Ian started his career in banking in 1976, undertaking roles that include commercial, agribusiness and retail banking.
Ian is focused on providing exceptional service as a Mortgage & Finance Broker to the Great Lakes (Forster-Tuncurry), Manning (Taree & Wingham), Gloucester, Hunter Valley and Port Stephens of the NSW Mid North Coast & Hunter districts and all areas of Australia. He can be relied on to provide expert knowledge for your total banking needs whether they be home loans, business loans, agribusiness or equipment finance.
Ian & his wife, Tracy have lived in the Great Lakes area for 29 years and he has also been a small business owner and is aware of the challenges that clients face in this vital sector of our community.
Ian also has a long-standing commitment and active involvement within local community service clubs.
Qualifications
- Diploma of Finance and Mortgage Broking Management (Dip. FMBM)
- Certificate IV Finance and Mortgage Broking (Cert IV FMB)
- Certificates II & III in Financial Services
- Justice of the Peace – New South Wales
Memberships
- FBAA - Finance Brokers Association of Australia
- AFCA – Australian Financial Complaints Authority
Special Interests
Specialising in Commercial Finance, Rural & Agri Finance, Equipment (Asset) Finance, Self-Managed Superannuation Fund Finance and Reverse Mortgage Lending.
