Dip FMBM LREA
Australian Credit Licence No: 469024

Having been a self-employed business owner since 1988 and in finance since  2004, Ray has extensive experience in finance, lending and investment portfolio structure. Ray understands the needs of a business and thinks ‘outside the box’ when appraising finance for his clients, resulting in an extremely high success rate and better customer outcomes. This and his signature loan structure diagram software have him being referred clients from around the globe.

Ray is friendly, customer service focussed and speaks in layman’s terms, which clients appreciate. He has been a regular guest speaker at conferences for various property investment groups and has written articles for various property investor magazines.

0421 621 028

Dip FMBM MEcon
Credit Rep. No: 458583

Providing our clients with over 3 decades of experience, a wealth of knowledge in the financial services sector and access to a vast network of Australian lenders (traditional and the non-conforming), Eghard can offer solutions you may not have considered before.

Eghard is highly professional, customer service focussed and really knows his stuff. He proudly boasts of many repeat clients, from sole traders to large companies, who confidently return time and time again, and happily recommend his services.

0409 881 817

Dip FP, Cert IV F&MB
Credit Rep. No: 519240

Marco’s finance journey began in 2017 having achieved a diploma in Financial Planning and he soon found this to be his calling.

Marco understands that every client has unique needs, drawing upon his experience of working with people from a variety of cultures across 3 countries in 3 different industries over 20+ years.

Marco has vast experience in property procurement, investment and sales spanning 20 years, so he really understands the challenges investors face while trying to grow their portfolios. He has a unique passion and desire to want truly help everyone he deals with and this is evident from the moment you meet him.

0472 667 318

ACMA GCMA Dip FMBM
Credit Rep. No: 531727

Originally from the North of England, Mike’s career has seen him in commercial CFO roles working for world-class chemical companies, small SME clients and financial consulting.

Living on the Gold Coast for 15 years, Mike has since attained brokerage qualifications to offer clients a broader scope of knowledge and experience, with proven exceptional results.  His business acumen and professionalism are apparent, and he is looking to fully understand your financial position when achieving the right, tailored financial solution.

Mike continues to run a virtual CFO business whilst also supporting clients achieve their financial requirements and lending needs.

0418 453 674

Cert IV F&MB
Credit Rep. No: 531372

A passionate and enthusiastic Gold Coast local, Joshua believes that the best mortgage brokers are, like him, well rounded, with broad life experience that stretches beyond just the scope of finance credentials. Wise beyond his years, he prides himself on being a genuine people person, understanding real-world issues and needs.

Joshua is a creative, kind soul with a life-long passion for drumming (the drummer in the band Jeenie). After leaving The Southport School, he completed a Bachelor of Business and Journalism at UQ before becoming a classic Italian trained, qualified chef. With his innate ability to switch from right-brain creativity to left-brain analytical thinking, Joshua seamlessly transitioned from cooking to mortgage broking, obtaining a Certificate IV in Finance and Mortgage Broking – and he excels at it!

His personable demeanour combined with lateral thinking has allowed him to unlock his clients’ true ethos and goals whilst assessing their financial positions, leading to more satisfying outcomes for existing clients and new.

0458 191 594

Cert IV F&MB
Credit Rep. No: 540288

Angela has spent over 20 years within the commercial finance and insurance industries, helping businesses achieve their goals. Her vibrant, passionate, and community-orientated personality shines through in her work with other finance professionals and companies, helping them achieve their goals by utilising suitable finance structures. Her diverse experience spans Legal Funding, Medicos, Asset Finance, SMSF, Trade Funding, Tax Debt, Capital Solutions for Businesses Owners, Commercial Real Estate Financing, Business Funding, and Working Capital – Australia-wide.

Angela is committed to the success of everyone she works with and brings a holistic approach to all aspects of commercial finance, incorporating business coaching services and risk management. Her approach helps set businesses up for success.

With significant business goals herself, in 2021, Angela purchased a Historical Commercial Town Centre located at Kooroongarra in the Darling Downs region, Queensland. She is looking to build her modern-day version of a Co-op with her business partner.
For specialty lending from $50K to $100 million, reach out to Angela today.

0437 924 408

Cert IV Finance, CDec

Julie was headhunted to join our team to ensure that our office provides a highly efficient, pleasurable experience for our customers. With outstanding organisational skills, Julie is also our ‘go to person’, with over a decade’s experience in processing and administration of loan applications of all types, dealing with a multitude of banks and lenders, solicitors and settlement teams.

Julie is a registered Commissioner of Declarations – very handy for clients when requiring a witness for their mortgage documents or to certify ID.

07 5532 0030

BBus (Marketing & Event Management), CDec

Isabella is an aspiring and motivated business student currently studying a Bachelor of Business at Griffith University. With experience in customer service and administrative roles, Isabella offers exceptional organisational skills for our clients. New to the finance industry, Isabella will be learning under highly experienced mentors to advance her career in the finance industry.

07 5532 0030

With more than 20 years of experience in the bookkeeping field, Carolyn has transitioned to Switch Finance as an Administration and Support Officer. Carolyn has worked in senior roles within small and large businesses and government organisations. She has extensive experience as a contract bookkeeper and Office Manager and has attained a wealth of knowledge.

As a bookkeeper, Carolyn has been involved in obtaining and managing the finances of sole traders, companies and multi-million dollar organisations. This work has given Carolyn a good understanding of the information needed when processing loans, and she understands the need to manage finances to meet and manage loan commitments.

Elcid supports the team with meeting the client’s business needs. Elcid attained a Diploma in Computer Science and is equipped with a strong background in Information Technology.

Having almost a decade of experience in Sales and in the BPO industry, Elcid inherently understands that the customer is the single most valuable asset an organization can have, and is driven by unrelenting pursuit of customer-driven focus, ideals and user experience.