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

Ben Bell

Managing Director
 
Ben can do anything…. Loves the coast and lives in Merimbula (Gods Country) and believes in Surf, Sand, and Solutions and a little bit of Golf.
 

Ben has a background in Commercial banking with a solid career in ANZ as an award winning Senior Relationship Manager who always was able to come up with the right solution for the client.

“Its all about finding the right solution and caring about the person at the end of the process that matters, when you have that connection you are more than half way there”

Ben has an ability to resonate with everyone at the end of the day and whether you are a commercial client, achieving your dream home or purchasing that shiny toy he is real, he is direct, he is the kind of guy who you will not forget.

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

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. 

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

Emma O'Mara

Loan Support Officer – Cert IV in Mortgage Broking 
 
Emma has been with The Loans Suite family since early 2018. A dynamic and talented team player whose interest in finance landed her a position in the team as Loan Administration Manager. 

Emma came to our team multi-skilled having worked in the banking industry for 8 years, she is down to earth yet fiercely determined woman who totally exceeds her clients expectations. 

Her attention to detail and open mindset and willingness to succeed cements her value within the team. Proud mum of two children and a husband who is in the Building Industry Emma also understands the highs and lows of managing small businesses and construction. 

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!)

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