Daniel Peachey Email & Phone Number

Camden

We all know finding the right home loan can be a little confusing, my aim is to make the whole process as simple and as enjoyable and stress free as possible for all my clients.With access to over 30 lenders and thousands of different loans, you can make sure I help you find the right loan for you.Such as;* Purchasing your first home* Re-financing of your existing home* Debt consolidation* Purchase and construction of your new home* Purchasing your first investment property* Purchasing another property to add to your investment portfolio* Purchasing property using a Self Managed Super FundI am extremely passionate about helping people achieve their financial goals and pride myself on providing exceptional customer service to all of my clients. I will guide you through the entire loan process, from selecting the right loan to suit your wants and need to completing and submitting your application, managing your loan approval through to settlement and beyond, all while keeping you and every person involved, fully informed throughout the whole process.

Australia

Sydney, Australia

Sydney, Australia

Winston Hills, New South Wales, Australia

Erina

The Branch Manager role is accountable for the overall management of a branch operation and to meet various set targets. The Branch Manager provides support, is the first point of escalation and is responsible for supervision of work of the Personal Finance Representative’s work. Essential Responsibilities: Sales Generation: Drive sales of personal finance, insurance and complimentary offerings to meet the sales goals and objectives of individuals and the Branch. Provide leadership to Personal Finance Representatives in the achievement of business sales goals and objectives.Broker Relationship managementEffectively maintain current relationships with all internal and external stakeholders. Engage with Finance Brokers to assist with diversifying their product offering to their clients to stay present with market trends and demands.ComplianceEnsure self and Personal Finance Representatives work in accordance to GE policies and procedures, demonstrating GE Growth Values values and high ethical standards consistent with the GE Spirit & LetterUnderstand and ensure all Compliance, Legislative & Regulatory responsibilities are met Coach and train Personal Finance Representatives in compliance practices and requirements specific to their role including GE Money Breach and Consequence management processes to ensure their compliance responsibilities are metTake necessary actions to continually improve processes based on learning from compliance failures and successesBranch ManagementLead, coach and provide branch team members with support and on the job training Manage performance of team through regular team and one-on-one meetings with Personal Finance Representatives Establish and maintain effective relationships within the branch environment Facilitate and capitalise on change and innovation Maintain integrity of financial and private information

Sydney, Australia

To sell personal finance and insurance offerings to consumers in a branch environment in a way that provides efficient solutions and services to meet customer’s needs, whilst meeting compliance requirements. Essential Responsibilities: Sales Generation: Generating new business by offering full range of GE products, including; personal loans, debt consolidation, insurance, & credit cards. Specifically:• Making outbound calls to existing customers Taking inbound call enquiries Conducting customer loan interviews Collecting relevant customer personal and financial information Assessing customer’s needs and eligibility for product solutions Providing customers with up-selling and cross sell options Introducing new GE and external products Executing on all team and individual objectivesSupporting national and local marketing campaigns Developing thorough understanding of branch network offerings Accounts Management: Servicing customer’s transaction needs - taking payments, answering queries and maintaining customer relations Proactively working to retain customers Maintaining daily branch procedures such as log books, cash handling, etc Compliance: Work in accordance with GE policies and procedures, demonstrating GE values and high ethical standards consistent with the GE Spirit & Letter. Understand and ensure all compliance, legislative & regulatory responsibilities are met Escalate any compliance, legislative or regulatory issues and/or concerns through the appropriate channels

Sydney, Australia