Meet the Toowoomba Home Loan and Mortgage Experts
Our aim is to make the home loan and car loan process as easy as possible.
"Julian and his team .....made our entire experience of building our house run smoothly. I never had to chase them up about anything, Libby was ALWAYS on the ball! We never lacked confidence in these guys and cannot recommend them enough!!!" (N. Conneely- Withcott)
"Prompt, efficient service at all times. The whole process was stress-free and I would definitely use your services again. A big thanks to Donna for all her help and guidance." (DA & MO- Toowoomba)
Principal Loan Consultant
Mobile: 0401 415 283 Email: firstname.lastname@example.org
In 2013, after 10 years of working as a Business Banking Manager and 7 years of working in Agricultural Science. Julian decided he wanted to run a business where he could help people find the right loan product from a range of lenders and not be locked into only providing one bank's products. He is determined to use his extensive banking experience to help people find the right loan product for their needs. Julian’s qualifications include a Diploma of Finance and Mortgage Broking as well as a Bachelor of Agricultural Science. When not at work, Julian enjoys getting his hands muddy running his small cropping farm.
Mobile: 0435 302 299 Email: email@example.com
Growing up in a family of bankers, Kate was always destined to follow in the family tradition, starting out as a bank teller in 2007. From here Kate's career and love of finance advanced into lending positions, including home loan, car finance and business lending roles with the major banks.
Kate has completed her Certificate IV in Finance & Mortgage Broking and is keen to complete a finance degree so that she is best able to advise her community with smart banking and investment practices.
Having recently purchased a hobby farm in the Allora area. Kate spends her weekends, learning about sustainability practices with the dream of creating a self-sufficient market garden. Kate is also a lover of sport and pushes herself daily with a passion for CrossFit. You will also spot her supporting a variety of sporting organisations throughout the Allora/Warwick area.
Assistant to the Loan Consultants
Donna is responsible for managing the documentation and processing of our loans from submission to approval. Donna has been a key member of our team since 2007 and she is also a qualified Mortgage Broker (Diploma of Finance and Mortgage Broking). With her intricate knowledge of lending and attention to detail, she has earned client praise for her ability to ensure that all loans are submitted in the shortest possible time frame.
Assistant to the Loan Consultants
Libby ensures that all clients are kept up to date throughout the loan process from document issue to settlement. You will hear her friendly voice often, updating you with the status of your loan. Libby is dedicated to making everyone who enters the office feel welcome and valued. Libby has a Certificate IV in Finance and Mortgage Broking.
Client Communications/ Office Management
Christine keeps everyone informed and up to date with financial news, on our Facebook page, monthly e-news emails and website blogs. She also makes sure that every client is contacted on a frequent basis to make sure that their loan is still a great choice for them. Christine has a Bachelor of Education and a Certificate IV in Finance and Mortgage Broking.