More than 30years experience in the Financial Services industry, having worked for many blue chip Financial Institutions in sales and service management and having run 2 successful mortgage broking businesses. I have an extensive education in financial planning and mortgage broking and well qualified to meet and exceed your needs. A strong and successful track record in distribution, sales and marketing management and in-depth knowledge and experience of the finance industry.
Passionate about my clients and mentee's needs, I only develop and promote services that enhance the client experience and afford true value.
Building trust is paramount in building great client and mentee relationships.
My strong and absolute commitment to clients and mentees, together with my ‘hands on’ and ‘can do’ approach to solving their needs, has enabled me to secure the trust of both retail and corporate clients.
Business must be ethical and geared towards client satisfaction. I am privileged to gain my clients and mentee's trust, a trust that is never broken.
Part of the dynamics of this business is being able to help other brokers. FCA offers mentoring services to many new brokers and their businesses. The level of passion given to our clients is extended to our mortgage broking partners. If you aspire to be a mortgage broker or are interested in this industry, give us a call.
If you have a financial need contact me for an obligation free consultation.
Tel: 0413 966 452