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.

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.

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.

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.

Bachelor’s Degree (Hons) - Marketing/Marketing Management, Trinity College Dublin, Ireland
Advanced Diploma in Marketing Administration, Dublin Institute of Technology, Ireland​.

Maria has over 15 years of banking and finance experience, prior to starting her family Maria was employed at NAB in a senior management position responsible for a portfolio of premium clients. Maria is customer focused and believes in building strong relationships with her clients to assist them to meet their financial and life goals. Maria is part-time and is also a director of a private consultancy business specialising in agricultural consultancy work.

Completed 24th October 2022 – FNS 50320 – Diploma of Finance and Mortgage Broking Management.

Penny has over twenty years of experience in customer service both face to face and phone based. She also has substantial experience in the Mortgage broking field due to previous work experience with Lenders, Mortgage Managers, and Mortgage & Finance Brokers
Penny enjoys giving the customer a positive experience and enjoys making sure the customer has the best deal possible.