I’ve been in the broking/mobile lending industry since the mid 1990s. During this time I was also involved in the life/fire and general insurance industry, so I have a great understanding of a range of situations faced by our clients.
I’ve always enjoyed helping people achieve their goals and I have a sound understanding of the lending industry, so it was a natural transition for me to move into mortgage broking.
I get a lot of satisfaction out of clients placing their trust in me to source the appropriate products that best suit their situation.
After establishing their needs and requirements, I do all of the running around to source the appropriate products, and keep them informed of the progress along the way.
My best financial tip? Have a written goal/financial plan in place as it will help in getting to where you would like to be.
In my downtime, my all-time favourite pastime is Latin Dancing every chance I get. I also enjoy the great outdoors and going to the beach.