Originally from Perth, I moved into finance broking in 2010 after a 15-year career in corporate finance, starting a lending business that was employing six staff with over $500M in loans under management.
I credit the success of my businesses to delivering service and solutions beyond expectations. It helps that I get a real buzz out of helping people, of seeing them grow and achieve - both my clients and my employees.
While clients usually come to us for finance solutions, so often we become their trusted advisor for all their financial needs. That includes - through me or my partners - personal, commercial and asset finance, risk management, wealth management, financial planning, accounting and legal advice.
I take great pride in my ability to deliver these integrated financial solutions, drawing upon my corporate finance experience, my Bachelor of Commerce and accreditation as a Chartered Financial Analyst.
Growing up on the South Coast of NSW, my career began in retail and event management. Throughout these years, I developed a strong skillset in overseeing a customer focussed process from start to finish.
During my years working in the finance industry, I have continued to demonstrate a client experience based approach to my business. A strong sense of empathy allows me to really identify my client's requirements and guide them through the complicated lending process.
I thrive off creating exceptional lending outcomes for all clients, across residential, commercial and asset finance, as well as working closely with our professional network to provide accounting, conveyancing and financial planning services.
Outside of work I enjoy playing golf and cycling.
The majority of my career has been spent in the real estate industry, where customer service and communicating with various stakeholders was a daily occurrence.
With this experience in mind, my transition to the finance industry was a smooth one, and since then I have enjoyed the role of assisting customers with loan applications, from lodgement through to settlement.
I take pleasure in our customers having a seamless experience throughout the application process and beyond.