Gerard has worked in the finance industry for over 20 years starting out with a major bank and starting his own business 12 years ago. FinVu represents the combination of Gerard’s passion for providing mortgage solutions and tailored financial advice / risk protection.
With a strong business background and a career in finance he has a clear understanding of how the lending sector works. As principal of FinVu, Gerard believes it is essential that his clients feel completely at ease with their decisions and takes the time to explain each step of the loan process.
Gerard adopts a personal approach to the mortgage broking business. “One of the most satisfying parts of my role is helping clients to find a way to structure their loan that really improves their financial position. Every person’s situation is different, which means that there are different ways to approach each loan to get the best result for them.”
Gerard finds that the majority of his business comes from customer referrals. “This makes me feel that I am definitely doing the right thing by my clients.”
Phone: 0411 207 840
Richard Harris joined FinVu in 2005, following 20 years experience in senior management in the corporate world.
Richard knows the importance of understanding his client’s needs. “I know that a mortgage is often my client’s biggest purchase. They need a broker who is understanding, honest, reliable and thorough in submitting the loan.”
The majority of Richard’s clients are referred to him by satisfied customers. “I am proud to say that the majority of my business comes from personal referrals. It is always great to know that your clients feel you did a great job and entrust their family and friends to your care. I consider it the greatest compliment.”
Phone: 0402 402 951
Alex joined the FinVu team in 2012 after 5 years in accounting. Alex is a fully certified and accredited mortgage broker and is a part of the up and coming new breed or mortgage professionals within the finance industry.
Alex understands the emotional and financial decisions of first homes owners and investors from his own personal experience, in property wealth creation.
Alex is focused on providing efficient service and quality advice when it comes to finance broking. “It can be a stressful situation, especially for first home buyers. I hope that any service or advice I give can help remove the stress when purchasing a property”.
Phone: 0424 695 150
Find out more
The next step is to come in to FinVu and meet with one of our specialist financial planners. Your first meeting will last about 45 minutes, will cost you nothing and is obligation free.
Call us today on (02) 9969 6596 to arrange a time suitable to you.
Phone: (02) 9969 6596
Fax: (02) 9969 5923