Charlotte Rubbo's Background
Charlotte Rubbo'

Charlotte Rubbo

Mortgage Broker

In Mortgage & Finance Services

5.0 ( 33 Reviews)

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About Charlotte Rubbo

Charlotte Rubbo is a Perth-based Mortgage Broker with IMFS (In Mortgages & Finance Services), serving clients all over Australia. With a Business Finance degree and her own investment property portfolio, she brings both professional expertise and real-world experience to every engagement.

Charlotte specialises in property purchases, refinancing, debt consolidation, and investment property finance for first-home buyers to established investors. Her hands-on experience with subdivision projects and project management provides unique insights into client challenges.

With a 5 star rating, clients praise her clear communication, responsiveness, and ability to simplify complex mortgage processes. Charlotte's combination of formal education, personal investment experience, and genuine commitment to client success makes her a trusted finance advisor.

Reviews for Charlotte Rubbo

5.0

33 Reviews

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4

3

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Christopher Rowett

We are very pleased with the excellent service that Charlotte provided to us in a gaining a positive outcome for refinancing our loan. Charlotte is a warm and generous person to work with, and we highly value her professional and friendly expertise. She is knowledgeable and proficient in her work. She researched and calmly negotiated difficult circumstances which required working with international parties. She gave us confidence and support every step of the way with an excellent outcome.

Matt Rowett

We've worked with Charlotte over the last few years on both refinancing and changing banks with difficult variables, such as international income. She's always provided excellent knowlede and communication, we'd highly recommend IMFS thanks to her.

Sarah Bettridge

Charlotte helped us with our recent loan and she was amazing to deal with. She was so helpful the whole time and her communication was amazing. Providing information to her was seamless with the systems she uses. Would highly recommend Charlotte

Peter Wong

Charlotte Rubbo, a broker from IMFS, recently assisted my wife and I with our refinance. The whole process was seamless from start to finish and Charlotte kept us in the loop all the way👍 She was friendly, accommodating , knowledgeable and super efficient. Charlotte went the ‘ extra’ mile in putting together a workable and suitable finance package which met our financial needs. If you’re considering refinancing then I highly recommend Charlotte as your broker and I’m confident that she will not disappoint you but in fact excel beyond your expectations. Well done Charlotte!

Jordan P

Charlotte and the team at IMFS made buying our first home a breeze. They made the whole process very easy and know what they are talking about. Thanks again guys 🙂 …

Tony Morgan

Charlotte was an absolute legend! Even though we weren’t in the same state, the communication was easy and uploading all the documents were a breeze. The whole process was flawless and we were very happy with our new loan. …

Send a message to Charlotte Rubbo

Areas Serviced

West Perth

Specialties

Property Investors & Subdivisions

Owner Occupied Loans

Home Loan Refinancing

Construction Loans

Experience

Lender Count: 30

Broker Since: 2014