Julie Wang's Background
Julie Wang'

Julie Wang

Mortgage Broker

Loan Market

5.0 ( 61 Reviews)

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About Julie Wang

Julie Wang is a Mortgage Broker based in Frenchs Forest, NSW

Julie has a proven track record helping with Loan Refinancing, Property Investors, Owner Occupied Loans and Investment Properties.
"As a finance strategist, mortgage broker, and Certified Practising Accountant, I don't just focus on numbers and mortgages. My goal is to be the trusted advisor to help clients build wealth through smart property moves. It might be for purchasing their first home, upgrading to a larger home or building a property portfolio.
With access to 60 lenders, many hundreds of mortgage products, I work closely with clients to work out the best finance and property options take into account their short, mid and long term goals.
Most of the time it involves working with clients tax accountant and financial planner to work out the best strategy to move forward.
I am specialised in all loan structure and investment vehicles. They can be trust, unit trust, SMSF investment for residential, commercial and industrial property.
We have network of tax expert, property expert and solicitors to look after all aspects of property wealth building"

Reviews for Julie Wang

5.0

61 Reviews

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Samantha Corey

On behalf of myself and my partner Phil, Julie is amazing at her job. She was very patient with us as first home buyers and got us a wonderful result. We can’t wait to move into our new home and I’m sure Julie will make the remaining journey easy and smooth. Words can’t thank her enough for getting us through all the stress :)

Daniel Ives

Julie consistently goes above and beyond to ensure your comfort throughout the process. By taking the time to get to know you, Julie made a significant difference. I highly recommend Julie.

Sam Monteath

Highly recommend Julie for mortgage broking services. Very professional and knowledgeable, she will work hard to find the right solution for your needs.

Nick Forsyth

"We had an amazing experience working with Julie as our mortgage broker. They provided a complete one-stop solution for setting up our SMSF, partnering …

WendellWasHere

Extremely grateful for Julie and all the help she provided me with my lending process!

Alexandre Vong

Julie was instrumental in guiding us through the complex process of setting up our SMSF for an investment property purchase. The knowledge required for SMSF lending is highly specialised, and not just anyone can provide the expertise needed …

Send a message to Julie Wang

Areas Serviced

Frenchs Forest

Specialties

Loan Refinancing

Property Investors

Owner Occupied Loans

Investment Properties

Memberships

Mortgage & Finance Association of Australia (MFAA)

CPA

Qualifications

Diploma in Mortgage and Finance Broking

Bach. of Commerce: Accounting and Finance

CPA program

Certificate of Currency: Real Estate

Languages

English

Mandarin

Experience

Lender Count: 60+

Broker Since: 2004