your westpac equipment finance credit team

W-1

68

9-0

816

sm

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 577gentzg@stgeorge.com.au

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• efodealbuild@westpac.com.au

è Step 3: Contact us anytime to discuss.

Technical Advice & Complex Financing High Value Transactions

Mark BoulterSenior Manager Credit

NSW, ACT & QLD0437 269 732

boulterm@stgeorge.com.au

Paul LancasterSenior Credit Manager

WA & SA0432 858 734

plancaster@westpac.com.au

Annette RoccaCredit Manager

VIC & TAS0432 858 731

arocca@westpac.com.au

Stevenson NguiCredit Manager

WA & SA0432 859 009

sngui@westpac.com.au

Louisa WongCredit Manager

NSW02 8767 8567

louisawong@westpac.com.au

Tek LimSenior Manager Credit

VIC 0432 859 096

teklim@westpac.com.au

Julio PerelloSenior Credit Manager

QLD02 8767 8557

jperello@westpac.com.au

Ann GirvinCredit Manager

VIC & TAS0432 858 738

agirvin@westpac.com.au

Raffi TontianCredit Manager

NSW02 8254 4855

rtontian@westpac.com.au

Charles LowCredit Manager

QLD 02 8767 3289

charleslow@westpac.com.au

W-1

583-

04

16se

a

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