Mortgage Choice in Paradise Point
Client Profile
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Mortgage Choice in Paradise Point
Client Profile
Client 1
Title
Please Select
Dr
Mr
Mrs
Miss
Other
Full Name
Mobile Phone
Home Phone
E-mail Address
Date of Birth
-
Month
-
Day
Year
Date
Place of Birth
Marital Status
Single
De Facto
Married
Divorced
Separated
Other
Are you a First Home Buyer?
Yes
No
Previous Name
Preferred Method of Contact
Mobile
Home Phone
E-mail
Number & Age of Dependants
Family Member or Friend Not Living With You
Name
Contact
Relationship
Current Address
Number & Street
Suburb
State
Postcode
Date Moved In
-
Month
-
Day
Year
Date
Own Home
Rent
Mailing Address (If Different)
Previous Address (If less than 3 years at Current Address)
Number & Street
Suburb
State
Postcode
Date Moved In
-
Month
-
Day
Year
Date
Date Moved Out
-
Month
-
Day
Year
Date
Mailing Address (If Different)
Employment Details
Current Position
Annual Income (Gross)
Annual Income (Net)
Current Employer
Company Name
Number & Street
Suburb
State
Postcode
Date Started
-
Month
-
Day
Year
Date
Full Time
Part Time
Casual
Self Employed
Employer Name & Contact Phone
Previous Employer (If less than 3 years with Current Employer)
Company Name
Number & Street
Suburb
State
Postcode
Date Started
-
Month
-
Day
Year
Date
Date Left
-
Month
-
Day
Year
Date
Employer Name & Contact Phone
Other Income
Type
Amount (Monthly)
Identification
Driver"s Licence Number
State Issued
Date of Issue
-
Month
-
Day
Year
Date
Date of Expiry
-
Month
-
Day
Year
Date
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Mortgage Choice in Paradise Point
Client Profile
Client 2
Title
Please Select
Dr
Mr
Mrs
Miss
Other
Full Name
Mobile Phone
Home Phone
E-mail Address
Marital Status
Single
De Facto
Married
Divorced
Separated
Other
Are you a First Home Buyer?
Yes
No
Previous Name
Preferred Method of Contact
Mobile
Home Phone
E-mail
Number & Age of Dependants
Family Member or Friend Not Living With You
Name
Contact No.
Relationship
Current Address
Number & Street
Suburb
State
Postcode
Date Moved In
-
Month
-
Day
Year
Date
Own Home
Rent
Mailing Address (If Different)
Previous Address (If less than 3 years at Current Address)
Number & Street
Date Moved In
-
Month
-
Day
Year
Date
Date Moved Out
-
Month
-
Day
Year
Date
Annual Income (Gross)
Annual Income (Net)
Mailing Address (If Different)
Suburb
State
Postcode
Employment Details
Current Position
Annual Income (Gross)
Annual Income (Net)
Current Employer
Company Name
Number & Street
Suburb
State
Postcode
Date Started
-
Month
-
Day
Year
Date
Full Time
Part Time
Casual
Self Employed
Employer Name & Contact Phone
Previous Employer (If less than 3 years with Current Employer)
Company Name
Number & Street
Suburb
State
Postcode
Date Started
-
Month
-
Day
Year
Date
Date Left
-
Month
-
Day
Year
Date
Employer Name & Contact Phone
Other Income
Type
Amount (Monthly)
Identification
Driver"s Licence Number
State Issued
Date of Issue
-
Month
-
Day
Year
Date
Date of Expiry
-
Month
-
Day
Year
Date
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Mortgage Choice in Paradise Point
Client Profile
Property Assets
Detailed of properties owned
Property 1. Address
Number of Bedrooms
Number of Bathrooms
Monthly Rental Income ($)
Estimated Value
Suburb
State
Postcode
Mortgage Balance ($)
Monthly Repayment ($)
Current Lender
Property 2. Address
Number of Bedrooms
Number of Bathrooms
Monthly Rental Income ($)
Estimated Value
Suburb
State
Postcode
Mortgage Balance ($)
Monthly Repayment ($)
Current Lender
Property 3. Address
Number of Bedrooms
Number of Bathrooms
Monthly Rental Income ($)
Estimated Value
Suburb
State
Postcode
Mortgage Balance ($)
Monthly Repayment ($)
Current Lender
Financial Assets
Savings with
Value
Superannuation with
Value
Shares with
Value
Other Assets
Motor Vehicle Model
Year
Value
Insured with
Insured Value
Motor Vehicle Model
Year
Value
Insured with
Insured Value
Liabilities
Personal / Car Loan Lender
Loan Balance ($)
Monthly Repayments ($)
Credit Card(s)
Limit ($)
Current Balance ($)
Insurances
Income Protection Insurance
Amount of Cover
Provided By
Date last reviewed
-
Month
-
Day
Year
Date
Life Insurance
Amount of Cover
Provided By
Date last reviewed
-
Month
-
Day
Year
Date
Trauma Insurance
Amount of Cover
Provided By
Date last reviewed
-
Month
-
Day
Year
Date
Total & Permanent Disability Insurance
Amount of Cover
Provided By
Date last reviewed
-
Month
-
Day
Year
Date
As your lending needs change, your insurances should be reviewed to ensure you are adequately covered.
Please press the SUBMIT button on the bottom left to complete
Thank you for taking the time to complete this form, we will contact you shortly to discuss.
If you have any questions in the meantime please find my contact details below.
Simon Vinnicombe | Principal
Mortgage Choice in Paradise Point
Ph: 07 5501 5045
Suite 10, 6-8 Grice Avenue, Paradise Point QLD 4216
e: simon.vinnicombe@motgagechoice.com.au
w:
www.mortgagechoice.com.au/paradisepoint1
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