Marjorie Lee
Qualifications
- Licenced Mortgage Broker
- Accredited member of the MFAA
- Accredited member of PLAN Australia (Aggregator)
- Certificate IV in Financial Services (Finance/Mortgage Broking)
- Omega training for Commercial Loans and Consumer Lending
- Omega training for Financial Accounting for Bankers
- Commerce Advance Certificate Course
- Diploma of International Trade
Industry or related experience
- I have worked at a major trading bank as a Business Banking Manager and Personal Banker for more than 17 years with a vast experience in both business and consumer lending.
- I am a Licenced Mortgage Broker and operate as a Credit Representative (CRN # 399 761) under BLSSA Pty Ltd (Australian Credit Licence # 391 237). BLSSA is a subsidiary of PLAN Australia.
- I am a Member of COSL (MN: 410575)
Background
I have over 17 years of vast banking/finance experience at a major trading bank and have won numerous sales achievement awards during this time.
What makes you different?
I aim to always exceed the clients’ expectations. I believe with the finance experience I have gained over my banking career, this allows me to provide the high level of advice and services to my clients and become their trusted financial adviser.
Hobbies & Interests
- Playing Golf
- Spending quality time with my family
- Traveling
- Enjoying good food
What do you enjoy most about the Industry?
I enjoy assisting clients with their financial needs and in return winning their trust and referral business.
Geographic preference?
- Hills Districts
- Sydney CBD
- Western Sydney
- Hurstville




