Our extensive knowledge of the lending market allows us to guide you in the right direction. We provide you with financial solutions and practical recommendations that traditional banking channels or mortgage lenders may not be able to offer.
We have working relationships with many specialised lenders, allowing us to offer tailored services for medical and dental professionals including higher gearing strategies, flexible loans and interest rate advantages specifically for you.
Date: Wednesday 5 May 2021
Where: Zoom Webinar
Continue reading below for more information on our speakers on the night.
Jarrod has a passion for fostering partnerships with clients, and takes the time to understand his client’s motivations and goals in order to provide them with tailored advice to help them build and protect their wealth.
Jarrod strives to stay at the forefront of accounting practice through championing innovation, and this dedication saw him awarded Innovative Partner of the Year in the 2019 Xero Awards.
With a niche focus of working with medical practitioners, Jarrod’s expertise has enabled him to guide many of his clients from the initial stages of wealth creation as doctors in training, right through to wealth protection, planning and retirement strategies.
Jarrod is an inspiring presenter, regularly speaking at events for a range of organisations including the Australian Medical Association (NSW), Australian Society of Ophthalmologists and the Australian Association of Practice Management, and a regular contributor to a leading medical industry magazine, NSW Doctor.
Finance Manager, Cutcher & Neale
Dean is the Cutcher & Neale Finance Manager, specialising in providing finance solutions for our clients including home loans, investment loans, refinance, commercial loans and specialised lending for certain professions.
Providing clients with appropriate and competitive loan structures is Dean’s focus. Dean collaborates with the client and their accountant or advisor to ensure outcomes meet with expectations.
Dean will explore:
Property Solutions 101
Kylie Frearson created Property Solutions 101 in 2011 - her goal was to create a business to represent the buyer in the property transaction.
Kylie saw a need for buyers to have their own independent representation to level the playing field when purchasing property. This innovative approach is something that still runs throughout the business and drives Kylie and the team.
The business also now has a Property Management arm, which aims to differentiate in the marketplace through transparent fees and a commitment to a personalised approach for both tenants and landlords.
The dual services of the business mean that property investors are able to work with the team to not only purchase their property, but to also to manage the property which allows the team to keep track of the growth.
Kylie will discuss:
Queensland Sotherby's Realty
Tyson Clarke's fundamental beliefs are built on the old adage that the client always comes first, no matter what. Transparent, honest and ethical, his commitment and dedication to exceptional customer service and experiences for his clients is evident in every interaction with Tyson.
A strategic thinker with strong business acumen, Tyson has built a strong reputation in Brisbane circles as someone who does what he says, and delivers results for his clients. Tyson’s exceptional negotiation skills are clearly displayed in those results, regularly delivering street and suburb records all across Brisbane.
With Tyson’s knowledge of the Brisbane property market, his comprehensive and detailed approach to all his business dealings, his clients can be assured of the very best outcomes in their buying and selling property experience. Coupled with a global company that is Sotheby's International Realty®, each and every client can expect world class service.
Tyson will discuss:
Ben is a former Institutional Equities Trader at highly regarded Investment Bank, JPMorgan. Despite his high-level exposure to the equity markets in Asia and around the world, Ben developed a keen interest in the Australian property market. Utilising his analytical skills, he went on to develop a substantial portfolio through his own renovations and developments.
It was this success in the Australian property market that eventually led him away from his role as an equities trader to focus solely developing his own portfolio and passion for investment property strategy.
Ben will discuss: