After working for over 8 years for one of Australia’s major financial institutions in the residential and commercial lending divisions, it was the perfect time to put my knowledge, skills and experience in starting a business where clients will get a true personalised service. I possess both the knowledge in understanding simple to complex lending scenarios and the ability to articulate the same to prospective lenders. Every client’s situation is different and therefore, they rightly deserve to have a tailored experience. My passion is to get the best outcome for my clients and I embed this mindset in everything I do.
I have assisted many clients in reaching their financial goals such as; buying a first home, growing a portfolio, purchasing a business, obtaining working capital, completing a property development, refinancing or consolidating debts (to name a few). Regardless of what stage you are currently at in your financial journey – we will be there for you.
My qualifications include; Certificate IV Financial services & Diploma of Finance & Mortgage Broking management.
Outside of Situate Finance I’m an avid car enthusiast and enjoy racing my track car at various Motorsport parks around the country. I also enjoy travelling around the world with my fiancé and family as there are so many experiences and cultures to be discovered that I truly value.
With over 5 years of experience in the accounting and business environment, I have built a strong foundation in managing finances for various clients. A core focus of mine was on; cash flow management, tax planning, advisory and understanding the value in considering the specific needs and goals for each individual. These skills allowed me to possess a strategic view to the ever-changing landscape of the finance industry. I have always had a passion for business and finance, which has put me in great stead in being truly knowledgeable, ambitious and interested in making my clients financial goals a reality.
I strive to provide a timely, professional and welcoming service to my clients and am always enthusiastic to help every step of the way. Educating and guiding my clients through each stage of the financing process is vital as I appreciate that finance may seem intimidating at times. In addition to assisting clients with finance requirements, I have also provided advisory services for clients in small to medium sized enterprises in my previous role.
My qualifications include; Bachelor of Business & Commerce, CPA certification & Diploma of Finance & Mortgage Broking management.
Outside of Situate Finance I have a strong passion for all areas of fitness, with a personal interest in; nutrition, resistance training and competitive martial arts. In addition to fitness, I also enjoy travelling and exploring new areas.