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Broker Readiness Checklist

Tick off what you already have ready. Not everything is required to have your first conversation — but the more you have, the faster things can move.

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Photo ID (driver licence or passport)
Last 2 years of tax returns / Notices of Assessment
Recent payslips (if employed) or profit & loss statement (if self-employed)
Statements for any existing loans or credit cards
3 months of bank statements
ABN and business registration details (if self-employed or a practice owner)
Practice financials, if buying into or purchasing a practice
A rough idea of your savings, deposit, or available equity