Meet Your Strategic Finance Team

With over 15 years inside Bankwest and Commonwealth Bank of Australia (CBA) credit committees, Lisa leads the firm's complex commercial, SMSF property, and high-net-worth portfolio structuring. Having evaluated thousands of commercial and residential credit proposals, she ensures every file is optimized to pass credit algorithms and secure prime rate tiers. Holds industry accreditations FBAA M-361178 and Credit Representative Number CRN 573514, with direct lending authority across 40+ premier Australian banks and institutions.

Trang manages end-to-end client file coordination, documentation packaging, and direct lender liaisons. Working closely with Lisa, she ensures every application moves smoothly from initial enquiry through formal assessment, unconditional approval, and settlement. Specializes in client relationship management, prompt status updates, and accelerating communication turnaround with lender credit desks.

Lucy specializes in comprehensive credit file review, data verification, and lender policy compliance. She works directly with clients to ensure documentation packages are structured cleanly for seamless assessment and rapid approval milestones. Focuses on credit underwriting preparation, complex financial statement analysis, and ensuring zero-friction submission into major bank portal pipelines.

Sandy oversees loan packaging, formal bank submission, and settlement milestone management. Her attention to detail ensures prompt condition sign-offs, smooth coordination with conveyancers, and on-time settlement execution across residential and commercial files. Specializes in post-approval logistics, settlement booking across the PEXA digital property settlement platform, and coordinating with solicitor panels.