Client Worksheet
Confidential — for JDI Finance assessment only.
JDI Finance
Shop 3a, 35 Tweed Coast Rd
Cabarita Beach NSW 2488
angus@jdifinance.com.au
1. Applicant
| Full legal name | | Date of birth | |
|---|
| Preferred name | | Licence / passport no. | |
|---|
| Mobile | | Email | |
|---|
| Residential address | |
|---|
| Time at address | | Own / rent / board | |
|---|
| Postal address (if different) | |
|---|
| Marital status | | Dependants (ages) | |
|---|
| Citizenship / residency | | ABN / ACN (if any) | |
|---|
2. Co-applicant / guarantor (if applicable)
| Full legal name | | Relationship | |
|---|
| Mobile | | Email | |
|---|
| Date of birth | | Licence / passport no. | |
|---|
3. Employment / business
| Occupation | | Employer / trading name | |
|---|
| Employment type | PAYG / self-employed / company director / contractor / other |
|---|
| Time in role / business | | Industry | |
|---|
| Gross annual income | | Other income | |
|---|
| Accountant name / firm | |
|---|
4. Purpose of finance
| Asset description | |
|---|
| New or used | | Year / hours / kms | |
|---|
| Supplier / dealer | | Quote / invoice attached | Yes / No |
|---|
| Purchase price (ex GST) | | GST treatment | |
|---|
| Deposit / trade-in | | Amount sought | |
|---|
| Preferred term | | Balloon / residual | |
|---|
| Use | Business Private Mixed |
|---|
| Timing | |
|---|
5. Assets (indicative)
| Item | Owner | Estimated value | Encumbered? |
|---|
| Home / property | | | |
| Investment property | | | |
| Plant / fleet | | | |
| Vehicles | | | |
| Cash / savings | | | |
| Super / other | | | |
6. Liabilities (indicative)
| Facility | Lender | Balance | Monthly repayment |
|---|
| Home loan | | | |
| Investment loan | | | |
| Equipment / chattel | | | |
| Vehicle finance | | | |
| Credit cards / overdraft | | | |
| ATO / other | | | |
7. Declaration
The information on this worksheet is true and complete to the best of my knowledge. I understand JDI Finance may use it to assess options and may request supporting documents (ID, financials, quotes). Completing this form does not constitute an offer of credit.
| Applicant signature | | Date | |
|---|
| Co-applicant signature | | Date | |
|---|
Return to angus@jdifinance.com.au · Credit Representative 453544 of Australian Finance Group Ltd, Australian Credit Licence 389087.