Karlie Scharfenberg

Managing Director

Karlie started The Loans Suite in 2016 at which time she left the banking career that she learnt her financial skills. Karlie saw a gap in the finance work and wanted to provide a service to her clients because she cares about their well-being and making sure the right product choice is made for them instead of a quick sale.  

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

Daniel Hoegel

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

Sarah Hawkett

Residential Mortgage Broker Hills/Hawkesbury

Sarah has recently joined us with over 10 years’ experience in accounting, finance & construction as well as being a NSW Justice of the peace, Sarah is an extremely self-motivated member of our team. Having owned her own business with her family and having an understanding of how businesses operate Sarah brings a wealth of knowledge from many different fields. 
Sarah loves a challenge, present any situation or scenario to her and she will find a way to make it work for you in the best possible outcome. 
A local to the Hawkesbury area and with three awesome sons who are avid soccer players Sarah is well connected in the local area.  Outside of working life Sarah is a soccer mum and loves any time spent outdoors being active. 

ABN 79 645 508 274, Authorised Credit Representative 527379, of Specialist Finance Group, Australian Credit Licence 387025

Anthony Fitzpatrick

Business Development Manager

Living up in Sunny Brisbane, Anthony has been a broker in the past and also has the ability to network and meet with clients old and new to help them achieve their financial dreams. 
Anthony has over 30 years experience in banking finance and management roles where he will work with the team, generate leads and our team then work with the clients to solve their financial solutions. 
Anthony works across NSW and QLD with his business development services and provides a massive amount of support to The Loans Suite brokers with regards to structuring, training and customer experience. 

Tracey Murray

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!)

Alex Naylor

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

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