My approach in customer service is to be adaptable, understand that each client has different borrowing requirements, have clear communication and ensure that you are informed every step of the way.
My professional development includes courses in people management, understanding the customer to drive sales and customer results, call centre management and customer engagement.
My top advice to FinancePath client's is to ask as many questions as possible. This will ensure your goals are met and you will be matched with the best financial strategy that suits your individual needs.
With more than 40-years experience in the banking and residential mortgage lending industry, I joined FinancePath in February 2014.
"Les was great - a few difficult unforseen problems arose - that stopped me going straight away with the loan - but sold and refinanced. " Kate Courtney
Having worked as a mortgage broker for more than seven years in regional Victoria, I moved to Melbourne April 2014 to join FinancePath.
"John, was very helpful and informative, he took the time to listen to our questions and get answers for us." Ashley Tan
"I just wanted to let you know what an amazing gem you have in John! I think I've been a unique client in more than a few ways, and not exactly straight forward.Not only was John my mortgage boy (thought I'd choose that word since I know how much he loves being referred to the young one), he was a pseudo friend, a listening ear and counsellor. I think I kept him on his toes. Between my expedited purchase, my changing life circumstances and my ever wonderful conveyancer, I never once felt like a frustrating client. John always was more than a pleasure to work with, I think we had some good laughs along the way too. Thank you for trusting him with me." Amanda Nicholson
After more than a decade in the finance industry, I know how to create a lending structure that suits each client's individual goals whether it is to purchase a home, save for an investment property or prepare for a family.|
I hold a Diploma of Financial Services and Mortgage Broking and Certificate IV in Financial Services, as well as commercial, asset finance and MFAA accreditation.
My number one piece of lending advice is: be truthful with your information and tell me as much as possible about your finance path. This means I can create a lending solution that meets your exact needs.
My role at FinancePath is to assist with implementing our marketing and communication plan and coordinating our client workshops and fundraising events. My focus is to ensure we are providing our clients with information that is relevant to where they are at, when they want it, and in a format that they want to receive it.
My role as Office Manager is to manage a broad range of administrative tasks within the business. This includes budgeting and forecasting, ensuring our documentation is up to date and compliant and most importantly making sure everyone gets paid!
The tasks within my day to day role change as our business develops and grows and I enjoy the challenges and opportunities this role offers.With a background of almost 20 years in mortgages and financial services, I have a great understanding of the industry and enjoy the dynamic nature of my role at FinancePath. I have been with FinancePath for over 5 years and have been privileged to be a part of the team that has made FinancePath one of the leading boutique mortgage management businesses in Australia.