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James O’Brien

Credit Adviser

James keeps his clients at the heart of everything he does.

Having worked in customer service, sales & marketing since 2001, across several industries from finance to orthopaedics, his experience leads him to strive for the best outcome for his clients and consistently uphold an exemplary standard of customer service.

Passionate about dealing with people, James’s positivity and enthusiasm make him a pleasure to work with. This coupled with his results focus saw James awarded with Sales Associate of The Year in 2018 within Shore Financial.

Having a passion for real estate he genuinely enjoys embarking on the journey with his clients from beginning to end. From helping them understand what their budget is and what their repayments would look like to guiding them through the buying process and ensuring a smooth settlement.

James has a genuine care for his clients that ensures he always takes the time to truly understand their situation and provide the very best advice. He believes in developing long term relationships with his clients and helping them on their journey.

His drive and determination to succeed and achieve his goals can only be reached by ensuring his clients achieve their objectives.

James has a Diploma in Financial Services (Finance Mortgage Broking Management) and is a member of the Mortgage & Finance Association of Australia (MFAA).

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