Lending and Finance Broking

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.

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.

Michelle has the unique ability to make people feel at ease. With experience that spans over numerous corporate and medical sectors, she has realised the power of a customer focus work model, and the value in great relationships within a business with both colleagues and clients. Clear communication and power in listening have resulted in positive and strong customer experiences and satisfaction. Michelle comes to Partners Wealth Growth to continue offering a seamless and engaging relationship, aligning with the philosophy that makes Partners Wealth Group the business it is today.

Michelle’s interest in human behaviour goes beyond the work environment, always reading and following studies on “why we do what we do”. She has mentored friends and colleagues to accept challenges, take calculated risks, and grow personally and professionally.

A healthy lifestyle is the foundation of Michelle’s days. If not walking along the beach, she is challenging herself to a new fitness routine. She enjoys spending time with her family, socialising, going to the movies and theatre, and hours spent in conversation.

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)

Tom joined Partners Wealth Group as a Client Associate in mid-2020, bringing with him a passion for IT and process development. Using this knowledge and the skills he developed while working in a previous business development role, he has strived to improve client experience wherever possible. 

Tom’s experience in this position sparked a passion for lending, particularly within commercial lending. From early 2021, he has pursued this interest, directly supporting Julie Cassidy to help provide the best outcome for all client requirements.

Tom has developed strong critical thinking and problem-solving skills that he uses to assist clients with all their commercial lending needs.

Outside of work, Tom is currently completing a Bachelor of IT majoring in cybersecurity at Deakin University. When he is not studying, you will find Tom socialising with friends and family, attending a game of footy or improving his woodworking skills.

James is the General Manager of the Lending team at Partners Wealth Group. A dynamic and engaged member of the business community, he brings experience from both banking and finance broking to his role. He is also a member of the leadership team at Partners Wealth Group.

As General Manager of Lending, James is responsible for the day-to-day operation of the lending and finance broking business within the group. His passion lies in ensuring his team provides outstanding lending advice aligned to their clients' goals and objectives for the short, medium and long term. James is a dedicated leader who also thrives on nurturing talent.

Outside of work, you can find James training in the gym, watching a flick or cheering his beloved Richmond Tigers.

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 countries while 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.

Mitchell joined Partners Lending as an associate under the residential branch of lending. He has completed a degree in Commerce with a major in accounting at Monash University. In his role he manages key relationships with clients and liaises with banks.

Mitchell has experience working in the insolvency industry, landscaping and administration duties. His experience has developed his client management skills and financial understanding which underpins his day-to-day tasks.

Mitchell’s major motivational tool at work is to improve the lives of others. Home loans can be an extremely emotional process and to guide clients throughout the lending process drew him to his current role.

As an adventurous young man Mitchell enjoys playing and watching basketball, football and golf. He is incredibly passionate about his Melbourne Football Club and endeavours to learn how to surf.