The Choice Team
DIP.FS (Finance/Mortgage Broking Management)
Meet the team
Senior Relationship Manager
DIP FS (Finance/Mortgage Broking Management) DIP FS (Financial Planning)
BCOM (Finance/Financial Planning) DIP.FS (FINANCE/MORTGAGE BROKING MANAGEMENT)
Diploma of Finance and Mortgage Broking Management, Diploma in Financial Planning
why I do it
I love helping my clients make educated and informed decisions on their loan structure and in turn create security for themselves and their families.
Nothing beats receiving positive feedback and referrals from our clients after their loan has settled and I especially love it when I'm able to help the same client again and again.
how I do it
Having been in the finance industry since 2006, I believe product knowledge and experience are my strongest points. The banks are constantly changing their guidelines and policies so I pride myself on keeping up to date with the ever changing lending landscape through ongoing training.
I also believe that my understanding nature helps clients feel comfortable talking to me about their personal finances and situations. Once I've taken the time to get to know my clients, I focus on ensuring their loans are structured correctly and they are capable and confident with their ongoing repayments, as everyone is different with a diverse range of goals.
who I really am
I grew up in Queensland but I've been based in Melbourne since 2011. Although I absolutely love living and hanging out in St Kilda, I still consider Bundaberg home as most of my family live there.
I love being outdoors and nothing beats a good camping trip with friends. To keep fit, I box at a specialist gym at least 3 times a week and I'm known in the office for making a salad wrap with methodical precision, however I still enjoy a cider and slice of pizza or three on a Friday night.
I like to continualy set myself new goals, my next being to travel overseas and purchase a property in Melbourne.