Your local Perth home loan and financial experts - get to know us!
Meet your local mortgage brokers servicing Perth and surrounding suburbs. With an experienced team of home loan experts and our in-house financial planner, we can offer our customers a full range of financial services.
Contact us on 9277 9888 to speak to one of our Mortgage Broker Specialists.
Andrew purchased his first Mortgage Choice Franchise in September 2001 and now has 4 franchises under management with offices in Belmont and Mandurah.
Andrew is a four time finalist in the Annual Mortgage Choice sales award and won the MFO (Multiple Franchise Owner) category (WA) in 2004. He also won the prestige High Flyers award in 2007 & 2013 for annual settlements.
Andrew is a former Area Director of the Entrepreneurs Organisation (EO), which has a global membership of 8,000 business men and women and he has an extensive network of professional clients and colleagues. He specialises in clients that have debt portfolio of over $1 million.
David's main focus is offering fantastic customer service and always going that extra step. Aware that good communication is the key to successfully meeting clients needs and ensuring they are matched with the right solutions.
David has a business focused background having owned business's in the Property Maintenance industry and working in Sales/Marketing and I.T. This varied experience provided him with some great insight into the many different scenario's and questions that clients might have.
David holds a Certificate IV in Financial Services and is an Accredited Mortgage Consultant. Interested in helping small business, self-employed (including FIFO) and first time property investors are only some of the area's David can help you with.
Michael understands a Mortgage Broker's primary focus is to present lending options that are suited to your needs. Whether it be a purchase or a refinance, Michael will guide you through the application process with constant and constructive communication, from the signing of a contract through to settlement.
His high standards of service, ethics and care are supported by regular testimonials received from satisfied clients. When you engage with Michael, you will be dealing with a person that wants your business and respects your business.
Sandra is our newest addition to the team here at Belmont. With a Diploma in Finance (Mortgage Broking) and as an approved credit representative, Sandra prides herself in building rapport with her clients and taking the time to understand what is most important to them. Since joining our Belmont team, Sandra’s extensive background in pharmacy has allowed her to showcase skills that enable her to truly understand her clients’ current situations and prescribe the most effective financial solutions. Her interest in finance and residential investing stems from her passion for helping and educating people. She understands that her role entails helping her clients feel more comfortable, educated and at ease by taking away the stress and complexity that can be associated with finding the best financial solutions.
So whether you are first home buyer, a fellow investor or just looking to refinance in order to save money, Sandra will go the extra step to ensure that you are matched with the best financial solutions so you can reach your goal quicker. Having been a pharmacist and manager, Sandra understands that good communication and transparency is the key to successfully meeting the clients’ needs and expectations.
I was initially drawn to the financial planning profession after working with my own financial adviser. I could see clearly how much value an Adviser could provide to my overall financial well-being by identifying my own personal goals and applying a strategy to achieve these.
I work with clients from all walks of life; from those starting out on their financial journey right through to those who are preparing for retirement.
I can assist clients with their wealth creation, debt reduction and setting up an appropriate risk protection strategy to protect what is most important to them and provide peace of mind to their financial future.
I gain great enjoyment when being able to assist my clients in making better choices so that they can achieve their visions of their financial future, and I look forward to working with you.
- Master of Financial Planning
- Advanced Diploma of Financial Planning
- Diploma of Financial Planning