Principal

• Jul 2019 - Present

Rate Money was founded by a team of experienced mortgage professionals to support self-employed clients with their financing needs. Self-employed clients often need a higher degree of expertise and flexibility compared to other borrower types; reflecting the varying needs of the individual owners and businesses. Our clients need their advisors to “think outside the box,” and remove the restriction of old school bank ideology. They need someone to support their plans and aspirations, whether for home ownership, property investing, commercial property, purchasing via self-managed superannuation or other financing. Rate Money has a team of specialist advisors, experienced in understanding the dynamics and challenges of business owners. They are experts at reading and analysing business financials and looking beyond the numbers. Many are self-employed, and have a depth of knowledge and empathy greater than advisors from the banks and other institutions. Show less

Director

• Jul 2016 - Jun 2020

I started Infini Financial with a primary focus on providing a holistic service for my clients. I have solutions for people at all stages of their lives, all walks of life in all situations. Whether you're a first home buyer or an investor I provide a tailored financial strategy that ensures long-term financial growth. I don't just create your wealth but I create a life long relationship that ensures we get you into your first home sooner or build an investment portfolio that you're happy with. My team of experts work together to provide services for you including mortgage broking, financial planning, property investment and advisory, self managed super funds, business, commercial and personal finance. At Infini, I continue to give my clients confidence knowing they are achieving their property and investment goals through my proven strategies. Show less

Business Development Manager

• Jan 2017 - Jun 2019

Specialist in providing Low Doc solutions for brokers and referring partners Specialist in providing Low Doc solutions for brokers and referring partners

Finance Broker

• May 2015 - Jul 2016

As a Finance Broker I assist my clients in obtaining loans. With access to over 30 lenders I negotiate the best rates possible and provide ongoing service and support to make the purchase process as seamless as possible. I also provide complementary home loan health checks for my clients to ensure they are always getting the best package available to them. I specialise in First Home Buyer, Investment and Construction loans. I'm also an expert in Business, Vehicle and Personal Finance. As a Finance Broker I assist my clients in obtaining loans. With access to over 30 lenders I negotiate the best rates possible and provide ongoing service and support to make the purchase process as seamless as possible. I also provide complementary home loan health checks for my clients to ensure they are always getting the best package available to them. I specialise in First Home Buyer, Investment and Construction loans. I'm also an expert in Business, Vehicle and Personal Finance.

Licensed Sales

• Apr 2014 - May 2015

As part of Licensed Sales I managed a portfolio of over 500 licensed premises' selling in new Alcohol products and negotiating prices to get my clients the best possible deal saving them on purchasing costs. My goal was to drive revenue growth while building and maintaining relationships. As part of Licensed Sales I managed a portfolio of over 500 licensed premises' selling in new Alcohol products and negotiating prices to get my clients the best possible deal saving them on purchasing costs. My goal was to drive revenue growth while building and maintaining relationships.

Sales Executive

• Sep 2012 - Feb 2013

As part of the Business Development team my role was to contact and build relationships with Companies who were spending over $1M in travel per annum. I negotiated deals that would see the Companies fly exclusively with Qantas. Upon securing their business I became their account manager and was responsible for their retention. As part of the Business Development team my role was to contact and build relationships with Companies who were spending over $1M in travel per annum. I negotiated deals that would see the Companies fly exclusively with Qantas. Upon securing their business I became their account manager and was responsible for their retention.

Broker Service Manager / Team Leader

• Aug 2008 - Sep 2012

As the Team Leader my role was to provide support and ensure the Broker Service Team met all Sales targets. We generated qualified leads and provided them to Brokers nationwide. I was also involved in the induction and training of all new Brokers. As the Team Leader my role was to provide support and ensure the Broker Service Team met all Sales targets. We generated qualified leads and provided them to Brokers nationwide. I was also involved in the induction and training of all new Brokers.

Real Estate Agent

• Mar 2006 - Nov 2008