I am professional Finance Broker who has been providing home, investment & commercial finance advice for 7 years. With over 15 years’ experience in banking, management and financial services I have unique insights into my client’s needs. Holding a bachelors degree in accounting and financial planning as well as being a qualified CPA. These qualifications and experience allow me to provide knowledge of the broader impacts of credit whilst assisting in the development and delivery of bespoke finance solutions.
Based in Berrima, I assist clients from all over Australia, while focussing on Sydney and the Southern Highlands. I work one on one with clients to identify their goals & provide finance solutions to individuals and business owners.
We save clients time, money & increase their borrowing power. Adding value by identifying the finance solution, researching the market, minimising paperwork & providing a regular review service.
Owner Occupied Loans
Diploma Finance & Mortgage Broking Management
Diploma of Financial Planning
Certified Practicing Accountant
Bachelor of Business Majoring in Accounting & Financial planning