Hi CLIENT

To provide your information to us, you will receive an email from Customer Portal: Welcome to My Finance Community. You will be able to provide us with your needs and requirements, add and update your details including your financial details and you will also be able to upload your documents that are required in the attached required documents checklist.

Below are the steps we would like you to also complete. Please click on the each of the *button links* to get started on each step. If you have any questions, please give us a call.


Kind Regards
The Excel Team

 

STEP 1:  5 Minute Health Check

 

STEP 2: Credit Guide & Privacy Policy

The 1st questionnaire is the “5 Minute Financial Health Check” - which will literally only take a few minutes. It will help to confirm your priorities. It asks a series of questions which you simply need to click on your response – between 1 & 4 depending on whether you believe you do or don’t require further advice. By the way, if there are any areas which AREN’T relevant simply choose the “N/A” option. When you have answered all the questions you will be asked to “submit” this information which will be automatically sent to us.

 

This 2nd step will take you to sign our "Credit Guide & Privacy Policy". This Credit Guide provides you with the key information that you need to know to make an informed and confident choice when engaging our products and services. This Credit Guide summarises our goals and standards, offerings, fees, and commissions. Please don’t hesitate to ask if you need more information or clarification.

If you are a couple, please sign one each.

*Click here to start Step 1 Health Check*

 

*Click here to sign the Credit Guide*

STEP 3: Access Seeker Authorisation

 

STEP 4: Borrower Disclosure

This 3rd step will take you to sign our “Access Seeker Customer Authorisation form”. This provides authorisation for the broker to seek to obtain credit reporting information to assist with obtaining credit.

If you are a couple, please sign one each.

 

This 4th step will take you to sign our "Borrower Disclosure form". This provides the broker with disclosures from you.

*Click here to sign the Authorisation Form*

 

*Click here to sign the Disclosure*

STEP 5: Mortgage Documents Checklist

 

STEP 6: My Finance Community

This 5th step will take you to complete our "Mortgage Required Document Checklist". This ensure that you submit the required documentation for the broker to assist with obtaining credit.

 

You will receive an email from My Finance Community to provide your details through our Brokering Software. You will need to ensure that you provide at least 3 years on address history and 3 years of employment history. With the expenses, please supply a comment of what the expense is, if it will continue after settlement and ownership.

It is important that you complete the My Finance Community Steps as accurately as you can and upload the required documents. We can only work on the information provided to us, therefore, should we not receive all the required information may result in a delay in the processing and lodgement.

*Click here to complete the Checklist*

 

 

Excel Financial Advisors

ABN 97 101 135 942 | Australian Credit Licence No: 392277
02 4934 8844

admin@exceladvisors.com.au

1270 The Branch Lane, The Branch

PO BOX 16 Karuah NSW 2324

 

   

 

Excel Financial Advisors Pty Ltd is a CPA Business. 

Liability limited by a scheme approved under Professional Standards Legislation.

 

Excel Financial Advisors Pty Ltd is a Corporate Authorised Representative 288993 of Interprac Financial Planning Pty Ltd, ABN 14 076 093 680 AFSL No. 246638.

© Copyright 2014 - 2019 | Excel Financial Advisors Pty Ltd | All Rights Reserved

 

Visit Us       |      Privacy Policy       |       Disclaimer