Meet the Team
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.
Senior Mortgage Broker
James has over 12 years of experience within the Banking & Finance sector where he worked on the residential, commercial and business banking market, along with business development. James has always had a passion for exceptional customer experience whilst building relationships with his peers and clients.
James truly believes the satisfaction and accomplishment of knowing he was able to assist a customer, whether it is with purchasing their first home or a purchasing their fifth investment property for the veteran investor, that customer service is the key ingredient. James thrives on proactively looking after his clients’ financial needs.
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.
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!