Holly Bertsos

Holly Bertsos Email and Phone Number

Director @ Niche Finance
queensland, australia
Holly Bertsos's Location
Southport, Queensland, Australia, Australia
Holly Bertsos's Contact Details

Holly Bertsos work email

Holly Bertsos personal email

n/a

Holly Bertsos phone numbers

About Holly Bertsos

Holly Bertsos is a Director at Niche Finance. She possess expertise in finance, investments, refinance, management, investment properties and 3 more skills.

Holly Bertsos's Current Company Details
Niche Finance

Niche Finance

View
Director
queensland, australia
Employees:
10
Holly Bertsos Work Experience Details
  • Niche Finance
    Director Niche Finance
    Niche Finance 2007 - Present
    Gold Coast Qld
    - Specialize in assisting self employed & investor clients seeking finance solutionsEstablished accreditation with over 25 lenders + Marketing the business through developing website, advertising materials & networking events.+ Maintaining general business operation book-keeping, cashflow analysis & targets etc.+ Establish & maintaining referral sources vital to my business: Business Brokers, Accountants, Networking Groups, Real Estate Agents Regular bank product training & personal training to maintain PD points required per year.Ability to offer Home Loans inc: purchases, refinancing, restructuring, investment, Vehicle & Equipment Finance: Chattel Mortgage, Leasing & Hire Purchase & Commercial Lending : property or business purchases, cashflow funding, refinance & restructure, debtor finance, franchise funding etc.  Maintaining working relationships with bank representatives & establishing credibility. Excellent relationship building and sales skills  Strong networking skills  The ability to manage a growing database of clients  An in-depth knowledge of bank processes & workshopping credit submissions  Strong negotiation and problem solving skills  Excellent financial analysis skills  Maintaining solid retention programmes to existing client base. Maintain regular marketing campaign. Maintaining regular memberships with:- ASIC – Accredited Credit License- MFAA ( Mortgage & Finance Assoc of Australia)- COSL ( external resolution scheme)- PLAN AustraliaFind us on Facebook www.facebook.com/nichefinance
  • Niche Finance
    Director
    Niche Finance 2007 - Present
  • Bankwest
    Business Development Manager
    Bankwest 2006 - 2007
    Brisbane, Australia
  • Anz
    Small Business Manager
    Anz 2005 - 2006
    Melbourne, Australia
  • Anz
    Assistant Manager - Business Banking
    Anz Jul 2003 - Jun 2005
    Perth, Australia
  • Suncorp Group
    Direct Sales Officer - Leasing & Equipment Finance
    Suncorp Group Feb 2001 - Jun 2003
    Sydney, Australia

Holly Bertsos Skills

Finance Investments Refinance Management Investment Properties Home Equity Loans Business Loans Structured Finance

Holly Bertsos Education Details

  • Stanford University
    Mlc Strategic Leadership Program
  • The National Finance Institute
    The National Finance Institute
    Diploma Of Financial Services (Finance Mortgage Broking Management)
  • Gcit - Gold Coast Institute Of Tafe
    Gcit - Gold Coast Institute Of Tafe
    Certificate Iv Business Management
  • The National Finance Institute
    The National Finance Institute
    Certificate Iv Financial Services (Finance/Mortgage Broking)
  • Gcit - Gold Coast Institute Of Tafe
    Gcit - Gold Coast Institute Of Tafe
    Associate Diploma Of Business Marketing
  • Southern Cross University
    Bachelor Of Social Science

Frequently Asked Questions about Holly Bertsos

What company does Holly Bertsos work for?

Holly Bertsos works for Niche Finance

What is Holly Bertsos's role at the current company?

Holly Bertsos's current role is Director.

What is Holly Bertsos's email address?

Holly Bertsos's email address is ho****@****.com.au

What is Holly Bertsos's direct phone number?

Holly Bertsos's direct phone number is +614007*****

What schools did Holly Bertsos attend?

Holly Bertsos attended Stanford University, The National Finance Institute, Gcit - Gold Coast Institute Of Tafe, The National Finance Institute, Gcit - Gold Coast Institute Of Tafe, Southern Cross University.

What skills is Holly Bertsos known for?

Holly Bertsos has skills like Finance, Investments, Refinance, Management, Investment Properties, Home Equity Loans, Business Loans, Structured Finance.

Who are Holly Bertsos's colleagues?

Holly Bertsos's colleagues are Vishal Vishalmoreshwar, Enoch Pawar, Shannan Duff.

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