Trusted Finance Solutions
Financial Services
Victoria, Au
2 employees
- Employees
- 2
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Trusted Finance Solutions Overview
- Headquarters
- Victoria, Au
- Website
- trustedfinancesolutions.com.au
- Industry
- Financial Services
- Employees
- 2
- Founded
- 2014
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Ian Smith | Finance Specialist at Trusted Finance | Greater Melbourne Area, Australia |
Email
Phone
|
| Daryn Heffernan B Ec, Ffin | Mpa Top 100 Broker 2022. Finance | Melbourne, Victoria, Australia |
View
|
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