Trusted Finance Solutions

www.trustedfinancesolutions.com.au

Trusted Finance Solutions provides a unique service proposition in the area of mortgage broking, credit advice and debt structuring. In many cases, we work alongside your accountant and financial planner to develop a finance strategy, tailored to your particular needs. We provide a high level of expertise in all areas of lending from residential, investment, commercial, leasing and Self-Managed Super Fund finance. We develop long lasting relationships with our clients as we see our business as an important part of your overall finance strategy to either create a lifestyle for your family or build wealth for the future. We believe finance, accounting and wealth management/financial planning are interrelated and it is important that you have trusted advisers in these three key areas as they will help you grow wealth over time. We specialise in the area of finance and can manage the finance process from initial enquiry all the way through to settlement, finding the right structure, products and interest rates for you. MISSION - Creating a world of opportunities through lending advice you can trust. CORE VALUES - Commitment to excellence - Create trusted, long term relationships - Dedicated to achieving your goals - Develop and grow with you and our team CREDENTIALS The Trusted Finance Solutions team are Credit Representatives and operate under the licence of Connective, Australian Credit Licence (ACL) 389328. We are qualified to provide credit advice, completing: - Certificate IV Financial Services (Finance / Mortgage Broking) FNS40811 - Diploma of Finance and Mortgage Broking Management FNS50311 PROFESSIONAL MEMBERSHIPS - MFAA (Mortgage & Finance Association of Australia) - Finsia (Financial Services Institute of Australasia) Daryn Heffernan B Ec, FFin Director | Finance Strategist I MFAA Member daryn@tfsadviser.com.au 0437 983 628 Chantal Cutter Director | Senior Mortgage Broker I MFAA Member chantal@tfsadviser.com.au 0408 282 875

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Trusted Finance Solutions provides a unique service proposition in the area of mortgage broking, credit advice and debt structuring. In many cases, we work alongside your accountant and financial planner to develop a finance strategy, tailored to your particular needs. We provide a high level of expertise in all areas of lending from residential, investment, commercial, leasing and Self-Managed Super Fund finance. We develop long lasting relationships with our clients as we see our business as an important part of your overall finance strategy to either create a lifestyle for your family or build wealth for the future. We believe finance, accounting and wealth management/financial planning are interrelated and it is important that you have trusted advisers in these three key areas as they will help you grow wealth over time. We specialise in the area of finance and can manage the finance process from initial enquiry all the way through to settlement, finding the right structure, products and interest rates for you. MISSION - Creating a world of opportunities through lending advice you can trust. CORE VALUES - Commitment to excellence - Create trusted, long term relationships - Dedicated to achieving your goals - Develop and grow with you and our team CREDENTIALS The Trusted Finance Solutions team are Credit Representatives and operate under the licence of Connective, Australian Credit Licence (ACL) 389328. We are qualified to provide credit advice, completing: - Certificate IV Financial Services (Finance / Mortgage Broking) FNS40811 - Diploma of Finance and Mortgage Broking Management FNS50311 PROFESSIONAL MEMBERSHIPS - MFAA (Mortgage & Finance Association of Australia) - Finsia (Financial Services Institute of Australasia) Daryn Heffernan B Ec, FFin Director | Finance Strategist I MFAA Member daryn@tfsadviser.com.au 0437 983 628 Chantal Cutter Director | Senior Mortgage Broker I MFAA Member chantal@tfsadviser.com.au 0408 282 875

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1-10

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Founded

2014

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  • Director / Senior Mortgage Broker

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  • Finance Specialist

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