency of above loan

N/A

Weekly

Fortnightly

Monthly

Repayment amount

Other liabilities

Please disclose following if you have any other liabilities * Lender * Loan type (Personal/car/overdraft/credit cards/ afterpay/zippay) * Balance * Repayment amount