Kelly has been an ongoing star, winning many performance awards during her career in the Westpac Banking Corporation. Kelly has taken up Mortgage Broking due to her passion for finance and her interest in aspects related to finance and properties. She comes with a long period of experience of 15 years in the banking industry in Australia, specifically in areas related to Business Banking, Credit Assessment, Project Management, Customer Service and many more. Her experiences in the Banking industry, Banking products and the training of the past help her to ensure quality advice and services to the clients.
Identifying the most suitable loans can be a difficult task and unchartered area for some. With over 50 lenders and with more than 200 products it is a complete maze where one gets lost. It is her role to work with you, and present to you tailored solutions to identify the most suitable loan that fits well with the current financial circumstances.
Kelly’s passion for the operational management of lending aspect makes her role as a Mortgage Broker very interesting. A very composed, intelligent individual with a lot of energy to get matters done quickly and thoroughly helps her to be a beneficial advisor to her clients. Not to mention her research abilities, intuitive and out-of-the-box thinking for unique alternatives has been the strongest characteristic that is leveraged to identify the most suitable lenders and products for any difficult circumstance.
For Kelly, it is a thrilling experience to work with clients to undo the complexity of their financial circumstances and provide easy to understand alternatives. Kelly has held various roles in the past and includes roles such as Business Lending officer, Credit Assessor, Customer service officer and many more.
Kelly’s knowledge and perfect execution skills are backed by 20 plus years of corporate discipline, especially from the finance industry and academic knowledge through industry qualiﬁcations including a Certiﬁcate IV in Mortgage Brokering, Bachelor Degree in Finance, Certification in Accounting to name just a few. Her qualiﬁcation backed with several years of experience in the finance industry assures that her recommendations are considered and tailored.
Kelly is trustworthy, loves to socialise and is actively involved in the community. An ardent pet lover who enjoys playing tennis, badminton, table tennis and hiking in her downtime. Kelly is multilingual in English, Mandarin & Hokkien.