Tailored Financial Solutions for Your Needs

Simon Robertson B.Bus, Dip FS (MB) - Director

Simon offers personalized financing options across a variety of asset categories to suit your unique requirements. Simon's expertise ensures that you receive the most appropriate solutions to support your goals, whether you're investing in property, vehicles, or specialised equipment.

Residential Real Estate Financing 

Commercial Real Estate Financing 

Automobile & Vehicle Financing 

Truck & Trailer Financing 

Plant & Equipment Financing 

Agricultural & Farming Equipment Financing 

Lifestyle Asset Financing
 

Explore our diverse range of solutions to help you make the right financial decisions for your future.

Educational Background & Professional Qualifications:

• Started the Mortgage Broking Company in 2001.
• Bachelor of Business (B.Bus) in Economics & Finance - Monash University 
• Diploma of Financial Services (Mortgage Brokering) - Dip FS 
• Over 24 Years of Extensive Experience as a Qualified Mortgage Broker

Demonstrated expertise in delivering tailored financial solutions and strategic guidance to clients. 

Memberships:

• Mortgage & Finance Association of Australia (MFAA) 
• Australian Finance Group (AFG) 
• Australian Financial Complaints Authority (AFCA)
• Australian Credit Licence 391075

Robert Francis J.P. Dip FS (FMBM) GAICD

• Rob Francis brings over 40 years of extensive experience in the Banking and Finance industry, having served as a Branch Manager at Bendigo Bank and other leading financial institutions. His in-depth knowledge and expertise span a wide range of financial products, including complex commercial and business loans, home and investment loans, and leasing solutions. 
• Rob's seasoned background enables him to navigate the intricacies of various lending scenarios, providing clients with tailored advice and optimal financial solutions.