Max is a member of the Mortgage & Finance Association of Australia (MFAA), a fully Accredited Mortgage Consultant (AMC), a Licensed Estate Agent, a member of the Real Estate Institute of Victoria, and an Associate of the Real Estate Institute of Australia (AREI). He is a passionate property and finance educator and public speaker. He is a regular speaker for such groups as ANZ, Lend Lease, MAB Corporation and various real estate groups. His professional career has always been about property and finance. He joined his family’s real estate business, Waller Realty P/L, in 1986 and, after taking over the business, he established it as the number one real estate group in Central Victoria.
After moving to Melbourne in 1998 he entered the world of commercial, industrial and residential development real estate. During this time Max worked with MAB Corporation, a Melbourne based property developer with projects including the $1 billion “”New Quay”” Docklands development, and was a member of the Auction Committee of the Real Estate Institute of Victoria (REIV), where he administered policy and training for auctioneers in Victoria. Max has been a partner of Provincial Home Loans since 2002 and at the beginning of 2012 became Managing Director of the entire Provincial Home Loans group.
Office Address: 42 Barracks Flat Drive Queanbeyan NSW 2620
David Thomas started with Trilogy in 2008 when the business had three team members. Over the past ten years, David has not only taken over the business, but also grow Trilogy into one of Australia’s top 10 independent mortgage brokerages, settling almost 2 billion dollars worth of residential home and investment loans over the last decade.
Since 2010, David has personally been ranked in the top 100 Mortgage Brokers Australia Wide and consistently in Canberra’s top four mortgage brokers according to MPA Magazine. With a passion for property investment and helping his clients structure their finances to achieve their goals. David’s willingness to share his personal and professional expertise with his clients is unsurpassed. He understands that structuring finances correctly from the outset will ultimately save time and money. It’s for these reasons that David gives his time to speak at various property investor information nights and actively contributes to property investor forums. Outside of business hours, David can be seen chasing his young family around Canberra or maybe even doing some mountain biking.
David is a member of the Mortgage and Finance Association of Australia (MFAA) and has undertaken educational qualifications to strengthen his professional experience:
Certificate IV in Financial Services
Diploma of Financial Services
Graduate Certificate in Management
Office Address: Trilogy Funding
Equinox, Building 1, Level 1,
70 Kent Street
Catherine has had over 20 years experience in Taxation, business, SMSF’s, finance and property investment. She holds an Accounting Degree and a Masters degree in Taxation and was recognised by the Certified Practitioners of Australia (CPA) Society as a ‘Specialist in Taxation’ in 2001. She spent 11 years with the Australian Taxation Office as a senior Audit manager and a Fraud Investigator.
After leaving the ATO Catherine established an Accounting practice in Ulladulla in 2002 and then relocated the practice to Canberra in 2006. Catherine is a member of FBAA, a Fellow of the NTAA and a member of PIPA. She also holds a Diploma of Financial Planning, a Diploma of Mortgage Broking and Finance, a Diploma of Real Estate, a Masters Degree in Taxation and a Degree in Accounting. She is also a Justice of Peace and Certified Results and Master Results Coach.
Most importantly Catherine is a passionate Property investor. She bought her first property when she was 17 and has brought and sold over 20 properties in the last 20 years. She currently maintains a large property portfolio and has properties in ACT, NSW, Qld and Vic. She holds both residential and commercial properties and her aim is to retire to the coast and live financially independent through the capital growth on her property portfolio. Catherine made many mistakes during her investing career and her main goal is to help her clients not make the same mistakes.
Along with a busy career, Catherine is raising four young children and knows the importance of children to our future.
Office Address: 83 101 Lysaght St, Mitchell ACT 2911
Daniel O’Reilly – MO’R MORTGAGE OPTIONS
Dreaming of a career as a pro-AFL player growing up, we’re extremely thankful Daniel makes such a great mortgage professional. Because without his commitment over the last 14 years to provide MMO clients with the best possible service, our business wouldn’t be half of what it is today. Daniel’s clients know what a difference he’s made to their lives too – as you can see from their comments below.
Whilst his laid back style would suggest otherwise, Daniel’s got an eye for detail and is a stickler for crossing the i’s and dotting the t’s. #thissentencedriveshimcrazy
Whilst it’s not that impressive for him to know the rate discount he’s negotiated for you, or how much money you’ll save by implementing his strategies, Daniel’s also been known to recall the address of a client’s fourth investment property.. and their dog’s name.
Daniel’s ability to focus on the little details to deliver a ‘big picture’ solution is what makes him so great at his job.
When one of your work colleagues (who’s not yet a MMO client), complains to you about all the things that went wrong with their latest property purchase, more often than not, it’s because someone didn’t pay enough attention to the little things. When Daniel looks after you and your loans, EVERY. SINGLE. DETAIL is taken care of – it’s why you want his help.
In 2015, The Adviser Magazine recognized Daniel as of Australia’s, “Top 30 Brokers Under 30.” (If he was “under 30” for longer, we’re sure he’d have made the list again!) And more recently in 2017, Choice was awarded Daniel the title of ‘Platinum Achiever,’ revealing him as a top 5% performing mortgage professional for our aggregator.
Level 2/19 Barry Drive, TURNER, ACT, 2612
Gerard Tiffen is Canberra’s number 1 Mortgage Broker, winning every award available and has been involved in the financial services sector since 1995.
As the Managing Director of Tiffen & Co, Gerard specialises in sourcing and structuring a wide range of home and investment finance packages for his clients. Awarded ‘Canberra’s number one Mortgage Broker’ by the Mortgage Professional Magazine every year since 2005, Gerard has also been ranked in the Top 10 Mortgage Brokers Australia wide for the past 12 years!
Gerard has always been interested in property and is an avid property investor himself – over the past 15 years Gerard has amassed a property portfolio in excess of $10,000,000. His willingness to share his personal and professional expertise with his clients is unsurpassed. He understands that structuring finances correctly from the outset will ultimately save time and money, as well as make it easier to diversify your investment portfolio in the future.
Gerard is a professional member of the Mortgage and Finance Association of Australia (MFAA) and has undertaken educational qualifications to strengthen his professional experience:
• Certificate IV in Financial Services
• Diploma of Financial Services
Gerard is supported by an outstanding team of Personal Assistants – Alison Nolan and Jacqui Day, who understand the finance industry and are well versed in lending policy. They are continuously striving for excellence in their field and always put their client’s interests first. Their goal is for you, our client, to be thrilled with our service and to share your experiences with your friends and family! Wealth creation and financial freedom can be achieved by everyone!
Office Address: 23 Jardine Street Kingston ACT Australia 2604
Pass Go Home Loans Pty Ltd is a boutique, award winning Mortgage Broker firm owned and operated by Jamie Moore. The company was established in 2008 and now has offices in Canberra and the Sunshine Coast. By utlising technology we’re able to provide our mortgage broking services to clients Australia-wide.
Jamie is a regular recipient of the Choice Aggregation Platinum Achiever award for mortgage brokers and has been ranked as one of the nations best performing mortgage brokers. He has written and contributed in a number of finance publications including the Australian Financial Review, the Adviser and Australian Property Investor magazine.
Jamie describes himself as a “numbers nerd” and loves all aspects of mortgage broking and customer service. His wealth of knowledge when it comes to bank credit policies means he gets the tough applications approved. He’s also extremely efficient – you can expect your emails and phone calls returned quickly!
His goal is for Pass Go clients to rave about our service. To accomplish that – we are dedicated to providing our clients with exceptional customer service and lending advice. We want your experience with Pass Go Home Loans to be rewarding and hassle-free. We’re also here for the long-term, helping you well into the future with all your ongoing home loan needs.””
Office Address: Suite 9, Level 2, Dickson Chambers,, 25 Dickson Pl, Dickson ACT 2602, Australia
He created True North Mortgage Solutions because it’s his passion to find his clients the most appropriate finance solution to help them meet their goals & dreams.
With so many years experience as a broker he has built up a vast network of trusted lenders, financial advisors, accountants, conveyancers, lenders and lawyers. He works closely with his network of lenders and professionals to find you the most competitive mortgage solution plus additional services & advice that suit your unique personal circumstances and objectives.
He works closely with all his clients to understand what they want to achieve and find them the financing solutions to make that happen! Whether it’s a new home loan, getting a better deal on your existing mortgage, or investing in property he loves seeing his clients happy and that drives him to be the best he can be. They don’t charge a fee for their service to you, they are paid a commission by whichever lender you take out a loan with and that commission does not affect the rate and fees you pay on your loan. They will often get you a better rate than if you deal with your bank directly.
Think of him as your personal mortgage navigator – helping you through the maze of options to get the right mortgage solution so you can go exactly where you want to go and achieve your property & lifestyle goals.
Offive Address: Level 1, 18 National Circuit
BARTON ACT 2600
His name is Karim Rajwani (KR) and he’s here to guide you through one of the biggest financial decisions of your life.
As a qualified mortgage broker with over 25 years of experience in accounting and financial services, he assures you a personalised solution designed around your needs and situation. he will help identify your specific borrowing requirements and gain an in-depth understanding of your situation before comparing hundreds of home loans available from their panel of lenders.
Their goal is to give you all the information you need to make a well informed decision about the right home financing solution for you. It could also save you thousands in the long run!
‘Intrinsic Financial’ is your one-stop shop for all your financing needs. It doesn’t matter whether you are looking to:
* buy your first home or investment property;
* refinance your existing property,
* obtain a SMSF loan, equipment loan, construction loan, commercial/business finance or car loans.
His personalized service puts you first. He will take you through the whole application process step by step, find you the best loan for your needs and situation and continue to support after you buy your home.
At Intrinsic Financial, long-term relationships and ethics are far more important than acquiring a sale. Sales come and go and money comes and goes. But what is more important to me is how he made you, the customer, feel. You may forget what he said, but you will never forget how he made you feel.
This is their PHILOSOPHY.
His service is free and he only get paid a commission from the lender you choose. Please call him and he promised not to disappoint. He’ll answer all your questions before, during and after the loan process.
Your smart local mortgage broker in Canberra
He assists customers all across ACT
17 Gudamang, Street, Ngunnawal, ACT 2913.
Andrew started in the finance industry in 1994 working as a teller in a major bank. Through the years he worked his way up to management of retail branches and relationship/portfolio manager between banks and brokers. Andrew has a very strong knowledge of all aspects of the finance industry.
In 2001, Andrew started as a Mortgage Broker and in January 2005 started his own company.
Andrew is a doting father to three happy and healthy children.
Having a family of his own assists him in understanding what is required when dealing with your finances and that of your families.
Andrew will explore your current financial situation and investigate the best options available to you. He will then outline these options in a Clear Cut manner. Andrew prides himself on being with you every part of the process.
Andrew has access to over 25 lenders and loves to deal with the banks and institutions on your behalf, so you don’t have to. Your point of contact is Andrew and he will move mountains to ensure you get what you want and need. Andrew can travel to you, or you can pop into the office.
Andrew is originally from Adelaide and has lived in various parts of the country such as Darwin and the Gold Coast but has called Canberra home for the last twenty years. In Andrew’s free time he can be found at the local Athletics club cheering his children on or helping out with the events. He also enjoys shooting hoops, a walk with his dogs or a jog with his running club.
PO Box 3423
Belconnen ACT 2617
Finance is a personal experience, and needs a structure that is packaged individually to your specific requirements. Peter’s experience, network of contacts and access to over 35 lenders allows him to analyse your specific requirements and package a structure specific to your circumstances and objectives.
Peter Smith has incorporated a few key factors into his service model that he believes are integral to success. “Customers want value for money, Peter strives to offer his clients affordable options. You need to be flexible to meet their needs. And most importantly, you need to prove to your customers that they can trust you through an exceptional level of customer care.”
Peter places a lot of emphasis on helping his clients achieve their goals. Satisfied customers result in repeat and referral business, which is the backbone of our industry.”
As an experienced and successful mortgage broker, Peter’s clients feel safe in the knowledge that they have a consummate professional handling their affairs. His obvious expertise, work ethic and commitment to ensuring that their needs are met allows them to enjoy total peace of mind.
Whether you are looking to pay you loans off in record time or build a portfolio of investments, Peter at Origin Finance can show you the way. With the right advice the process of financing property suddenly becomes simple and stress free.
16 Maranunga Crescent ACT 2911