Dana’s lively personality makes her exceptionally popular with almost everybody she meets and this has helped her to grow a strong portfolio of clients.
After obtaining a Business Degree in Finance and Economics, Dana was completing a diploma in Property Development when she was presented with the idea of moving over to Shore Financial as a Credit Advisor. She has been with the team for more than three years and holds the company record for most loans settled in one month.
Dana works mostly with people buying investment properties and she enjoys the challenge of helping them to set up the right financial structures to do this and grow their wealth for the long term. By her own admission, she loves working with people, and her excellent communication skills have seen her take on more responsibilities at Shore Financial, training all new brokers and supporting them as they settle into the team.
And as a young mum, Dana says her role at Shore Financial has also given her much-needed flexibility to juggle work and family commitments.
“I like my clients and I value my career and so it’s great to work for a company that is tremendously supportive of the fact that even though I’m a mum, I want to keep working and challenging myself professionally. The industry is growing and Shore Financial is growing too; it’s an exciting time to be in this profession.”