Meet your mortgage broker in Broadbeach
Servicing customers in Coomera, Upper Coomera, Pimpama, Helensvale and surrounds
Sam has more than 25 years of experience in finance broking and lending. Having written over $200 million in loans, he has the expertise to help you find the right financial solution for your unique goals. Sam has built his brokerage on the Gold Coast with a focus on listening to clients and delivering outstanding, personalised service and support at every step of the way. From understanding your borrowing power and getting pre-approval through to liaising with conveyancers and accountants to get your loan across the line, Sam is by your side.
I have been in the banking and finance industry for 33 years, the last 16 as a mortgage broker. I am a broker who can think outside the box and come up with unique solutions to assist my clients. Many clients have purchased their properties years sooner than they expected to. I can structure loans to assist in tax effectiveness as well as personal budget. My many years of experience and interpersonal skills as well as sound product knowledge of all lenders on our panel enables me to find the best loan for my clients at the best rate for their personal financial situation. Business Qualifications: Bachelor of Business Accounting and Banking and Finance Diploma in Finance and Mortgage Broking Cert 4 Financial Services (Mortgage Broking)
About Us
Mortgage Broker Broadbeach, Surfers Paradise, Mermaid Waters
My business is to assist clients to get finance sorted for property matters. I have more than 25 years in Finance Broking and Lending experience. I have built a business on the Gold Coast with a focus on listening to clients and delivering outstanding personalised service and support. With a wealth of experience and having written over $200 Million in loans – I am here to help you.
My extensive, qualified and proven industry experience will assist clients to secure sound finance solutions, for their finance and property needs.
Each of my clients, existing or new, has a unique set of individual needs and situation arrangements, that are often changing. My task in part, is to explore in detail those needs and provide where possible, solutions that will benefit the clients financial position. My approach is collaborative. I link with necessary stakeholders involved in procuring finance for property. These may include but not limited to banks/lending partners, solicitors/conveyancers, property valuers, real estate agencies, accountants etc.
I can also assist by offering the following services/support
- latest data real estate property reports- RP Data Core Logic
- monthly finance specific eNewsletters
- discounts of general insurance
- able to assist with signing of legal/mortgage related documents- by appointment
- recommended and trusted referral partners such as solicitors, accountants, financial planners, insurance advisors, real estate agents, property valuers, other local business owners/trades people etc
I strive to ensure your finance experience will be as calm and stress free as possible. My communication throughout the process will ensure you are informed every step of the way.
Qualifications/Professional Achievements
- Diploma of Financial Services (Finance and Mortgage Broking Management)
- Certificate IV in Financial Services (Finance and Mortgage Broking)
- Diploma of Management
- Commissioner for Declarations
- Full Member Mortgage and Finance Association of Australia (MFAA)
- Member of Australian Financial Complaints Authority (AFCA)
- Elite Performer (Business/Partnership): 2006, 2007, 2008, 2009, 2010
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