I have three decades experience with the ANZ Bank, holding various roles which included Branch Management. My last role was as Relationship Manager, involving larger business lending requirements for small to medium business enterprises. In 1998 I commenced in the finance and mortgage broking industry establishing my own franchised office in 2000. Using my Banking expertise and the solid relationships I had formed with clients and customers I established a successful business with a good customer following. I was acknowledged by my franchisor with following awards- Number One Office for Commercial loans 2003, 2005, 2006, Most Improved Office for Residential Loans 2002 and Number One Office for Business and Equipment Finance 2004. Due to health issues this business was sold.
I have re-entered the industry because RFS share my philosophy of taking the complexities and stress of the loan process and making my customer's financial goals a reality. In my position I most value the interaction with new customers and gaining their confidence as a trusted adviser. I am approachable, open and honest which has resulted in many recommendations from my clients.
I have extensive experience with Residential Mortgages, Business & Commercial Finance, Property Development, Motor Vehicle and Equipment Finance. I have a Diploma of Financial Services, and am a Member of the Institute of Public Accountants and Senior Associate of Financial Services Institute of Australia.