Welcome! You have come to the right destination for all your financial requirements.
As a career banker with over 20 years experience in the industry, I have worked in the Adelaide Metropolitan area for my entire professional life. I've also acquired property, including investment property for development involving construction, therefore have a thorough understanding of the different facets of lending for residential, investment and construction finance. I enjoy helping people secure finance, whether it be for new clients to purchase the home of their dreams, for upgrading existing clients into new homes, for the purchase of an investment property or for the purchase of a business.
Whether you are self employed, on salary income, recently arrived into Australia, or any other situation, I am here to help!
I offer an enthusiastic, efficient and professional service to all my clients. My business has grown organically on satisfied clients and their referrals who have been impressed by the fast and efficient service offered. As a self employed broker, I have every incentive to ensure your loan is handled in an efficient manner.
Residential home loans - Purchasing, Refinancing and First Home Buyers
Negotiating loan structures that enable you to maximise your home loan is my speciality. Whether it be a combination of fixed and variable, introductory and/or discounted professional packages, I have the knowledge required to ensure you secure the right home finance option for your property purchase. I am equally knowledgeable and approachable whether you are a first home buyer navigating the property and mortgage maze, or seasoned veteran who has bought and refinanced properties previously.
Commercial and property development loans
The area of commercial finance is a specialists' domain. I have a thorough understanding of the financials involved including company and trust structures, and have access to a number of commercial finance lenders able to provide competitive business finance solutions. Over the years I have built up strong relationships with property developers and commercial real estate agents which has opened up numerous business opportunities for clients in the past.
Memberships and community involvement
- Member of the MFAA
- Authorized Representative (Financial Planning)
- Graduate Diploma in Financial Planning - As an authorized representative, I have to undertake ongoing educational training in all areas of financial planning, which includes property investment, superannuation and risk insurance.
- Masters of Business Administration - A masters degree in business has provided me with the essential skills and requirements needed to manage a company; I believe the smooth running of my business contributes to a better outcome for my clients.