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OLIVE ROAD FINANCIAL

William Kim

Senior Relationship Executive

5 (1 Reviews)

About William

William Kim is a Senior Relationship Executive with just under a decade of extensive experience across Australia's most prominent banks. He has worked within the retail bank channel, as well as serving the needs of high-net-worth individuals and their families. Specialising in delivering exceptional client experiences and outstanding outcomes, William prides himself on providing top-notch service throughout his clients’ financial lifecycles.

Building enduring relationships founded on trust is his forte, and he finds great satisfaction in making a meaningful impact on the financial well-being of his clients. As a dedicated industry professional, William is committed to upholding the highest standards of service and contributing to the holistic financial success of his clients.

Other Info

Specialties

Property Investors

Investment Properties

SMSF loans

Household income > $250k

Languages Spoken

English

Korean

Member Of

Mortgage & Finance Association of Australia (MFAA)

Australian Financial Complaints Authority (AFCA)

Qualifications

Diploma of Finance and Mortgage Broking

Bachelor of Commerce (Finance)

Reviews for William

Average Rating

5

Total Reviews

1

David Y

Just wanted to pass on my immense gratitude towards Olive Road Financial and especially to William who helped me refinance my home loan last month. I had always been skeptical of using brokers as I used to work in the finance industry but this experience has made me rethink this altogether. Being short on time and the challenging housing market and economy, William made sure that he spent extra time reviewing the market and went through all possible lenders giving both the pros and cons for each lender. This made my life so much easier as I didn’t have to speak to a separate representative at each lender on different calls. His attention to detail and breakdown of all costs and potential saving calculations aided me immensely with my decision. It’s these small details that make him that much better than other brokers I’ve spoken with. He also took time to challenge the valuation of my property. Something you might think is small, but you’d be surprised how many brokers just go with the initial valuation and try to “push the deal through” as soon as possible. This definitely wasn’t the case with Will and we got the valuation we’re forecasting! He truly went above and beyond in all aspects and can’t commend and thank him enough. Will definitely be referring my colleagues and friends his way!!

June 2024

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William Kim

Senior Relationship Executive
Olive Road Financial

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