Team Members Archive - The Financiers Group https://www.thefin.com.au/team-member/ Mortgage Broker Melbourne CBD Thu, 19 Jan 2023 00:49:34 +0000 en-US hourly 1 https://wordpress.org/?v=6.4.1 https://www.thefin.com.au/wp-content/uploads/2021/01/cropped-ICON-32x32.png Team Members Archive - The Financiers Group https://www.thefin.com.au/team-member/ 32 32 Mary Quach https://www.thefin.com.au/team-member/14327/ Thu, 19 Jan 2023 00:31:10 +0000 https://www.thefin.com.au/?post_type=thsn-team-member&p=14327 The post Mary Quach appeared first on The Financiers Group.

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Meet Mary, our talented Analyst at The Financiers Group. Mary joined our team in 2021, bringing with her a unique background in design and a passion for creating solutions for our clients’ lending needs.

With her strong understanding of the fundamentals of lending and her ability to follow process flows and optimize outcomes, Mary quickly became a valuable asset to our team. Her customer-focused approach and dedication to providing exceptional customer service has helped us consistently deliver an outstanding experience to our clients.

Mary also has the skillset for identifying areas for improvement and develop strategies to enhance the customer experience. Thanks to her ability to balance technical expertise with a creative mindset, she is able to develop innovative solutions that meet the specific needs of our clients.

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Mark Fulgueras https://www.thefin.com.au/team-member/mark-fulgueras/ Mon, 08 Feb 2021 01:26:00 +0000 https://www.thefin.com.au/?post_type=thsn-team-member&p=13899 The post Mark Fulgueras appeared first on The Financiers Group.

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Mark’s experience makes him an ideal fit for our operations manager role. Initially supporting our team as a contractor to manage loan processing from submission to settlement, he joined The Financiers Group as a permanent employee in 2017.

Mark’s detailed lending operations knowledge allows him to manage and optimise our processes and policies. He understands the practices of our panel of lenders and works to align our approach to ensure we consistently deliver an exceptional customer experience.

Mark’s ability to balance strong attention to detail with a big picture perspective lets him provide targeted training and support to our brokers and administrative staff.

Proactive, professional and relationship-focused, Mark won Best Loan Administrator in the 2018 Victorian The Adviser Better Business Awards.

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Stephen Vo https://www.thefin.com.au/team-member/stephen-vo/ Sun, 07 Feb 2021 00:56:58 +0000 https://www.thefin.com.au/?post_type=thsn-team-member&p=13985 The post Stephen Vo appeared first on The Financiers Group.

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Stephen is a talented mortgage broker who’s driven to match his clients to the best loan products to meet their needs. Joining our team in 2017 with experience as a small business owner, his customer focus and determination to build his lending knowledge saw him recognised as a finalist in Young Gun of the Year category of the 2019 Australian Mortgage Awards.

As a homeowner and property investor, Stephen understands the importance of doing the ‘heavy lifting’ for his clients while ensuring they’re kept informed about the status of their loan application. Taking a tailored approach that reflects each client’s needs, priorities and financial situation, he works hard to deliver a smooth, stress-free lending experience.

Personable and responsive, Stephen is fluent in English and Vietnamese.

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Kate Lin https://www.thefin.com.au/team-member/kate-lin/ Sat, 06 Feb 2021 10:03:06 +0000 https://www.thefin.com.au/?post_type=thsn-team-member&p=13988 The post Kate Lin appeared first on The Financiers Group.

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Kate joined The Financiers Group in 2017 after completing a Master of Accounting at Monash University. Initially working as a loan processor, she was promoted to a mortgage broker role in 2020 in recognition of her dedication, knowledge and customer focus.

Kate’s clients – mainly first home buyers – value her willingness to step them through each step of the lending process in detail. She understands that buying property is a significant financial decision and is patient and thorough when addressing any questions or concerns. The number of repeat and referred clients she works with is evidence of Kate’s excellent customer care and strong relationship focus.

Kate holds a Diploma of Finance and Mortgage Broking and is fluent in English, Cantonese and Mandarin.

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Jenny Kang https://www.thefin.com.au/team-member/jenny-kang/ Fri, 05 Feb 2021 01:20:06 +0000 https://www.thefin.com.au/?post_type=thsn-team-member&p=13897 The post Jenny Kang appeared first on The Financiers Group.

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Jenny joined The Financier’s Group in 2016 after more than eight years at the Commonwealth Bank of Australia. Starting in retail banking, her talent for identifying the right loan products for customers saw her progress to lending specialist before joining CBA’s private banking team.

Jenny creates holistic banking solutions for her clients. Specialising in commercial, development and consumer lending, her first-hand insight into the policies and procedures of the Big 4 banks allows her to deliver a smooth transaction.

Jenny is driven to deliver an outstanding customer experience every time. Professional and proactive with a strong focus on building trusted long-term relationships, she provides expert guidance from initial enquiry to settlement and beyond.

Jenny holds a Bachelor of Commerce from Monash University, a Diploma of Financial Planning and a Diploma of Finance and Mortgage Broking. She’s fluent in both English and Korean.

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Amy Song https://www.thefin.com.au/team-member/amy-song/ Fri, 05 Feb 2021 00:56:20 +0000 https://www.thefin.com.au/?post_type=thsn-team-member&p=13891 The post Amy Song appeared first on The Financiers Group.

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Amy joined The Financiers Group in 2015 following roles in the finance and property sectors. Personable and professional, she delivers a hassle-free experience for her clients from their initial enquiry through to settlement.

Amy has extensive experience across all aspects of mortgage broking and is driven to create tailored financial solutions that help her clients to achieve their property ownership goals. Whether she’s working with first-home buyers or experienced investors, she takes the time to understand each client’s needs and guide them through the lending process, providing regular status updates.

Amy holds a Bachelor of Business and Master of Business Law from Monash University, along with a Diploma of Finance and Mortgage Broking Management. She’s fluent in English, Mandarin and Cantonese.

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Joe Xianjun Zhou https://www.thefin.com.au/team-member/joe-xianjun-zhou/ Sat, 24 Nov 2018 08:34:27 +0000 http://localhost/projects/solar/?post_type=thsn-team-member&p=8172 The post Joe Xianjun Zhou appeared first on The Financiers Group.

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Joe began his finance career at the Commonwealth Bank of Australia. Starting in a customer service position, Joe’s passion, diligence and outstanding lending skills saw him progress to a relationship management role working with high net worth clients.

Joe and his business partner, Chris Huynh, established The Financiers Group in 2015, believing that all clients deserve the five-star service reserved for VIPs at the Big Four banks. Since then, Joe and The Financiers Group have won a raft of industry awards in recognition of their lending expertise and unrivalled customer focus.

Specialising in complex loan structures and self-employed lending, Joe’s clients value his professionalism, knowledge and drive to help them meet their immediate goals while laying a solid foundation for the future.

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Chris Huynh https://www.thefin.com.au/team-member/chris-huynh/ Fri, 23 Nov 2018 11:21:28 +0000 http://preview.themesion.com/dentiq/?post_type=thsn-team-member&p=8992 The post Chris Huynh appeared first on The Financiers Group.

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Chris spent close to a decade in lending and relationship management roles at the Commonwealth Bank of Australia before establishing The Financiers Group with his business partner, Joe Xianjun Zhou.

Chris’s client-centred approach and comprehensive understanding of all aspects of mortgage broking have seen him recognised as a top performer in the Australian Mortgage Awards. He partners with his clients to build a deep understanding of their priorities and recommends lending solutions that ensure they’re on a strong financial footing both now and into the future.

Chris is passionate about sharing his expertise and regards mentoring his team as an important part of his role. He holds a Bachelor of Information Systems from the University of Melbourne and a Diploma of Finance and Mortgage Broking Management.

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