Steve Lawrence
Finance Broker
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About
Well experienced Financial Services Consultant with over 25 years' experience in Finance, Lending (home, commercial) and Financial Planning. Genuine desire to assist clients achieve their objectives and develop a commercial book of business with business partners. Honest, ethical, and motivated to act for the client. Excellent people skills either on a one-to-one basis or when running a seminar or training session. Satisfied clients return and are always a good source of ready referrals.
Experience
Financial Services Consultant and Investment Property Consultant at Finance and Property 101 (Present)
Off-the-Plan / In-Office consultant working with pre-qualified clientele from Interstate. Presented Strategy / Investment + Approval. Collaborated with RE Agents on property selection.
- Hands-On Finance knowledge and experience
- Workshops and mini-Seminars on Home Loans and Life Risk Insurance
- Commercial, Domestic & Investment Lending
- Financial Planning, Life Risk Insurance, Retirement planning
- Analytical ability in financial matters to discover fundamentals
- Client motivation and team collaboration
Education
Advanced Diploma in Finance (Financial Planning)
Diploma in Finance (Financial Planning)
