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"
Loan Refinancing
Property Investors
Owner Occupied Loans
Investment Properties
English
Mandarin
Mortgage & Finance Association of Australia (MFAA)
CPA
Diploma in Mortgage and Finance Broking
Bach. of Commerce: Accounting and Finance
CPA program
Certificate of Currency: Real Estate
20
60+
April 2024
April 2024
April 2024