Trusted Finance Solutions
Company

Trusted Finance Solutions

Financial Services Victoria, Au 2 employees
Employees
2
Contacts
1
Emails
1
Phones
1

Trusted Finance Solutions Overview

Headquarters
Victoria, Au
Industry
Financial Services
Employees
2
Founded
2014
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Trusted Finance Solutions

Trusted Finance Solutions, founded in Melbourne, provides a unique service proposition in the area of mortgage broking, credit advice and debt structuring. In many cases, we work alongside your accountant and/or financial planner to develop a finance strategy, tailored to your particular needs. We provide a high level of expertise in all areas of lending from residential, investment, commercial, leasing and Self-Managed Super Fund (SMSF) finance. We develop long lasting relationships with our clients as we see our business as an important part of your overall finance strategy to either create a lifestyle for your family or build wealth for the future. We believe finance, accounting and wealth management/financial planning are interrelated and it is important that you have trusted advisers in these three key areas as they will help you grow wealth over time. We specialise in the area of finance and can manage the finance process from initial enquiry all the way through to settlement, finding the right structure, bank, products and interest rates for you. If you do not have a financial planner or accountant, we can align you with one of our many partners in this space to review your position. MISSION - Creating a world of opportunities through lending advice you can trust. CORE VALUES - Commitment to excellence - Create trusted, long term relationships - Dedicated to achieving your goals - Develop and grow with you and our team CREDENTIALS The Trusted Finance Solutions team are Credit Representatives and operate under the licence of Connective, Australian Credit Licence (ACL) 389328. We are qualified to provide credit advice and have completed the industry requirements: - Certificate IV Financial Services (Finance / Mortgage Broking) FNS40811 - Diploma of Finance and Mortgage Broking Management FNS50311 PROFESSIONAL MEMBERSHIPS - MFAA (Mortgage & Finance Association of Australia) - Finsia (Financial Services Institute of Australasia) Check out Google reviews

Trusted Finance Solutions Contact Details

People in AeroLeads
2
With contact data
1
Email contacts
1
50.0% coverage
Phone contacts
1
50.0% coverage

Trusted Finance Solutions Org Chart

Sample employees and titles
Name Title Contact
Ian Smith Finance Specialist at Trusted Finance
Email Phone
Daryn Heffernan B Ec, Ffin Mpa Top 100 Broker 2022. Finance
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