Independent Financial Advice - Declaration Forms

This Independent Financial Advice Declaration is designed for use in Australia. This legal form is available for immediate download.

For Immediate Download

$11.95 AUD Add to Cart
60-Day Money Back Guarantee
Please select a state

File types included

  • Microsoft Word
  • Adobe PDF
  • WordPerfect
  • Rich Text Format

Compatible with

  • Windows
  • Mac OS X
  • Linux

For Immediate Download

$11.95 AUD Add to Cart
60-Day Money Back Guarantee
Please select a state

Lawyer prepared

Our forms are kept up-to-date and accurate by our lawyers

Unlike other sites, every document on FindLegalForms.com is prepared by a lawyer, so you can be sure that you are getting a form that is accurate and valid in Australia.

Verified in Australia

Our forms are guaranteed
to be valid in Australia

Our team works tirelessly to keep our products current. As the laws change in Australia, so do our forms.

Over 3,500,000
satisfied customers

In over 10 years of creating and selling legal forms, our focus has never changed: providing our customers high quality legal products, low prices and an experience that takes some confusion out of the law.

60-Days Money Back

Try our forms with no risk

If you are unhappy with your form purchase for any reason at all, contact us within 60 days and we will refund 100% of your money back.
It is a prudent practice to always attach a certificate given by an attorney or an accountant to a financial institution which certifies that each party to a financial transaction has received independent financial advice. This Independent Financial Advice Declaration states that an individual has received financial advice regarding a document independently from the other party. A written declaration will prove valuable in the event of disagreements, misunderstandings or litigation arising from the transaction.


Protect Yourself, your Rights and your Property by using our professionally prepared up-to-date forms.

This lawyer-prepared packet contains:
  1. Information
  2. Independent Financial Advice Declaration Form for use in Australia
Law Compliance: This form complies with the state and territory laws of Australia
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.
 
 
INDEPENDENT FINANCIAL ADVICE
DECLARATION FORMS

 

 
 
 
I.    Declaration by Borrower
 
 
I, ___________________(declarant)of,______________________________________________ DO SOLEMNLY AND SINCERELY DECLARE AS FOLLOWS:
 
Options: Choose appropriate option below [mark out or delete other options].
 
A.    If Borrower is an Individual:
 
1.    I am the borrower named in certain loan and security documents in favour of______________ (lender) relating to property located at ___________________________________________________________
 
 
2.    I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
 
3.     After receiving that advice I have freely and voluntarily signed the following documents:
(Specify the documents produced for signature)
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
B.    If Borrower is a Corporation:
 
1.    I am
 
    an officer of the borrower
    a person involved in the management of the borrower
    (delete inapplicable reference)
 
named in certain loan and security documents in favour of________________(lender) relating to property located at _______________________________________
 
2.    I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
3.    After receiving that advice as
    an officer of the borrower
    a person involved in the management of the borrower
        (delete inapplicable reference)
    
    the borrower has signed the following documents:
 
    (Specify the documents produced for signature)
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
 
 
C.    If Borrower is a Trustee:
 
1.    I am
    the borrower
    an officer of the borrower
    a person involved in the management of the borrower
            (delete inapplicable reference)
 
named in certain loan and security documents in favour of _____________(lender)
relating to property located at_________________________ being property vested in me/the borrower as duly appointed Trustee* of the _______________________________Trust pursuant to a duly constituted and subsisting Deed of Trust dated _____________________or* as duly appointed Trustee of the Estate of _________________________to whom a Grant of Probate/Letters of Administration* was made on____________________________________________________
 
        * Delete words that do not apply.
 
 
2.     have received independent financial advice regarding the loan and security documents referred to in paragraph 1 which I declare that I am/the borrower is legally entitled and authorised to execute as Trustee under such Trust/Grant of  Probate/Letters of Administration.
 
    *Delete words that do not apply.
 
3.    After receiving that advice I have/the borrower has freely and voluntarily signed the following documents:
 
    (Specify the documents produced for signature)
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
 
AND I MAKE THIS SOLEMN DECLARATION conscientiously believing the contents to be true and by virtue of the ____________________________[Mention State Act].
 
............................................................................. [Signature of person making the declaration]
In the presence of,................................................................. [Signature of authorised witness]
...................................................................................................... [Name of authorised witness]
of................................................................................................................................. [address]
.................................................................................................. [qualification as such a witness]
Dated:
 
 
 
II.    Declaration by Third Party Mortgagor, Guarantor, Surety Mortgagor or Indemnifier for the Borrower 
 
 
 
I,_____________________________________________(declarant) of, _________________________
 
DO SOLEMNLY AND SINCERELY DECLARE AS FOLLOWS:
 
Options: Choose appropriate option below.
 
A.    For Individual:
 
1.     I am the Third Party Mortgagor, Guarantor, Surety Mortgagor, Indemnifier for the Borrower  (delete inapplicable reference) named in certain loan and security documents
 
    between__________________________________________ (borrower)
 
    and________________________________________________ (lender)
 
    relating to property located
    at_________________________________________________________
 
2.     I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
 
3.    After receiving that advice I have freely and voluntarily signed the following documents:
    (Specify the documents produced for signature)
 
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
B.    For Corporation
1.     I am
    an officer of, or
    a person involved in the management of
      - the Third Party Mortgagor
      - the Surety Mortgagor
      - the Indemnifier for the Borrower
      - the Guarantor
 
    [delete inapplicable reference] named in certain loan and security documents
 
    between__________________________________________(borrower)
 
    and________________________________________________(lender)
 
    relating to property located at ____________________.
 
2.     I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
 
3.    After receiving that advice I have freely and voluntarily signed the following documents:
    (Specify the documents produced for signature)
 
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
 
AND I MAKE THIS SOLEMN DECLARATION conscientiously believing the contents to be true and by virtue of the ____________________________[Mention State Act].
 
............................................................................. [Signature of person making the declaration]
In the presence of,................................................................. [Signature of authorised witness]
...................................................................................................... [Name of authorised witness]
of................................................................................................................................. [address]
.................................................................................................. [qualification as such a witness]
Dated:
 
 
 
 
Number of Pages6
DimensionsDesigned for Letter Size (8.5" x 11")
EditableYes (.doc, .wpd and .rtf)
UsageUnlimited number of prints
Product number#32591
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.
 
 
INDEPENDENT FINANCIAL ADVICE
DECLARATION FORMS

 

 
 
 
I.    Declaration by Borrower
 
 
I, ___________________(declarant)of,______________________________________________ DO SOLEMNLY AND SINCERELY DECLARE AS FOLLOWS:
 
Options: Choose appropriate option below [mark out or delete other options].
 
A.    If Borrower is an Individual:
 
1.    I am the borrower named in certain loan and security documents in favour of______________ (lender) relating to property located at ___________________________________________________________
 
 
2.    I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
 
3.     After receiving that advice I have freely and voluntarily signed the following documents:
(Specify the documents produced for signature)
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
B.    If Borrower is a Corporation:
 
1.    I am
 
    an officer of the borrower
    a person involved in the management of the borrower
    (delete inapplicable reference)
 
named in certain loan and security documents in favour of________________(lender) relating to property located at _______________________________________
 
2.    I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
3.    After receiving that advice as
    an officer of the borrower
    a person involved in the management of the borrower
        (delete inapplicable reference)
    
    the borrower has signed the following documents:
 
    (Specify the documents produced for signature)
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
 
 
C.    If Borrower is a Trustee:
 
1.    I am
    the borrower
    an officer of the borrower
    a person involved in the management of the borrower
            (delete inapplicable reference)
 
named in certain loan and security documents in favour of _____________(lender)
relating to property located at_________________________ being property vested in me/the borrower as duly appointed Trustee* of the _______________________________Trust pursuant to a duly constituted and subsisting Deed of Trust dated _____________________or* as duly appointed Trustee of the Estate of _________________________to whom a Grant of Probate/Letters of Administration* was made on____________________________________________________
 
        * Delete words that do not apply.
 
 
2.     have received independent financial advice regarding the loan and security documents referred to in paragraph 1 which I declare that I am/the borrower is legally entitled and authorised to execute as Trustee under such Trust/Grant of  Probate/Letters of Administration.
 
    *Delete words that do not apply.
 
3.    After receiving that advice I have/the borrower has freely and voluntarily signed the following documents:
 
    (Specify the documents produced for signature)
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
 
AND I MAKE THIS SOLEMN DECLARATION conscientiously believing the contents to be true and by virtue of the ____________________________[Mention State Act].
 
............................................................................. [Signature of person making the declaration]
In the presence of,................................................................. [Signature of authorised witness]
...................................................................................................... [Name of authorised witness]
of................................................................................................................................. [address]
.................................................................................................. [qualification as such a witness]
Dated:
 
 
 
II.    Declaration by Third Party Mortgagor, Guarantor, Surety Mortgagor or Indemnifier for the Borrower 
 
 
 
I,_____________________________________________(declarant) of, _________________________
 
DO SOLEMNLY AND SINCERELY DECLARE AS FOLLOWS:
 
Options: Choose appropriate option below.
 
A.    For Individual:
 
1.     I am the Third Party Mortgagor, Guarantor, Surety Mortgagor, Indemnifier for the Borrower  (delete inapplicable reference) named in certain loan and security documents
 
    between__________________________________________ (borrower)
 
    and________________________________________________ (lender)
 
    relating to property located
    at_________________________________________________________
 
2.     I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
 
3.    After receiving that advice I have freely and voluntarily signed the following documents:
    (Specify the documents produced for signature)
 
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
B.    For Corporation
1.     I am
    an officer of, or
    a person involved in the management of
      - the Third Party Mortgagor
      - the Surety Mortgagor
      - the Indemnifier for the Borrower
      - the Guarantor
 
    [delete inapplicable reference] named in certain loan and security documents
 
    between__________________________________________(borrower)
 
    and________________________________________________(lender)
 
    relating to property located at ____________________.
 
2.     I have received independent financial advice regarding the loan and security documents referred to in paragraph 1.
 
3.    After receiving that advice I have freely and voluntarily signed the following documents:
    (Specify the documents produced for signature)
 
(a)    ________________________________________________________
(b)    ________________________________________________________
(c)    ________________________________________________________
 
 
AND I MAKE THIS SOLEMN DECLARATION conscientiously believing the contents to be true and by virtue of the ____________________________[Mention State Act].
 
............................................................................. [Signature of person making the declaration]
In the presence of,................................................................. [Signature of authorised witness]
...................................................................................................... [Name of authorised witness]
of................................................................................................................................. [address]
.................................................................................................. [qualification as such a witness]
Dated:
 
 
 
 
You've found your form, but will you need others? If there are other related forms you may need in the future, it may be beneficial to look at our combo packages. On average, customers who purchase a combo package save 40% on the related forms they need. Take a look at the combo packages below to see if one is right for you.
Affidavit Forms Combo Package (Australia) Get 3 forms for just $14.95 AUD Save 50%! This Affidavit Forms Combo Package is designed for use in Australia. This combo is available for immediate download.

Looking for something else?