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