Previously, David worked in the education industry for over 20 years. He brings his passion for helping people, clear communication and education to clients looking to get a home loan which suits their needs.
When David isn’t helping clients with their loans, he enjoys spending time with his family and keeping fit.
In 2017 Mhairi decided it was time to put in place an NCCP style compliance program that would sit across the equipment finance channel to prepare for, and reduce the impact of regulatory change when it comes. Jason was contracted to undertake this role and to assist Mhairi in implementing her strategic plan.
Starting out in financial services in the risk insurance space, Jason eventually became involved in finance before working as a business development manager for a bank, a financial services compliance officer and later a financial adviser in London. Arriving in Australia in 2000 Jason worked as a mortgage broker for two years prior to taking operational roles in the aggregation space where he gained knowledge of the equipment finance market. During this time Jason wrote and implemented risk management and compliance programs for four aggregators. Since licensing was introduced in 2010 he has worked with three credit licensees in developing best practice systems and processes to ensure that they meet their obligations and conditions of their credit license.
An individual who is passionate about providing a service oriented customer experience by combining the latest technology with a friendly and efficient manner to deliver the best outcome for a client's home loan financing.
A qualified Finance Manager who operates effectively in a highly competitive environment and is adaptable and flexible in the face of ongoing regulatory change.
My broad range of experience in client services and stakeholder management with a focussed approach enables me to work collaboratively towards clients achieving their goals of wealth creation (home and investment property ownership), in the Australian property market.