Tagline Helping you create wealth through strategic financial services
Helping you create wealth through strategic financial services
Behind most entrepreneurs there’s an interesting backstory, and Theo Chambers is no different.
Alex Nochar was ready for change when the opportunity to head into mortgage broking came calling.
Alecia is Theo Chambers’ right- hand woman. She joined the company shortly after its inception and there’s nothing she doesn’t know about Shore Financial’s day-to-day operations.
Anthony Roddy is a man who certainly knows his way around numbers and spreadsheets.
Within the first few minutes of talking to Charlie, you feel like you’ve known him for years.
“Driven, committed and passionate” are just some of the words Christian’s clients use to describe him.
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.
Having a sense of empathy is one thing, but James believes that the key ingredient in any client/financial advisor relationship is trust.
With a proven track record in delivering both financial solutions and seeing projects through to completion, Tom focuses on tailored debt advice to commercial Australia.
Not many mortgage brokers have a thorough background in selling homes.
James' drive and determination to succeed and achieve his goals can only be reached by ensuring his clients achieve their objectives.
What does Johan Overa like most about this industry? Quite simply, the fact that it’s a free service for borrowers.
It’s hard to believe you’ll ever meet anyone as passionate about client service as Fane Levy.
A self-confessed ‘maths nerd’, Aleisha developed her love of numbers from her dad, who also works in the finance industry.
James grew up near Brighton in the UK and moved to Australia early in 2018.
The first thing you notice about Terri is that she is a fantastic conversationalist – warm, engaging, personable and quick to laugh.
Greg is not your typical mortgage broker, having worked in a vast range of other industries before joining the broking profession three years ago.
Being a client’s advocate is the most rewarding part of Aaron’s job.
George works with first home buyers, investors and families looking to upsize. He is a fully accredited mortgage broker and a member of the Mortgage & Finance Association of Australia (MFAA).
Lewis’s philosophy centres around one key principle, and that is ‘having a solid financial knowledge is the key to achieving financial independence.’
She’s focused and deadline-driven which clients appreciate – they know they can rely on Emma to make the application and approval process as efficient and problem-free as possible.
The most enjoyable aspect of Melissa’s job is actually educating her clients – particularly first home buyers new to the process – about loans and purchasing property.
Nick has a strong thirst for both financial and economic knowledge, and he enjoys helping clients to understand the market factors which drive property prices and interest rates.
Mitchell has always had a love for numbers, and it’s what eventually led him into a career in financial services.
Charlie is genuinely good at making people feel comfortable, and his gregarious personality makes him very easy to talk to, too.
Paris’s drive is fuelled by the sheer satisfaction she gets seeing people buy property they love.
Behind the scenes, she has a critical role – ensuring “the i’s are dotted and the t’s are crossed, and that financial applications and loan approvals run smoothly.”
Anna is a highly valued member of the team, not just because of her work ethic and her desire to provide exemplary client service, but because her attention to detail is second-to-none.
Stephen brings a positive approach and a solutions focused attitude to all scenarios, ensuring he delivers the best possible outcome for his clients.
For Marc, mortgage broking is a great combination of his studies. Although Marc is only relatively new to broking, he can see a future for himself.
At this point in time, Suzanne is Shore Financial’s only lawyer, so she also has the challenge of setting up the legal services division and positioning it for future growth within the company.
Andrew recently joined Shore Financial after spending some years working for a stock broking firm and then IT giant IBM in a role focused on commercial strategy.
Stacy’s gift for maths meant that she was probably always destined to work in Financial Services.
As part of the support team at Shore Financial, Laura’s role is vital in ensuring all loan applications are submitted and pre-approved on time for settlement.
Michael Clarke will tell you that there’s nothing all that extraordinary about having a famous Aussie cricketer as your namesake, except that there were a couple of occasions when it raised eyebrows when he was travelling through cricket-mad India.
Matthew’s philosophy is simply to deliver exceptional service to his clients, creating relationships that go beyond one transaction.
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