Lionel Lye has been in the finance industry ever since he stepped into the working world.
Being an entrepreneur, he is also a business owner. Uprooting himself from his birth country, Singapore, Lionel came to Australia with just two luggage (s).
The multi-racial and accepting Sydney prompted him to call Australia home.
After graduating from the National University of Singapore with a Bachelor of Economics, Lionel started work in the investment banking realm as an Operation Analyst (in Credit Suisse).
He climbed the corporate ladder and had also worked for Citi (bank) and Royal Bank of Scotland. Subsequently, fuelled with his other passions in coaching and fitness, he started his own company, providing consultancy and support services.
His clients were mainly from events management, education enrichment and fitness industry.
After a couple of years working in Singapore, Lionel wanted to further his skills and expand his horizon. Hence, he chose to pursue his Master of Professional Accountancy with Macquarie University in Sydney.
Upon graduation, he took on a role with Westpac as a Personal Banker specializing in mortgages before leaving Westpac as a business banker.
Being a home owner and investor himself, he knows the pains of both home buyers and investors when it comes to buying a property and choosing the right service provider with the right finance product. Thus, Lionel decided to venture to an independent arena to provide more options for clients as a Finance Broker, offering clients more than 30 lenders in the market.
With his personal experience, he could also empathise the new migrant community. Being able to converse in both English and Mandarin, he is able to serve a wide spectrum of clients.
They include first home buyers, everyday to wealthy investors and also newly migrated clients. They could put their trust in Lionel to professionally advise them on their needs.
Lionel is a firm believer of great customer experience, service, honesty and trustworthiness. Combining with his superior technical knowledge and great response speed, he is able to be a one-stop solution for his clients.
In addition, he has a strong back office support team that can mitigate any shortfall. He emphasizes on quality and insist that his service is not merely a transaction.
Most rewarding for Peter Vassilis has been helping people understand that lending is actually quite simple – believing that no matter how complex the scenario, you can make black and white of it. This approach is at the heart of the business and a personal philosophy of his.
Keeping it real, genuine and simple is what has contributed to Pete’s success in the Banking and Finance industry. Having started his career as an accountant at PRS Partners, Pete quickly realised his passion for finance and property.
He was then hired at Macquarie Bank, working in their securitisation and credit team, before moving to Bankwest where he spent 8 enjoyable years.
Pete’s hard-working; a doer; putting his clients first and foremost. He is also empathetic and selfless in nature, helping you feel confident that Black & White Finance will be there to guide you through the process of finding your long-term lending solution.
– University of Technology Sydney – Bachelor of Business – Finance and Accounting
– Certificate IV in Finance and Mortgage Broking
– Diploma in Finance and Mortgage Broking
– Diploma in Communications
1 O’Connell Street, Sydney, NSW, 2000 (The Porter offices)
PO BOX 2073, Rose Bay North
NSW 2030 Australia
Aaron is the co-owner of Atelier Wealth and is a MFAA approved Mortgage Broker. Aaron’s clients have ranged from an 18 year old buying their first investment property to a 60 year, who achieved her goal of purchasing her first home.
Aaron’s focus is clear – he is in the pursuit of the best possible home loan customer experience for his clients. This involves taking the time at the beginning to find out what they really want to achieve financially and providing options to help them.
He has over 8 years financial services experience beginning at Wizard Home Loans. From there, he moved to Australia’s largest mortgage lender, Commonwealth Bank, as Marketing Manager for Mortgage Distribution.
It was in this role that he worked alongside mortgage brokers and realised the potential to make a real impact on clients’ financial futures. He realised that I wanted to be ‘closer to the action’ by dealing directly with clients.
– Diploma of Finance and Mortgage Broking, Institute of Strategic Management
– Certificate IV in Finance & Mortgage Broking, Kaplan Professional
– Masters of Marketing, Australian School of Business at University of New South Wales
– Bachelor of Commerce, University of New South Wales [Graduated with Merit]
Suite 2, Level 15, Currency House
23 Hunter St
Sydney, NSW, 2000
Sam Ghoreyshi understands that most people don’t seek his services to get a home loan – they want him to help them buy a house.
“I’m really mindful of my role in facilitating that house purchase for people, which is the final outcome my clients are really focused on and which is a major priority in their lives,” Sam said.
Sam is acutely aware how purchasing a property can be a key step in his clients’ ability to create long-term wealth.
In addition to being an experienced mortgage adviser, Sam is also a qualified financial adviser with Moneyclip Wealth Strategies, allowing him to work with his clients on a broad range of mortgage and wealth creation strategies.
Sam’s services span the whole spectrum of finance, from helping first homebuyers break into the market and families refinance their existing home loans, right through to working with sophisticated investment portfolios.
Property investment and wealth creation are two of Sam’s personal passions, stemming from the purchase of his own home almost 15 years ago.
“My first home was a great springboard to my own wealth creation,” he said. “I’m a keen follower of investment markets and am committed to helping educate my clients who are interested in creating wealth through property investment.
“My financial qualifications and extensive knowledge, coupled with my own extensive experience as a property investor, means I am uniquely positioned to provide advice that is all-encompassing and accelerates the creation of wealth for my clients.”
Sam’s mortgage advisory business is based in the Sydney CBD, where clients are welcome to meet with him. He is fully mobile and services all areas including, but not limited to, Kirribilly, Neutral Bay, Darlinghurst, Lower North Shore and North Sydney and can visit you outside of working hours in the comfort of your own home.
Sam, who is a Senior Affiliate of the Financial Services Institute of Australasia (FINSIA), can look after all your financing needs including personal loans, leasing, and commercial and business financing.
Smartline High Achievement Award 2018
Smartline Franchise Owner of the Year NSW/ACT Finalist 2017, 2018
Smartline Marketing Champion NSW/ACT Finalist 2018
Smartline High Achievement Award $50m – $100m Winner 2017
Suite1, Level 2, 70 Pitt St, Sydney NSW 2000
Wise Loan Finance has come about after spending 10 years working the job you’re meant to work when you finish university.
After completing his studies in 1992 at the University of Technology Sydney, graduating with a Bachelor of Business Degree (Accounting and Marketing), He worked in multiple companies here in Sydney.
Spending a number of years in the financial services industry for the most part in a subsidiary of the National Australia Bank group He decided to take a leap of faith and start Wise Loan.
So in 2002, 10 years after graduating he went for it and began mortgage brokering.
In doing this the passion for seeing people set up for a successful life through property investment, both in searching of their homes or investing in their nest egg, which had always been a dream, became a reality and his passion for it grew.
Since then, He had partnered with a good friend in Newcastle, Matthew, to help people up north the same way.
Now he gets to work for people, seeing this dream become a reality, as he negotiates with the banks, who he gets and understands, to work for people who he knows, to get the best home loan rates possible.
He has seen young and old get find success in the property market and look forward to seeing many more. It’s having this personal relationship with you, the client, that makes this job so rewarding.
1 Virginia Place
Sydney, NSW, 2087
Having worked at Finsure Group for over 3 years, Selva has gained invaluable experience as a mortgage broker working for one of Australia’s leading independent aggregators.
During his time with Finsure, he has developed an in-depth understanding of lending policies and procedures across all lenders with a particular focus on homes.
His experience allows him to confidently assist clients in navigating through the complexities associated with home loans, while seeking to find the most effective finance solution that best suits his clients particular needs and profile.
Having successfully assisted hundreds of clients to date, Selva has demonstrated a track record of commitment as he strives to always put his client’s interest first, ensuring his clients goals becomes his pursuit while seeking the most suitable product.
Communication is key, and he places significant emphasis on keeping his clients educated and consistently
informed throughout the lending process.
Born and raised in Sydney, Selva has enjoyed nurturing long-lasting relationships with clients. His primary goal is helping his clients attain their life long goals and aspirations through home/investment ownership.
Refinancing your existing loan
First home buyer finance
Debt consolidation loans
Lo Doc Loans
Non conforming loans (e.g. adverse credit history)
Level 24, 52 Martin Place Sydney NSW 2000
As a qualified accountant, with ten years’ experience, James is the perfect person to talk to about how much you can borrow and the costs involved in purchasing a property.
James knows that every client is different. He has the knowledge, the commitment and the experience to work through a range of mortgage options to find the one that suits you best.
As a Nectar broker, James has access to more than 30 lenders across Australia and can help you complete all of the required documentation, including a First Home Owner Grant application if it’s available to you.
James is a property investor himself and is happy to share his knowledge and experience to help you purchase a home or an investment property.
James can also provide you with accountancy and taxation help and assist you in structuring your finances to work best for you.
‘’My commitment to you doesn’t end with finding the right loan and supporting you through the application process. I can provide you with advice throughout the life of your mortgage to make sure it keeps working for you’’, says James.
Ask about other services James can help you with:
Darren Moffatt – Seniors First
Professional and Licensed Reverse Mortgage Brokers in Australia
Darren is an award-winning businessperson with almost two decades of lending experience.
He began his finance career as a bank manager for Westpac in Sydney’s Inner West, before moving into corporate roles in mortgage insurance and non-bank lending with Royal & Sun Alliance and Challenger respectively.
In 2005 Darren was appointed NSW state manager for a Reverse Mortgage lender, when he soon realised there was strong need for a mortgage broking service dedicated to reverse mortgages.
In 2006 he established Seniors First. The company quickly became an industry leader, and was recognised with awards in 2007, 2008 and 2009.
Consequently Darren has often been invited to contribute to public policy forums and continues to appear regularly in the media.
Today, Darren is excited by the re-awakening of the Reverse Mortgage industry and the opportunities these new lenders and products offer to senior Australians. As ever, he remains committed to serving their interests with responsible finance solutions that deliver a better retirement for Seniors First customers.
“Even after all these years I still get a buzz out helping people. Time and again, I’ve seen how releasing even just a tiny bit of home equity through a Reverse Mortgage can make a huge difference to someone’s life.”
89-97 Jones Street
Ultimo NSW 2007
Prior to Eventus Financial, Alex Veljancevski worked in the banking industry and held positions in Macquarie Bank where he was a part of the Wealth Management division.
Since Alex’s departure from Macquarie, he has assisted hundreds of clients fulfill their dreams of purchasing their first home, building their property investment portfolios, maximising their wealth and developing a plan to retire comfortably.
– University of New South Wales Bachelor of Commerce Degree – Finance & Economics
– Diploma in Mortgage Broking
– Diploma in Financial Planning
– Certificate IV in Property Services (Real Estate)
– Justice of the Peace (JP) in and for the State of New South Wales
MPA Young Gun 2016
Finalist MFAA Young Professional Award 2016
Finalist Better Business Awards 2017 – Best Newcomer
Finalist Australian Broking Awards 2017 – Newcomer of the Year
Finalist Better Business Awards 2018 – Customer Service (Individual)
Finalist Better Business Awards 2018 – Rising Star
Finalist Australian Broking Awards 2018 – Rising Star
Finalist Australian Broking Awards 2018 – New Office of the Year 2018
Finalist Young Leaders in Finance Awards – Director of the Year 2018
Finalist Young Leaders in Finance Awards – Entrepreneur of the Year
Finalist Young Leaders in Finance Awards – Finance Broker of the Year
Finalist REB Awards – Residential Finance Broker of the Year 2018
Winner Young Leaders in Finance Awards – Mortgage Broker of the Year
Winner Better Business Awards 2018 – Best Newcomer
Winner Better Business Awards 2018 – Broker of the Year
Level 26, 1 Bligh St
Whether you are buying a new home, renovating and transforming your old one, or simply consolidating some debts, finding the best possible financing is an important part of your personal financial strategy.
As a trained mortgage specialist, with more than fifteeen years financial services experience, she will help you focus on your goals, and make the choices that are best for you.
She prides herself on the relationships she builds with her clients, rarely forgetting their faces and names. As with her many past clients and friends, she will take a personal interest in helping you achieve successful financial solutions, and provide you with clear, accurate information every step of the way.
As a professional, and a mother of three, she fully understands how busy life can become, and how important it is to have a flexible schedule that fits your needs. She is available days, evenings, and weekends.
She will work with you in the comfort of your own home, or we can complete the entire process via e-mail and fax – whatever works best for you. What matters most is helping you get the terms you need.
Working together, we will achieve great things!
Cabot House 500 Kings Road, Suite 110, Sydney, NSW