Meet your Local Broker!

Kate is a Commercial Broker with over 14 years of banking experience. Specialising in delivering tailored lending solutions, supporting clients with everything from straightforward applications to more complex financial needs. Known for her approachable style and strong communication, Kate takes the time to understand each client’s goals and works closely with them to achieve the right outcome. Her in-depth industry knowledge, combined with a proactive, solutions-focused approach, ensures a smooth and confident lending experience.

A highly accomplished finance professional with 25 years of experience driving success in the Home Loan industry. Daniel possesses a comprehensive understanding of all facets of lending and posseses a deep understanding of the intricacies of the financial landscape. He has a proven history of being able to meet the needs of a wide range of clients; finding personalised lending solutions for those with complex needs, all the way through to those with more straightforward requirements. Daniel also scores very well in customer satisfaction surveys. With his ability to and build rapport with clients from all backgrounds, his indepth knowledge, can do attitude.

With more than 32 years in banking, I’ve built a career grounded in trust, loyalty, and long term performance. For over 25 years, I’ve led people and teams, helping individuals grow while delivering strong commercial outcomes. I’ve served as State Manager for both NAB and Citibank, overseeing operations across Victoria and Western Australia. These roles allowed me to guide large, diverse teams through growth, change, and ambitious targets. My leadership style centres on building high performing teams that deliver consistently and operate with integrity. I’m deeply committed to fostering loyalty — both within my teams and with the customers we serve. Strengthening customer relationships has always been a core focus, ensuring our service reflects reliability, expertise, and genuine partnership. I’ve also worked closely with BDMs to expand market presence and drive sustainable business growth. I bring a strategic mindset paired with a hands on approach to execution. Above all, I believe that trust, loyalty, and strong relationships are the foundation of every successful team and every successful customer outcome. I’m committed to building teams and cultures that put customers at the centre of everything we do.