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Dear Colleagues,
This flyer is a tool provided to assist you in your business which includes team members dedicated to you, along with their contact details. In addition, the back page lists the minimum application information requirements, to assist with fast-tracking your application.
Please remember that we are here to support you. Feel free to contact us anytime should you require our assistance or would like to provide feedback to us.
Thank you for your ongoing support.
Glen GentzNational Manager Credit, Group High Value0466 347 [email protected]
Your Westpac Equipment Finance Credit Team High Value
3 Steps to Success
Our vision is to be one of the world’s great companies, helping our customers, communities and people to proper and grow.
è Step 1: Ensure your applicationcomplies with the Checklist on theback of this card.
è Step 2: Forward your completedapplication to us via:• Drive Online, or• [email protected]
è Step 3: Contact us anytime to discuss.
Technical Advice & Complex Financing High Value Transactions
Mark BoulterSenior Manager Credit
NSW, ACT & QLD0437 269 732
Paul LancasterSenior Credit Manager
WA & SA0432 858 734
Annette RoccaCredit Manager
VIC & TAS0432 858 731
Stevenson NguiCredit Manager
WA & SA0432 859 009
Louisa WongCredit Manager
NSW02 8767 8567
Tek LimSenior Manager Credit
VIC 0432 859 096
Julio PerelloSenior Credit Manager
QLD02 8767 8557
Ann GirvinCredit Manager
VIC & TAS0432 858 738
Raffi TontianCredit Manager
NSW02 8254 4855
Charles LowCredit Manager
QLD 02 8767 3289
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Transaction Size Check <$250k $250k-$500k $500k - $1m $1m+
Application/Customer Details
Client Information (name, address, DOC, etc) P P P PBrief Background of Business/Directors PDetailed Background of Business/Directors P P PDetails of Succession Planning P PList of major competitors P PList of major clients P PFull Description of Goods P P P PReason of Purchase P P P PSigned Privacy Form from ALL individuals P P P PFinancial information
Last 2 years Financial Statements - not more than 18 months (Profit & Loss and Balance sheet) P P P PLast 3 years Financial Statements - not more than 18 months (Profit & Loss and Balance sheet) P PInterim or Management Accounts if financial statements year end > 6 months old P PCurrent Asset and Liability Statement(s) from all directors/individual guarantors P P P PCommitment Schedule P P P PCurrent Tax Portal (Integrated Client Account) P P PCommentary on major movements in Financial Statements (=> 10%) P PCash Flow Projections (with assumptions) PCurrent Aged Debtor Listing P PCurrent Aged Creditor Listing P P
Checklist - Minimum documentation requirements*
*Please do not hesitate to contact your Credit Manager & Team Leader if you cannot meet the above requirements to discuss.©2016 Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit license 233714.
Your Westpac Equipment Finance Credit Team High Value
