I'm your gateway to Financial Growth. Based in Melbourne, I've made a career out of helping people make sense of their finances.✔ I am the Founder and CEO at Fintro and Nectar Group (A), and a partner at Sqale Finance.✔ A seasoned finance industry professional with a Diploma in Finance and Mortgage Broking Management.✔ A Chartered Accountant.✔ A member of the Finance Brokers Association of Australia (FBAA) family, as well as the Self-Managed Superannuation Fund (SMSF) Association.I understand that navigating the complex landscape of finance and mortgages can be a daunting task. That’s why I’ve dedicated myself to revolutionising the way you manage your finances, ensuring a seamless and stress-free experience.My approach to finance is client-centric: I love getting to know each person I work with, understanding their unique story, and figuring out how I can make their financial dreams come true. From the complexities of SMSF to savvy property investment advice, I’m here to guide you through it with ease and maybe even a bit of fun.I am an expert in:🏡 Home and investment loans🏢 Commercial loans👷♂️ Constructions loans🖥 Asset Finance💼 Business loans and Working Capital💸 Tax Return (Personal, SME and Corporate)💲 SMSF🤓 Complex tax planning & Restructuring📓 Bookkeeping & Annual Compliance💼 Unsecured Business loans👨💻 Fintech loans🚗 Car loans🏝 Personal loans“Ivan’s skill set is unbelievable.” - Clinton“Ivan has an expansive knowledge of accounting, tax and mortgage brokering, and working with him not just on my property loans but on my tax returns as well, has enabled me to strategise for the future. I value his ability to connect the dots, problem solve, and provide tailored advice.” - Zara"I own an IT consultancy business with three staff and have also developed several townhouses, all with Ivan’s assistance in the past eight years. He does my accounts but is also my mortgage broker sourcing me the best finance on purchase and construction loans, and during 2020 he researched the Government assistance to offset the impact of Covid-19. Ivan’s very approachable, responsive and ready to provide advice, which is important because sometimes you need answers quickly." - Fook FattNeed solutions to make it happen? I connect the dots.📞 +61430 768 896📧 ivan@nectargroup.com.au📍 Melbourne, Sydney, Brisbane, Adelaide
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Finance Partner | Co-FounderSqale FinanceMelbourne, Vic, Au -
Finance BrokerSelf-Employed Aug 2013 - PresentWilliams Landing, Victoria, Australia
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Finance Partner | Co-FounderSqale Finance Jun 2022 - PresentGreater Melbourne AreaSqale finance is a tech driven partnership that empowers business owners to plan, execute and scale their business with financing that MAKES SENSE.We leverage tech to support our referring mortgage brokers and accountants as a division within their business in helping their self-employed clients. The team consists of experienced business owners who are also subject matter experts as finance brokers in the area of business and commercial finance, business advisory, accounting and SMSF advisory. We are a dynamic bunch of individuals that have seen finance as a lender, as a broker and as a business owner. Our aim is to support self-employed clients obtain loan options based on their needs and empowering them to make an informed decision towards their strategic growth.Here's what we bring to the table:💼 Business loans (Up to $1M Loan / 24-hour turnaround / No need for collateral or property / You won't drown in paperwork)🖥 Asset finance🧾 Invoice finance🚗 Vehicle loans🏝 Personal loans⭐️⭐️⭐️⭐️⭐️ Don't simply rely on my word; here's what past clients have shared about their experience with our services:"Yuan is fantastic to deal with and always has time for his clients. Nothing is ever too much and he will always make you feel appreciated." - Fraser"I love working with Yuan as I feel a genuine passion, energy and desire for connection. Looking forward to each and every interaction with Yuan for a long time ahead!" - James"Yuan is a trustworthy professional who takes the time to nurture relationships and who takes his service seriously. He has strong expertise in his field and I look forward to doing more more business together." - GeraldLet's partner together and fuel your business's success!📞 +61430 768 896📧 ivan@nectargroup.com.au📍 Sydney, Brisbane, Melbourne, Adelaide
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Founder & CeoFintro Aug 2013 - PresentGreater Melbourne AreaMy journey at Fintro began with a simple idea: make getting a loan as easy and stress-free as possible. Whether it's your first home or a new business venture, I wanted to create a place where everyone feels welcome and supported.I'm here to help with:🏡 Home Loans🏠 Investment Loans🏢 Commercial Loans🖥 Asset Finance💼 Business Loans & Working Capital💲Refinancing🤝 It’s all about the chat. Understanding what you need, your dreams, and maybe your worries, helps me find the best solution for you. No jargon, no fuss – just honest, straightforward advice.⭐️⭐️⭐️⭐️⭐️"Getting a home loan is a stressful chapter in buying a home. Depending on who you talk to, information might not necessarily forthcoming.Ivan was recommended by a friend. His team assisted and advised us throughout the process from before home hunting to the final settlement, and he also recommended a Conveyancer along the way (which is another stressful chapter). One of the benefits of having a broker to advise you is that you have more options to fit your financial situation.I highly recommend him for any home loan needs, no second guess required." - Horn"Ivan and his team have been instrumental in the successful purchase of our family home. From start to finish, Ivan has always kept us updated of the entire process whether it’s valuation, loan product research and outcomes to finalising the loan document and ensuring that the correct loan structure is best setup for our needs. Ivan and his team are always prompt to respond to our queries and help us to navigate the complex world of borrowing so that we can be confident in putting forth an unconditional offer for our family home. We highly recommend him to our friends and family and will definitely come back to him again for any future home financing services." - Grace & DanielFor solutions to make it happen, reach out to me:📞 +61430 768 896📧 ivan@nectargroup.com.au📍 Melbourne, Sydney, Brisbane, Adelaide -
Founder & CeoNectar Group (A) Oct 2007 - PresentGreater Melbourne AreaAt Nectar Group (A), my mission is to simplify the tax process for our clients. I understand that taxes can be complicated and stressful, which is why I am committed to providing reliable and accurate tax services to individuals and businesses. My goal is to help my clients achieve their tax objectives while minimising their tax liability.My services include:✔ Individual Tax Return✔ Business Tax Return (SME & Corporate)✔ SMSF✔ Complex Tax Planning and Restructuring✔ Bookkeeping and Annual ComplianceI take a personalised approach to tax services, working closely with my clients to understand their unique needs and goals. I then develop a customised tax strategy tailored to their specific situation. Throughout the tax process, I keep our clients informed and provide ongoing support to ensure their compliance with tax laws and regulations.⭐️⭐️⭐️⭐️⭐️"I have used Ivan and his team for my accounting needs for years. They are knowledgeable, efficient and good value. Ivan was also my mortgage broker and guided me through the process of buying my first home. His service was exceptional. Ivan’s accounting background helped tailor the best mortgage solution for me. He gave me valuable insight and advice that saved me money and allowed me to buy my first home sooner.I recommend Ivan as an accountant, broker and trusted adviser." - Arna"Over the last couple of years Ivan and his team supported us with all our loan refinancing needs and tax affairs. He always provided us with timely, comprehensive and professional response to all my loan/finance related queries. I also have recommended Ivan to friends and relatives and everyone have been grateful and satisfied with his service. Thanks again for your support during these years.” - Amadio & Christian📞 +61430 768 896📧 ivan@nectargroup.com.au📍 Melbourne, Sydney, Brisbane, Adelaide -
Senior AccountantDca Advisors Pty Ltd Jul 2006 - Dec 2017249 Bouverie Street, Carlton
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AccountantHerman & Berrry Jan 2005 - Jul 2006
Ivan Poh Education Details
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Smsf Professional Association Of Australia (Spaa)Smsf Advisor -
Institute Of Chartered AccountantAccountancy
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Kaplan EducationFinancial Planning And Services
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Accountancy
Frequently Asked Questions about Ivan Poh
What company does Ivan Poh work for?
Ivan Poh works for Sqale Finance
What is Ivan Poh's role at the current company?
Ivan Poh's current role is Finance Partner | Co-founder.
What schools did Ivan Poh attend?
Ivan Poh attended Smsf Professional Association Of Australia (Spaa), Institute Of Chartered Accountant, Kaplan Education, Rmit University, Chartered Accountants Australia And New Zealand.
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