Kerry Davies - Mortgage Broker Shepparton, Albury-Wodonga, Echuca

Mobile: 0428 965 146 Fax: +61 3 5874 3155
Trading entity: Simply Intelligent Finance
Contact: Kerry Davies, mortgage broker

My priority is to help people achieve their dreams by making their money work for them, not the bank. I believe that what sets me apart from other mortgage brokers is my commitment to keeping in contact with customers not just throughout the entire home loan process,  but after settlement too. I thrive on using my expertise to assist customers in achieving the right loan structure for them – one which will enable them to fulfill their dreams.

First home buyers

I particularly like working with first home buyers, because they are so appreciative! I’ve seen a large number of first home buyers come to me after being misguided by lenders who don’t understand or appreciate their circumstances. As an example. recently, a client came to see me wanting to purchase her first home, completely disillusioned. Her recent experience was that no lender would give her a home loan, and she had been knocked back countless times. However I was successful in finding a lender that would lend to her, in her remote postcode, and she was ecstatic.

Property investors

Restructuring property investment loans is one of my key strengths and a specialisation of mine.Particularly if you already own a number of investment properties already and want to buy another, I will work with you to show you how to structure your loans correctly for your entire investment portfolio. In many cases, a restructure of your investment loans can result in substantial savings in the costs associated with your investment portfolio.

Loans for commercial  purposes and self-employed borrowers

Using my substantial experience managing both large and small businesses, including rural enterprises, I have shown business people how a restructure of their credit facilities will save them significant amounts of money.

Marital property settlements

Refinancing a property after a marital break up can be a long process. I have worked extensively with individuals in this situation over long periods of time to assist them to get into a position to finance a purchase or buy out a ex-partner. This has included securing an appropriate home loan pre-approval and, where necessary, fast tracking loan applications.

Qualifications and experience

Substantial business management experience
Substantial experience in banking practice and law
Bachelor of Social Work
Grad. Dip. Innovation and Service Management

Community involvement

Barooga Sports Club
Southern Riverina Arts
Anglican Church
Bushwalking

Business community involvement

Chamber of Commerce
Property Investment Network
Futures Training

North East Victoria Customers and Southern New South Wales

I give personalised service and travel to customers in and around Yarrawonga, Mulwala, Wangarratta, Albury Wodonga, Echuca Moama, Cobram Barooga, Finley, Tocumwal, Corowa, Deniliquin and Shepparton.

 

For more information on home finance or to talk to Kerry Davies

Contact Kerry Davies, or call us any time on 13LOAN

• State: Victoria, VIC
• Broker region: Regional Victoria
• Suburbs: Shepparton, Albury-Wodonga, Echuca
• Kerry Davies provides mortgage broking services in suburbs including but not limited to: Yarrawonga, Mulwala, Wangarratta, Albury, Wodonga, Echuca, Moama, Cobram, Barooga, Finley, Tocumwal, Corowa, Deniliquin, Shepparton

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