Meet the Team
"Discover our team of passionate professionals who blend experience with a fun, customer-centric approach, ensuring efficient results every time."
George Li
Director
With over 15 years of experience exclusively in the banking industry's lending environment, George brings a wealth of knowledge and expertise to every client interaction.
Throughout his career, George has held roles as a senior business banker dealing with complex loans up to $100 million. His hands-on experience managing commercial portfolios of up to AUD $200 million in lending size has honed his skills in credit analysis for intricate lending transactions. George has consistently delivered successful outcomes for hundreds of clients across a range of commercial and residential lending approvals.
George's dedication and expertise were recognized when he was selected as the winner of the Mortgage Finance Association of Australia NSW/ACT Newcomer award, highlighting his commitment to excellence and client satisfaction.
Don't hesitate to reach out to George; he's always ready for a genuine chat and is committed to helping you navigate your financial journey with tailored solutions and exceptional service.
Bernard Hajal
Director
With nearly two decades of experience in the financial industry, including serving as a senior manager at Deloitte, I bring a wealth of knowledge and expertise to assist you in achieving your financial goals. Having helped hundreds of clients on their financial journey, I understand the importance of personalized solutions and efficient service.
As a genuine leader in the field, I am passionate about educating people on finance and investments, empowering them to make informed decisions that lead to financial success. I thrive on thinking outside the box to find innovative solutions tailored to your unique needs.
I believe in building long-lasting relationships based on trust, integrity, and a commitment to your financial prosperity.
Beyond my professional endeavours, I am a proud husband and father of three wonderful children. Don't hesitate to contact me; I love a good chat and am here to help you navigate your financial journey with expertise and care.