In the world of real estate investments, understanding the intricate balance between property ownership and tax obligations is paramount for maximising your financial returns.
Clifton Hill
The Yellow Brick Road Clifton Hill team offers a complete and holistic solution that caters to all your mortgage advice needs.
From a first home to refinancing to an investment property, you can get it all in the one convenient location.
Our ambition is to make the property ownership dream of our clients quick and hassle free.
Our highly qualified team includes accountants, financial planners and mortgage brokers - all of whom are ready and able to provide tailored advice and solutions for you.
We also offer specialised products and services to small business owners and investors in property.
Our local area covers , however we are not restricted and everyone is more than welcome.
Financial Planning services are provided by Authorised Representatives of InterPrac Financial Planning Pty Limited CAN 096 781 976 Australian Financial Services License (AFSL) 246638.
Our Services
Home Loans
Business Finance
Commercial Loans
Meet the Clifton Hill team
As a qualified accountant (CPA), financial planner, lecturer, educator and author of Simply Business Money, I bring a rich blend of skills to the table. I can offer you a compelling and holistic range of mortgage solutions.
I am a Certified Practising Accountant (CPA) and hold a current public practice license. I graduated from Latrobe University with a Bachelor of Economics (Accounting) and from Monash University with a Diploma of Education. I have held positions in education and have run business seminars including NEIS programs for the Federal Government. My book, Simply Business Money, aimed at supporting start up businesses, was selected by CPA Australia to deliver training seminars across Australia. Yellow Brick Road is the ideal organisation to be part of. It allows me to offer my skills to this great Clifton Hill community and to help clients with their property goals.
I can help with
- Advice on home loans, residential and investment
- Advice on refinancing loans to reduce rates and access cash
Testimonials
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