Tailored Financial Solutions for Your Needs

Simon Robertson B.Bus, Dip FS

With over 24 years of experience in mortgage brokering and a proven history of collaboration with Professional Accountants and Financial Planners, Simon delivers bespoke financial solutions meticulously tailored to each client’s individual circumstances and objectives.

Whether you are acquiring your dream home, expanding your business, or financing essential assets, Simon’s strategic insight ensures the delivery of the most appropriate financial solution—every time.

Residential Real Estate 

Commercial Real Estate 

Business Lending 

Automobile & Vehicles
Trucks & Trailers
Plant & Equipment
Agricultural & Farming Equipment
Lifestyle Asset
 

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

Rob Francis possesses over four decades of distinguished experience in the banking and finance sector, having held senior leadership positions—including Branch Manager—at Bendigo Bank and other prominent financial institutions.

His comprehensive knowledge encompasses a wide array of financial products, with particular expertise in complex commercial and business lending, residential and investment property finance, and structured leasing solutions.

 🎓 Education & Credentials

Simon holds a Bachelor of Business Degree, with majors in Economics and Finance, from Monash University in Melbourne, along with a Diploma of Financial Services (Mortgage Broking).

These qualifications form a strong academic foundation for his extensive expertise in delivering sophisticated and client-centric financial solutions.

Professional Memberships

1. Mortgage & Finance Association of Australia (MFAA)
2. Australian Finance Group (AFG)
3. Australian Financial Complaints Authority (AFCA)
4. Australian Credit Licence: 391075