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Amit Taneja Email & Phone Number
Mortgage Broker
at
Mom and Dad Finance
1 work email found
@momanddadfinance.com.au
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Mortgage Broker
Location
Baulkham Hills, New South Wales, Australia
Company size
Who is Amit Taneja? Overview
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Quick answer
Amit Taneja is listed as Mortgage Broker at Mom and Dad Finance, a company with 2 employees, based in Baulkham Hills, New South Wales, Australia. AeroLeads shows a work email signal at momanddadfinance.com.au and a matched LinkedIn profile for Amit Taneja.
Amit Taneja previously worked as Finance Broker at Mom And Dad Finance and Credit Executive at Hsbc. Amit Taneja holds Diploma In Mortgage Broking, Finance And Financial Management Services from Aamc Training Group.
Company email context
Email format at Mom and Dad Finance
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{first}@momanddadfinance.com.au
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AeroLeads found 1 current-domain work email signal for Amit Taneja. Compare company email patterns before reaching out.
Profile bio
About Amit Taneja
I'm all about building long-term relationships, not just closing transactions!With home loans spanning 25 to 30 years, my commitment to my clients is just as enduring.Before starting Mom and Dad Finance, I spent 22 years in the banking, insurance, superannuation, and real estate industries, honing my expertise.I founded Mom and Dad Finance to tackle the toughest part of investing—securing the right loan.As an investor myself, I take great joy in helping clients grow their property portfolios and assisting first-time home buyers in entering the market.My goal is to use my experience, network, and expert knowledge to help my clients own properties and build wealth.My Specialties:✔ Residential Home Loans & Investment Loans✔ Commercial Lending✔ Development Funding✔ SMSF LoansFeel free to reach out:📞 (0449) 609-191📧 amit@momanddadfinance.com.au🌐 www.momanddadfinance.com.au🔗 Facebook📸 Instagram: @momdadfinance
Current workplace
Amit Taneja's current company
Company context helps verify the profile and gives searchers a useful next step.
Mom And Dad Finance
8 roles
Amit Taneja work experience
A career timeline built from the work history available for this profile.
Finance Broker
Current
Feb 2022 - Present
Credit Executive
May 2017 - Feb 2022
Credit Analyst
Jan 2016 - May 2017
Credit Officer
Aug 2014 - Jan 2016
Residential Real Estate Agent
- Assist clients with property sales and development
- Hold open house inspections, instructing clients on best practices for selling success and liaising between renters/owners and prospective buyers for property inspections
- Preparation of legal documents including listings and sales contracts
- Provide legal, economic and market advice to prospective clients
- Liaise with lenders, home inspectors and pest controllers prior to contract negotiations
- Ensuring terms and conditions of agreements are met
Feb 2012 - Jun 2013
Wealth Manager
- Acquisition of HNI/Ultra HNI clients (with AUD 3 million as Aum eligibility).
- Cross selling of liability products and increase the assets under management of the clients, on different investment avenues. Products include mutual funds, alternate investment products, life insurance and off- shore.
- Providing advisory services to high net worth customers based upon their detailed need analysis through various risk profiling tools.
- Maintaining excellent relations with key clients / business groups to generate referrals as well as build avenues for additional business.
Aug 2010 - Jan 2012
Corporate Super & Insurance Consultant
- Supporting the Team Leader of Insurance and Corporate Super by processing new entrants, rollovers and exits of corporate clients
- Processing of Online Contributions
- Answering written and verbal queries from both internal and external clients
- Provide and promote quality service within agreed service
- Participating in process improvement exercises and quality checking
- Maintaining and running various kinds of Data Integrity Insurance reports
Dec 2005 - Apr 2010
4 education records
Amit Taneja education
Diploma In Mortgage Broking, Finance And Financial Management Services
License In Real Estate, Real Estate
Reinsw
Diploma In Financial Markets, Finance And Financial Management Services
Kaplan Professional
Bachelor'S Degree, Stores Management
FAQ
Frequently asked questions about Amit Taneja
Quick answers generated from the profile data available on this page.
What company does Amit Taneja work for?
Amit Taneja works for Mom and Dad Finance.
What is Amit Taneja's role at Mom and Dad Finance?
Amit Taneja is listed as Mortgage Broker at Mom and Dad Finance.
What is Amit Taneja's email address?
AeroLeads has found 1 work email signal at @momanddadfinance.com.au for Amit Taneja at Mom and Dad Finance.
Where is Amit Taneja based?
Amit Taneja is based in Baulkham Hills, New South Wales, Australia while working with Mom and Dad Finance.
What companies has Amit Taneja worked for?
Amit Taneja has worked for Mom And Dad Finance, Hsbc, Macquarie Group, Nab, and Ray White.
How can I contact Amit Taneja?
You can use AeroLeads to view verified contact signals for Amit Taneja at Mom and Dad Finance, including work email, phone, and LinkedIn data when available.
What schools did Amit Taneja attend?
Amit Taneja holds Diploma In Mortgage Broking, Finance And Financial Management Services from Aamc Training Group.
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