Worked in small business, banking, and mortgage broking over 13 years. Having started a small business early in my career I transitioned into Mortgage Broking in 2007. After leaving Mortgage Broking during the Global Financial Crisis in 2010, I worked as an insurance manager for almost 12 months. I then took on the challenge of establishing Finance department as Business Manager for a local automotive retailer in Berri SA before joining ANZ for 5 years as a Business Banker. Dealing in both personal and commercial finance over that time has served me well to provide complete financial solutions to my clients.
In Business – I am skilled in working capital solutions, loans for all forms of business needs including Commercial and Agricultural loan and equipment finance .
For Personal – I have assisted many clients assistance in buying their first home, Investment property with many different Loan structures and features to meet their needs. I have also helped them build wealth, investing in real estate and other wealth creation strategies. I also have many years experience in motor vehicle funding with loans that suit a client’s needs.
I grew up in Renmark SA and have operated throughout the whole of Riverland SA. I am a local who knows and under.
Whether you call, email or meet with us face to face, we will take the time to listen and understand so we understand your personal and business goals.
For Our Clients - Our recommendations and general advice is not based purley on interest rate. While that is an important component, making sure we fully understand what you need and matching this to a lender that can provide the right solution to your business & personal goals is what makes the difference.
Once we have found a solution that helps you acheive your goals. Our team will guide you through the whole process from start to finish, ensuring you understand all the details and you are kept up to date along the way.
