Ian Macdonald

Ian Macdonald Email and Phone Number

Licensed Financial Specialist and Broker @ Melbourne, VIC, AU
Melbourne, VIC, AU
Ian Macdonald's Location
Greater Melbourne Area, Australia
Ian Macdonald's Contact Details

Ian Macdonald personal email

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.

Ian Macdonald's Current Company Details
Save with Ian

Save With Ian

Licensed Financial Specialist and Broker
Melbourne, VIC, AU
Ian Macdonald Work Experience Details
  • Save With Ian
    Licensed Financial Specialist And Broker
    Save With Ian
    Melbourne, Vic, Au
  • Save With Ian
    Licensed Financial Specialist/Broker
    Save With Ian Apr 2013 - Present
    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 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.
  • Finance Concepts
    Partner
    Finance Concepts Feb 2013 - Present
    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 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.
  • Bankwest
    Retail Manager
    Bankwest Oct 2010 - Jan 2013
    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.
  • Commonwealth Bank Of Australia
    Customer Service Manager
    Commonwealth Bank Of Australia Dec 2007 - Jul 2010
    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.
  • Commonwealth Bank Of Australia
    Home Loan Lender
    Commonwealth Bank Of Australia Jan 2007 - Dec 2007
    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

Ian Macdonald Skills

Multilingual Retail Banking Mortgage Lending Risk Management Loans Financial Risk Banking Finance Business Development Relationship Management Sales Management Credit Coaching Leadership Customer Satisfaction Connecting People General Insurance Customer Insight New Business Development Home Equity Loans Selling Consumer Lending Commercial Lending Small Business Lending Residential Mortgages Credit Risk Credit Analysis Funding Operational Risk Management Portfolio Management Refinance Financial Services Investments Customer Service Financial Analysis Insurance Team Leadership Commercial Banking Change Management Loan Portfolio Analysis

Ian Macdonald Education Details

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.

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