Talk to us, call:
0451 308 332
- Phone: 0451 308 332
- Credit Representative: 472907 firstname.lastname@example.org
My career has been a journey – I started as a Traffic Planner / Analyst, then a Project Manager, eventually becoming an Insurance Consultant, Investment Portfolio Consultant, a full fledge Financial Planner, a Real Estate Consultant, and now a Mortgage Broker.
I hold a Bachelor of Science (Canada) and Master of Science in Traffic and Highway Engineering, Cert IV in Property Services, Diploma of Financial Planning and Diploma in Finance Broking & Mortgage Management, which means I have an excellent broad technical understanding of the finance industry, providing my clients with intelligent advice and solutions.
My 25 years’ experience allows me to provide my clients with valuable insights that will assist them upon their financial journey.
I am a member of the Mortgage Finance Association of Australia (MFAA), the peak industry body for professional credit advisors. This means I am bound by a strict code of conduct, and must undertake continuing education programs to ensure that I am always up to date with the latest products and trends in the finance world.
I am also a member of the Credit Ombudsman Service (COSL), which ensures my clients access to an accessible, independent and fair external dispute resolution service in the unlikely event of a dispute.
We have a panel of over 25 different lenders, including all the major banks, which gives me access to hundreds of different loan products. The information collected from the client allows me to give them the most suitable loan product
I’ll guide you through the entire loan application process, from providing initial advice, to recommending a lender and product that is competitively priced and best suits your needs all the way through to taking care of documentation and facilitating settlement.
I’ll provide you with updates about the latest trends and developments in the market, and I’ll be there for you in the future if you want to make changes, take out another loan or just want some advice and ongoing reviews of your loan.
In short, whilst you have a mortgage I am here to support you every step of the way.
I care for my clients’ financial well-being! I understand that making good financial decisions today will make a difference to you tomorrow. I am passionate about my work, over the years I have seen many clients make good decisions and be better off in the long run, be it first home owners, couples or families building, renovating or extending, or investors creating wealth for their future.
You may have noticed that whilst I have undertaken many financial services roles I have not been a banker. Why? I chose to be a mortgage broker because I want to provide my customers with choice. Not only the right product but also the right institution.
I am always contactable and will always be there for you whenever you need me.
Last but not least, I care that you get the right advice. Let’s start our long term working relationship today.