Fact Find

Date

How did you hear about us?

Your general details

Applicant 1 Applicant 2

Title Mr Mrs Ms Dr Other Mr Mrs Ms Dr Other

Full Name (including middle name) Brett chambers

Home Phone (preferred contact no.) 0448693898

Mobile Phone 0448693898

Work Phone N/A

Fax N/A

Email (preferred email for updates) brett.chambers7@bigpond.com

Date of birth 03 /12 /1968 / /

Gender Male Female Male Female

Drivers Licence No. 5477616

Drivers Licence State issued / Expiry WA 12 /02 /2024 / /

Marital Status Single Married Defacto Single Married Defacto

Maiden name for female applicant Ridding

Permanent resident Yes No Yes No

No. of dependant children and age None

Address - 3 year history

Applicant 1 Applicant 2

Current address Street 24:243 Millhouse road Aveley Street

Suburb Aveley Suburb

State WA Postcode 6069 State Postcode

Date moved in 22 /11 /2021 / /

Own Weekly Rent $ Own Weekly Rent $

Own home / renting / other
Other Other

Previous address
(If you have lived less than 3 years at the
above address) 11 Carrara Court Gunn 6069

Date moved in 17 /02 /2017 / /

Mailing address As Above

(If different)

1
 Fact Find
Employment details - 3 year history
Applicant 1 Applicant 2

Current position / occupation HD Fitter

Income Gross $ 5600 A M F W $ 2200 A M F W

Income Net $ 3870 A M F W $ 1500 A M F W

Name and address of Name Dynamic Diesel Name Saint John of God Hostpital
current employer
Street Level 4,182 Saint George Terrace Street 1 Clayton street

Suburb Perth City Suburb Midland

State WA Postcode 6000 State WA Postcode 6056

Employer contact name Name Sarah Davidson Name Kylie Beks

and phone no.
Phone 1300439626 Phone 94624258

Date started / Employment Status 2 /1 /2023 4 /4 /2022

FT PT Casual Contract FT PT Casual Contract

On probation? Yes Time left: No Yes Time left: No

Employment Duties % Managerial % Managerial

% Administration / office % Administration / office
% Light manual (e.g. driving, retail) % Light manual (e.g. driving, retail)
% Supervisory of manual work % Supervisory of manual work
% Manual work % Manual work
% Manual work (e.g. Tradesman) % Manual work (e.g. Tradesman)
% Other % Other

If less than 3 years at the above

position name and address of
previous employer

Previous employer name and Name MLG Name Top End Health Services
phone no.
Phone 90227746 Phone 0889228888

Previous Position / occupation HD Fitter Administration

Previous Income (gross annual) $ 16000 $ 90000

16 /2 /2020 7 /4 /2015
Previous start date / Employment status
FT PT Casual Contract FT PT Casual Contract

Date finished 12/12/2022

If self-employed Sole trader Partnership Company Sole trader Partnership Company

Company name

Trading name

ABN /ACN

Date commenced

Financials available Yes No Yes No

Other Income details (if applicable) - Bonuses, Commission, Fringe Benefits, Centrelink etc (specify and estimate value)

Monthly living expenses (groceries, power, water, phone, school fees, childcare, motor vehicle, transport, insurance)

2
 Fact Find
Monthly living expenses (following settlement of your loan)

Groceries $ 1200

Clothing and Personal Care $ 200

Transport $ 300

Communication $ 160

Recreation and Entertainment $ 300

Child Care $

Pet Care $

Medical and Health $ 100

Health Insurance $ 100

General Basic Insurance $ 150

Sickness, Accident, Life Insurance $ 240

Public School Education $

Private School Education and Tutoring $

Higher Education and Professional Fees $

Primary Residence running costs $ 400

Primary Residence strata fees and taxes $ 100

Investment property running costs $

Secondary Residence running costs $

Other (please specify) $

Total $ 03250

Liabilities / Debts
Personal Monthly Held by Pay out /
Bank/Institution Amount owing Limit
Loans, Car repayment App1 App2 close?
Loans, HECS
etc Toyota finance $ 12000 $ 420 $

$ $ $

$ $ $

Credit Cards Held by Pay out /

Bank/Institution Amount owing Limit
App1 App2 close?

ANZ $ 5000 $ 6000

$ $

$ $

$ $

3
 Fact Find
Assets
Property
Weekly OO / Investment? Pay Held by
Existing Monthly
Rental Value Lender Amount owing out/
properties repayment OO I App1 App2
Income close?

Address 1
$ 400 $ 510000 CBA $ 360000 $ 1200

Address 2
$ 400 $ 520000 CBA $ 360000 $ 1200

Address 3
$ $ $ $

Address 4
$ $ $ $

Estimated value of home contents

Savings / Other
Held by
Bank / Institution Savings A/C Type Account no. Amount
App1 App2

Held by
Shares held with No. Held Value
App1 App2

Salary Sacrifice
Superannuation Held by
Value Contributions? If yes, amount per month?
Company
Yes No App1 App2

$ 280000 $ 400 %

$ $ %

$ $ %

Held by
Car Make and model Year Value Leased / Owned Lease Expiry date
App1 App2

Nissan Xtrail 2017 25000 Leased Owned / /

Toyota Hilux 2012 30000 Leased Owned / /

Leased Owned / /

Any other major assets (specify and estimate value)

4
 Fact Find
Current transaction

Objective

Transaction Type purchase refinance use equity increase construction debt consolidation other

Loan Purpose owner-occupied investment property business First Home Buyer app1 app2

Property Type house vacant land unit-apartment other

Address for Transaction Purchase / Refinance Amount Expected settlement date Contract signed?

/ / Yes No

Professional Services Contact Name Phone Email

Financial Planner

Solicitor Firm

Real Estate Agency

Accountant

To simplify the process, can we liaise with these professionals for information and keep them updated? Yes No

Loan repayment preferences for this loan

Repayment monthly fortnightly twice monthly weekly (if available)

Name of Account Bank Branch BSB Account No.

Insurance details
What insurance plans do you have in place: App1 App2 App1 App2

Income Protection Building Insurance

Trauma Cover Contents Insurance

Life insurance Landlords Insurance

Total Permanent Disability Current Will

Private Health Insurance Date updated

Consumer Credit Insurance Date updated

5 Mortgage Choice Limited ACN 009 161 979. Australian Credit Licence 382869. MC8842.05-11.19