James O'Brien New

James O’Brien
Associate Credit Adviser
Mobile: 0415 391 002
Direct: (02) 8045 2553
Email: jamesobrien@shorefinancial.com.au

In his spare time, James O’Brien loves rock climbing. Aside from needing a high level of physical fitness, rock climbing is an incredible mental challenge. It’s a sport that requires research, patience, consideration and stamina.

Most importantly, it requires the ability to look at a problem objectively and work through it, moment-by-moment, one step at a time. You can’t be impulsive. And you can’t just ‘give up’ when you are hundreds of metres from the ground.

With that in mind, it’s not hard to see how this adventurous pastime impacts James’s client-service philosophy: “No situation too complicated. No problem too big or too small.”

“I really love helping clients to understand that there are always options… there are always ways to structure finances to achieve the outcome you want,” he says.

Not unlike rock climbing – if you keep going, then you’ll eventually reach the top – no matter how many obstacles you face along the way.

And it’s his tenacity that his clients value the most. James is carving out a niche working with clients who access equity to grow their property portfolios. Some clients have one investment property, others have several.

Every circumstance is different and some are not always straight forward. But James’s strong relationships with lenders, his extensive knowledge of their product offerings and his ability to consider all the possibilities available, all mean that he will keep going until he’s found the right solution.

It’s his sheer determination, his drive to deliver advice that empowers clients in their decision-making and his desire to provide exceptional service above and beyond expectations, that led to him being awarded Shore Financial’s Best Sales Associate of 2018.

“I just always try to put myself in my clients’ shoes. By understanding exactly what they’re trying to achieve, I can work towards an outcome that suits them best. Where there’s a will, there’s a way,” he says.

“James acted as our mortgage broker recently. He impressed us with his professionalism, persistence in advocating on our behalf and finally succeeding in securing the loan we asked for. Nothing was too much trouble for James; he kept us in the loop and made himself always available at all hours. I would be very happy to recommend James to anyone seeking assistance with securing a loan. “

Mike Skalsky

“James was our main man when we came to refinance recently, getting access to equity and arranging a loan for our new investment property purchase. He was able to quickly understand what we were looking for and to recommend a couple of different packages for us to consider. In these difficult bank times, James was able to efficiently and diligently navigate us through the hoops we needed to jump through, to successfully settle what we think is a great outcome. He was available all hours and nothing was too difficult. Great job James, thank you!!”

Lee Blattman

“James is the best Mortgage Broker I’ve ever had the privilege of working with. An honest guy, who was never too busy to answer my call, help clarify legal/financial jargon, or stop by to make sure paperwork was all in order. James successfully secured our second home loan, refinanced our existing loan and managed to get us all the features we wanted, at a very competitive rate. James made the process low stress and I always felt he had our best interest at heart. I’ve already passed James’ number onto all of my friends, and can’t recommend him highly enough. If you are in the market, do yourself a favour and contact James.”

Josh Hambly

“James helped guide us through issues associated with a non-standard arrangement to obtain an excellent outcome.”

Stephen

“I had a fantastic experience dealing with James at Shore Financial. James was friendly and easy to contact, and had an in-depth understanding of available financial services that would most benefit me.”

Cameron

“Nothing was too much trouble for James. He is very personable and a good communicator. We knew what was required of us each step of the way and James kept us up to date on the progress of our application. An otherwise potentially very stressful experience was handled smoothly and with no surprises. Our goal was obtained and we would recommend James to anyone seeking advice on obtaining the right loan for them.”

Jeffrey

“James made the whole process of buying a home simple and easy. His product knowledge meant we were able to access the most competitive, suitable and practical home loan available.”

Andrew

Get in touch with Shore Financial today and maximise your opportunity through property!


  • Levels 3 & 4, 153 Walker Street
    North Sydney, 2060

  • 1300 416 700

What’s new?
Sign up to our newsletter