Our home loan & finance team | Balwyn & Surrey Hills
Our award winning team in Balwyn & Surrey Hills are passionate about helping you find the right home loan. But we're more than mortgage brokers. We offer a range of services to help you make the most of your finances.
Our team are proud winners of:
- 2017 MFAA Top Broker of the Year Award |VIC Finalist
- 2017 MFAA Top Residential Broking Office of the Year Award |VIC Finalist
- 2015 Business Excellence Award|Mortgage Choice
- 2014 Business Excellence Award|VIC Single Operator of the Year Award
- 2014 Business Excellence Award|Mortgage Choice
Owner | Mortgage Broker
Dwayne has had considerable experience in the mortgage and finance industry with over 33 years of banking experience spanning commercial lending, mortgages, agribusiness and consumer lending. Dwayne is passionate about making sure he is up-to-date with new low rates and home loans on the market, and is able to get his clients the best ones available.
"Having had a lot of experience on the bank side of the process, I love the fact that as a mortgage broker we get to offer choice - a panel of lenders with hundreds of home loans - because no one's the same and we all need different things financially. It allows us to find a loan for our clients that feels tailored to them."
Loan Writer| Client Relationship Manager
As a loan writer and our Client Relationship Manager, Suzie is responsible for completing the loan paperwork and ensuring that all loans meet guidelines in accuracy, completeness and timeliness - which means the loan progresses smoothly. Luckily, Suzie has a strong background in compliance, and working in the property industry. Suzie is also our car loan specialist, and pushes hard to get the best car loans for our clients.
"I love that we are advocates for the clients. From pushing with the lenders to make sure we get the very best deal at the start of the process, all the way through to helping our clients if they have any issues later on. Our clients don't have to go through their bank's call centers to find a solution to an issue, they just come to us."
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 has only been with Mortgage Choice Wantirna since 2017, but has already made a huge difference to our financial planning team. She works closely with David to help clients build plans for a big financial future.
"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."
Office Manager | Customer Service
Sharon makes sure the office is ticking along and everything is going smoothly for our clients. She does all the follow up on loan applications to ensure they go through to settlement as required. She works closely with any lenders and conveyancers to get the best outcome, all while keeping our clients updated on where their loan is at.
"Buying a home is a big step for anyone, and I know process can be pretty stressful for a lot of people. I love that we make the process as easy as possible for our clients, and keep them updated on where everything is at. The last thing you want to be doing when you're buying a house is spending hours on the phone with the banks!"