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SW

Steve Wasley

Broker Manager at IOOF
Intro Book
Steve Wasley, a seasoned finance professional, brings 16+ years of experience in lending, investments, and wealth management, with expertise in credit analysis, mortgage lending, and insurance, in the Greater Perth Area, AU.
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Location
Greater Perth Area, AU
Skills
  • Credit Analysis
  • Credit
  • Loans
  • Investments
  • Strategic Financial Planning
  • Show all
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Bio

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Steve Wasley is a seasoned financial expert with a proven track record of success in credit analysis, lending, and wealth management. As a former Managing Director at Wasley Private Wealth and Loancom, he has demonstrated expertise in mortgage lending, investments, and strategic financial planning. Notably, he led Loancom to profitability after taking over the financing arm of the Acton Real Estate group in 2002.

Experience

  • IOOF
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Broker Manager
      • Jul 2023 - Present

    • Lending Specialist
      • Feb 2021 - Jul 2023

      Assisting clients with their lending needs.

  • South Fremantle Football Club
    • Australia
    • Midfield Coach
      • Feb 2019 - Oct 2023
      • Australia

  • JVA Financial Services
    • Perth, Western Australia, Australia
    • Business Development Manager
      • Feb 2020 - Feb 2021
      • Perth, Western Australia, Australia

  • Wasley Private Wealth
    • Managing Director
      • Feb 2009 - Feb 2020

  • New Start Finance
    • Osborne Park, WA, Australia
    • Credit Representative
      • Mar 2009 - Jun 2012
      • Osborne Park, WA, Australia

      Responsible for assisting clients with all of their lending needs from home loans, business loans, motor vehicle and asset finance.

  • KeyPath Financial Planners
    • Wangara
    • Director - Mortgages and Tax Effective Investments
      • Aug 2005 - Feb 2009
      • Wangara

      I was responsible for establishing a mortgage broking business within a Financial Planning practice. At its peak we had 4 mortgage brokers and 1 full time support officer and managed in excess of $100m in mortgages.

  • Loancom
    • Managing Director
      • 2002 - 2005

      Originally known as Mortgage Masters I took over the Managing Directors role of the financing arm of the Acton Real Estate group in 2002. I managed a team of 20 mortgage brokers and support staff, oversaw a rebranding to Loancom and brought the business back into a profitable position.

  • NAB
    • Business Banking Specialist
      • 1986 - 2002

      I worked in numerous lending portfolios including small, medium , agri and consumer lending across WA and Victoria.

Education

  • 1982 - 1986
    Morley Senior High School

Suggested Services

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Industry Focus. “Financial Services”

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