Assessment form

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1.Principal Applicant – Personal Information
Full Name
Marital Status
Date of Birth
date_range
Nationality
Tel. (residence)
Tel. (business)
Mobile
Fax
Email Address
Countries lived in during the past 10 years:
Which Australian city you wish to Migrate to?
Current Address
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2. Spouse – Personal Information (if applicable)
Full Name
Date of Birth
date_range
Nationality
Tel. (business)
Tel. (residence)
Mobile
Fax
Email Address
Countries lived in during the past 10 years:
Current Address
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3. Children (If Applicable)
Child's Name
Date of Birth
date_range
Child's Country of Birth
Child's Name
Date of Birth
date_range
Child's Country of Birth
Child's Name
Date of Birth
date_range
Child's Country of Birth
Child's Name
Date of Birth
date_range
Child's Country of Birth
4. Two Closest Relatives in Australia (if any) prepared to sponsor you
Relative 1
Full Name
Telephone
Relationship
Visa status in Australia
Address
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Relative 2
Full Name
Telephone
Relationship
Visa status in Australia
Address
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5. Miscellaneous
Do you or any member of your family* you intend to include in your application suffer from any medical problems?
* Family means your spouse and your children that will migrate with you.
If YES: Give details & approx date
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Have you or any member of your family you intend to include in your application ever been convicted of a criminal offence?
If YES: Give details & approx date
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Have you ever applied to migrate to Australia before?
If YES: Give details & approx date
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Have you ever visited Australia?
If YES: Give details & approx date
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6. Principal Applicant – Education Details
Level of Educational/Training completed
Date of Graduation (Month/Year)
Name of University/College
Major Area of Study/Training
Are you currently studying /under training?
If yes, please indicate(Bachelor's / Master's / Ph.D.)
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Expected Graduation Date(Month/Year)
Any other education details you wish to include
7. Spouse – Education Details (if applicable)
Level of Educational / Training completed
Date of Graduation (Month/Year)
Name of University/College
Major Area of Study/Training
Are you currently studying /under training?
If yes, please indicate(Bachelor's / Master's / Ph.D.)
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Expected Graduation Date(Month/Year)
Any other education details you wish to include
8. Principal Applicant – Language Ability
English Proficiency
Speak
Write
Read
Other Language/s Proficiency
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9. Spouse – Language Ability (If Applicable)
English Proficiency
Speak
Read
Write
Other Language/s Proficiency
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10. Principal Applicant – Employment details (if not self-employed)
Current Occupation
Name & Address & Tel. No. of Current Employer
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Job title and detailed job description
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Length of Experience
Previous Occupation
Intended Occupation in Australia
11. Spouse – Employment details (if not self-employed)
Current Occupation
Name & Address & Tel. No. of Current Employer
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Job title and detailed job description
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Length of Experience
Previous Occupation
Intended Occupation in Australia
12. For Business Owner applicants only
Details of intended business or investment in Australia.
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How much capital do you intend to have available for your planned business? (AUD)
What are your spouse and your combined net business and personal assets? Please provide your combined net worth each year for the last 4 years in AUD ?
Year
Net Worth
Year
Net Worth
Year
Net Worth
Year
Net Worth
Do you have experience in managing, operating or owning a business?
If yes, provide the following details:Type of business – Manufacturing, Trading, Investment, Services, etc.
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Turnover
Year
Turnover
Year
Turnover
Year
Turnover
Year
Total net Business Assets only in each year for the last 4 years in AUD
Year
Business Assets
Year
Business Assets
Year
Business Assets
Year
Business Assets
If you and/or your spouse do not own the whole business interest then what percentage of the business interest do you and/or your spouse own? %
Your current Total Net Business & Personal Assets of you and your spouse in AUD
13. For Investor applicants only
Details of intended business or investment in Australia (if any)
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Do you have experience in managing your own business or managing a portfolio of your own investment?
If yes provide the following detailsDetails of your current investment portfolio or business activity in strict confidence
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Have you ever managed a portfolio value greater than AUD $1.5 million?
If not, would the portfolio value that you have ever managed be greater than AUD $750,000?
How much is your current investment portfolio value in AUD?
How many years have you been directly managing your business/investment portfolio?
Would your spouse’s and/or your net personal and business/investment assets currently be least AUD $2.25 million or at least AUD $1.125 million?
14. Additional Information
Please provide any other information you think maybe of assistance to your application
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Please read the following and indicate your agreement before submitting this form.
I confirm I have prepared the answers to these questions and to the best of my knowledge and I believe them to be truthful and correct. I will not hold James Tan Immigration Consultants liable for any adverse consequences arising out of their actions when relying on the information given by me in this Assessment Form.
Our fee to process your Assessment Form is AUD $150.00. We will credit this cost to your account with us if you proceed with an Immigration application. Payment of the AUD $150.00 assessment fee can be made by bank draft or telegraphic transfer. If paying by bank draft please make the draft payable to "James Tan Clients' Account" and send it to:

JAMES TAN IMMIGRATION CONSULTANTS
266 Hawthorn Road
Vermont South, VIC 3133
AUSTRALIA

Branch No: 014-526
Account No: 3488 31788
Swift Code: ANZBAU3M

Details of Telegraphic Transfer are as follows:
James Tan Clients' Account.
ANZ Bank
Benowa Gardens Branch,
Benowa, Queensland 4217
Australia

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