Lending

Andrew grew up on a sheep and grain property in Narrandera, an hour’s drive from Wagga Wagga, South West of Sydney in NSW’s Riverina district. He left Narrandera in 1992 to attend boarding school in Sydney and has stayed in Sydney ever since.

Having flirted with the idea of becoming a journalist, in 2003 he found his place in the equipment finance world.

Andrew’s passion is listening to business’ needs and finding the right products and services for them. By understanding more than just the immediate equipment requirements, providing greater business solutions, and having a genuine desire to help clients fulfil their goals, many clients have become friends which is his ultimate reward.

Andrew holds a Diploma in Financial Services (Mortgage and Finance Broking) and is a member of the Commercial Asset Finance Broking Association of Australia (CAFBA).

Time away from work is spent with family and friends usually travelling, sporting or dining out. At its best, it’s all three!

Having completed a brief stint at University and a short career on the rugby pitch, Angus found a home in the equipment finance industry. The following decade would be spent applying his trade to all forms of applications, products and services across industries from Agriculture to Woodworking and all stops in between.

Angus’ dedication to personalised service and “walking the extra mile” for his customers is something he is immensely proud of and one on which strong relationships are born. He has sound experience in funding for new business ventures, all the way through to multinational organisations.

Angus holds a diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When not taking care of his clients, Angus enjoys spending time with wife Sophie, daughter Isobel and son Lachlan, on the golf course, at the rugby or on his farm outside of Sydney in Oberon.

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.

Commercial 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)

Residential Lending

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.

Olivia joined Partners Wealth Group as Customer Experience Coordinator in mid-2019 and moved into the lending department towards the end of 2019. Olivia brings a wealth of experience in customer service, which equipped her with the knowledge and expertise to maximise client experience satisfaction. It is Olivia’s role to ensure that client experience is fulfilled in accordance with the core principles and culture that Partners Wealth Group practice.

Olivia’s intrepid upbringing saw her live in multiple different country’s growing up, including the UAE, Chile, Hong Kong, The UK and Spain. Being introduced to new cultures so frequently is where Olivia developed confidence in building relationships and a fearless outlook when faced with new challenges.

Olivia enjoys good fashion, friends and food. Outside of work, her favourite pass time is spending time with her “(wo)man’s best friend”, Tyson. Olivia has a passion for singing and is a trained Jazz vocalist.

Residential, Investment, and Private Banks lending
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 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)

Residential, Investment, SMSF and Aged Care Lending
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)

After completing his studies in business Will immediately entered the equipment finance broking industry where he has specialised for nearly 15 years providing expert service to a variety of businesses and individuals.

Through his personable nature, industry expertise and market knowledge Will has shown he is adept at managing the needs of all clients whether they are individuals seeking their first finance approval or broking large funding lines for established multinational organisations with complex company structures.

Will has extensive experience with all business types in a vast array of industries including construction, earthmoving and automotive. Will has shown over the years, an ability to quickly build a strong rapport with his clients based on trust and a distinct focus on service. His passion for customer service is the hallmark of Will’s approach to business.

Will holds a Diploma in Financial Services (Mortgage & Finance Broking) and is a member of the Commercial Asset Finance Brokers Association of Australia (CAFBA).

When Will is not working away he enjoys all forms of sport both participating and spectating and spending time with family and friends especially his wife Melissa, son Henry and daughter Lucy. Will is a keen traveller and only wishes he had the time to do more! Maybe one day…

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.

Hannah joined Partners Wealth Group as Client Experience Assistant in October 2019, after completing an internship in the lending department. Currently, Hannah is working back in the lending team, while completing her Bachelor of Commerce degree at Monash University, majoring in Finance and Economics and is excited to make the most of her opportunity and continue learning while at Partners Wealth Group.

Originally from Canberra, Hannah moved to Melbourne 3 years ago for university, and lived on campus for the first 2 years of her degree. While living on campus, Hannah immersed herself in the culture and held a senior leadership role in her final year at college.

Hannah has a strong background in reception and hospitality roles, which has resulted in her priding herself on building positive client relationships, and providing impeccable customer service.

When Hannah isn’t studying or working, you will find her playing AFL for the Senior Women’s Monash Blues team. Hannah enjoys playing the guitar, spending time with family and friends, and supporting her beloved St Kilda Football team.