Jeff have over 10 years of experience across a variety of roles within the finance and accounting industry.
More recently this includes working with major aggregation and third-party distribution entities. I’m a committed, enthusiastic and highly motivated individual with extensive and diverse experience. I believe my strong work ethic and my ability to connect with clients in a professional and ethical manner helps me identify the best strategy in ensuring success and growth within the network.
A highly skilled and dedicated Finance Broker proficient in understanding client needs, offering comprehensive advice, and managing all stages of the loan process. Strong track record in building and maintaining relationships with clients, lenders, and financial institutions.
Extensive knowledge of the Australian mortgage market, regulatory standards, and lending products. Committed to providing excellent customer service and ensuring clients receive the best financial products.
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Specialties
Owner Occupied Loans
Investment Home Loans
Refinance
Pre-approval
Memberships
Mortgage & Finance Association of Australia (MFAA)
Institute of Public Accountants
Qualifications
Master of Finance
Diploma of Finance & Mortgage Broking Management
Languages
English
Chinese
Experience
Lender Count: 45
Broker Since: 2015