Meet your team of mortgage experts in Frenchs Forest
Also in Northern Beaches and surrounding areas
I am a finance strategist and mortgage broker, as well as an certified practising accountant with more than 20 years industry experiences. I help people work through their wealth creation options, taking into consideration of personal and family circumstances for both short term and long term goals. My focus is on providing solutions to various clients, from first home buyers to savvy investors, as well as simple to complex lending for business, investment and self-managed super funds. My professional service is at no cost to clients, as lender will pay me commission once loan has been settled.
Making the right loan choice is key to a healthy financial future!
My mission as your Mortgage Broker is ensure your financial needs and goals are achieved! Having over 20 years experience in the property, finance and investment industry, my knowledge and experience has made me become the go-to person for many individuals, families and businesses looking for financial guidance.
I am extremely passionate about helping my clients create wealth through property and enjoy getting to know my clients. Finance is a very personal experience and should be packaged to meet your individual requirements. I will work closely with you to help develop future goals, and an action plan to achieve them.
I have a strong accounting background, gaining my knowledge and experience from formal qualifications and work experience. I’m a Finance Strategist, Financial Coach, Mortgage Broker, as well as a Certified Practising Accountant. I hold a Bachelor of Commerce, majoring in Accounting/Finance.
My focus is on providing solutions to various clients, from first home buyers to savvy investors, as well as simple to complex lending for business, investment, refinance and self-managed super funds.
Based in the Northern Beaches, I have a strong connection to and understanding of the greater Sydney region real estate market. I have developed a close network of tax agents, financial planners and property buying agents that I can refer my clients to when required. I enjoy nothing more than talking about all things property and finance and look forward to meeting with you at a convenient time and location.
Personally, I am fluent in Mandarin and enjoy movies, music, arts, travel and cultural and community activities.
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