Our Consultants

Learn more about our expertise

“Customer service and helping others to achieve all they can is my priority.”

A qualified and licensed finance broker with accounting and financial planning qualifications and almost 25 years of experience, John will apply his knowledge of tax, structuring and finance together with his practical experience toresearch and identify strategies to help you achieve your goals. He is committed to securing the right outcomes and making the process as easy as possible for you.

John is supported by an experienced client service team, and works closely with a network of professionals including accountants, financial planners and investment specialists. His holistic approach to his clients’ needs and his dedication to service long after the loan has settled means his clients confidently refer their friends and family.

John’s finance offering is based on choice, knowledge and service in the areas of home and investments loans as well as commercial, business, vehicle, and plant and equipment loans.

John’s qualifications include: Bachelor of Commerce, Diploma in Company Secretarial and Administration, Master of Business Administration (New Venture Management & Entrepreneurship), Diploma in Advanced Insolvency & Law Practice, Diploma of Financial Services and a Certificate IV in Financial Services (Finance/Mortgage Broking).

ACL: 448830

“It’s important to me to understand my clients’ goals, both short and long term. Our Financial environment provides many opportunities for wealth creation using debt sensibly, and I am passionate about sharing these with my clients to help them achieve their goals.”

Tanya is a qualified Chartered Accountant with 20 years’ experience and in depth knowledge of tax, structuring and finance.

Tanya believes relationships are key. From clients and their advisors, to lenders and other parties to transactions such as real estate agents and solicitors, Tanya is able to build good working relationships quickly by delivering on promises and keeping the lines of communication open.

Strategic by nature, but also intent on attention to detail, Tanya believes a poorly executed strategy can be more dangerous than no strategy at all.

Tanya is supported by an experienced client service team and works closely with accountants, financial planners and investment specialists.

A 2011 MFAA Excellence Awards winner, Tanya’s focus is, and always will be, on the best outcome for her client. Attention to detail and consistent communication throughout the strategic planning stage and loan application process – as well as continued support long after settlement – are key differentiators of Tanya’s service offering.

Tanya’s qualifications include:

Chartered Accountant (Australia and South Africa), Post Grad Diploma in Accounting, B. Commerce, Certificate IV in Financial Services (Finance & Mortgage Broking), Income tax law and Aspects of company law – USQ

ACL: 448898

3205 4888
Contact the office

22/1344 Gympie Road
Aspley Qld 4034

loan clinic For all your lending needs

Broker Group of the Year 2014/15 & 2015/16  | QLD, NT & Nth NSW Best Broker Group (1-2 loan writers) 2015/16 | AFG Qld, NT & Nth NSW Broker Group of the Year 2016/17 – Top 15