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Profiles
Legacy Finance Partners – your trusted finance partner
by Legacy Finance Partners • 19 Aug 2025
How did you start down this career path? We (Justin Booker and Joel Ramdhari) are both experienced ex-bankers. We...
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Founding partner Q&A - Todd O’Reilly, MedX Finance
by MedX Finance • 23 Jul 2025
Todd O’Reilly, Founding Partner at MedX Finance: From banking to securing a $100m a month through MedX Finance,...
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Jay Coakley – Learning Through Chaos, Thriving Through Connection
by Luxe Finance • 12 May 2025
How did you start down this career path?I graduated in 2010 with a Bachelor of Commerce majoring in Finance. At the...
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Pave Financial Solutions - Bank Executives to Hands On Brokers
by Pave Financial Solutions • 17 Feb 2025
How did you start down this career path? Peter: I joined NAB on their graduate programme back in 02/03 after...
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Derry Tanzil – From Protecting the Ocean to being Nominated as the...
by derryandco.com.au • 28 Jan 2025
How did you start down this career path? I never expected myself to work as a mortgage broker. I used to work in a...
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Andrew Hadjidemetri’s Path to Success: Exclusive Q&A with the...
by AFMS Group • 6 Sep 2024
How did you start down this career path? I began my career as a financial planner at Commonwealth Bank of...
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Bec Farnsworth- Director & Mortgage Broker at Farnsworth Financial
by Farnsworth Financial • 22 Aug 2024
How did you start down this career path? Prior to establishing Farnsworth Financial I spent almost 12 years in the...
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Khalil Sader – It’s Never Business it’s always Personal:...
by Perseus Finance • 19 Aug 2024
How did you start down this career path? Prior to Perseus Finance, I spent over 17 years in the motor industry...
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Elite Broker Q&A: Grace Green, Loan Market
by Charlotte Humphrys • 27 Jun 2024
How and why did you become a broker? I was an accountant for corporate firms. I started with BHP in the mining...
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New Broker Q&A: Tayla Phillips, Resolve Finance
by Charlotte Humphrys • 21 Jun 2024
How and why did you become a broker? I went through the process of purchasing my home when I was quite young and I...
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Elite Broker Q&A: Julian Fayad, LoanOptions.ai
by Charlotte Humphrys • 11 Jun 2024
How and why did you become a broker? I was studying website and app development full-time and working full-time and...
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Elite Broker Q&A: Rick Garner, Crew Financial
by Charlotte Humphrys • 5 Jun 2024
How and why did you become a broker? Financial services … was actually part of my aviation life. I had a mentor...
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New Broker Q&A: James Cerolini, Simplify Asset Finance, ROAM Finance
by Charlotte Humphrys • 14 May 2024
How and why did you become a broker? My journey started nine years ago in the aggregation space. I worked as an...
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MakesCents.com.au began as an idea to deliver competitive quotes from...
by MakesCents.com.au • 3 May 2024
From 2018 up until 2020 it was doing exactly that. Working with household brand-name service providers to deliver...
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Elite Broker Q&A: Lisa Bridgett, Stellar Finance Group
by Charlotte Humphrys • 24 Apr 2024
How and why did you become a broker? My professional journey started [when I did] a bachelor’s degree in exercise...
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