Senior Credit Adviser
Lewis’ philosophy centres around one key principle, and that is ‘having solid financial knowledge is the key to achieving financial independence’, and it’s for this reason that he loves mortgage broking.
CR 492051 | ACL 501018
“I aim to coach and to educate whenever I can. I have an advisory role in a complex industry. In the past few years the lending landscape has changed significantly. I think, right now, with the industry in the spotlight, regulation, reporting and compliance are just going to come more into focus. This is a good thing, and I see my job as helping clients to understand what their position is, what they’re agreeing to, the jargon in contracts, the options available. This helps them make decisions that are right for them.”
Having been a pharmacist prior to joining Shore Financial, Lewis has people-skills in abundance.
He is easy to talk to – and a good listener. He also has a keen eye for detail and a genuine desire to help people.
He also hails from Tasmania – and this is reflected in his ‘calm, can do’ attitude.
“In pharmacy, I came across a lot of people stressed about their health and I saw my job as trying to help them as much as I could. The parallel with broking is that I sometimes come across people who are stressed about money. And I know that I can make a difference by keeping things simple and explaining how things work.
When it comes to property – which is the biggest financial commitment people are going to make – knowledge is power. And now, more so than in pharmacy, I get to build long-term relationships with clients and help them not just with the first one, but the second one, too. It’s rewarding to know that I can play a part in helping them as the years go by.”
Shore Financial are experienced professionals with an excellent knowledge of financial products. Advice provided was appropriately tailored to align with my financial goals and loans were processed efficiently and on time. Lewis is clearly competent and capable and I have always appreciated his approachable nature and willingness to walk me through the various options so I felt confident in my decisions.
I was extremely satisfied with the service delivered by my broker, Lewis Halliday. Lewis was efficient, courteous and very knowledgeable. I would not hesitate in recommending Shore Financial to prospective borrowers.
Being slightly older and therefore not easy to find finance for, Lewis knew exactly what was required and managed to get the approval across the line. Even with a very tight deadline we gave him, he managed to deliver and ensured all the parties delivered on time. Highly recommended.
Lewis Halliday from Shore Financial is an absolute legend and went above and beyond to help us secure a loan to purchase our first property and later refinance. He is still tracking our rate to make sure we always have the best deal. He will not stop! I highly recommend Lewis and the team at Shore Financial. They are down to earth, good folk who make a big effort in understanding not only your financial position but really, what you want in life. Then they kick goals! Thanks so much Lewis! We are so grateful for all your help, it’s been a massive game changer!
Lewy and his team at Shore Financial expertly supported the refinancing of my home loan. I highly recommend them to anyone looking to refinance or secure a mortgage
I can’t recommend Lewis and his team highly enough! From start to finish, he was absolutely incredible to work with — friendly, approachable, and beyond helpful every step of the way. As a first-time buyer, I had a million questions, and Lewis patiently walked me through everything in a way that made the whole mortgage process feel much less overwhelming. His knowledge of the market is second to none, and he went above and beyond to make sure I got the best possible deal. What really stood out was his genuine care — it never felt like just business; it felt like he truly wanted the best outcome for me.
Lewis was wonderful to deal with. He is extremely personable and knows his stuff. He advised us clearly on our options and we felt like we were in safe hands. We will definitely use him again.
Lewis Halliday and his team made the entire mortgage process effortless. From start to finish, everything was handled efficiently and professionally, with all the hard work taken care of by Shore Financial. They made what could have been a stressful experience feel smooth and straightforward. I can’t recommend them highly enough.
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