Red Rock

Smooth Sailing Finance

Smooth Sailing Finance

Financial Services

Since 2002, I have worked in the banking and finance industry. This includes both large banks and smaller lenders. I enjoy working for clients rather than banks since becoming a broker. Instead of simply selling products available through a single bank, I am able to provide tailored options that meet clients’ needs and add real value to their life.

I spend time getting to know each client and their goals, and then become a trusted advisor. My service does not end when your loan is settled. It’s a partnership where we work to achieve future financial goals. I know that everyone is busy, so I will work around you to help get your finances sorted. I can meet after hours, on weekends, or via zoom calls.

I have also developed good working relationships with services in the industry such as accountants, conveyancers, and real estate agents. This helps to make the buying of a property seamless by effective communication with these companies. It is testament to my dedication and exceptional service that 90% of my clients refer me to their friends, colleagues, and family. Some of my clients have been with me from the very beginning!

The technical stuff I hold a Diploma in Finance and Mortgage Brokering, as well as tertiary qualification in economics and commerce. I am a member of Australia’s largest industry governing body MFAA, as well as a member of ACFA, Australia Financial Complaints Authority, which is responsible for resolving disputes. I am also a JP qualified in QLD.

Fun stuff – Outside of work, you can find me sailing the Whitsundays in my sailboat Callista. Or snuggling up with my four cheeky Pug x puppies on the couch.

 

https://smoothsailingfinance.com.au/
0418 980 876
Coffs Harbour