Gregory McCann – Director
Greg commenced his finance career over 40 years ago with one of the “big 4” Banks. He enjoyed a variety of roles during his time in both finance operations, administration and sales. After a successful career with them, he decided to diversify his skills and complete his Certificate IV in Finance and Mortgage Broking and later his Diploma of Finance and Mortgage Broking Management. Greg believes that by providing his clients with the information and tools they need, they are empowered to make the most of their financial situation.
Julie Millar – Operations Manager
Julie has extensive experience working in the finance industry in both the private and public sectors. She has over 12 years’ experience as a team leader and lending manager with major banks in both Australia and New Zealand and over 10 years’ experience in the private funding arena. She is passionate about working in an ever changing industry and adapting and thriving in it. She is happiest helping clients realise their financial dreams.
Jenni Robb – Credit Analyst
Jenni has over 30 years’ experience working with a major bank as a Credit Analyst and a Client Services Manager. Jenni enjoys working closely with clients, assisting them to reach their financial goals. She has a Diploma in Mortgage Broking and Finance, a Graduate Certificate in Business Administration and is in the process of completing an MBA and a Master of Legal Administration.
Kobi Richardson- Credit Analyst
Kobi has a wealth of knowledge in the finance sector having worked in a number of lending positions throughout her 15+ years in the industry. She has been a broker in her own right and was rated one of the best in the country via various lending institutes. Kobi enjoys working closely with the banks and clients to ensure they get a positive outcome in a timely manner.
Natasha Barrett- Credit Analyst
Natasha has been working in the finance industry for the past 15 years in various roles and lending institutions.
Natasha is customer service focused and enjoys working hard to find the best solutions possible for all customers. Assisting our credit analysts from the preparation of your loan application until a successful settlement. Natasha also provides ongoing service after settlement. Natasha has been living on the Gold Coast with her family since 2001.
Annalise Robb – Administration Assistant
Annalise is following in her mum Jenni’s footsteps and has recently joined the Wealth Managers’ team. She is now carving a career in the financial services industry. She is currently attending university where she is studying a Bachelor of Arts in Communications.
Camron Rositer – Property Analyst
Cam uses his 25years + experience in the Real Estate industry to complete market research and property analyst on a variety of real estate options throughout Australia. His wealth of knowledge in market trends and various property segments ensures he is at the forefront in the ever changing property climate. Cam enjoys helping clients understand the diversity of the Australian property market.
Cade Wenngren -Property Analyst
Cade has worked in the property industry for well over 25 years. He has completed various property developments. Cade uses his skills and expertise to determine the market trends, both current and future. He is passionate about researching what makes the market “tick” and factors that have negative and positive effects. He thrives in predicting market trends and anticipating where the next “boom” town may be. He is passionate about assisting clients build their property portfolio “one brick at a time”.