Lending

B.Com Dip.FS (FMBM)

If you give Julie a debt restructuring challenge for a large commercial enterprise or even an SME, she will relish the opportunity to show you her skills. And the more complex problems it involves her solving, the better. That’s just the way Julie is.

Every day she uses her extensive experience in business development and client management to solve problems in the corporate financial services industry.

She enjoys working with her highly capable team and driving them all towards a common goal of ensuring her clients receive an exceptional experience every time.

On the weekend you’ll find Julie spending time with her little boy or, if time permits, having a hit at the driving range trying to improve her golf game!

Julie Moon (Cassidy) is a credit representative 486199 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

B.Bus, Dip.FS (FMBM)

When you need finance, you will be glad to have Stephen heading up your team. Stephen is a highly motivated Senior Lender who had over 10 years experience in banking and broking at both Westpac and ANZ prior to making his happy transition to our group in 2016.

With a high level of expertise in residential and investment lending, Stephen is an integral part of our team who enjoys the challenge of finding the right finance, structured in the right way for your needs.

Stephen enjoys having a close working relationship with both his referral partners and his clients to ensure that he follows the deal all the way through to a successful completion.

Being a tragic Melbourne supporter, you will often find Stephen having a beer in the MCC on the weekends, constructively criticising his beloved club.

Stephen Warr is a credit representative 455128 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

B.Com Dip.FS

If you're looking for an expert in the SMSF lending space, you simply can’t go past Tom Healey. SMSF lending is a complex and challenging field that can’t be left to just an ordinary lending broker.

Since joining Partners Lending in 2016, Tom has honed his skills in working closely with Financial Advisors and accountants, to ensure the client’s experience when organising SMSF lending, is as seamless as possible.

Tom is very process driven and methodical in his work, a set of skills he wishes he could translate to his sporting endeavours – Tom loves to play cricket and footy... poorly! 

Thomas Healey is a credit representative 500804 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237)

Katharina joined Partners Wealth Group in 2015, bringing over 15 years’ of financial services expertise to the team. Sharing her time across the Financial Planning and Lending teams provides Katharina a unique position to holistically consider her client’s financial position.

Katharina is passionate about developing long-term relationships with her clients through her caring and genuine approach. 

In her spare time, you will find Katharina dining out with friends and spending time with her family.

If you’re looking for a specialist in the vehicle & equipment finance space, Ben is ideally positioned to facilitate all your asset finance requirements.

Ben works closely with clients to thoroughly understand their financial position in order to provide a tailored finance solution to meet the customers’ specific requirements.

In asset finance timing is critical. Ben understands the importance of working within tight timeframes to deliver exceptional customer outcomes.

In his spare time, Ben enjoys spending time with his two children, ocean water swimming & cycling.

Khanh is the newest member of PWG's lending team. She’s enjoyed many years running her own business which has taught her to take ownership and continually strive for 100% in all she does.

When Khanh was presented with an opportunity to get into the world of lending, she embraced the challenge and hasn’t looked back. Detail oriented and a thinker, she takes great pride in supporting her team and ensuring their success. Khanh really enjoys being able to assist people towards achieving their goals and finds this to be a fantastic and rewarding process.

Outside of the office, Khanh is an avid indoor plant collector, and on weekends she never misses an opportunity to trawl through markets to find a bargain with her family in tow.