Professional Documents
Culture Documents
Use Only
Client ID:
Joint Application: Yes / No
1.
This Confidential Questionnaire is an important document, because it helps your Right Finance
Representative gather information about you: your current situation, current and future financial needs and
what you ultimately hope to achieve in the future. Without this information, it wont be possible for your
Representativetocreatetheplanthattakesintoaccountallofthesefactors.Notonlyisthisgoodpractice,itis
alsoalegalrequirementandweacceptnoliabilityforanyadvicegivenonthebasisofinaccurateorincomplete
information.
There is also legislation requiring your Representative to take your confidentiality seriously. However, we
may disclose your personal information to lenders, managers, contractors or third party service providers to
whomwemayoutsourceservices.Wemayalsogatherhealthinformationaboutyouanddiscloseittoinsurers
asnecessarytoorganiseinsurancecoverforyou.
We may also use your personal information to tell you about other products and services available from
otherrelatedcompanies.PleasecontactyourRepresentativeifyoudonotconsenttoususingordisclosingyour
personalinformationintheseways.ItisimportantthatyoucontactusbecausebyappointingRightFinanceas
yourRepresentative,youwillbetakentohaveconsentedtotheseusesanddisclosures.
Inmostcases,youcangainaccesstothepersonalinformationthatyourRepresentativeholdsaboutyou.
Weaimtoensurethatthepersonalinformationweretainaboutyouisaccurate,completeanduptodate.To
assistuswiththis,pleasecontactusifanyofyourdetailschange.Ifyouhaveconcernsaboutthecompleteness
oraccuracyofyourinformation,wewilltakestepstocorrectit.
InterviewDate:
NextInterviewDate:
Representative:
Referredby:
RightFinanceSystemsABN:51160385286
2089_01
Page1of7
REAS ON INTEREST
Mortgage First Home
Mortgage Investment
Refinance
Personal Loan
Car Loan/Lease
Business Loan
Other: ____________________________
Middle Name:
Last Name:
E-mail:
Single
Mobile PH
Married to App 2
Home PH
Dependents
YES / NO
How many?
Work PH
Age/s
RESIDENTIAL ADDRESS
Address:
Since: dd / mm / yyyy
Residential Status:
Own
Rent (Private)
( Suburb)
To: dd / mm / yyyy
Residential Status:
Own
(Postcode)
With parents
(State)
From: dd / mm / yyyy
(State)
From: dd / mm / yyyy
Address:
( Suburb)
With parents
( Suburb)
To: dd / mm / yyyy
Residential Status:
Own
(Postcode)
Other :
(State)
With parents
(Postcode)
Other :
EMPLOYMENT DETAILS
Occupation
Employer
Since
Email:
Contact person
Address:
(State)
(Postcode)
Casual / Part Time Casual / Part Time Permanent / Part Time / Permanent /Temporary / Contract end__/___,
Since
Email:
Address:
Contact number
( Suburb)
Contact person
Contact number
( Suburb)
(State)
(Postcode)
Casual / Part Time Casual / Part Time Permanent / Part Time / Permanent /Temporary / Contract end__/___,
FINANCIALLY DEPENDANTS
Age
Relationship
RightFinanceSystemsABN:51160385286
2065_rev02
Notes
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Middle Name:
Last Name:
E-mail:
Single
Mobile PH
Married to App 2
Home PH
Dependents
YES / NO
How many?
Work PH
Age/s
Since: dd / mm / yyyy
Residential Status:
Own
Rent (Private)
( Suburb)
To: dd / mm / yyyy
Residential Status:
Own
(Postcode)
With parents
(State)
From: dd / mm / yyyy
(State)
From: dd / mm / yyyy
Address:
( Suburb)
With parents
( Suburb)
To: dd / mm / yyyy
Residential Status:
Own
(Postcode)
Other :
(State)
With parents
(Postcode)
Other :
EMPLOYMENT DETAILS
Occupation
Employer
Since
Email:
Contact person
Address:
(State)
(Postcode)
Casual / Part Time Casual / Part Time Permanent / Part Time / Permanent /Temporary / Contract end__/___,
Only If The Current Employment Is Less Than Three (03) Years & Only if different to applicant 1
Employer
Since
Email:
Address:
Contact number
( Suburb)
Contact person
Contact number
( Suburb)
(State)
(Postcode)
Casual / Part Time Casual / Part Time Permanent / Part Time / Permanent /Temporary / Contract end__/___,
FINANCIALLY DEPENDANTS
Age
Relationship
RightFinanceSystemsABN:51160385286
2065_rev02
Notes
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INCOME DETAILS
Income Details
Applicant 01
Nett/ Gross
Applicant 02
Nett/ Gross
Current FYear
Nett/ Gross
Last FYear
Nett/ Gross
Nett/ Gross
Current FYear
Nett/ Gross
Date of Incorporation :
Trading Address:
Since: dd / mm / yyyy
Status:
( Suburb)
Own Own with mortgage
Lease (Private)
(State)
Lease (Trough REA)
(Postcode)
License Lease
PREVIOUS RESIDENTIAL ADDRESS/S IF THE CURRENT ADDRESS IS LESS THAN THREE (03) YEARS
Address:
Since: dd / mm / yyyy
Business Structure : Sole Trader
Status:
( Suburb)
Own Own with mortgage
Partnership Company
Lease (Private)
Is the Company a Trustee?
Name of Trust:
(State)
(Postcode)
License Lease
No. of Directors
Registered Address
(if different to trading address):
Postal Address
(if different to trading address):
RightFinanceSystemsABN:51160385286
( Suburb)
(State)
(Postcode)
( Suburb)
(State)
(Postcode)
( Suburb)
(State)
(Postcode)
2089_01
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ASSETS
CURRENT LIABILITIES
Description
Rent received
per week
Existing Financier
Min Monthly
Repayment
Amount
Owing
Loan Limit
Mortgages
N/A
Bank
Bank
Bank
Bank
Bank
N/A
Bank
N/A
Bank
N/A
Bank
Personal Loans/Overdraft
Genuine Savings
Yes NO
Genuine Savings
Yes NO
Genuine Savings
Yes NO
Genuine Savings
Yes NO
Other Assets
Home Content
Savings/ Term
Bank
Savings/ Term
Bank
Savings/ Term
Bank
Savings/ Term
Bank
Credit Cards
$
N/A
Bank
Shares
N/A
Bank
N/A
Bank
Other
Bank
IF RENTING
Total Assets
N/A
Total Liabilities
RightFinanceSystemsABN:51160385286
2065_rev02
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N/A
THISSECTIONMUSTBECOMPLETEDBYTHEMORTGAGECONSULTANT/INTRODUCERONLY
1. Has the applicant / each of the applicants demonstrated sufficient English fluency to understand
the loan and its implications? YES / NO
If No, please provide details:
2. Has the applicant / each of the applicants demonstrated sufficient financial literacy to understand
the loan and its implications? YES / NO
We offer a no obligation review of our insurance needs by a financial adviser to ensure you do not suffer
financial hardship in the event of your death, disability, or critical illness.
Client1
Client2
Income Protection
Client1
Client2
General Insurance
Do you have building and contents
insurance, or business insurance?
Contact to discuss General
Insurance?
This assessment is valid for 90 days from the date of this assessment, or 120 days if the credit is for the
purchase of a residential property secured by a mortgage.
Consultants Name
Date of Assessment
Signature
RightFinanceSystemsABN:51160385286
2065_rev02
Page6of7
Notes:
RightFinanceSystemsABN:51160385286
2065_rev02
Page7of7