Lance Grimmett Email & Phone Number

Hawthorn, Vic, Au

McLean Delmo Bentleys (incorporating Hawthorn Finance)Hawthorn Finance is a boutique finance broking firm with over 16 years of expertise, I serve as a Senior Mortgage Broker, working alongside a highly experienced team of commercial and residential brokers. We pride ourselves on delivering tailored financial solutions across a broad range of sectors, including residential, commercial, agri, and asset finance.As a Senior Mortgage Broker, I play a key role in the acquisition, growth, and retention of existing valued clients, ensuring their long-term financial success.My role involves providing comprehensive mortgage broking services to clients, from first-time homebuyers to high-net-worth individuals and families. I specialise in building strong, long-term relationships with self-employed professionals, medical specialists, lawyers, accountants, and other business owners, ensuring their unique financial needs are met.

Melbourne, Victoria, Australia

Proven history of success in delivering customer satisfaction , complex consumer lending & deposit solutions for HNW clients. Effectively managed a portfolio of clients consisted of medical professionals, lawyers/barristers, senior accountants, executives of listed & unlisted companies.I accepted a redundancy as Westpac Premier division was dissolved Australia wide in 2023.

Melbourne, Victoria, Australia

Working with our international partners to arrange everything from start to finish, to make importing easy. From sourcing reputable manufacturing partners, through to landed cost pricing, streamlining the whole import process so your business can benefit from buying directly from manufacturers.

Contributed to effective management and growth of a HNW portfolio made up of diverse clients ranging from medical professionals, sophisticated investors, family office & executives.I supported a skilled Private Banker build strong relationships with clients by understanding their individual needs and helping them grow financially.

As the first point of contact, I engage with clients to assess and fulfill their banking and financial needs. My role involves conducting strategic customer reviews, building client relationships, and ensuring the attainment of branch KPI's.

Diploma Of Financial Services

Certificate Iv, Finance And Mortgage Broking Fns40821