Mortgage Broker/ Finance Specialist (Credit Representative 493039)
When choosing a mortgage broker to work with, look for someone with the knowledge and experience to serve you best and that you feel comfortable with. With over 27 years in the finance industry, I use this experience to help clients with their financing options, such as getting a mortgage, refinancing, or business and equipment finance needs. I enjoy using the many skills and expertise I have developed in my professional career to provide a unique and fresh approach to applying for finance.
Finance Specialist/ Mortgage Broker
I am a Finance Specialist/ Mortgage Broker at Mandala Financial Services accredited to assist in residential, commercial, SMSF residential & commercial property finance, as well as car and other equipment finance.
I am fortunate to be able to use my technical expertise to identify home loan and other finance solutions for my clients and enjoy many of the challenges client's unique circumstances provide.
Having worked across a broad range of aspects in the finance industry, including para planning & compliance roles, I have skills unlike many other mortgage brokers and finance specialists.
I have a Bachelor of Economics (Flinders University), Diploma of Financial Planning (Deakin University), Graduate Diploma of Applied Finance and Investments (Securities Institute of Australia), Certificate in Accounting, and a Certificate IV in Finance and Mortgage Broking.
I am also a member of the Finance Brokers Association of Australia Limited (FBAA).
Meeting Locations: Bentleigh East or Hawthorn offices
Financial Adviser and SMSF Specialist
Financial Adviser/ SMSF Specialist
I am the principal of Mandala Financial Services with an extensive industry experience. I have attained two professional designations - Certified Financial Planner (CFP®) and SMSF Specialist Adviser (SSA®).
Having worked in the financial services industry for over 35 years in areas of training, to Dealer Group Managing Director, I have been proud to see teams be progressive in the ever changing environment.
With a Bachelor of Adult and Vocational Education, and as Certified Financial Planner and a Self Managed Superannuation Fund specialist adviser I have strong expertise to assist you with financial planning matters.
As a long term member of the Financial Planning Association and a specialist adviser and member of Self Managed super funds professional association I continue to stay up to date with changes in the financial planning environment.