My tenures at both Westpac and St George have afforded me extensive experience in all aspects of personal and business borrowing and banking, including lending policy development.
You could say I have an insider’s advantage when it comes to loan product and lending policy knowledge as I have a working understanding of how bank credit assessors think. I also know how important it is to present your personal or business case to a lender that can cater to your circumstances, not the other way round.
My specialty is knowing which lenders really want your business, those that are going to work the hardest for you in terms of interest rate or pricing, loan structure and service.
Combine this with my ability to expertly negotiate on your behalf and you have the perfect recipe for securing a better finance deal.
Banking and finance experience that really counts
Whether you need $20k or $20 million, I can assist you to secure competitive finance for your home, investment, vehicle, or business. My areas of expertise include:
- Home Loans
- Investment Loans
- Construction Loans
- Refinancing
- Debt Consolidation
- Car & Personal Loans
- Commercial Finance
- Cash Flow Finance
- Equipment and Asset Finance
- Self-Managed Super Funds (SMSF)
Compare hundreds of loans from 60+ banks and lenders
With access to hundreds of loan products from over 60 banks and lenders I can genuinely offer you real choice and personalised service and that means no automated phone lines or frustrating call centres. I’ll always be an email, text or phone call away and can help you to answer all these questions and more:
- Is my current home or investment loan still competitive?
- Is it possible to save money on my existing home loan?
- Can I reduce my current mortgage repayments?
- Is now the time to buy my first home or investment property?
- What FHB grants am I eligible for?
- How can I access equity for investment purposes?
- How much can I really borrow in today’s market?
- What will my loan costs be?
- What will my repayments be?
I can also connect you with recommended professionals to assist you with:
- Financial Planning
- Estate Planning
- Business Succession Planning
- Insurance – Life, Income Protection
- Insurance – General
Your choice of business loans and leasing options for business success
On a daily basis I work with sole traders, contractors and SME businesses and have the practical experience, industry reputation and financial know-how to secure you a competitive solution for your funding requirements, no matter the business size or complexity of your situation.
Whether you are buying a new business, expanding through acquisition, investing in new technology or commercial premises I can help you find a better finance deal.
My clients are from a diverse range of industries including:
- Accountancy
- Construction
- Clubs
- Healthcare & Beauty
- Hospitality
- Legal
- Management Buyouts
- Medical
- Property investment
- Retail
- Wholesale
Quite simply, I am driven by a commitment to client satisfaction. My aim is to help guide my clients towards their financial goals with integrity and expertise every step of the way. Whether it’s navigating the complexities of mortgage options or strategising for long-term financial success, I look forward to partnering with you.
Professional Qualifications & Memberships
- Diploma of Finance & Mortgage Broking Management (Dip. FMBM)
- Certificate IV in Financial Services (Finance & Mortgage Broking)
- RG146 Tier 2 Accredited
- Member Mortgage & Finance Association of Australia (MFAA)
- Member Australian Financial Complaints Authority (AFCA)