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Forms

Oak Financial Group

Loan Forms

All the important forms you need to secure your next step on the property ladder.

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CLIENT ENQUIRY FORM

Please enter as much information as you can to assist our lending specialist. Once you have completed the form, please email to info@oakfin.com.au and we will contact you shortly.

To ensure your details are saved please use Adobe Acrobat. You can download Adobe Acrobat here.

DOWNLOAD FORM
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SUPPORT DOCUMENT CHECKLIST
  • ID – Drivers License AND Passport
  • Last 2 payslips detailing Base Salary plus PAYG Payment Summary
  • Last 2 years tax returns & ATO notice of assessments if self – employed
  • Foreign Income – Employer’s letter AND 2 consecutive payslips
DOWNLOAD FORM
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BANK DISCHARGE FORM

To discharge your mortgage please complete our online enquiry form.

On receipt of this form, we will email to you the relevant Discharge Paperwork for you to complete and one of our specialists will contact you to confirm details.

ONLINE FORM
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RP DATA FORM

If you are thinking of buying or selling a property or would like to unlock your existing equity for a new investment opportunity, then our free property report can help you better understand the estimated value of a property.

ONLINE FORM

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