Meet the team

With over 15 years of robust experience in the finance sector, Jason Cheong is a seasoned professional renowned for his expertise in commercial lending and property finance. Jason has consistently demonstrated a keen ability to navigate the complexities of financial markets, providing innovative solutions and strategic guidance to businesses and investors alike.

Jason is highly regarded for his collaborative approach, working closely with clients to tailor financial solutions that meet their unique needs. His commitment to fostering long-term relationships is evident in the trust and loyalty he has earned from a wide array of clients, ranging from small businesses to large corporations.

Jason Cheong's dedication to excellence and his unwavering commitment to his clients' success continue to define his esteemed career in finance. He remains at the forefront of the industry, consistently setting benchmarks in commercial lending and property finance.

Mortgage Broker 

Anthony is an experienced and highly qualified mortgage broker with a genuine desire to help his clients achieve their financial goals.

“I always take the time to listen so I fully understand my client’s personal long-term goals,” says Anthony. “Having been in the banking industry for many years, I have a thorough knowledge of the multitude of products, structures and procedures involved in lending. From this vantage point, I can ensure I provide the most appropriate personalised finance solution for each of my clients – every time.”

Anthony’s friendly, approachable nature means he connects easily with his clients and takes a genuine interest in their financial circumstances and how they can be improved.

“I care about your passions, your goals and dreams,” Anthony says, “I understand how stressful borrowing and investing can be. Communication is the key in this process; I’ll ensure you understand the features, the benefits and the risks associated with your loan. I will guide you through the borrowing process and be on hand to handle any difficulties along the way.”

A lateral thinker with extensive knowledge, experience and a can-do attitude means Anthony is able to look outside the box whenever necessary to find the right solution to suit his clients’ needs.

Anthony can assist all borrowers and has a special interest in healthcare (lending for doctors, dentists, pharmacists, vets and other medical professionals), business and construction finance.

Mortgage Broker 

With 20 years of industry experience, Surbhi understands a broad range of lending situations and is able to offer her clients a comprehensive, personalised service.

“I have a wealth of commercial and home loan knowledge, acquired from a range of lending roles,” she says. “Prior to becoming a mortgage broker I held several senior positions at a big-four bank, including Business Banking Manager. My high-level expertise and broad skillset are backed by my commitment to providing well-considered advice and an outstanding customer experience.”

Surbhi understands the importance of establishing each client’s short and long-term objectives. This helps inform her approach to finding appropriate loan solutions. “I like to understand my clients’ current needs and their future goals so I can offer a range of competitive options that will help them attain positive outcomes.”

Offering a fully mobile service covering all areas, Surbhi is ready to provide friendly and capable assistance for all types of loans, including refinancing, construction and renovation loans, car and asset finance, and business loans.