This document is a financial wealth check form for Property Club clients that collects personal and financial details. It requests information about clients' employment, income, assets like property and superannuation, debts like mortgages and credit cards, and financial goals to assess funding capacity. It also includes a privacy statement explaining how clients' information will be collected, used, accessed, and protected in providing advice and recommendations. By signing, clients authorize Property Club to share their details with relevant parties to facilitate requests and consent to the privacy terms.

1. Financial Wealth Check
(INCLUDING FUNDING CAPACITY)
propertyclub.com.au
Australia’s No.1 Wealth Creator Since 1994
Instructions
Please complete and sign this Financial Wealth Check to enable us to better know you as a client, and to be able to provide the advice you require, including the details of your
funding and / or purchasing capacity (along with any recommended loan & funding structures to assist you in achieving your goals and objectives).
1. Member 1
Full Name Date of Birth Member ID Gross Income Yrs/Mths in this job?
Occupation
2. Member 2
Full Name Date of Birth Member ID Gross Income Yrs/Mths in this job?
Occupation
Is either member
self employed?
Yes Yes No
3. Joint Details
ABN Held For
Gross Income
Yrs GST Registered?
4. Financial Position [Attach extra page(s) if needed]
We intend to borrow in:
Held for yrs
Mailing Address
Marital Status:
City State Postcode
(Friend, sibling, other family member)
If Self Employed, please provide your last 2 years Profit and Loss Statements
Contact Number H)
Contact Number W)
Contact Number M)
Dependents? Ages
Email Address
OWN HOME
Value ($)
1
INVESTMENT PROPERTIES
2
3
4
5
CREDIT CARDS
Ownership %
Mem1/Mem2 Limit ($) Debt ($) Lender
Int. Rate
(PA) %
Min. Repayment
PM ($)
Value ($)
Ownership %
Mem1/Mem2 Limit ($) Debt ($) Lender
Int. Rate
(PA) %
Min. Monthly
Payment ($)
Rent Rec.
PW
Lender Int. Rate(PA) %
Credit Card
Limit ($)
Balance Owed
($)
Cash in Bank
Shares Owned
I/We rent and
pay ($) P/W
LOC
LOC
I/We wish to purchase a property for:
States I/We are interested in:
Joint Names
No
Single Name
Company / Trust
Married Single Separated Defacto
Other
Yes No
ffvp.admin@propertyclub.com.au
Does your lender fully service you financial needs? Yes No Would you consider refinancing? Yes No
Investment Owner Occupier

2. propertyclub.com.au
Australia’s No.1 Wealth Creator Since 1994
Financial Wealth Check
(INCLUDING FUNDING CAPACITY)
5. Financial Position [Attach extra page(s) if needed] ... Continued
OTHER LOANS (personal, lease, hire purchase etc)
Type Debt ($) Lender
6. Super
7. Personal Protection Plan
8. Privacy Disclosure Statement and Consent
Introduction The privacy of your personal information is important to us. Our privacy policy governs how we collect and use your personal information. This privacy policy sets out how we respect your rights to
privacy in accordance with the National Privacy Principles contained in the Privacy Act 1988 (Commonwealth). The Investors Club, The Property Club and ELKcorp (including all entities that form part of the ELKcorp /
Elkcorp Pty Ltd group of entities) is collecting personal information about you.
How we collect personal information The information you provide will be held by The Investors Club (or its operating company Lisson Pty Ltd - ABN 53 080 115 872 and its associated company; Club Loans Pty Ltd
ABN 91 096 339 150), The Property Club and ELKcorp. We may collect personal information from you during the completion of the / our Client Needs Analysis & Fact Find, during our face to face or telephone (including
remote digitally delivered) appointments we complete with you, and further to this as part of the matters and / or services that you have requested that we investigate and / or provide to you. Information may be
disclosed by ELKcorp and / or Elkcorp and / or ELKcorp House and / or Elk Service Centre and / or Elk Financier and / or Elk Advisory and / or Elk Numbers & Strategy only to organisations / individuals that require such
information in order to allow for details of product and service options to be provided to you. In addition, information may be provided to credit providers / funders and / or product manufacturers in order to action and
implement the finance proposals (including Credit Advice Proposals) and / or applications, and / or advice recommendations (including as document in a Statement of Advice or Record of Advice), that you have requested
we investigate and / or implement / establish for you. Further to this, information may also be provided to third party entities that may have initially provided your details to us, or that may have initially referred you to us.
Use of your personal information We will use your personal information: 1. In order to effectively conduct our business including providing such information to ELKcorp group entities and / or its Directors, staff,
members or representatives, as well as to third party entities that may have initially provided your details to us, or that may have initially referred / introduced you to us. 2. During performing transactions on your behalf
to which the provision of that personal information relates. 3. In order to provide information to third party organisations / individuals, so details regarding the products and services we provide access to, can be provided
to you; and, 4. For internal administration and marketing purposes including providing such information to ELKcorp group entities and / or its Directors, staff, members or representatives, Elk Service Centre Pty Ltd as well
as to third party entities that may have initially provided your details to us, or that may have initially referred / introduced you to us. 5. If you wish to cease receiving any communication from us (other than as
required for the day –to-day operation of our business), please contact: 6. The Privacy Officer, Ph: 1300 950 833 ELKcorp House, P.O. Box 345 Chevron Island QLD 4217
Access rights to your personal information You have the right to access any information allowable by law from ELKcorp, Elkcorp, ELKcorp House, Elk Service Centre, Elk Financier, Elk Advisory and Elk Numbers &
Strategy. In order to access this information, you may ask us to provide you with a list of personal information we hold, and copies of the information. We will endeavour to provide you within 30 days of receiving this
request. If you believe any of the information we are holding about you is incorrect, you may ask us to correct it. You can also gain access to the information that The Investors Club and The Property Club holds about you
by contacting us at Building 8, 107 Miles Platting Road, Eight Mile Plains, Queensland 4113 or phoning (07) 3456 4252.
Storage of your personal information We take all reasonable steps to securely protect your personal information from loss, misuse, or unauthorised access. When your information is no longer required for our
business, we will destroy it or permanently de-identify this information
Authorisation I / we agree that The Investors Club, The Property Club and ELKcorp may collect and use my / our personal information as specified above. In the event this Financial Wealth Check and Funding Enquiry
is in joint names, both parties sign this form in order for your request to be processed. I hereby authorise The Investors Club, The Property Club and ELKcorp (including the ELKcorp group of entities to communicate and
share the details of any recommendations, structures and strategies (including any other personal financial advice details) to my Property Club - Branch Manager and / or Property Mentor in order to assist me facilitate
my request.
Special Instructions for the Applicant
Int. Rate
(PA) %
Min. Repayment
PM ($)
Yes, I would like to be contacted regarding Property Focused Super and the
“Find My Lost Super” Service Available to Property Club clients.
My current superannuation savings are
I understand it is very important to have a personal protection plan in place, in order to protect and futureproof my
family and I, in the event of loss. I would like to be contacted regarding my personal risk protection needs.
Full Name (please print) Full Name (please print)
Signature Date Signature Date
Property Mentor Branch Manager Preferred Finance Professional
Please complete and sign this form (including the Privacy Disclosure Statement and Consent above).
Please do not forget any other supporting documentation and either post, fax or email to:
Send to: Email:
Last Updated October 2014
Fax:
Yes No
Yes No
ffvp.admin@propertyclub.com.au Property Club - Friedman Branch
2/20 Bonner Drive
(08) 9248 5461 MALAGA WA 6090