Kerry Davies, a seasoned mortgage broker from Tocumwal, NSW, brings 14+ years of experience to finance. As the founder of Simply Intelligent Finance, Kerry simplifies financial complexities, offering intelligent solutions to clients.
Kerry's journey blends rural upbringing in the Southern Riverina of NSW with academic pursuits. Excelling in mathematics and economics, Kerry pursued a social work degree at Melbourne University, combining a passion for numbers with a commitment to helping individuals.
Under Kerry's leadership, Simply Intelligent Finance specialises in various financial services, including first home buyer assistance, upgrading to your next home, property investment guidance, loan refinancing, self-managed super fund lending, personal loans, vehicle and equipment loans for businesses, commercial and business loans, construction and property development financing, and private lending solutions.
Kerry walks clients through processes, ensuring comprehension. From securing a dream home to navigating investments, Kerry's expertise meets diverse needs. In the post-COVID landscape, Kerry uses technology to serve clients efficiently. While based in a small town, Kerry's personalised approach includes in-person visits, even during holidays.
Kerry Davies invites individuals across Australia to leverage expertise in navigating financial complexities. Passionate about finding solutions, Kerry stands ready to assist clients in achieving financial goals.
4.9
18 Reviews
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shane crosbie
Kerry has been extremely helpful , Nothing was to much trouble . I would recommend Kerry's services to anyone needing finance . Thank you Kerry
Craig Jennings
Simply Intelligent is Simply Amazing. The service and result were perfect. Thank you Kerry. Highly recommended.
Collins Oppong
Kerry Davies has been helpful through out our building journey, most importantly when we got stuck during the high interest rate era. She made every effort of getting us the best offer in the market. I recommend her for anyone who wants the best interest rate in the market either to start a project or refinancing an existing debt.
Meg
Absolutely fantastic experience working with Kerry! As first-time homebuyers, we were nervous navigating buying, but Kerry really walked us through the process. Kerry's expertise and patience ensured we always felt educated and ended up …
Jye McGuire
We recently had the pleasure of working with Kerry as we embarked on the daunting journey of purchasing our first home. From the beginning, Kerry demonstrated an incredible level of expertise, patience, and dedication. No question was too …
Michelle Anderson
Kerry from Simply Intelligent Finance was able to work through a number of hurdles securing our refinancing. It made life so much easier having her working on the case. We would be happy to not only use Kerry's services again, but to recommend her to anyone seeking assistance with their loans.
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Areas Serviced
Specialties
First Home Buyer
Investing In Property
Buying Your Next Home
Self-managed Super Fund Lending
Captial Cities
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