Ian Macdonald
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Ian Macdonald Email & Phone Number

Licensed Financial Specialist and Broker at Save with Ian
Location: Greater Melbourne Area, Australia, Australia 6 work roles 2 schools
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Current company
Save with Ian
Role
Licensed Financial Specialist and Broker
Location
Greater Melbourne Area, Australia, Australia

Who is Ian Macdonald? Overview

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Quick answer

Ian Macdonald is listed as Licensed Financial Specialist and Broker at Save with Ian, based in Greater Melbourne Area, Australia, Australia. AeroLeads shows a matched LinkedIn profile for Ian Macdonald.

Ian Macdonald previously worked as Licensed Financial Specialist/Broker at Save With Ian and Partner at Finance Concepts. Ian Macdonald holds Business Management, Marketing, Finance, Management from Griffith University.

Profile bio

About Ian Macdonald

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.

Listed skills include Multilingual, Retail Banking, Mortgage Lending, Risk Management, and 37 others.

Current workplace

Ian Macdonald's current company

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Save with Ian
Save With Ian
Licensed Financial Specialist and Broker
Melbourne, VIC, AU
6 roles

Ian Macdonald work experience

A career timeline built from the work history available for this profile.

Licensed Financial Specialist And Broker

Save With Ian

Melbourne, VIC, AU

Licensed Financial Specialist/Broker

Current
Save With Ian

Melbourne, Australia

Would 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.

Apr 2013 - Present

Partner

Current
Finance Concepts

Brisbane, Australia

Finance 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.

Feb 2013 - Present

Retail Manager

Brisbane, Australia

Responsibilities 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.

Oct 2010 - Jan 2013

Customer Service Manager

Brisbane, Australia

Duties 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.

Dec 2007 - Jul 2010

Home Loan Lender

Brisbane City, CBA Home Loans Centre

Specialized 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

Jan 2007 - Dec 2007
2 education records

Ian Macdonald education

Business Management, Marketing, Finance, Management

Activities and Societies: Bachelor's and Masters in Business

Education record

St. Paul'S School, Darjeeling
FAQ

Frequently asked questions about Ian Macdonald

Quick answers generated from the profile data available on this page.

What company does Ian Macdonald work for?

Ian Macdonald works for Save with Ian.

What is Ian Macdonald's role at Save with Ian?

Ian Macdonald is listed as Licensed Financial Specialist and Broker at Save with Ian.

Where is Ian Macdonald based?

Ian Macdonald is based in Greater Melbourne Area, Australia, Australia while working with Save with Ian.

What companies has Ian Macdonald worked for?

Ian Macdonald has worked for Save With Ian, Finance Concepts, Bankwest, and Commonwealth Bank Of Australia.

How can I contact Ian Macdonald?

You can use AeroLeads to view verified contact signals for Ian Macdonald at Save with Ian, including work email, phone, and LinkedIn data when available.

What schools did Ian Macdonald attend?

Ian Macdonald holds Business Management, Marketing, Finance, Management from Griffith University.

What skills is Ian Macdonald known for?

Ian Macdonald is listed with skills including Multilingual, Retail Banking, Mortgage Lending, Risk Management, Loans, Financial Risk, Banking, and Finance.

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