Karlie is known for being genuinely invested in the families and individuals she works with. Whether it’s First Home Buyers, refinance or acquiring a home, or looking after her team to ensure they love coming to work each day – Karlie puts people first above all else.
Having completed her Cert IV & Diploma of Finance & Mortgage Broking Management, as well as an active Justice of the Peace, Karlie has over 20 years financial experience.
Karlie specialises in Residential and Commercial Lending including Car & Equipment Finance and Self Managed Super Fund Lending.
The Loans Suite Group Australia Pty Ltd ABN 30 638 108 639, an Authorised Credit Representative 514465 , of Specialist Finance Group, Australian Credit Licence 387025
Residental & Asset Finance Specialist
Dan is based in the Sydney HQ for The Loans Suite and has a unhealthy obsession with the good old Penrith Panthers team and supporting his community.
Daniel has completed the Certificate IV in Financial services & Mortgage Broking and loves that he is now able to be working in his community and assisting clients with their first home purchases, new cars and upgrading houses or finding better interest rates!!
Daniel will go above and beyond for all expectations for his clients and always ends with the wow factor…
ABN 23 368 872 492, an Authorised Credit Representative 501763, of Specialist Finance Group, Australian Credit Licence 387025
Residential Mortgage Broker Hills/Hawkesbury
ABN 79 645 508 274, Authorised Credit Representative 527379, of Specialist Finance Group, Australian Credit Licence 387025
Business Development Manager
Diploma of Mortgage Broking – JP – Finance Specialist
Across her 25 years in the banking and finance industry, Tracey has been involved in every area of finance.
She packs the skills, knowledge, and experience to help clients across the entire spectrum of banking, including loans, insurance, and personal banking.
Tracey is especially known for being informed and involved at every stage of the loan process. In her spare time, she spends time with her family, juggles her labrador who is more demanding than a child and enjoys socialising with friends and fine wining (and dining!)
Financial Planning Specialist
Alex helps clients optimize their finances by assisting clients with cash flow, debt, asset protection, wealth accumulation & retirement. There is real heart and sincerity in the way Alex interacts with his clients.
Alex is a new age financial planner – not only well experienced but well qualified having a degree in both Financial Planning and Accounting. Alex always puts his clients first and goes above and beyond which is why he received the Value of Advice Award in 2017.
Alex is the Senior Financial Planner at Specialist Financial Solutions ATF SFS Unit Trust, Authorised Representatives of Apogee Financial Planning AFSL 230 689