Mark Lavelle
Partner at Country Wide Wealth- Claim this Profile
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Experience
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Country Wide Wealth
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Australia
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Financial Services
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1 - 100 Employee
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Partner
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Feb 2018 - Present
After 29 years in the Banking industry I joined Country Wide Wealth as a Home & Business Finance Specialist in February 2018. My mobile contact is 0439 781 970 or feel free to email me at mark@countrywidewealth.com.au. Our office is located at 400 Ocean View Road Ettalong Beach NSW and you can contact us on 02 4342 9215 for all your Financial Planning and lending requirements. After 29 years in the Banking industry I joined Country Wide Wealth as a Home & Business Finance Specialist in February 2018. My mobile contact is 0439 781 970 or feel free to email me at mark@countrywidewealth.com.au. Our office is located at 400 Ocean View Road Ettalong Beach NSW and you can contact us on 02 4342 9215 for all your Financial Planning and lending requirements.
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National Australia Bank
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United Kingdom
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Banking
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1 - 100 Employee
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Business Banking Manager
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Sep 2003 - Feb 2018
Managing a portfolio of SME client groups located on the NSW Central Coast and Hunter Region. Local authority to approve Business Lending, Asset Finance transactions, Debtor Finance, Trade and FX, Cashflow solutions, personal lending, SMSF borrowings, accredited for real estate lending and accountancy practice borrowings.
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Business Banking Officer
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Mar 1998 - Sep 2003
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Consumer Business Officer
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May 1997 - Mar 1998
Managing a large portfolio of retail clients. Assessment and approval of home and investment property lending and transactional requirements.
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Lending Officer
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May 1995 - May 1997
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Various NAB retail positions
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Dec 1988 - May 1995
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Education
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St Josephs High School, Aberdeen NSW
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The National Finance Institute
Diploma of Finance & Mortgage Broking Management -
The National Finance Institute
Certificate IV in Finance & Mortgage Broking -
Omega - Commercial lending to small business
Omega- Commercial loans to small business -
Moodys Analytics
Cert in Mitigating Credit Risk -
Moodys Analytics
Cert in Financial Risk -
NAB Graduate School
Certificate AFSL Tier 2 -
Moodys Analytics
Certi in Market Risk