Our team | Mortgage Choice Camberwell & Canterbury
We have a fantastic team here at Mortgage Choice in Camberwell & Canterbury - a team our clients love. Many of them have been through the home loan or financial planning process themselves and are passionate about making it as simple and easy as possible for our clients.
Owner | Mortgage Broker
As a home owner and property investor, Michael understands how stressful the loan process can be and aims to make it as easy as possible for clients of Mortgage Choice in Camberwell & Canterbury.
"So many home loan applications fall apart because they weren't the right loan or the right lender for the client in the first place, which adds a lot of stress to the client. That's why our team are so passionate about making sure we match our clients to a home loan that's suited to them, as well as doing all the paperwork and spending time on the phone following up with the banks - so our clients don't have to."
Owner | Mortgage Broker
Having spent many years running retail businesses, Geoff is the main driver behind making sure the customer service at Mortgage Choice Camberwell & Canterbury is a top priority - from home loans through to financial planning.
"One of the things I love about this business is our 'client for life' philosophy - making sure that our clients still have access to the best financial services even after their home loan is settled. So much of what we do at Mortgage Choice in Camberwell & Canterbury is working with our existing clients to make sure that their home loan is still at the right rate and is still suitable for them as their lives change."
Client Relationship Manager | Loan Writer
Carol has worked with Mortgage Choice Camberwell & Canterbury since 2006 and has extensive experience in dealing with banks and lenders. Carol is our first home buyer specialist, and will spend as much time as needed to make sure that her clients have a full understanding of the options available so they can choose the right loan for them.
"I think it's really important, especially for first home buyers, that all aspects of the home loan are explained as well as the fees and charges that come with buying a first home, next home or investment property. We work hard to make sure that our clients feel they have all the information they need to make an informed decision."
Client services | Administration
Kelly is the client favourite on our team! She helps make sure our clients are up-to-date with how their loan is progressing and keeps our lender partners and banks on their toes. She is super organised and loves chatting to clients.
"I know that people can feel a bit nervous about their loans going through, so I try and make sure that we know exactly where the application is at, as well as communicating with the client to put their mind at ease. I also follow up with people who are due for a Home Loan Health Check to see if we can get them a better deal - which is a great feeling - knowing your clients could save a bit of money on their repayments."
Financial Adviser | Financial Planning
Having worked in the Financial Planning industry since 2000, David brings a wealth of experience to the team and our clients. He works with people who want to make the most of their income, get their insurance up-to-date, build wealth both inside and outside of superannuation and have a solid retirement income.
"There's not many jobs out there in which you get to sit down with a client and map out the financial goals they want to achieve throughout their life - and then put together a plan to help them hit those goals. It's a pretty amazing feeling watching a client become less reliant on their paycheck, or live out their dreams in retirement."
Administration Assistant | Financial Planning
Meg is a big part of the financial planning team at Mortgage Choice Camberwell & Canterbury, and works closely with David to make sure that the financial plans built for our clients are set up and running smoothly.
"Financial planning is something that many Australians probably don't appreciate but I have seen what a difference it can make to people's lives. Many of our clients come in with a list of goals but no idea how to get there. By the time they leave they have an achievable plan to get them on their way."
Paraplanner | Financial Planning
Naoya is a new member of the financial planning team at Mortgage Choice. As a paraplanner, he ensures that the financial plans of our clients are modelled and rolled out correctly, with the right paperwork in place - which is a huge part of the financial planning process!
"I'm loving the team at Mortgage Choice in Camberwell & Canterbury and the passion they have for initiating meaningful but simple financial plans in people's lives. I also enjoy making the paperwork simple and easy to understand for our clients, so they know what the plan is and how to get there."