Rachael has been working within finance for nearly 20 years, having worked with a number of the majors, and quite a few of the minor providers in the market, not many know finance as she does. Rachael is very goal-focused and will want to know not only what you want now, but the longer-term vision, so she can use her wealth of experience and expertise to help bring the bigger picture together. Once she understands the bigger picture, Rachael will provide detailed constructive feedback, and explain the what and why setting out a plan to move forward with that is customised to your specific need. If you need a Financial Planner, Accountant, or otherwise, Rachael will talk to you about this also, so you understand your options.
firstname.lastname@example.org | 0421 738 830
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Phil has over 20 years’ experience in mortgage broking, banking & finance management. He has been working with the Get Smart family for about 3 years. His role is assisting Australians in finding the right home loan to suit their needs, budget & goals in a very competitive & often confusing environment. Phil loves helping people achieve homeownership & saving money while building relationships that last a lifetime. Working with the Get Smart family means we set a high standard for our clients as well as ourselves. In his time with Get Smart, Phil has enjoyed working with high-quality team members & world-class systems that are reflected in the quality of our results, feedback & client referrals.
email@example.com | 0408 433 344
Ave is a client liaison specialist and she has been with Get Smart Financial for over 3 years.
She assists Rachael in the recommendation process, making sure clients' objectives are met, recommendation provided meets bank policies, assessments, calculating and analyzing financial viability, loan compliance preparation, loan submission, post loan submission, settlement conditions, ensures settlement is in order, and post settlement management. What she loves about her job is the continuous learning and constant appreciation and affirmation from Rachael.
firstname.lastname@example.org | 03 9069 2029
Niel is a client liaison specialist and has been part of the team for two years and a month.
His responsibilities include the gathering of client information, analysing & interpreting client documents, conducting policy research and scenarios, completing servicing calculators, ordering valuations, assisting Rachael in compliance preparation & loan submission and managing post submission & post-settlement inquiries. What he likes about his job is having a boss that appreciates his work and a team that supports his professional growth. Working with a diverse team enriches him holistically.
email@example.com | 03 8318 4963
Mary Grace has been working with Get Smart as client liaison specialist for nine months.
She mainly focuses on the pre-assessment where she collects, save and sort documents, assess statements and analyze credit reports to verify no conduct issues or undisclosed debts, assist clients in reducing their rates, generate MPI for borrowers’ protection, and recently, up-skilled to doing servicing. She finds the role as challenging yet interesting. What she loves about the job is that every day is a learning process and there are no dull moments with Get Smart. Working with a smart, fun and amazing team is such a privilege and that’s what working with Get Smart would be.
firstname.lastname@example.org | 03 8318 4962
Ryl is a client liaison specialist and has been part of the team for three months .
Her responsibilities include the gathering of client information, analysing & interpreting client documents, conducting policy research and scenarios, completing servicing calculators, ordering valuations and scheduling meetings. What she likes about her job is the diversity of her task and having a supportive and encouraging team.
email@example.com | 03 8318 4982