I have over 9 years experience in the financial services industry ranging from a mortgage broker to financial planner and then to a mobile lending manager with one of Queensland’s leading banks. Prior to this I worked in various executive roles in the Australian public service. I have a Bachelor of Business, Diploma in Financial Planning, Certificate IV in Mortgage/Finance Broking and am in the process of completing a Diploma in Mortgage/Finance Broking.
I pride myself on making the lending transaction an easy and hassle free experience and even though this is a serious business it does not have to be serious, as we can have some fun on the way! This is done by providing simple and honest upfront debt advice that involves reviewing various lenders, products and recommending and facilitating a complete loan solution to meet short and long term financial goals. I possess an extensive knowledge of lenders credit policy and have a sound knowledge of bank’s products and services. I am persistent and often have got applications approved even after an initial no from the respective bank or lender.
I take the time and effort to understand the financial needs and aspirations of my clients and I tailor a solution to help them move towards achieving their goals and form an ongoing and lasting relationship. I look at extra ways to add value to my clients by either relating my own personal experiences, introducing new ideas or other individuals that may be able to help. In my role, it is imperative that my clients know that I am upfront and will ask those hard questions that my clients need to have asked of them at times.
I have a beautiful family which includes three young children with a mischievous dog and cat. I love to enjoy a few relaxing glasses of red on the weekend with some great music or book and will always find any excuse to talk about sport, particularly NRL and AFL.