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Although based in Sunnybank Hills, David helps customers in Sandgate and Cornubia. Sunnybank Hills, QLD 4109 Simon is based in the Gold Coast but helps customers in Robina, Merrimac, Varsity Lakes. 92 Manly Drive, Robina 4226
Meet our team! David and Simon's team consists of 5 members including 2 Mortgage Broker's and 3 Customer support managers, our team strives to ensure we are continually exceeding expectation with the customers support officers having over 10 years' experience in the financial and customer service experience to excel to a level of excellence.
David Chen (Head Broker) –is a highly qualified mortgage broker, graduating in a Bachelor of International Business and a Bachelor of Commerce majoring in Finance, alongside with a Diploma in Financial Planning and Mortgage Brokering. Has over 15 years of lending experience, helping a diverse range of customers achieve their dream goal from first home buyers, debt consolidation, refinance needs, commercial loans, and investors all over Queensland including surrounding areas of Sunnybank Hills, Cornubia, Ormeau, Redcliffe, Sandgate, Deagon, Brackenridge, Mount Gravatt, Calamvale, Upper Coomera. Not only does he present strong interpersonal skills, but he also provides his client with a high level of end-to-end service communicating with the customers on regular interviews to review their finances to ensure they are savings money long term and ensure he exceeds the clients expectations.
Simon Gay (principal broker) – Has over 15 years of lending experience in both New Zealand and Australia. He has a Diploma in Finance and Mortgage and Brokering and is a current property investor. Simon's main priority in brokering is to find the best possible deal for his clients and advise them through the process of buying a home to make it a simple and exciting experience. Originally from New Zealand. Simon has now lived in the Gold Coast for over ten years with wife Nicola and two kids. In his spare time enjoys table tennis, squash, cafe's and the beach.
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