BBus(Acc), PGDIp(FMFB), CPA, FBAA
I was drawn to become a finance broker by my social nature, analytical strength and accounting background. When combined with the personal reward I get helping clients transform their dreams into lifestyle, I have the perfect career. I enjoy working in my own office or off-site and vary my working week to fit into a client’s own schedule. Working with diverse people, towards different dreams at flexible times and locations provides me with a job that always feels fresh.
In my rewarding 17-year career in business accounting, I have progressed from bookkeeping to accounts management to office manager. From 2005 to 2012, I ran an organic home delivery grocery business. My academic achievements include joining the international honour society at Monash University with a Bachelor of Business (Accounting) in 2007.
Since then I have continued to pursue my strength in numbers by qualifying as a CPA Australia accountant in 2013 and a financial broker in 2016. Throughout my career I have met some fantastic people and feel gratified to have assisted my clients, colleagues and friends to achieve their own unique goals.
Understanding the ins and outs of loans and financing options is a chore! I strive to make the process easy. Meeting you at your work, home or welcoming you to my office where I have a children’s play area, which allows you to concentrate on your financing decisions easily. I’ll be there with you through every step of the process, helping and assisting where possible.
What makes my service really worthwhile is that I take the time to really listen and explore what my clients want and need. With years of business management accounting experience, my ability to pick out financial and economic influences as well as the benefits and consequences of relevant financing products adds value to my consultancy service.
Finally, it’s worth recognising that the sheer volume of loan products available today is wonderful because there is bound to be a product with a price point and features to match to your needs. Whether that be for a home, investment, vehicle or personal loan, my service looks beyond the big banks and explores the wider financing market to develop a product offering customised to your needs. My analytical nature really pays off for my clients as I enjoy comparing costs of different scenarios. Understanding financial jargon, sifting through and digesting mountains of information is exactly what I am good at. So let me help you realise the possibilities.
MEET SIMONE
A hard working and dedicated educator, devoted mother, loving sister and friend, Simone leads a busy life. But when faced with an … Continue reading “MEET SIMONE”
MEET MEECKIE
Meeckie, with her 6yo daughter, was in the process of shifting the direction of her life – changing the family make up, … Continue reading “MEET MEECKIE”
MEET MARK
An adventurous soul, Mark had travelled the world through his 20s and in his early 30s, but he was left with credit … Continue reading “MEET MARK”
MEET BEAU
Beau has been a hard-working Aussie farmer all his life. More recently Beau branched out from the family owned farm and into … Continue reading “MEET BEAU”
MEET SHALINI & MICHAEL
When this beautiful couple were expecting their first child, they were living in a small apartment and knew it was time to … Continue reading “MEET SHALINI & MICHAEL”
MEET TRUDY
Trudy is the owner of a small business experiencing rapid growth. Trudy needed to fund the growing business operations but also wanted … Continue reading “MEET TRUDY”
I’m here to assist. Contact me by phone, email or via the online form.