Senior Credit Adviser
Within the first few minutes of talking to Charlie, you feel like you’ve known him for years. He’s an easy conversationalist and exceptionally personable – attributes he says that were honed growing up on a property at Cowra, where his parents ran a restaurant and cellar door.
CR 471684 | ACL 501018
Several years spent ‘waiting tables’, he says, have given him a love of talking to people and listening to their stories and dreams. Then, after moving to Sydney to boarding school, completing a degree in Property Economics and spending some time working in commercial real estate, Charlie discovered mortgage broking. He says the single most enjoyable aspect of his job now is helping people to realise their property dreams.
And, as a determined goal setter himself, Charlie says it’s great to see people reach the achievements they set themselves, but his greatest motivation comes from client feedback.
Charlie’s client service efforts have seen him be awarded in the MPA’s list of Top 100 Brokers in both 2017 and 2018.
2018 has been a big year for Charlie both professionally and personally. Added to his delight at being awarded in the Top 100 for the second year in a row, this year he also got married and adopted a cat called ‘Crumpet’ who he says, along with surfing and golf, helps him to relax and de-stress.
“This is a busy job at times and requires juggling a lot of priorities and taking care of small details, but it’s really rewarding. The measure of success for me is when clients recommend our services to others – that’s when you know you’ve done a good job.”
Charlie helped me with getting a loan in 2020 as a First Home buyer and revising my applications with each interest rate change and for multiple offers and auctions until I was eventually able to buy. He helped me again in Sep 2023 to secure the best rates after my fixed term ended. He has deep knowledge and access to special rates and insights , and he has always provided advice that is clear, strategic and that has been in my best interest – even when that meant I was better off staying with my current bank. Charlie and Jess are incredibly responsive and have made the process a lot easier for me, and will save me so much money in the long run. I recommend Charlie to everyone.
Charlie and Cameron have been great throughout the pre-approval process and gave me confidence that someone was in my corner when dealing with real estate agents. Cannot recommend them highly enough.
Very responsive and organised. Took us two years to buy and Charlie and Jessica were patient and helpful along the way. This is our second time finding financing through Shore Financial. Provided various options at competitive rates.
Charlie and Jessica made the entire process of purchasing our investment property seamless!
This process can have so many questions and can be confusing when it’s your first time.
We felt more than supported throughout the entire process. We couldn’t be happier with our beautiful new investment and could not recommend a better team to support anyone through such a journey in life.
Thank you Charlie and Thank you Jessica.
As a first home buyer, Charlie made the process so easy. He is very knowledgeable, friendly and responsive. I would highly recommend him and his fantastic team.
Great company to work with and highly recommend. Charlie (Senior Credit Adviser) is my main contact at Shore and he is always available to discuss what’s next with steps forward or to touch base on what’s happening in the industry.
Charlie was a total legend through a complex multi-house, multi-mortgage refinancing personal finance issue we needed handled. He not only worked tirelessly, but also connected with the lawyers, the buyers agent, the council, the financial advisors – all himself, so we had to do little,, but had total confidence that everyone in the complex loop of stakeholders were engaged and clear.
Cannot recommend him more.
I can’t express enough how thankful I am to Charlie and his team. Being a first home owner- getting into the market was very daunting, with lots of terms and phrases that I didn’t understand. Charlie explained every step of the process so clearly and really took the time to do so. He always responded to phone calls and emails, even after hours. He was truly dedicated to help me navigate the house market, did a comprehensive search to find a bank that suits me best and my condition, was thorough, house to navigate conversations with real estate agents and was always happy to be asked questions, and as previously mentioned- answered them in great detail that anyone could understand. Super grateful to him and his team – can’t recommend him highly enough.
100% would recommend. Charlie and Cameron provided fantastic service. The entire process was so easy and Cameron kept in regular contact always available to answer any of my questions he really went above and beyond and made the purchase of our first home seamless.
Charlie was the most competent and helpful person in the process of purchasing our first investment property despite the fact that we were using a Buyers Agent.
Charlie and his team where great to deal with, very proactive and quick to respond to my enquiries, very friendly and approachable mannerism, made me feel like I had known Charlie for a long time, would highly recommend Charlie and his team.
Charlie came highly recommended and it’s easy to see why. He really went out of his way to find the best solution for me that suited my slightly out of the ordinary situation, and made sure I understood exactly what was happening at each step of the process. For what I’m sure was a relatively minor transaction, I was made to feel like I was buying a multibillion dollar property. His service was well above and beyond what I expected and I’m super grateful.
Working with Charlie and his team was a breeze. They guided us through the entire mortgage process with ease, ensuring we got the best rate and terms for our needs. Charlie was especially generous with his time. Their knowledge and expertise were invaluable. Highly recommended!
Shore Financial has been amazing! We had a great experience with Charlie, he helped us in every steps of our journey purchasing off the plan property. He explained the process very clearly and thoroughly. Highly recommend!
Charlie made the process of securing a home loan so smooth and stress free. As someone who had never used a broker, secured a loan, or purchased a home before – Charlie made sure that I understood every detail every step of the way. From the beginning in our initial phone calls, he set me on the right path to ensure that I had my finances in order, every document I needed, and all bases covered to secure the best loan possible for me. His was incredible with his communication, extremely knowledgeable in his profession, efficient and diligent, as well as incredibly kind and truly delightful to work with. I could not have secured my first loan and property without Charlie! I could not recommend him highly enough.
Thanks to Charlie we managed to buy our first property with confidence. Charlie is a professional with wealth of knowledge and goes above to beyond to help people understand the market and be confident in the competitive current environment. It is a win to have someone like Charlie in your corner. All the team were honest and timely with all the information and communication. The best in business. Thank you.
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