James O'Brien New

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

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).

“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.”


“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.”


“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.”


“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.”


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

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