www.wilsonfinancial.com.au
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    Picture

    Car, Truck and Equipment Finance application and checklist
    What do I need for my credit application?
    When it comes to creating legal contracts, paperwork is a necessary part of the process.  Follow the steps below to make your application process as quick and painless as possible - and to help us get you on the road sooner.
    We can only proceed with your application once in receipt of copies of the following documents:

    Tick

    Documentation

      *

    Driver’s Licence

      *

    Medicare or Debit/Credit Card

      *

    Latest Payslip/Tax Return (if self employed)

      *

    If applicable,

    1.       Rates Notice – only applicable if you are a home owner or have a mortgage for the house you live in (or are financing your house), OR

    2.       Proof of any other income. (eg. Spousal, Rental properties, Centrelink, other)

      *

    Signed Privacy Form - attached

      *

    Copy of Vehicle/Goods Contract or Offer

     

    Credit Application
    Personal Details
    (Please provide a copy of your Driver's License and/or Passport and Visa if a non-Australian resident)
    Housing Situation
    Previous Address if less than 2 years at current
    (Please provide a photocopy of a current Rates Notice for any property being purchased or owned.)
    Employment Situation
    Contact Person to Confirm Current Employment
    (Note: Please provide a photocopy of your latest Pay Slip / Salary Advise)
    Statement of Income and Expenditure
    Other Monthly Income
    Monthly Expenditure
        Statement of Assets and Liabilities
    Assets                                                                                                  
    Liabilities
       Applicant's Signature
     I declared that the information given on this form is true and correct. I am not an undischarged bankrupt and that there are
    no unsatisfied judgements against me.

       Comprehensive Insurance – complete if you would like a quote
    Section A
    Q1. During the last 5 years, has any insurer refused to insure any motor vehicle for you or any person who will or is likely to drive your vehicle(s)?
    Q2. Have you been declared bankrupt and not been discharged for at least one year?
    Q3. Have you or anyone permanently residing with you, been convicted of or  had any fines or penalties imposed for any crime involving drugs, dishonesty, arson, theft, fraud or violence against any person or property during the last 10 years?
    Q4. During the last 5 years, have you or any person who will or is likely to drive any of the vehicles
    listed
    • been convicted of any driving related alcohol or drug offences
    • had a driver's licence cancelled or suspended or been disqualified from holding a driver' licence for any period
    Section B
    Q5. During the last 5 years, have you or any person who will or is likely to drive any of the vehicles
    listed been responsible for causing any motor accident?
    Q6. During the last 5 years, have you or any person who will or is likely to drive any of the vehicle listed had any other incidents involving vehicle damage or vehicle theft?
    I certify that the above information provided is true and correct.
    YOUR PRIVACY

    The Privacy Act (1988) regulates the way personal information is used. The following carefully explains privacy rights and
    obligations in relation to personal information.

    Privacy Disclosure Statement and Consent
    We are collecting personal and financial information about you.

    1. The information you provide will be held by us.
    2. You appoint us your agent to obtain your credit information from a credit reporting body on your behalf.
    3. We may use credit information and any other information you provide to arrange or provide finance and
    other services.
    4. We may exchange the information with the following types of entities, some of which may be located
    overseas. 


    • Persons who provide finance or other products to you, or to whom an application has been made for
    those products.
    • Financial consultants, accountants, lawyers and advisers
    • Any industry body, tribunal, court or otherwise in connection with any complaint regarding our
    services
    • Any person where we are required by law to do so
    • Any of our associates, related entities or contractors
    • Your referees, such as your employer, to verify information you have provided
    • Any person considering acquiring an interest in our business or assets
    • Any organisation providing online verification of your identity


    5. You may gain access to the personal information that we hold about you by contacting us. A copy of our
    privacy policy can be obtained at this link or by contacting us on 0290990318. Our privacy policy
    contains information about how you may access or seek correction of the information we hold about you,
    how we manage that information and our complaints process.
    If you do not provide the information we may be unable to assist in arranging finance or providing other
    services.
    You agree that we may collect use and disclose your information as specified above.
    DECLARATIONS BY YOU
    I/We declare that by signing this Privacy form, I/we have read and understood this Privacy form and consent to the
    collection, maintenance, use and disclosure of personal information in accordance with the above.
    I/We understand that if I/we do not sign this Privacy form, then we may be unable to proceed with any further credit
    activities and any personal information held, will be discarded in a safe and secure manner.

    Borrower / Guarantor (1)
    Borrower / Guarantor (2)
Submit
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  • About Us
    • Why Use Us?
    • Testimonials
    • In The Community >
      • FOWAS Dog Training
      • 2024 Southern Highlands Biggest Bake Off
      • 2023-southern-highlands-biggest-bake-off
    • Our Team
    • Enquiries
    • Privacy Statement
  • Home Loans
    • Investment Loans
    • Calculators >
      • Stamp Duty Calculator
      • Income Tax Calculator
      • Borrowing Power Calculator
      • Budget Planner
      • Extra Repayment Calculator
      • Home Loan Offset Calculator
      • Property Selling Cost Calculator
      • Property Buying Costs Calculator
      • Hardship Contact Lines - Mortgages
      • Hardship Contact Lines - Equipment
    • Aussie Expats and Foreign Investors
    • Deposit Bonds
    • Medical Professionals
  • Cars & Equipment
    • Car, Truck and Equipment Finance
    • Get A Quote
    • Car Buying Service
    • Car Loan Application Online
    • Solar Finance
    • Car Buyers Guide
  • Financial Planning
  • General Insurance
  • Blog
  • Contacts
  • Vacancies
  • More
    • MyConnect
    • Resources
    • Newsletter Sign Up
    • Topic Sheet Library
    • Privacy Policy
    • Feedback
    • Glossary of Terms
  • Contact Us