Ian Macdonald personal email
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Ian Macdonald is a Melbourne based industry-accredited finance professional with 17 years of experience: 7 years in banking and 10 years as a mortgage broker. I take pride in offering my clients people-focused service to assist with their financial needs and property purchase goals. Whether it is buying a home to live in, an investment property or refinancing existing loans, I am here to help - at no cost to you. During my time working in the banking and finance industry, I observed many individuals were experiencing outcomes that left them feeling it was transactional and one-sided. I decided to step out and create a difference. My purpose is to help and provide a meaningful financial experience by being transparent, caring and committed, thereby leaving an individual feeling an overall experience that benefits my clients. My belief is that the relationship between a finance specialist/broker and a client is a financial partnership - one which stems from trust, credibility and by being congruent in actions and words. I welcome the opportunity to discuss your property purchase needs and goals. I understand how daunting any property purchase & organising finance can be, so I will personally walk you through all the steps patiently in the property buying & finance process. I am based in inner-city Melbourne, I can travel to your home, workplace or a cafe convenient to you. Alternatively, if you are based inter-state we I can assist via the phone or Skype. I am a member of the Finance Brokers Association of Australia (FBAA) and the Credit Ombudsman Service Limited (COSL), now merged into what is known as the Australian Financial Complaints Authority (AFCA). I'm licensed to operate and qualified in Finance and Mortgage broking to write and prepare new home loan applications with a panel of lenders that I'm accredited with.
Save With Ian
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Licensed Financial Specialist And BrokerSave With IanMelbourne, Vic, Au
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Licensed Financial Specialist/BrokerSave With Ian Apr 2013 - PresentMelbourne, AustraliaWould you prefer an accredited and experienced home loan specialist to assist you with finding a solution that is right for you whilst sharing strategies to help you pay your loan off quicker?"Save with Ian" was launched in February of 2013 to offer a boutique-style, client-focused service to assist clients with their financial needs and property purchase goals. Time and time again, I observed so many clients weren't getting the true service they deserved. My goal was to provide a 1 on 1 personalised service and customer commitment first hand. It also gave me the opportunity to ask the right questions by my clients to uncover true personal needs and goals.My belief is that a finance/mortgage broker and a client is a financial partnership/relationship - one which stems from trust, credibility and by being congruent in actions and words.I would love and welcome the opportunity to help you and discuss your property purchase needs and goals. I can understand how daunting any property purchase can be; I will personally walk you through all the steps patiently in the property buying process. I am based in inner-city Melbourne, and can travel to your home, workplace or a cafe convenient to you.I am a member of the Finance Brokers Association of Australia (FBAA) and the Credit Ombudsman Service Limited (COSL). I am licensed to operate and qualified in Finance and Mortgage broking to write and prepare new home loan and car finance applications with a panel of lenders I am accredited with.
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PartnerFinance Concepts Feb 2013 - PresentBrisbane, AustraliaFinance Concepts is an enthusiastic Brisbane based finance firm specializing in sourcing the most suitable home finance solutions from a panel of secured lending institutions.We recognize that a property loan is one of the largest and sensitive investments you will ever make and hence why we commit to providing you with professional and ethical suggestions that best suits your financial goals.Our experienced Finance Specialists, a previous Business Development Manager and Bank Manager for a major financial institution bring over 12 years of financial and lending experience and are supported in their research by the most advanced mortgage and finance sourcing system, providing access to hundreds of product offerings in the market.
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Retail ManagerBankwest Oct 2010 - Jan 2013Brisbane, AustraliaResponsibilities included managing risk responsibly, driving profitable growth through sales focused coaching and 1on1’s on a fortnightly basis with team members as part of the people growth and engagement process. Responsible for the management and delivery of customer satisfaction results in the branch and Risk and Compliance management. -
Customer Service ManagerCommonwealth Bank Of Australia Dec 2007 - Jul 2010Brisbane, AustraliaDuties included coaching and developing people skills to achieve business sales and high customer service standards of the retail environment; risk management, and best practice business models. -
Home Loan LenderCommonwealth Bank Of Australia Jan 2007 - Dec 2007Brisbane City, Cba Home Loans CentreSpecialized in providing complete home loan solutions for owner-occupied, investors and first home buyers. On-going training and workshops attended throughout work term to facilitate the home loan process, high customer service and sales to achieve business objectives and sales growth
Ian Macdonald Skills
Ian Macdonald Education Details
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Marketing, Finance, Management -
St. Paul'S School, Darjeeling
Frequently Asked Questions about Ian Macdonald
What company does Ian Macdonald work for?
Ian Macdonald works for Save With Ian
What is Ian Macdonald's role at the current company?
Ian Macdonald's current role is Licensed Financial Specialist and Broker.
What is Ian Macdonald's email address?
Ian Macdonald's email address is on****@****ail.com
What schools did Ian Macdonald attend?
Ian Macdonald attended Griffith University, St. Paul's School, Darjeeling.
What are some of Ian Macdonald's interests?
Ian Macdonald has interest in Children, Travelling, Photography, Music, Animal Welfare.
What skills is Ian Macdonald known for?
Ian Macdonald has skills like Multilingual, Retail Banking, Mortgage Lending, Risk Management, Loans, Financial Risk, Banking, Finance, Business Development, Relationship Management, Sales, Management.
Not the Ian Macdonald you were looking for?
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Ian M.
Executive & Strategy Consultant - Project Manager - Optimisation AnalyticsGreater Sydney Area1mac.com -
1aph.gov.au
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Ian MacDonald
Managing Director At Studer Group Australia, New Zealand, Southeast Asia And The Middle East And Managing Director Australian Health Services Group (Ahsg)Sydney, Nsw -
Ian MacDonald
Sydney, Nsw1hotmail.com -
1gmail.com
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