Your local Mortgage Brokers in Williamstown, Yarraville, Newport and beyond
🏆 Winner of Best Franchise Office in 2024, 2023, & 2022
Our mission is to empower you to achieve an optimal financial future through informed property decisions. We prioritize your best interests, offering clear, accessible, and comprehensive advice to enhance your financial literacy and confidence at every stage of your home loan journey.
With offices across Victoria and New South Wales, we provide expert knowledge to help you build a solid foundation of wealth for the future.
Your home loan experts
Jonathan Lee
Director – Property Portfolio Strategist
🏆 WINNER 2023 Mortgage Business Awards - Residential Broker of the Year
🏆 FINALIST 2022 MFAA Excellence Awards - Residential Finance Broker VIC/TAS
🏆 FINALIST 2021 MFAA Excellence Awards - Customer Service (Business)
🏆 FINALIST 2020 Real Estate Business Awards - Residential Mortgage Broker of the Year
Jonathan Lee is a multi-franchise owner, Director, and Property Portfolio Strategist at Mortgage Choice Williamstown, Chatswood and Greensborough.
His passion for the finance industry is driven from the knowledge that many Australians struggle to retire on enough - despite working hard to buy and pay off a home.
Jonathan's commitment to increase the financial literacy of his clients has helped Australians unlock financial independence through property. An expert in lending strategies and structures for wealth creation, his formula has helped his clients understand their numbers before building an action plan to turn goals into a reality.
Jonathan's role extends to leading and mentoring his team of highly skilled mortgage professionals to ensure every client receives quality and consistent service. A multiple property investor himself, he is a doting dad and enjoys grabbing a babychino or two with his toddler in his spare time. >
Cody Baxter
Mortgage Broker VIC
Cody joined the Williamstown team in 2021. He comes with solid industry experience within the banking sector and holds a Bachelor of Commerce with a triple major in Finance, Economics and Quantitative Business Analysis. Having recently purchased his first property and with a keen interest in personal wealth creation, Cody is passionate about helping his clients get into their own first home sooner as he believes that the right property with the right home loan strategy can be a vital springboard to future financial independence.
Outside of work Cody is passionate about his exercise regime and also enjoys travel and music.
Mark Shaw
Mortgage Broker NSW
🏆 WINNER Best Franchise Office NSW at The Advisor Better Business Awards 2024
🏆 FINALIST Best Customer Service (Individual) NSW at The Advisor Better Business Awards 2023
At the core Mark is passionate about making finance and lending easy for everone. Possessing a background in real estate, Mark is well-positioned to demystify the property purchasing process and his professional and knowledgeable lending experience is equalled by his commitment to provide friendly, clear, and personalised connections to achieve optimal results for each client.
His easy understanding of customer service comes from his background in catering and hospitality, another fast-paced industry that demands superior attention-to-detail, care and immediate action. Mark has a young family and knows firsthand the joy and opportunities homeownership can bring, and he finds great satisfaction in partnering clients to evolve and grow a solid wealth creation strategy for a better financial future.
Mark holds a Diploma in Finance & Mortgage Broking Management and is a full member of the Mortgage and Finance Association of Australia (MFAA).
Monica Mort
Loan Associate
🏆 FINALIST Loan Administrator of the Year at The Australian Broking Awards 2022
As one of our loan processing gurus, Monica loves helping our clients and makes them her number one priority. Monica will help you get your home loan across the line, keeping things on track for you from submission to settlement. She's also here to answer any questions about your loan progress too, so ask away! In essence, she makes the paperwork easy for you, applying an attentive eye to progress your loan and keeping you updated throughout so you're informed on next steps and milestones.
Monica’s background working with her own family business and in administration roles means she keeps our team organised in a busy role, and always provides service with a smile to our clients. When Monica isn't busy looking after our clients she can be found cooking up a storm (she's a dessert queen!) and she loves spending time with her family.
Jess Watson
Loan Associate
🏆 FINALIST Loan Administrator of the Year at The Australian Broking Awards 2023
Jess' attentive and empathetic approach will support you through the ups and downs that can occur during the loan process. Taking you from loan submission to settlement, Jess will be proactively chasing the lender on your behalf to ensure your loan is progressing through the milestones. She'll be your go-to for status updates on your loan from the time your application is with the lender all the way to settlement.
Her ability to cultivate relationships within our lending community and her attention to detail ensures a smooth loan process, freeing up your time so you can get back to more important things in life – like finding your dream house! Jess' love for taking care of others spans into her personal life. She's a keen animal rescuer and currently shares her residence with 6 rabbits and 2 cats!
Jess holds a Certificate IV in Finance and Mortgage Broking and a Diploma in Business Management.
Georgia Zepcevski
Executive Assistant
Georgia comes with extensive experience in customer service and plays a vital role in our office, managing our day-to-day duties and ensuring that every client is well looked after as the first point of contact.
She prides herself on her ability to build strong client relationships and is here as a dedicated resource to help you schedule your broker appointment, walking you through the information needed in advance to deliver the best value and outcome from your consultation.
When she's not making our office feel like home, you can find Georgia walking Charlie (her Schnoodle) in the neighbourhood in between playing dinosaurs with her kids.
Foong-Yue Cheah
Franchise Operations Manager
With extensive senior corporate management experience, Foong-Yue has led, executed and mentored multiple enterprise-wide operational initiatives optimising service levels to support exceptional customer experiences.
Her role at Mortgage Choice Williamstown focuses on continuous improvement and sees her working closely with the team to ensure that they are equipped with the right tools and processes to deliver outstanding service outcomes whilst supporting their professional development and wellbeing needs at every step.
A former graphic designer by trade, Foong-Yue enjoys painting and drawing in her spare time and has had work exhibited in galleries across Melbourne.
