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.
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23 Reviews
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Manoj Gunarathna
Kerry Davies Mortgage provided an outstanding experience from start to finish. The process was quick, smooth, and stress-free. They worked efficiently to secure the best interest rate available and clearly explained every step along the way. What impressed me most was their genuine commitment to acting in my best interests, ensuring I understood all options before making decisions. Communication was prompt, transparent, and reliable throughout the entire process. If you are looking for a trusted, dependable, and professional, I highly recommend Kerry Davies. Excellent service and great results!
Simon Marmulla
This is the second time I have worked with Kerry, she helped me get finance to build my first two investment properties, she has now helped me obtain funding to purchase the land for my next investment properties. She is so easy to work with, so easy to talk too, knows her stuff and kept me in the loop all the time. I could not have done it without her. She comes highly recommended.
Ayesha Salgadu
We recently bought our first home after facing many struggles along the way, and we honestly couldn’t have done it without Kerry. We had absolutely no knowledge about the process, but she guided us through every single step with patience and professionalism. She helped us choose the right bank that truly suited our situation and explained everything clearly so we always felt informed and confident. Kerry never pressured us and always encouraged us to make decisions together as a family, which meant a lot to us. Her support, knowledge, and reassurance made the entire journey so much smoother. We are incredibly grateful and highly recommend her to anyone looking for a reliable and caring broker. Ayesha Salgadu
Tocumwal Post Office
We had a goal of purchasing the Tocumwal Post Office but it seemed like an unachievable goal after being knocked back from lenders. We knew that it was a profitable business and we could definitely afford it but no lender would listen to us. Kerry from Simply Intelligent Finance was recommended to us from another local business owner and we are so thankful they did. Kerry went straight into action and wouldn’t take no for an answer. She went to bat for us like no broker ever has. She was relentless in her effort to make it happen for us. When we hit a wall, she found a way around it. She made the whole process so smooth for us. She was professional and friendly the whole way through the journey. We will be forever grateful to Kerry for making our dream a reality and wouldn’t hesitate to recommend her to anyone looking for finance.
Ross Job
I approached Kerry in the hope that she could do the impossible and secure a housing loan for a 75-year-old. To my relief she had the loan organised within a couple of days. She worked diligently and efficiently to expedite the loan, …
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
Areas Serviced
Specialties
First Home Buyer
Investing In Property
Buying Your Next Home
Self-managed Super Fund Lending