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Jamie Giles

Jamie has dedicated his working life (since 1990) to providing the most effective banking and finance solutions to his customers. In particular, providing commercial, residential and equipment finance solutions to various industry businesses and professionals.

 

During his career at Westpac, Jamie worked as a Head of Commercial Banking, leading a high-performing team of commercial banking specialists and was responsible for the management of a combined lending portfolio in excess of $2 billion.

 

The goal for small business owners is to maximise profits and reduce risks.

 

When it comes to business success Jamie and his team believe no matter what your size or personal wealth position is, it is critical to take the time to assess all aspects of your business, to understand your current position and reassess your immediate and future goals. There is no such thing as a funding solution to fit all and Jamie simplifies the finance process and structure a selection of loan options to ensure you can make a well-informed decision.

 

With access to finance solutions from more than 25 lenders the team can provide you with a single point of contact for all your finance needs, both business and personal.

  • Refinancing
  • Funding for new developments or business expansion
  • Syndicating large debt transactions
  • Home and Investment Property loans
  • Cash flow solutions
  • Equipment Finance, including motor vehicle
  • Self Manged Super Funds (SMSF)
  • Wealth Management
  • Insurance

Industry experience you can count on

 

Jamie has been working as a Finance Specialist since 2013 , in which he has achieved a top 10 recognition award from the Mortgage Finance Association. His clients include a diverse mix of business types and sizes, from individuals to start-ups to some of the country’s largest corporates and franchise groups.

 

On a daily basis Jamie provides tailored lending solutions to in-demand professional specialists and exemplary business models from both traditional and complimentary fields of the Health Care Industry, including:

  • Hospitals
  • Medical, Dental and Optometry Centres
  • General Practitioners, Dentists & Optometrists
  • Pharmacists & Pharmacies (Community, Medical Centre, Hospital, Discount & Prestige)
  • Nursing Homes & Aged Care Facilities
  • Retirement Villages & Services
  • Specialist Medical Practitioners – from Anaesthetists to Urologists and everything in between
  • Complimentary Medicine – Acupuncturists, Chiropractors, Massage Therapists
  • Veterinary Clinics

Professional Qualifications

  • Diploma of Finance and Mortgage Broking Management (Dip. FMBM)
  • Certificate IV in Financial Services (Finance/Mortgage Broking)
  • Mortgage and Finance Association of Australia (MFAA) – Credit Adviser
  • Bachelor of Business – Accounting & Information Technology

our-team

0433 818 062

Unit 14 / 25 Alex Fisher Drive , Burleigh Heads , QLD 4220

What Our Client Have To Say

The communication was excellent. The team kept us up to date each step of the way and made the transaction as stress free as possible. From application to settlement, my wife and I were comfortable that we would receive the appropriate advice, product options and an outcome that would best serve our financial position.

Ken D, Burleigh Heads