Services Offered
- Residential Loans
- Commercial Loans
- Reverse Mortgages
- Equipment Finance
- Deposit Bonds
About Patrice
Patrice has been employed in the banking and finance industry for over 23 years. Her passion commenced at the age of 15 when she started with the Commonwealth Bank in 1988. Over her 13 years with the Commonwealth Bank, Patrice developed many skills as her roles spanned various positions from Customer Service to back office processing and also as a Manager in Residential Lending before she moved on.
In 2002 Patrice furthered her career by joining a large independent mortgage broking firm as a Finance Consultant with a client base worth in excess of 1 Billion dollars. Within the first year, she was awarded the ‘Consultant of the Year’ award and was then promoted to Senior Finance Consultant because of her good example and diligence. Patrice then further proved her skills and was promoted to the position of Queensland Operations Manager from January 2004 till May 2008. In 2007 she was awarded the ‘Employee of the Year’ award. Patrice’s role included training up to 35 consultants in numerous lending products over a wide variety of financial institutions and also the developing of National procedures for sister companies that encouraged the smooth running of the company group. She was instrumental in the fine tuning processes and operational strategies that ensured her employer could give the best service and ongoing support for current and future clients.
In 2008 Patrice was appointed as the Sole loan writer for another sister company of her employer handling primarily complex Investment property loans until January 2012.
Patrice’s second passion is playing the piano. She has been playing professionally in South East Queensland for over 15 years for private functions and numerous corporate events and was also the resident piano player at the Brisbane Bronco’s Leagues club in Queensland for 12 years. Patrice has achieved two prestigious letters to her name through intensive musical study – ATCL and AMUSA.
Patrice’s main aim in finance and in life is to serve the best interests of all her clients and all people she meets to her utmost ability, and by her clear track record she does this unquestionably.
Client Testimonials
“Throughout our application process Patrice showed a level of customer service rarely seen in todays’ market. Each phone call and email was dealt with promptly and efficiently. Her personal attention and friendliness never waived.
Her professional manner and high level of product knowledge gave us confidence and security, knowing that all aspects of our application were dealt with in the most efficient manner.
I have no doubt that Patrices’ strong character will bring her success in all her endeavours.”
Jenny & Peter Gailey, Admin Officer & Plant Operator
Chinchilla, Queensland
“Recently with the help of a Mortgage Broker I purchased a second property to live in. Due to my busy schedule I did not have time to go to banks for appointments or to analyse which bank would provide me with the best loan. For people with very busy schedules using a Mortgage Broker is a major bonus.
I had an extra requirement in my loan in that I needed to borrow equity on an existing home plus borrow money for my new purchase. Fortunately Patrice has years of experience working in banks and this added technicality was not a problem.
Due to geographical constraints I never met with Patrice however this did not present any challenges as Patrice handled all phone and email correspondence expediently and professionally.
Patrice sorted through many different banking options and found for me the best possible loan. I was regularly updated on my loan application and was extremely pleased when settlement occurred on the expected date.
I highly recommend Patrice to anyone looking for a loan.”
Brian Spicer, Electrical Engineer, Mt Marshall, Qld
Qualifications
- Cert IV in Financial Services – (Finance / Mortgage Broking)
