Experience

Equilibria Finance

• Australia
• Financial Services
• 1 - 100 Employee

• Finance/Mortgage Broker

  • Oct 2021 - Present

  I am a professional mortgage and finance broker providing residential and commercial mortgages and business and asset finance solutions in keeping with the financial profiles and plans of the individuals, families and businesses that we work with. Additionally, we are experts in strategic alliances with financial advice & accounting practices - managing their clients finance needs. How we help: I understand everyone’s goals and aspirations are different and provide my clients; ✔ Guidance and choice through the lending process and options ✔ Clear and coherent solutions addressing their needs, goals and objectives ✔ Partnership through the life of the loan, its milestones and future needs. Who we help: I typically help time poor professionals and executives, self-employed business owners and young professionals starting out – often with complex needs and structures. Their needs include: ✔ Residential & Investment Loans ✔ Refinances & restructures ✔ Debt consolidation ✔ First-home Buyers ✔ Pre-approvals ✔ Construction & renovations loans ✔ SMSF - residential & commercial ✔ Vehicle & Asset Finance ✔ Commercial term loans ✔ SME Finance – operational, cashflow, growth ✔ Medico's, dentists ✔ Reverse mortgages Qualifications: ✔ Diploma Finance & Mortgage Broking ✔ Cert IV Mortgage Broking ✔ Cert IV Business Admin Prior to founding Equilibria, I worked in financial services for 15 years as Customer Service and Small Business Specialist. To arrange a meeting or to discuss how I can assist: ✔ myriam@equilibriafinance.com.au ✔ 0435062822 Equilibria Financial Group Pty Ltd; Credit Representative #494100 are Credit Representatives of BLSSA Pty Ltd; Australian Credit Licence #91237



Commonwealth Bank

• Australia
• Financial Services
• 700 & Above Employee

• Customer Service Specialist

  • Nov 2006 - Oct 2021

• Small Business Specialist

  • Oct 2019 - Nov 2019

  Secondment

• Assistant Manager

  • Mar 2010 - Jan 2011