ACCREDITATION APPLICATION
FULL NAME
DATE OF BIRTH
BUSINESS NAME
ABN / CAN
NAME OF DIRECTOR
POSTAL ADDRESS
BUSINESS EMAIL
MOBILE NUMBER
ACL / ACR
CITIZENSHIP
. Australian Citizen Visa Holder
PLACE OF BIRTH
DRIVERS LICENSE
NUMBER & EXPIRY DATE
PASSPORT
NUMBER & EXPIRY DATE
MOTHERS MAIDEN NAME
PREVIOUS AGGREGATOR
IF APPLICABLE
SUPPORTING DOCUMENTS
Please attach copies of the below documents to this application
NEW MEMBERS
YES
TRANSFERRING MEMBERS
YES
Cert IV OR Diploma in Finance Broking
Cert IV OR Diploma in Finance Broking
AML / CTF Certificate
Current AML / CTF Certificate (less than 2 yrs)
Professional Indemnity Insurance Certificate
Professional Indemnity Insurance Certificate
MFAA OR FBAA Membership Certificate
MFAA OR FBAA Membership Certificate
AFCA Certificate
AFCA Certificate
ASIC Company Search Report
ASIC Company Search Report
National Police Check
(less than 2 months old)
National Police Check (less than 2 months old)
Current Resume
Current Resume
100 Points ID
(Driver’s License + Passport, Medicare, etc)
100 Points ID (Driver’s License + Passport, Medicare, etc)
Credit Report
(less than 1 month old)
Credit Report (less than 1 month old)
Financial Abuse Awareness Education Certificate
Release Letter from Previous Aggregator
(must advise of no adverse circumstances)
ACCREDITATION REQUESTS
Please ONLY tick lenders you require accreditations with.
Please remember that by becoming accredited with a lender you are expected to maintain your
knowledge of that lenders products & policies. We recommend that you do not tick every lender.
RESIDENTIAL
LENDER
TRANSFER
PRIOR BROKER ID
IF A TRANSFER
TRAINING/EXAM
AAA FINANCIAL CORPORATION
AUSWIDE BANK
ADELAIDE BANK (ABL)
AMP
YES
ANZ
YES
ALLSTATE HOME LOANS
AUSTRALIAN MILITARY BANK
YES
BANK OF CHINA
BANK OF QUEENSLAND (BOQ)
YES
BANK OF SYDNEY
BANKWEST
YES
BCU (specific geographical areas only)
BETTER MORTGAGE MANAGEMENT
BEYOND BANK
BLUESTONE
CITIBANK
COMMONWEALTH BANK (CBA)
(min 2yrs broking & transfers now require same)
YES
DEPOSIT BOND AUSTRAILIA
DEPOSIT POWER
EMONEY (previously AFM & NMC)
FIRSTMAC
HERITAGE BANK
YES
HEARTLAND SENIORS (reverse mortgages)
ING
YES
LA TROBE
LIBERTY
MKM CAPITAL
MACQUARIE BANK
ME BANK
MORTGAGE EZY
MY SATE
NAB
YES
PEPPER MONEY
RAMS
RESICOM
YES
RESIMAC
ST GEORGE/BANK OF MELB/BANK SA
YES
SUNCORP BANK
TEACHERS MUTUAL BANK LIMITED
(Includes - Firefighters Mutual Bank, Unibank &
Health Professionals Bank)
VICTORIAN MORTGAGE GROUP (VMG)
WESTPAC
YES
COMMERCIAL / SMALL BUSINESS
LENDER
TRANSFER
PRIOR BROKER ID
IF A TRANSFER
TRAINING/EXAM
ADELAIDE BANK (ABL)
ANZ Please circle one of the following:
FULL BROKER or REFERRER or BOTH
BANK OF SYDNEY
BCU (specific geographical areas only)
BOQ COMMERCIAL / SPECIALIST
COMMONWEALTH BANK Please circle one:
FULL BROKER or REFERRER or BOTH
FINSTRO
ING
YES
JUDO CAPITAL
YES
LIBERTY
MACQUARIE BANK Please circle one:
FULL BROKER or REFERRER or BOTH
MEDFIN
MOULA
NAB
ONDECK
OUTSOURCE DIRECT
PEPPER MONEY
PRIME CAPITAL
RESICOM
SCOTTISH PACIFIC (Debtor Finance)
ST GEORGE/BANK OF MELB/BANK SA
Please circle: FULL BROKER or REFERRER or BOTH
SUNCORP BANK
WADDLE (Debtor Finance)
WESTPAC Please circle one:
FULL BROKER or REFERRER or BOTH
ASSET LEASING / MOTOR VEHICLE & EQUIPMENT (MVE)
LENDER
TRANSFER
PRIOR BROKER ID
IF A TRANSFER
TRAINING/EXAM
AMMF (Yamaha)
ANZ
AXSESS TODAY
BOQ SPECIALIST
CAPITAL FINANCE
FIRSTMAC
LIBERTY
MACQUARIE LEASING
METRO FINANCE
NAB
YES
PEPPER MONEY
PLENTI (previously RateSetter)
WESTPAC
PERSONAL / CONSUMER FINANCE
LENDER
TRANSFER
PRIOR BROKER ID
IF A TRANSFER
TRAINING/EXAM
AMMF (Yamaha)
AUSTRALIAN MILITARY BANK
LATITUDE FINANCIAL
MONEYPLACE
PEPPER MONEY
PLENTI (previously RateSetter)
SOCIETYONE
INSURANCE
LENDER
TRANSFER
PRIOR BROKER ID
IF A TRANSFER
TRAINING/EXAM
ALI (Risk/Loan Protection)
ALLIANZ (General)