We take pride in personally building longstanding relationships that are based on trust, transparency and superior service.
WHO WE ARE
Highly trained and qualified staff will guide you right through the process up until settlement and beyond. The Excelsior team are made up of highly experienced finance professionals, who are all qualified and accredited though the leading industry association, the MFAA. The entire office undertake professional on-going training through Kaplan and the MFAA.
On-going assistance. We seek to have a relationship with customers that is life-long, assisting you with all your credit related issues. The provision of the correct strategy and loan is merely the start of our relationship.
OUR DEDICATED TEAM
Our team of experienced finance professionals all have extensive backgrounds in finance and mortgage broking. Collectively, we have in-depth expertise across wealth management, accounting, broker insurance, private and retail banking and credit, mutual funds and asset management.
Mark Dietrechsen
Director
Mark has 28 years of experience in the Banking and Finance industry spanning Business, Commercial, Institutional and Private Banking.
Since moving to Australia in 2001, Mark has held senior positions within Private Banking, including being responsible for ultra-high net worth families and individuals in NSW, which included 14 of the BRW top 100 list. While at Westpac Mark was voted Australian Banker of the year in 2009 and was a finalist again in 2010.
Andrew Aitken
Chairman
Prior to arriving in Australia Andrew was CEO of several Private Banking, Mutual Fund and Asset Management businesses.
He immigrated to Australia in 2003 and commenced employment with Australian Capital Equity (ACE). His initial focus was evaluating M&A related opportunities including the acquisition of a number of Equipment Rental Businesses culminating in the eventual part ownership of Coates Hire. In 2008, Andrew was appointed Managing Director of National Hire Group (NHR). National Hire was publicly listed on the ASX until Seven Group Holdings privatised the company in Jan 2012.
Andrew is now active in the M&A / Private Equity space having completed a number of successful acquisitions and sales of businesses.
Bonny Roberts
Client Support
Bonny has worked in the banking and finance industry for 15 years.
She has significant experience in support roles in broker insurance, unit trust, wealth management, private banking and accounting. Bonny has established herself within the finance and mortgage broking industry, providing both office and client support.
David James
Director
David has extensive experience in the banking and finance industry.
With more than 21 years of experience with BankWest in Commercial finance Property fInance, Retail Banking and Credit. He established Nexia Perth Finance in 2007 and was a Commonwealth Bank Diamond Broker in 2014 and a Westpac Top 10 Commercial Broker in 2012.
Barry Elmslie
Senior Finance Consultant
Barry commenced his career in Banking in 1977 becoming a Finance Broker in 1988. Barry has held a WA Finance Brokers Licence since 1993.
Barry believes to be successful as a home loan and finance specialist you must understand market trends and your product, however it is the relationships that we build that are more beneficial to our clients. “It is not only our product knowledge that can help our clients but the relationships with lenders built over many years. In today’s busy world it is almost impossible for the average client to build a relationship with a lender as may have happened in the past. Most transactions and contact is now via the telephone or internet. Our relationships built over many years can make all the difference when a client is trying to secure finance for that special property”.
Danielle Elsum
Mortgage Consultant
Bachelor’s Degree in Economics and Finance.
Spent a total of 10 years in various business banking roles, including roles as a Business Banking Manager with a dedicated portfolio. In addition, experience in the mining sector, with 5 years of accounting and analysis roles for WMC. More recently worked in the financial planning arena with an emphasis on banking and loan structuring.
