Qualifications

• Bachelor of Business – Accounting and Finance
• Registered Tax Agent
• Justice of the Peace

Industry or related experience

• Over 30 years in Banking covering Home Loans, Commercial and Business Finance with the final 5 years at Executive level in the Broker Division area of a Major Bank.
• Registered Tax Agent and Qualified Accountant in public practice for past 20+ years.
• I am a Licenced Mortgage Broker and operate as Credit Representative (CRN#399 769) under BLSSA Pty Ltd (Australian Credit Licence #391 237). BLSSA is a subsidiary of PLAN Australia  
• I am a Member of COSL (MN: 411788)

Background

• Born, raised and spent entire working life in Metropolitan Sydney;
• 30+ years in Banking with Westpac, OCBC, Suncorp and ANZ;

An Industry Highlight

A client with his own business contacted me to help with a large Tax liability, he was desperately trying not to lose his home. I “overhauled” his entire financial situation and within 5 years, he has a manageable home loan plus an investment property, boat and no tax debt.

What makes you different?

I strongly believe that EVERYONE is individual and I customise each loan situation to suit my clients’ individual needs and requirements.

Goals and aspirations

• Financial independence – particularly for myself but also for my clients;
• Happiness and Wellbeing in Life leading to a prosperous and happy future;
• To see my family grow and achieve a worthwhile future for themselves;

Why clients use me?

• Individual in Small practice, personable, friendly, approachable
• I fully explain their position to them and ensure they understand their position
• I can both incorporate Tax advice to my Client’s financial decisions; plus
• I can use my ability to set loans for my Clients to suit their Tax position.

Do you have a specific areas of expertise

• Commercial Loans – Construction, Property Investment, Business Loans;
• Residential Investment Loans;
• Small Commercial Investment Property Loans

Hobbies & Interests

• Travel, Golf, Eating-out, Shares

What do you enjoy most about the Industry?

I enjoy the respect this industry commands within the Finance sector which leads me to ensure that ALL my clients will not get ripped-off by any lender!

Geographic preference?

• Blue Mountains – as I live there
• Greater western area of Sydney