1 Individual Details 2 Residential Details 3 Income / Expenses 4 Assets 5 Liabilities 6 Spouse DetailsTitleFirst NameMiddle NameSurnameDate Of Birthdate_rangeWork NumberHome NumberEmailemailMobile NumberMarital StatusSelect An OptionSingleMarriedDe FactoNumber Of DependantsDriver's Licence NumberLicence Issuing StateSelect An OptionQLDNSWVICACTTASNTSTWAInternationalDriver's Licence TypeSelect An OptionFullProvisionalLearnerHeavy VehicleNoneAustralian Residency StatusSelect An OptionCitizenPermanent ResidentVisa (specify type)Visa TypeResidential AddressSuburbStateSelect An OptionQLDNSWVICACTTASNTSTWAPostcodeResidential StatusSelect An OptionOwn (outright)Own (mortgage)RentBoardingLive with relativesTime At Address (years)Time At Address (months)Postal Address (if different to residential)SuburbStateSelect An OptionQLDNSWVICACTTASNTSTWAPostcodePrevious AddressSuburbStateSelect An OptionQLDNSWVICACTTASNTSTWAPostcodeTime at Previous Address (years)Time at Previous Address (months)If renting please fill out the below...Landlord NameLandlord NumberEmploymeny TypeSelect An OptionPermanent Full-TimePermanent Part-TimeCasual Full-TimeOther (please specify)Other Employment TypeCurrent EmployerEmployer ABNPosition or TitleContact NameContact Position or TitleContact Phone NumberLength of Employment (years)Length of Employment (months)Previous EmployerPosition or TitleContact NameContact Phone NumberLength of Employment (years)Length of Employment (months)Net IncomeSuperannuation IncomeInvestment Property 2 IncomeInvestment IncomeInvestment Property 1 IncomeOther IncomeGovernment Benefit IncomeOther Income DetailsRent / Board / MortgagePrivate Education / ChildcareGeneral Living ExpensesOther Monthly ExpensesMotor Vehicle Running Costs Only For Vehicle Being Financed(eg. registration, insurance, petrol)Other Monthly Expenses DetailsHome PropertyHome Property Owned Outright?YesNoInvestment Property 1Investment Property 1 Owned Outright?YesNoInvestment Property 2Investment Property 2 Owned Outright?YesNoMotor VehicleMotor Vehicle Owned Outright?YesNoRecreational Assets(boats/RVs/jet skis)Recreational Assets Owned Outright?YesNoPlant & EquipmentPlant & Equipment Owned Outright?YesNoShares/Trusts/Managed FundsShares/Trusts/Managed Funds Owned Outright?YesNoCash in BankSuperannuationHome Contents*If not owned outright please ensure thatcorresponding liability fields are filled correctlyHome Property Loan BalanceHome Property Loan Monthly PaymentsHome Property Loan FinancierInvestment Property 1 BalanceInvestment Property 1 Monthly PaymentsInvestment Property 1 FinancierInvestment Property 2 BalanceInvestment Property 2 Monthly PaymentsInvestment Property 2 FinancierPersonal Loan BalancePersonal Loan Monthly PaymentsPersonal Loan FinancierPersonal Loan BalancePersonal Loan Monthly PaymentsPersonal Loan FinancierPersonal Loan PayoutYesNoPersonal Loan End Date(not mandatory)date_rangePlant & Equipment Loan BalancePlant & Equipment Loan Monthly PaymentsPlant & Equipment Loan FinancierPlant & Equipment Loan PayoutYesNoPlant & Equipment Loan End Date(not mandatory)date_rangeCredit Card 1 BalanceCredit Card 1 Monthly PaymentsCredit Card 1 FinancierCredit Card 1 Limit (mandatory)Credit Card 2 BalanceCredit Card 2 Monthly PaymentsCredit Card 2 FinancierCredit Card 2 Limit (mandatory)Credit Card 3 BalanceCredit Card 3 Monthly PaymentsCredit Card 3 FinancierCredit Card 3 Limit (mandatory)Tax Debt BalanceTax Debt Monthly PaymentsAre there any foreseeable changes to your circumstances that could impact on your financial situation (for example, retirement plans, seasonal employment, changes under your other loan arrangements, expecting a child)?YesNoHave all the loans in your name (regardless of whether the repayments are made by you or not) been disclosed in the liabilities section of this application?YesNoTitleFirst NameMiddle NameLast NameDate Of Birthdate_rangeDriver's Licence NumberDriver's Licence TypeSelect An OptionFullProvisionalLearnerHeavy VehicleNoneCurrent EmployerPosition Or TitleEmployment TypeSelect An OptionPermanent Full-TimePermanent Part-TimeCasual Full-TimeOther (please specify)Other Employment TypeLength of Employment (years)Length of Employment (months)Previous EmployerPosition Or TitleLength of Employment (years)Length of Employment (months)Spouse's Monthly IncomeNet IncomeSuperannuation IncomeInvestment Property IncomeInvestment IncomeGovernment Benefit IncomeOther IncomeHow did you heard about Bee Sure Financial?Word of mouthGoogle searchFacebookEmailBlogOtherOther (please specify)Submit Form keyboard_arrow_leftPrevious Nextkeyboard_arrow_right
