Tom Haggie
Principal Mortgage Broker at Yellow Brick Road- Claim this Profile
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Bio
Marshall Morris
Tom was a fantastic Portfolio Manager. This role was essentially a Financial Planning support role that involved all aspects of Financial Planning, including extensive client contact. It was immediately clear that Tom had all the makings of a first rate Financial Planner. He was detail consious, organised and most importantly the clients loved him.
Edmond Urizar
Tom is a very successful relationship builder, has great negotiation and sales skills. Tom has a friendly, yet strong personality, which enables him to effectively engage others to ensure goals are met.
Marshall Morris
Tom was a fantastic Portfolio Manager. This role was essentially a Financial Planning support role that involved all aspects of Financial Planning, including extensive client contact. It was immediately clear that Tom had all the makings of a first rate Financial Planner. He was detail consious, organised and most importantly the clients loved him.
Edmond Urizar
Tom is a very successful relationship builder, has great negotiation and sales skills. Tom has a friendly, yet strong personality, which enables him to effectively engage others to ensure goals are met.
Marshall Morris
Tom was a fantastic Portfolio Manager. This role was essentially a Financial Planning support role that involved all aspects of Financial Planning, including extensive client contact. It was immediately clear that Tom had all the makings of a first rate Financial Planner. He was detail consious, organised and most importantly the clients loved him.
Edmond Urizar
Tom is a very successful relationship builder, has great negotiation and sales skills. Tom has a friendly, yet strong personality, which enables him to effectively engage others to ensure goals are met.
Marshall Morris
Tom was a fantastic Portfolio Manager. This role was essentially a Financial Planning support role that involved all aspects of Financial Planning, including extensive client contact. It was immediately clear that Tom had all the makings of a first rate Financial Planner. He was detail consious, organised and most importantly the clients loved him.
Edmond Urizar
Tom is a very successful relationship builder, has great negotiation and sales skills. Tom has a friendly, yet strong personality, which enables him to effectively engage others to ensure goals are met.
Experience
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Yellow Brick Road
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Australia
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Financial Services
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200 - 300 Employee
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Principal Mortgage Broker
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Feb 2017 - Present
Managing your financial affairs can be stressful. We work with you to understand what you are looking to achieve in the short, medium and long term and tailor a solution to your needs. We leverage our branch principals experience and contacts to ensure clients are getting the most suitable product at the best possible price to ensure hard earnt money is not spent unwisely.We deal with the banks/lenders on your behalf from completing the paperwork to managing your loan through to settlement.At Yellow Brick Road we pride ourselves on our approach ability and aim to offer all our clients a world class experience.We also have the difficult conversation of what happens if unforeseen circumstances were to happen to your family. We ensure that our clients have the opportunity to have a crisis plan and that loved ones are not left with financial burdens.Our business is relationship based and we rely on repeat business and build lasting relationships to have clients for life not a transaction.
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Director
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Feb 2017 - Present
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Community
