Daryn Heffernan B Ec, Ffin Email and Phone Number
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 teamCREDENTIALSThe 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 FNS50311PROFESSIONAL MEMBERSHIPS- MFAA (Mortgage & Finance Association of Australia)- Finsia (Financial Services Institute of Australasia)REVIEWS - Google "Trusted Finance Solutions" and check out the Google and Facebook reviews.
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Owner And Finance StrategistTrusted Finance SolutionsMelbourne, Vic, Au -
Owner / Finance StrategistTrusted Finance Solutions Nov 2014 - PresentMelbourne, AustraliaTrusted Finance Solutions is a finance broking business specialising in:- Residential and commercial property finance.- Self Managed Super Fund (SMSF) gearing (LRBA).- Helping clients achieve their finance, property and wealth creation goals.- Strategic lending, credit assistance to improve clients cash flow.- Working with accountants and financial planners to obtain finance for clients in the most appropriate, tax effective manner.- 2022 MPA Top 100 Broker - https://www.mpamag.com/au/best-in-mortgage/top-100-brokers-2022/429801 -
Senior Manager, FinanceThe Practice Pty. Ltd. Feb 2009 - Oct 2014The Practice is a financial services company that specialises in Accounting, Wealth Management and Finance Broking. - Working closely with the accountants and financial planners of The Practice, I managed a highly successful finance broking business.- Managed client relationships.- Member of The Practice Wealth Management Investment Committee.- Expertise in all areas of finance including residential, commercial and SMSF gearing. -
Team Leader / Broker Mortgage ServicesSt George Bank Feb 2004 - Feb 2009- Managed team of credit assessors who determined the credit worthiness of mortgage brokers finance applications. -
Senior UnderwriterAnz Jan 1999 - Jan 2001Collins St Melbourne
Daryn Heffernan B Ec, Ffin Education Details
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Economics -
National Finance InstituteMortgage Broking Management -
Securities InstitutePost Graduate Diploma In Applied Finance -
Parade CollegeHigh School Diploma
Frequently Asked Questions about Daryn Heffernan B Ec, Ffin
What company does Daryn Heffernan B Ec, Ffin work for?
Daryn Heffernan B Ec, Ffin works for Trusted Finance Solutions
What is Daryn Heffernan B Ec, Ffin's role at the current company?
Daryn Heffernan B Ec, Ffin's current role is Owner and Finance Strategist.
What schools did Daryn Heffernan B Ec, Ffin attend?
Daryn Heffernan B Ec, Ffin attended La Trobe University, National Finance Institute, Securities Institute, Parade College.
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