Meet Jake - Your Senior Finance Broker

Jake lives and operates from the Gold Coast. Having grown up in Melbourne Jake has his clients, business relationships, family and friends across the entire eastern sea board. Jake is heavily involved with his local cricket club, (Broadbeach) and is also a member at Miami Tennis Club. His wife runs her own HR Consultancy on the coast and he is a doting Dad and part time taxi driver to his social butterfly teenage daughter.

With over 20 years of experience in the finance industry, Jake has built a reputation as a trusted and knowledgeable home and business lending specialist, dedicated to providing tailored finance solutions for clients at every stage of their investment journey. Specialising in guiding first home buyers through the complexities of securing their first property, Jake educates his clients whilst ensuring a smooth process, offering expert advice on loan structures, government grants, and market trends.

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​Jake also works closely with business owners as well as sophisticated investors, offering advanced strategies to optimize portfolios, navigate complex lending scenarios, and unlock opportunities in both residential and commercial property markets. Known for a personalised approach, Jake takes the time to truly understand each client's unique needs and goals, providing clear recommendations that aligns with their long-term financial objectives.

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Specialisations

• All forms of residential home lending to individuals, sole traders and partnerships as well as lending in the name of companies and trusts

• SMSF residential and commercial investment loans, leveraging boutique non-bank lenders to find the right solution for each customer scenario (including NDIS investments)

• Small business lending - Residential and business/commercial financing advice and guidance

• Close collaboration with Accountants and referral partners to provide a total financial solution that incorporates all of a client's needs amongst a group of connected finance professionals

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Jake is a credit representative of National Lending Group ACL: 412778 / Authorised representative number 565355