Our success is driven by the attitude, skills and experience of each member of our team.
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With over 20 years’ experience in banking and lending, most of which were based locally in South West Victoria, Travis has brought a wealth of lending knowledge to SHB Business and Wealth Advisers. Now living in Warrnambool with his young family, Travis grew up on a local dairy farm and has a strong understanding of all lending products, in particular agribusiness finance.
Understanding that circumstances and needs change over time, and with a business philosophy of how can we put you in a better position tomorrow than you are today, SHB Lending are focused on building long term relationships with their clients.
Joining the Acceptance Finance group in March 2017, and having access to an expanded range of people, products and services, Travis continues to provide finance solutions to his clients for all residential, commercial, rural, and equipment needs. Through partnering with our Accounting and Wealth professionals we ensure every recommendation considers the holistic needs of our client.
0429 928 702
Bob McMillan is the Finance Manager of Sinclair Wilson Finance Pty Ltd in their Warrnambool office. Bob specialises predominantly in leasing and mortgage broking. He is able to provide a range of practical finance solutions whether you are buying a home, constructing one, refinancing your current property or require funds for any worthwhile purpose. Bob also provides businesses with a wide range of leasing solutions to help them operate to their ultimate capability. Bob holds the Certificate IV in Financial Services (Finance/Mortgage Broking). He has over 25 years experience in the industry and has been with Sinclair Wilson since 1985.
03 5564 0594
Originally from Brisbane, Lainie has over 20 years experience in customer service, administration and management in the hotel, travel and sporting industries and working with businesses ranging from self-employment to large international companies.
After a brief time working overseas in Vietnam and being a business owner in New Zealand, Lainie is very happy to now call Cairns home with her husband and young family.
She has been with Kelly Wealth Services financial planning firm, since October 2013 in the capacity of Client Services Manager before identifying an opportunity progress within the company. Having recently completed her Certificate 4 in Finance and Mortgage Broking, she finds great reward in being able to help clients attain their home ownership and wealth creation goals through property investment.
Kelly Wealth Services is uniquely positioned to offer clients well-rounded advice by taking into account all aspects of their current position along with their future financial goals and aspirations.
07 4041 2055
Maria brings to her role 25 years of experience in the financial services industry ranging from Client Service Roles to Management and Leadership roles.
Maria completed a Diploma of Financial Services (Financial Planning) in 2007 and became a Financial Planner with Suncorp shortly thereafter. She joined HKS Financial Planning in March of 2010.
Maria has a passion for assisting clients, firstly by identifying their financial goals, then working with them to help reach those goals. To further assist in helping her clients reach their financial objectives, Maria has recently completed her Certificate 4 in Finance and Mortgage broking, so that she can provide a holistic approach to the short, medium and long term needs of her clients.
Maria has built her career in the financial services industry on hard work, trust and integrity. Her strong service ethos and pleasant nature have enabled her to build long lasting relationships with her clients and in the industry.
07 3397 7315
Mark is a Townsville local whose background spans over 25 years in the finance industry.
His experience includes working for Suncorp Metway Bank for 10 years in lending and management roles. Mark has also had various finance and banking roles both here in Australia and overseas from 1999 through to 2009.
Mark has extensive experience as a mortgage broker and in 2014 joined the Altitude Wealth Solutions (Townsville) team and became a qualified Financial Planner. He believes having the expertise to assist clients with their lending, wealth creation and risk insurance needs enables him to provide an all-round solution for his clients. He has an in depth knowledge of the home lending sector including the common and not so common risk management issues.
Mark holds a Diploma of Financial Planning and a Diploma of Finance and Mortgage Broking Management.
07 4753 5777
Starting in real estate in 1997 and transitioning to finance and mortgages in 2000 Colin has over 2 decades of property and finance experience.
Being known for exceptional client care and service makes Colin proud of what he does and highly sought after. Proof of this is the fact that he has worked on a referral only basis all those years.
Having personally been through most of the experiences that his clients go through he is able to explain complex finance options in laymen’s terms that do not confuse or baffle his clients.
With the patience and care to walk clients through every aspect of the purchase and finance minefield that goes with buying property and setting up finance to suit individual needs.
After years of teaching and presenting on finance and investment all over Australia and a “Sea Change” Colin has come full circle and gone back to where he started, dealing with clients personally, doing what he loves most – Providing outstanding client care.
Visiting clients in their home, office or local café, Colin makes what is often a daunting process seem easy.
Weak black with one
Life is not a matter of chance, it is a matter of choice. Smile and be kind to others.
0419 934 800
Wayne has a true passion for helping people, whether that be achieving financial goals or just good old fashioned customer service for his clients.
Wayne has 16 years Automotive Industry experience and in 2016 made a huge life change to spend more time with his young family.
Wayne & wife Beth launched Superior Finance in June 2016 and work very well as a team to offer Superior Finance clients the very best experience throughout and after the transaction.
Wayne has both Certificate 4 in Finance and Mortgage Broking as well as Diploma in Finance and Mortgage Broking.
Superior Finance can help with all your finance needs, from plant & equipment, car leasing to residential and commercial loans.
What’s your coffee order?
Short or Long Black – Dependant on the time of day
0407 021 988
Martie started mortgage broking in October 2013. With 4 years banking experience at both Westpac and Bank of Queensland, Martie brings with him a wealth of knowledge. As both a home finance manager and an affluent personal banker dealing with high net worth clients, Martie gained a broad understanding of the mortgage industry, allowing him to assist his clients with a variety of lending options. Martie also holds a certificate 4 in Mortgage Broking.
Avid cricketer, motorbike enthusiast, world traveller.
Martie run’s from his Byron Bay office located at 85 Byron Street, Bangalow, NSW.
0411 394 006