Mortgage Broker Broadbeach, Surfers Paradise, Mermaid Waters
My business is to assist clients to get finance sorted for property matters. I have more than 25 years in Finance Broking and Lending experience. I have built a business on the Gold Coast with a focus on listening to clients and delivering outstanding personalised service and support. With a wealth of experience and having written over $200 Million in loans – I am here to help you.
My extensive, qualified and proven industry experience will assist clients to secure sound finance solutions, for their finance and property needs.
Each of my clients, existing or new, has a unique set of individual needs and situation arrangements, that are often changing. My task in part, is to explore in detail those needs and provide where possible, solutions that will benefit the clients financial position. My approach is collaborative. I link with necessary stakeholders involved in procuring finance for property. These may include but not limited to banks/lending partners, solicitors/conveyancers, property valuers, real estate agencies, accountants etc.
I can also assist by offering the following services/support
- latest data real estate property reports- RP Data Core Logic
- monthly finance specific eNewsletters
- discounts of general insurance
- able to assist with signing of legal/mortgage related documents- by appointment
- recommended and trusted referral partners such as solicitors, accountants, financial planners, insurance advisors, real estate agents, property valuers, other local business owners/trades people etc
I strive to ensure your finance experience will be as calm and stress free as possible. My communication throughout the process will ensure you are informed every step of the way.
- Diploma of Financial Services (Finance and Mortgage Broking Management)
- Certificate IV in Financial Services (Finance and Mortgage Broking)
- Diploma of Management
- Commissioner for Declarations
- Full Member Mortgage and Finance Association of Australia (MFAA)
- Member of Australian Financial Complaints Authority (AFCA)
- Elite Performer (Business/Partnership): 2006, 2007, 2008, 2009, 2010