Kerry Davies's Background
Kerry Davies'

Kerry Davies

Mortgage and Finance Broker

Simply intelligent Finance

5.0 ( 29 Reviews)

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About Kerry Davies

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.

Reviews for Kerry Davies

5.0

29 Reviews

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Lindsay B

This is the second time I have worked with Kerry in her role as finance broker. I highly recommend Kerry as she is extremely knowledgeable re all things finance, knows how to get a loan across the line, listens to what you want to achieve and finds the best solution from the myriad of lenders, and products out there. She is easy to work, explains everything and what the next steps are. I felt completely comfortable throughout the process, she is exceptional to work with, and I cannot recommend her enough. I will be telling all my friends to use her!!!!! Lindsay

jared crosbie

I have just completed construction of my first home in Kilmore, Victoria and of course the landscaping needed to be undertaken. I really was concerned about how I was going to fund that, so I called Kerry my finance broker and asked her what to do. Kerry presented the various option in a very clear manner, so I could decide which way I wanted to go. We ended up deciding on a personal loan, as to refinance my property was going to put me at the very high end of prevailing interest rates for a very long time. Both times I have worked with Kerry, I have found her a delight to work with, very open, a great communicator who ensures that I understand it all by putting it in language that I understand. And she certainly knows her stuff when it comes to finance. The free advice I got was simply amazing. She is worth every cent she gets paid by the lenders!!!! I am telling all my friends to use her. Jared C

Robyn Stewart

Outstanding Finance Broker - A True Miracle Worker! Working with Kerry was one of the best decisions I've ever made. From day one, she was professional, knowledgeable, creative, and genuinely committed to helping me achieve my goals. What truly set her apart was her personal one-on-one service. She took the time to understand my unique needs, listened with empathy, and always provided realistic advice and solutions. Her dedication, determination, and hard work never wavered, even when challenges arose. She was always prompt, accessible, and there whenever I needed guidance or reassurance. Throughout the entire process, I felt valued, supported, and confident that I was in the best hands possible. Her expertise and forward-thinking approach also helped me plan effectively for my future, giving me peace of mind well beyond the immediate goal. Most importantly, Kerry achieved the outcome I was hoping for and made my dream a reality. I honestly can't thank her enough. If you're looking for a finance broker who is friendly, helpful, dedicated, and goes above and beyond for their clients, look no further. A true miracle worker who delivers exceptional results. Highly recommended! 🌟

Adan Aden

Thank you very much to Kerry for helping my partner and I on buying our first home, Kerry helped us through all the problems and helped us through everything step

Eric Miles

I could not recommend Kerry highly enough great knowledge and skill and an absolute delight to work with

Susannah Mobberley

Kerry haa helped us so much with our financial needs! Highly recommended

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