My background includes 5 years with Westpac Bank where I held roles including Personal Banker and Business Service Representative- handling personal and small to medium sized business clients. I have had over 5 years experience in Finance Broking and highly value continued professional development, holding a Diploma of Financial Services.
My role as a Finance Manager is to prequalify a client, assist them in selecting a financial product that suits their needs and objectives, liaise with lenders and other professionals such as solicitors and agents as well as maintaining contact with the client to ensure a smooth and hassle free process. After settlement, I like to check in on my clients to ensure everything is running as it should, and to provide updates on current offerings from lenders.
Shannon was so lovely to deal with and helped us with our every need. We have no idea about of this stuff and without Shannon we would not have been able to do this process on our own!
