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SIMPLY INTELLIGENT FINANCE

Kerry Davies

Mortgage and Finance Broker

4.92 (13 Reviews)

About Kerry

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.

Other Info

Specialties

First Home Buyer

Investing In Property

Buying Your Next Home

Self-managed Super Fund Lending

Languages Spoken

English

Reviews for Kerry

Average Rating

4.92

Total Reviews

13

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.

February 2024

Murray Hume

Kerry was great to work with. Very informative and helpful. We highly recommend her to anyone looking for anything Finance.

November 2023

kelly delaney

Kerry has helped us a few times now. Each time she has taken the stress out of applying for the loan. We highly Recommend Kerry she has been fabulous and I will continue to use her expertise in the future.

November 2023

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Kerry Davies

Mortgage and Finance Broker
Simply intelligent Finance

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