We are your ‘ally’ through the maze of borrowing options and the buying process. Our mortgage brokers are here to answer any questions you may have.
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
Angelo is a founding member of Acceptance Finance, and joined the team to expand his commercial and mortgage lending background to encompass vehicle and equipment finance. He brought with him 12 years’ experience in both residential and commercial lending. Previously he had been involved both as an underwriter and in a management capacity for a large national lender. In 2002, Angelo was appointed General Manager with the main areas of responsibility being Accounting, Systems and IT, Compliance and Human Resources. He is a member of the Institute of Public Accountants and his qualifications include a B. Business (Administration) and Diploma of Financial Services. On the weekends he loves going out for breakfasts with his family and barracking for his beloved St Kilda Saints.
Let’s all just chill and ‘give peace a chance.’
0417 349 668
Jonathan joined Acceptance Finance in November 2007, starting in the Client Service’s team, moving onto a Credit Adviser role in 2009. After nearly 10 years as a Credit Adviser, Jonathan transitioned to a Operations role within Acceptance Finance, managing the accounts, IT, HR functions of the business.
He still works closely with a network of accountants and financial planners, and enjoy’s providing their clients with clear advice on their finance requirements.
Top 30 Mortgage Brokers in Australia under 30
The Advisor Magazine
Finalist – Australia’s Brightest Broker – BrokerIQ
St George Bank and The Advisor
0419 014 734
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
After first entering the finance industry in 1992, Daniel joined Acceptance Finance 2002 to become the driving force in developing the mortgage division of the business. Daniel’s qualifications, which include a Diploma of Financial Services and Finance and Banking Certificate IV, ensure his technical knowledge is sound. His ‘hands on’ approach to the business has led to its continued growth, and he is a widely respected thought leader in the industry.
What’s your coffee order?
Cappuccino, 1 sugar
Nothing, I’d enjoy the silence.
03 9854 3500
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
Karen joined Acceptance Finance with over 25yrs in the finance industry, plus another 5 years of running her own successful business. She loves helping people with the loan process, and understands that this can be one of the most stressful times in their life. She has gained sound knowledge of the entire lending market and applies these skills in her daily duties.
She loves fishing and bush walking (especially if it takes in the view of the ocean!)
Soy flat white, no sugar.
I would tell everyone to smile and hug the person next to them.
03 9854 3570
John has been a Credit Adviser since 2008. Previously he spent ten years as an Executive Director and Head of Mortgages at ING Bank and ING Direct. Prior to that, John spent seventeen years at Citibank Australia as State Manager in WA, then State Manager for NSW and ultimately as Head of National Distribution for Consumer and Business products.
Away from the office, John is married with two children, a daughter who works and lives in London and a son currently studying at Macquarie University. Golf is his weekly passion, along with supporting the Sydney Swans football team and the Toronto Blue Jays baseball team.
John works from his office at Suite 2, Level 6, 111 Pacific Highway, North Sydney, NSW 2060.
Sam joined Acceptance Finance in August 2016 after spending time working for various financial planning and mortgage brokerages.
With a passion for property, Sam enjoys helping people from all walks of life, and finds it humbling to be able to impact people’s lives in a positive way when it comes to their finances.
Sam completed his Commerce Degree at Deakin University in 2014, specialising in Finance and Financial Planning, and hold a Certificate IV in Finance and Mortgage Broking.
Sam is committed to providing an excellent service to his clients, with his ability to build strong relationships and make his clients feel taken care of.
Q. What is your coffee order?
A. Strong Latte, 1/2 Sugar
Q. What might someone be surprised to know about you?
A. Traveling is the best way to experience life. I’m always looking forward to an adventure and experiencing all that the world has to offer. And music. Music is life.
Q. If the world were silent for 20 seconds and all ears were turned to you, what would you say?
A. You must be the change you wish to see in the wold
0419 014 483
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
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
Richie joined Acceptance Finance after spending many years in the private, not-for-profit and public sectors in corporate management roles. He is committed to providing a high level of service for all his clients and believes in establishing long term relationships.
Richie is based in the Balwyn office however he is always willing to accommodate the needs of clients by visiting them at their home or office. He will be able to source the most competitive and appropriate mortgage including residential, commercial, self-managed super fund (SMSF) and reverse mortgage lending.
Richie’s qualifications include a Master of Business and Certificate IV in Finance and Mortgage Broking.
Richie likes to spend his weekends supporting his beloved Bombers and playing golf.
I’m not a coffee drinker but can’t get by without my sugar free V drink in the morning.
See the Bombers fly up, up, to win the premiership flag.
0418 502 809
Albert joined Acceptance Finance in 2015 and brings with him 33 years’ experience in the Finance and Banking industry incorporating a wide range of roles. Albert’s extensive experience, knowledge and understanding of clients’ needs and expectations, makes him an invaluable member of the AF team.
Albert’s qualifications, include a Diploma of Financial Services and Finance and Banking Certificate IV, ensuring he holds and maintains sound technical knowledge. Albert is a natural people leader and winner of many industry awards for service and sales and his extensive network within the finance industry is second to none.
Relationship building, problem solving and a friendly approachable style is the formula for Albert’s high quality of service.
In the Morning, Cappuccino – In the Afternoon, Macchiato
We are the navy blues….. we are the old dark navy blues!!!
0417 661 999
Having completed a Diploma of Financial services, Matt joined Acceptance Finance in early 2009. Matt has quickly established himself as an integral part of the Acceptance Finance Team, his problem solving abilities and high customer service standards have ensured Matt is in high demand.
Having run a small business for over 20 years, Matt’s emphasis is on service and adding value to his clients.
On the home front Matt is married with twins, they share their property with their cat, dog, horse and bunnys and wild king parrots
Don’t hesitate to call him for friendly efficient service.
Large Flat White
If people spent just 5% of their time helping someone else the world would be a much better place
0419 888 421
Ally started in the mortgage broking industry in 2014 and joined Acceptance Finance in November 2017.
Ally realized his passion to help people understand their finances after holding various roles in the banking sector. His goal is to build strong, long term relationships with his clients and provide outstanding service. He feels it is important to understand his clients goals and objectives so that he can best tailor their finance options.
He loves problem solving and thinking out side of the box. These skills have been a key part of his success, especially when dealing with complex scenarios. Clients trust that Ally will go that extra mile.
On the weekends you can find Ally winding through the country hills on his motorbike – the best way to experience the outdoors!
Skinny flat white.
I would just look up at the sky and smile.
0431 585 128
Giulia has been with Acceptance Finance since 2002 as our Leasing Manager. She is responsible for overseeing and managing the vast leasing client base accumulated over this period and is the main contact for all vehicle, plant and equipment finance needs. Giulia has vast knowledge of leasing products and technical knowledge in this field having dealt with varied financial structures over the years. She is very proud to have developed many strong relationships with her loyal clients over her tenure.
Short black with one sugar.
03 9854 3556
Megan has been in the banking industry for 14 years starting with Bank of Melbourne Ltd/Westpac Banking Corporation from 1992 – 2004. She has worked in Consumer and Commercial Lending, processing loans from application to settlement. She was later promoted to the position of Executive Assistant to the Manger of Retail Lending.
Megan joined Acceptance Finance in 2015 as our Office Administrator, which sees her as the first point of contact for those visiting our office. Her other roles include supporting the Leadership Team, and providing the oil to keep the office engine running smoothly.
Skinny Latte, one sugar.
Show your loved ones how much you love them before it is too late.
(03) 9854 3506
Andrew joined us in 2004 after spending an extensive amount of time in the financial planning and mortgage industry, working compliance and mortgage consulting fields. His focus at Acceptance Finance is on providing assistance to clients in both the residential and commercial investment lending areas. Andrew also holds a Diploma of Financial Services.
With a 14 year background in property investing himself, Andrew has also established his own website to help clients navigate their way through the world of investment property; www.allthingsproperty.com.au.
Due to my British heritage, coffee is off the menu and tea is the hot drink of choice.
It would be a joke, as it would be awesome to hear the whole world laughing at once
0419 014 161
After entering the Broking Industry in 2007 Russel joined the Acceptance family in May of 2010. Now operating between our Melbourne office and the Northern Rivers Region covering Byron Bay and South East Queensland, Russel has all the resources of the Acceptance Finance group available to him, ensuring the best service for all his clients.
With an Economics Degree from La Trobe University, Graduate Diploma in Education from Griffith University, Diploma of Finance and Mortgage Management, plus an extensive career in Merchant banking Russel’s experience is invaluable to our group and his clients. With extensive personal business experience, including developing and investing in many projects from renovations, subdivisions and multi apartment constructions, Russel’s level of knowledge is second to none.
Russel works from his office at 85 Byron Street, Bangalow, NSW, but is willing and capable to deal with any scenario anywhere in the country.
Flat White… extra hot…
0412 833 280
With an extensive background in banking and finance over more than 15 years, Simon brings a wealth of knowledge to Acceptance Finance. Immediately before joining Acceptance Simon ran his own independent brokerage for some 8 years very successfully. Simon knows that the secret to that success was not just knowledge and experience; it also depended on superior service to all his clients, both new and existing.
Simon makes himself available to suit your needs, whether you need to see him personally in your home or office, over the phone or at the head office in Balwyn.
Latte 2 sugars. Nice & Sweet.
Only those who dare to fall greatly, can never achieve greatly. Feel the fear and do it anyway.
0419 014 825
Peter has been involved in financial services for over 35 years. After 10 years in Treasury with BT and Citibank he ran his own recruitment business that specialised in financial services.
He is based in Sydney.
With a Bachelor of Commerce from Melbourne University, Peter combines his understanding of banking with a deep appreciation of the challenges of running a business and the financial pressures that clients can face.
Peter is also involved in the disability sector as a Board member and Life Governor of Autism Spectrum Australia.
0417 297 477
Entering the finance industry in 1999, Sally joined Acceptance Finance in 2001 as a Credit Adviser in both mortgages and leasing. In this role Sally has helped hundreds of our clients with their home and investment loans. Sally has a focus on helping them to make educated decisions and providing flexible finance options.
With her extensive knowledge of both bank products and credit guidelines, Sally’s core role is to develop our ever growing team of Credit Advisers. She also mentors new Credit Advisers when they join Acceptance Finance and works to maintain and develop the service standards and specialist knowledge of our Credit Adviser team. Sally holds a Bachelor of Business (Management) and a Diploma in Financial Services.
For the first time I might actually be speechless!
(03) 9854 3504
Janet is a core member of our valued client services team. She has over 20 years experience providing administration support to mortgage managers and lawyers, enabling her the skills to oversee her clients application from inception to completion.
Janet enjoys being able to guide her clients through the sometime rocky road of a finance application, and regularly receives glowing feedback from the clients she helps.
A one eyed Collingwood supporter, enjoys spending time with family and friends, and is avid traveller.
(03) 9854 3515
Leo is a vital part of our Client Services team. He graduated from the University of Melbourne with a Masters of Management (Finance) Degree, and also holds a Certificate IV in Finance and Mortgage Broking, as well as a Diploma of Finance and Mortgage Broking Management.
Leo joined Acceptance Finance in July 2017, after worker as a mortgage broker associate for three years previously. He loves working closely with our clients and solving their queries throughout the application process. He aims to be a mortgage broker in the near future.
(03) 9854 3526