Experience

LJ Hooker Home Loans

• Australia
• Financial Services
• 1 - 100 Employee

• Franchise Owner

  • Sep 2022 - Present



My Financial Security Pty Ltd

• Brisbane, Queensland, Australia

• Mortgage Broker

  • May 2020 - Sep 2022



PWF

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Mortgage Planner

  • Jan 2019 - May 2020



RAMS

• Australia
• Financial Services
• 400 - 500 Employee

• Finance Broker

  • Aug 2017 - Jan 2019



My Financial Security Pty Ltd

• Brisbane, Queensland, Australia

• Financial Advisor & Mortgage Broker

  • Aug 2008 - Aug 2017



Citibank Australia

• Credit Officer

  • 2006 - 2008

  As a Credit Assessor at Citibank I was part of a busy credit team where my role was assessing a high volume of Mortgage applications from start of application through to formal approval. The process involved • Liaison with external brokers and their staff, solicitors, Valuers and other Team members and Management within Citibank • Assessment of financials for PAYG and Self Employed clients and their various entities • Calculations on affordability of proposed loans as per Citibank’s lending criteria • Credit history reports on clients and their business entities where applicable • Review valuation reports of proposed security The Queensland Mortgage operation department was moved to Sydney and for the Credit Assessors who didn’t want to relocate were made redundant, that is how my role as Citibank concluded and my life as a Financial Adviser started. Show less



Nationalcorp Home Loans

• Australia
• Financial Services
• 1 - 100 Employee

• Loans Officer

  • 2004 - 2006

  Nationalcorp is a Mortgage management company who deal with such lenders as Adelaide Bank, ING and various other lenders. Management of the mortgage begins from the submission of an application through to when the home loan is paid out in full or refinanced. My role at Nationalcorp was as a Loans Officer where I was part of a busy team assessing a high volume of Mortgage applications from start of application through to formal approval. The process involved • Liaison with external and internal brokers and their staff, solicitors, Valuers, BDM’s and other Team members within Nationalcorp • Assessment of financials for PAYG and Self Employed clients and their various entities • Calculations on affordability of proposed loans as per the lending criteria for the proposed lender • Credit history reports on clients and their business entities where applicable • Review valuation reports of proposed security I finished my employment with Nationalcorp to further my career within the Industry and start working for a larger organisation being Citibank. Show less



Financial Partners

• South Melbourne, Victoria, Australia

• Mortgage Broker

  • Oct 2001 - Mar 2003