Home Find a local expert David Thurmond

Mortgage Brokers and Financial Advisors in Narre Warren, Berwick and Pakenham

We're very fortunate and proud to have an incredible team of professionals working with us. Our mortgage brokers, financial advisors and support team work tirelessly to ensure our clients receive extrordinary care. 

We are also extremely proud to have been recognised as one of the best financial services businesses in the industry over the last 15 years, receiving the following awards: 

Mortgage Choice 

  • Winner - 2019 - Mortgage Broker of the Year - Victoria
  • Winner - 2017 - Mortgage Broker of the Year - Victoria
  • Winner - 2016 - Mortgage Broker of the Year - Victoria
  • Winner - 2013 - Mortgage Broker of the Year - Victoria
  • Finalist - 2009 - Mortgage Broker of the Year - Victoria
  • Finalist - 2008 - Mortgage Broker of the Year - Victoria
  • Winner - 2015 to 2020 - Top Performers

Mortgage Professional Australia Top 100 Brokers

  • Winner - 2020
  • Winner - 2019
  • Winner - 2018
  • Winner - 2017
  • Winner - 2013
  • Winner - 2011

Better Business Awards

  • Best Residential Broker Finalist 2021
  • Best Branded Office Finalist 2021

Australian Broking Awards

  • Office of the Year Finalist 2021

To take advantage of our expertise, contact us today by clicking on the link to the left or calling us on 03 8790 3199.

Please meet our team:


David Thurmond

David Thurmond

David is our senior loan writer and the owner/director of the business. With 15 years of experience in the finance industry, both here in Australia and abroad, David works hard to ensure each client receives the excellent service they deserve.

When David isn't writing loans, he's busy with his three young children and beautiful wife Tracy. He is also a passionate Essendon supporter... looking forward to their 17th flag.

Manjula Ezra

Manjula Ezra

Manjula is our incredibly dedicated and talented Loan Manager. With over 16 years of experience in finance, and over 20 years experience in customer service it is no wonder Manjula's clients love the great service she provides.

It is her exceptional customer service and strong work ethic that make her an invaluable member of our team. She consistently goes out of her way to make sure our clients are taken care of. We're very fortunate to have her!

Away from work Manjula loves spending time with her husband and an 18 year old cat Gypsey who owns the joint. Now that they are empty nesters, they have time to enjoy outdoors, Travel, Off Roading, Gardening, Fishing.

David Lelean

David Lelean

David is our Office Manager and Client Relations expert. He joined us straight out of school in 2012 and quickly demonstrated an amazing level of maturity and professionalism, far beyond his years.

Our clients continually rave about David and the level of care he puts into everything he does.

We're very lucky to have him onboard!

Alston has over 15 years Business Banking experience at one of the big 4 banks here in Australia and a large private bank in Asia.

Alston is an experienced commercial lending specialist and can assist with all aspects of business loans, loans for Start-Up business, Commercial, Residential or Investment property finance and Car/Truck/Equipment finance.

Alston likes to listen to most genres of music and is an avid fan of Elvis Presley. He also likes Tennis although only very rarely plays these days.

Karley McCahon

Karley McCahon

Karley is our Loans Processing Manager and joined us in early 2020. She assists with preparing loan applications & ensuring our clients start their journey on the right foot.

Karley brings over 10 years experience from various roles in lending.

When Karley is not at work she is busy wrangling her two very active boys, three if you include her partner.

Rikki Weaver

Rikki Weaver

Rikki is our Client Care Extraordinaire. She helps clients from the beginning to end of the loan application journey.
 
Her attention to detail & 'can do' attitude allows her to guide our clients through their loan application with ease.
 
Outside of the office Rikki enjoys spending time with her dogs & catching up with family.
Julianna Backman

Julianna Backman

Julianna is our Customer Care Consultant. She takes care of our existing clients, ensuring they're always on a competitive rate.

In her free time Julianna enjoys baking, keeping active & watching the AFL - Go the Tiges!!

Becky is our Customer Care Consultant. Providing support to Rikki, Becky looks after our customers loan applications from the beginning right through until the end.

Outside of work, Becky enjoys spending time with her 2 kids and Partner, running and being outdoors.

Taylah Anderson

Taylah Anderson

Taylah handles our Admin and Quality Assurance. She is a cat lover who likes to bake, read and try out new restaurants.
 
Ashley King

Ashley King

Ash is our marketing expert with a Bachelor of Business specialising in Marketing & Communications, and Sports Management from Monash University.

With a wealth of marketing experience in the financial sector, Ash is responsible for making sure our clients are frequently kept up to date with the best rates on the market.

Born a Fitzroy supporter, Ash is a passionate Brisbane Lions member who loves to reminisce about the 2001-03 glory days.

Tracy Thurmond

Tracy Thurmond

Tracy assists our admin and marketing teams. She brings a wealth of experience from her time at KMart and Coles, and has worked with a number of high profile clients including Myer and David Jones.

Tracy main focus is to ensure we have wonderful new clients to help out. And for our existing clients, she keeps them updated with newsletters and organises seminars around debt reduction and investing.

Patrick Jong

Patrick Jong

Holding an Advanced Diploma of Financial Services (Financial Planning) and over 5 years experience working as a Financial Adviser, Patrick is well-equipped to service our clients' financial planning needs.

His love of financial planning stems from the ability to help people enhance their livelihood and protect them from the uncertainties in life.

Patrick has worked with a variety of different clientele, from mums and dads looking to protect their family to high net worth investors who want to make the most of what they’ve got.

No matter who they are or what stage of life they’re at, he is committed to helping his clients meet their full financial potential.

Professional Qualifications 
Advanced Diploma of Financial Services (Financial Planning)

Contact us today.


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