Simon Zwart

Simon Zwart Email and Phone Number

Mortgage and Finance Specialist @ Pivotal Financial
Brisbane, QLD, AU
Simon Zwart's Location
Brisbane, Queensland, Australia, Australia
Simon Zwart's Contact Details

Simon Zwart work email

Simon Zwart personal email

n/a
About Simon Zwart

I am passionate about getting people into housing and keeping people in housing.I do this through my mortgage broking business and through supporting community housing organisations.With nearly 20 years experience in banking and finance I bring the skills needed to assist both individuals and organisations with their housing nee

Simon Zwart's Current Company Details
Pivotal Financial

Pivotal Financial

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Mortgage and Finance Specialist
Brisbane, QLD, AU
Employees:
19
Simon Zwart Work Experience Details
  • Pivotal Financial
    Mortgage And Finance Specialist
    Pivotal Financial
    Brisbane, Qld, Au
  • Senjo Capital
    Principal Mortgage Broker
    Senjo Capital Jul 2023 - Present
    Brisbane, Queensland, Australia
    Senjo Capital | Financing the Future of Community Housing, First Home Buyers and businessesSpecialised in providing tailored financial solutions for individuals, fist home buyers, community housing providers (CHPs), builders and developers. We facilitate sustainable growth and development within these vital sectors of the economy.- Home owners and investors: Senjo Capital helps home owners and investors to review their needs and find suitable finance solutions. We consider… Show more Senjo Capital | Financing the Future of Community Housing, First Home Buyers and businessesSpecialised in providing tailored financial solutions for individuals, fist home buyers, community housing providers (CHPs), builders and developers. We facilitate sustainable growth and development within these vital sectors of the economy.- Home owners and investors: Senjo Capital helps home owners and investors to review their needs and find suitable finance solutions. We consider your needs to find an appropriate strategy.- First Home Buyers: Senjo Capital helps first home buyers navigate the complexities of acquiring their dream homes. We will work with you to consider government grants that may be available. We offer personalised guidance and financial strategies to make the journey to homeownership smooth and rewarding.- Community Housing Providers (CHPs): Senjo Capital excels in structuring financial packages that meet the unique needs of CHPs, enabling them to expand their housing initiatives. Our expertise extends to supporting builders and developers with financing solutions. - Builders and Developers: Collaborating with builders and developers to finance residential and commercial projects.Connect with us to explore how Senjo Capital can support your financial needs and contribute to building a stronger, more inclusive housing sector. Show less
  • Goodhouse Partners
    Financial Model Specialist
    Goodhouse Partners Jul 2023 - Present
    Brisbane, Queensland, Australia
    This role utilises financial models to support community housing providers to apply for government grants, pursue growth opportunities within their portfolio or review their existing portfolio.
  • Commonwealth Bank
    Executive Manager Remediation Projects
    Commonwealth Bank Jul 2022 - Jul 2023
  • Commonwealth Bank
    Senior Manager Advice Remediation
    Commonwealth Bank Jul 2020 - Jul 2022
    Responsible for ensuring that customer remediation projects are delivered. Work with a range of internal staff and external contracts to do this accurately. The remediation work included initial investigations, recommendations around the remediation approach to be taken and execution of remediation programs. In this role I would work with our governance teams to provide regulator updates and ensure that at the end of the remediation project that assurance was completed.
  • Commonwealth Bank
    Senior Manager Change Delivery
    Commonwealth Bank Mar 2020 - Jul 2020
    Deliver framework and materials for change to CFP Advice Managers in their Supervision And Monitoring (SAM) obligations.
  • Commonwealth Bank
    Advice Manager
    Commonwealth Bank Apr 2013 - Mar 2020
    Brisbane, Australia
  • Commonwealth Bank
    Financial Planner
    Commonwealth Bank Nov 2009 - Apr 2013
    Brisbane, Australia
  • Axa Advisors, Llc
    Financial Planner
    Axa Advisors, Llc Nov 2008 - Nov 2009
    Brisbane, Australia
  • Westpac
    Financial Planner
    Westpac Nov 2006 - Nov 2008
  • Martogg And Company
    Sales Representative
    Martogg And Company Mar 2005 - Nov 2006
    Brisbane, Australia
  • Self Employed
    Business Owner
    Self Employed Oct 2003 - Feb 2005
    Gold Coast
  • Nylex
    Sales Executive
    Nylex Apr 2001 - Oct 2003
    Melbourne, Australia
  • Palmer Tube Mills
    Assistant To Advertising Co-Ordinator
    Palmer Tube Mills Jan 1994 - Apr 2001
    Brisbane, Australia
    Various roles including- National sales coordinator - rod and bar- Internal sales coordinator- Assistant to advertising coordinator

Simon Zwart Skills

Superannuation Wealth Management Retirement Planning Wealth Financial Advisory Investments Insurance Financial Services Strategic Financial Planning Estate Planning Investment Strategies Financial Risk Asset Allocation Bonds Retirement Investment Management Wealth Accumulation Term Life Insurance Critical Illness Personal Financial Planning Savings Wealth Management Services Financial Planners Portfolio Management Buy Sell Agreements Relationship Management Loans Disability Insurance Key Person Insurance Asset Managment Asset Protection Income Protection Fixed Annuities Smsf Life Insurance Pensions Financial Planning

Simon Zwart Education Details

Frequently Asked Questions about Simon Zwart

What company does Simon Zwart work for?

Simon Zwart works for Pivotal Financial

What is Simon Zwart's role at the current company?

Simon Zwart's current role is Mortgage and Finance Specialist.

What is Simon Zwart's email address?

Simon Zwart's email address is si****@****ily.com

What schools did Simon Zwart attend?

Simon Zwart attended Kaplan University, Finsia, The University Of Queensland, The University Of Queensland.

What skills is Simon Zwart known for?

Simon Zwart has skills like Superannuation, Wealth Management, Retirement Planning, Wealth, Financial Advisory, Investments, Insurance, Financial Services, Strategic Financial Planning, Estate Planning, Investment Strategies, Financial Risk.

Who are Simon Zwart's colleagues?

Simon Zwart's colleagues are Shawn Mcannalley, Nikki Lewis, Laura Sillano, Marty Allison, Matthew Andrews, Graeme Christiansen, Victoria Senethep.

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