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With an extensive and impressive career in banking and finance spanning 26 years with Australia’s largest bank, I decided to make the move into mortgage broking.
I live in the South Eastern Suburbs in Melbourne however my client base is all over Melbourne as well as interstate and overseas.
I am focused on building my client base and developing a strong working relationship with my clients and helping them achieve their goals. I am also focused on becoming a highly regarded mortgage broker not only in my area, but within my client base as well, and one that my clients would happily refer my services on.
I hold a Diploma in Finance and also Certificate IV in finance and mortgage broking and a member of the MFAA.
kelli.stephenson@astutefinancial.com.au
Level 1, Suite 7, 81-89 Hotham Street, Traralgon, VIC 3844
Josh provided great service and product knowledge. He presented the option to me in a professional manner with all the required information for an investor.
I’ve used the Egan’s for several years now, from simple owner occupiers/investment properties, vehicle finance to complex commercial building and business loans. Excellent products, pricing sourced and service, really are faultless. Thanks
Josh helped me every step of the way! Really helped me understand what was going on and made the whole process painless, even with my difficult 4&1 work roster.. Fast and efficient definitely recommended!! Thanks.
Wonderful service. Couldn’t recommend anyone better. Josh made our process seamless and guided us the whole way. Thanks to all at astute. Very much appreciated.
Fantastic service highly recommend Josh to anybody!!!
Extremely professional… Great service. Highly recommend
Thank you to Josh and team for the exceptional service provided. The options & detail provided when organising our finance was fantastic and all my questions (there were a lot) were answered clearly. Very happy with our ING mortgage so far, settlement went smoothly and the overseas card fees were minimal – very impressed! Thanks so much Josh. We will keep recommending you.
