Bachelor of Commerce - Maj. Accounting/Finance
Diploma of Finance and Mortgage Broking
Diploma of Financial Planning
Certified Financial Analyst (CFA) - in progress
Margin lending & investments
✔ First Home Buyers
✔ Refinance / Restructure
✔ SMSF Loans
OUR PROMISE TO YOU
Our offer is simple, to save you Time, Money & Stress. We recognise that the best way to grow a business is through organic referral & word of mouth, and the best way to do this is by putting our clients interest first. That's why we always recommend what we believe is best for our clients, not what lines our pocket.
Mortgage brokers are dime a dozen but not all brokers have the same level of service, capability and knowledge. Our client reviews speak for themselves.
What Makes John Different From Other Brokers?
✔ Experience and Qualification - John comes from 10 years in banking, broking, and business development in wealth management. In his previous career, he trained and helped financial planners & corporate brokers to provide quality advice to their clients.
✔ Fees & Clawback - Unlike many brokers, we do not charge upfront fees or include clawback clauses unless it's agreed in advanced for a specific reason. We are confident that our clients will continue to use our services for the long term because they are better off doing so. So we do not feel the need for sneaky fees or clawback clauses.
✔ Customer First Philosophy / Ethics - John's biggest enjoyment from work is seeing his clients overjoyed with their new home or seeing his clients relieved from financial stress by restructuring their finances. We treat all clients no matter how small or big with our utmost care. We also do not sell properties or make referrals that could present a conflict of interest.
✔ Passion for Property & Finance - John is an avid property investor who has first hand experience in building his property portfolio before the age of 30. He also has a keen interest in stock market investment and personal finance.
OUR ACCREDITATION OF LENDERS
Brokers often advertise how many lenders are available on their panel however rarely disclose how many lenders they are actually 'accredited' with. A broker must be actually accredited with a lender to use that lender. We are proud to be accredited with over 36 leading lenders in Australia including the below and more.