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Simon O'Kelly

Director and Senior Mortgage Broker

Simon has over 20 years experience in customer service and commercial roles, largely in the travel industry. In 2013, Simon set-up his own business as a mortgage broker so he could help customers finance their dream home or refinance their existing loans. Our team has grown to meet the demand; a key to our business is treating customers as customers for life and being there to help their family and friends as well.

Simon is passionate to find one of the most appropriate lenders for each customer especially when a customer has been told they cannot get a loan.

Andrew Heard

Director and Senior Mortgage Broker

Andrew has over 25 years of leadership and management experience as a Chartered Accountant, and has worked for some of Australia’s leading companies. He takes the complexity out of the lending process, making it easier for customers to make the right choice and find a loan that meets their unique circumstances.

Andrew is a hands on, customer focused mortgage broker, with a flair for finance and a proven track record of getting results.

Simon O'Kelly

I’m Simon O’Kelly. I’m a mortgage broker, and I specialise in the residential property market. I’ve always loved helping people.

Whenever I see that there’s something that they can’t reach, or they believe they can’t reach, then I make sure I ask a lot of questions, and work out what they actually want, and find a way for them to achieve it. Whether it’s now or whether it’s in six or 12 months, I find a way for them to get towards their goal.

Skye Shoubridge

Our friends recommended Simon to help us with our home loan – we’re first time buyers and he really helped us to understand the whole process and was happy to help out with the endless questions we seemed to have. From beginning to end both Simon and Claire made sure our application went through relatively painlessly. We are now homeowners and will be recommending Simon to everyone!

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