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J. Carlos LopesGetting a mortgage does not need to be a daunting experience. Having me conduct a free client needs analysis It should be seen as an exciting opportunity to discover where you are heading and what options exist to achieve your goals sooner. Clients do not have the luxury of a road map that leads them from point A to point B, it is our job as Finance & Mortgage Brokers to assist clients see the bigger picture and fully ultilise their resources.
My passion is guiding people through the process of making one of life’s biggest decisions, taking a mortgage. |
For me, Finance & Mortgage Broking isn't a job; it’s what I love to do. I’m driven by seeing excitement and happiness on people’s faces, whether it is first home owners buying their first home, couples or families building, renovating or extending, or investors creating wealth for their future.
I have a unique approach when it comes to dealing with clients. I am very much goal focused and enjoys understanding exactly what each client wants to achieve.'
Why choose me over your local bank? As my client, you can be assured that:
This is my business, and I’m dedicated to helping my clients achieve their goals. And because of that, my reputation is my most important asset. I’m not happy just to get a deal done, I want to get the best deal, every time, for every client. That’s the foundation of my business.
If you're interested at all in Home finance in Sydney please contact me anytime!
I have a unique approach when it comes to dealing with clients. I am very much goal focused and enjoys understanding exactly what each client wants to achieve.'
Why choose me over your local bank? As my client, you can be assured that:
- I won’t treat you like a number.
- I will come to you, even after hours
- I will stay with you for the long run.
- I’ll treat your loan, your situation, like it was my own.
- You will have my mobile number and can call me 24/7.
- If I promise you something, you can be absolutely sure I’ll deliver.
- I have access to over 25 lenders and 100`s different loan products.
- I will compare and advice which type products would be right for your personal situation and goals.
This is my business, and I’m dedicated to helping my clients achieve their goals. And because of that, my reputation is my most important asset. I’m not happy just to get a deal done, I want to get the best deal, every time, for every client. That’s the foundation of my business.
If you're interested at all in Home finance in Sydney please contact me anytime!
Carlos also holds the following finance qualifications and accreditation's:
- Diploma of Financial Services
- Certificate IV in Financial Services
- Full Member of the Finance Brokers Association of Australia (FBAA)
- Accredited Mortgage Consultant Member No: M-327116 (FBAA)
- NCCP, Privacy Act, Compliance Essentials, Code of Banking, Anti-discrimination, Foreign Investments, Standards & Operating Guidelines and AML/CTF courses (MFAA)
- Australian Credit Representative Number: 447176
- Member of Financial Ombudsman Service (AFCA) Membership : 33406
- Professional Indemnity Insurance against any claims up to $2,000,000.00
- Member of Outsource Financial Services, the Boutique Aggregator not owned by a bank.
- Diploma of Personal Computer Business Management
