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THE PENINSULA BROKER

Karlee Davern

Mortgage Broker

5 (10 Reviews)

About Karlee

Karlee Davern is an experienced mortgage broker based in Mornington, VIC, known for her exceptional service and extensive knowledge of the industry. With over 15 years of experience, Karlee has helped numerous clients throughout the country secure the best loans from a wide range of lenders. Her true passion lies in ensuring her clients find the right loan to suit their needs, and she is dedicated to helping them achieve their dreams.

Prior to her career as a mortgage broker, Karlee worked as a Financial Planner and gained valuable experience in accounting firms. This background has equipped her with in-depth knowledge and a competitive edge in providing strategic lending solutions for optimal client outcomes. Whether it's assisting self-employed individuals with multiple entities, navigating SMSF complexities, or structuring debt for tax-effective results, Karlee possesses a comprehensive understanding of all things finance.

Karlee specialises in various aspects of home lending, from guiding first-time buyers through the purchasing process to helping families build wealth through investment properties. Her expertise also extends to solving complex lending structures, as she has likely encountered similar situations before. With a wealth of knowledge at her disposal, Karlee takes the time to understand her clients' current financial positions, future goals, requirements, and objectives. Based on this understanding, she conducts thorough research and investigation among a panel of over 40 lenders and product providers, ultimately recommending the most competitive and suitable products and structures tailored to each client's unique situation.

Throughout the loan application process, Karlee ensures precise management, overseeing her clients' journey from application submission to settlement. Her goal is to make the process as smooth, hassle-free, and time-efficient as possible. Thanks to her high qualifications and extensive experience, Karlee not only offers the best advice but also delivers a warm and friendly customer service experience.

Karlee Davern is the Managing Director of The Peninsula Broker and is available round the clock, 24/7, to cater to all your home lending needs.

Other Info

Specialties

Refinancing Home and Investment Loans

SMSF lending

First Home Buyers

Commercial Lending

Languages Spoken

English

Member Of

MFAA

Years Experience

5

Number of Lenders

40

Reviews for Karlee

Average Rating

5

Total Reviews

10

Tom Parker

Someone who knows her stuff - Your help with getting me my first home loan when I had little hope it was possible, Karlee you are definitely someone who knows her stuff! Huge thanks for making my dreams reality!! Thanks Karlee, you are an absolute superstar! Thanks for all your endless support and making it such an easy process! Highly recommend Karlee to anyone! Cheers Tom

November 2023

Kelly

Amazing Service - Karlee at The Peninsula Broker recently helped us secure our second home loan, we honestly believe it wouldn’t have been possible without her expertise. We can't recommend her enough. She makes the whole process stress-free with very clear and timely communications. Karlee was fantastic from beginning to end, she informed us every step of the way, we had some unforeseen problems with financing, but Karlee worked tirelessly to solve the issues to promptly get us back on track. She made the process very smooth and easy, we are so happy that we went with Karlee, we couldnt be happier to recommend her services to all our friends and family. Thanks Karlee!

November 2023

Kellie Townsend

Exceptional service - Karlee's friendly and caring nature compliments her knowledge and willingness to support her clients achieve their goals and I would not hesitate in recommending her services. Karlee supported us in financing our new home under tricky and fluctuating circumstances and she was responsive, proactive, and creatively found solutions where other professionals could not. We are so grateful for her exceptional support and we love our new home! Thanks Karlee!

July 2022

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Karlee Davern

Mortgage Broker
The Peninsula Broker

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