Fluent in English, Mandarin and Cantonese, Zoe has exceptional skills when it comes to communicating with our clients, and her enthusiasm for working hard to help people secure the right lending solutions spans more than ten years.
Zoe has a string of qualifications, including a Diploma of Finance & Mortgage Broking Management, and an Advanced Diploma of Business. She is also a Certified Kaplan Tier 2 Financial Adviser, with other specific lending certification in Residential Property Lending and Home Loans, Credit Cards and Personal Loans.
When Zoe meets new clients, particularly, she springs to attention, digs deep for any information that she feels is important to your situation, and goes about the process of finding the right product to suit – with a hop, step, and a jump. She’ll leave nothing to chance.
Zoe’s background, as a Lending Specialist, evolved by starting out as a Customer Service Consultant for two leading banks. She soon rose in stature to be in charge of Home Loan Analysis, Assessments, and Applications. Throw in a stack of other experience in arranging and managing Term Deposits, General and Life Insurance and Key Customer Portfolios, and you have an all-rounder! No matter what, Zoe understands finance and the processes that need to be undertaken to help people succeed and grow, and indeed navigate closer to their dreams through the best possible lending options.
You’ll usually find Zoe in the office, connecting the dots with precision, and making sure that every possibility has been explored, and that every conversation and calculation counts towards another attainable loan choice – for you. She does draw the line at leaping over tall buildings though – but you get the drift.
Zoe’s free time usually involves baking amazing treats to eat, travel, dabbling in her own property investment endeavours, and scratching her head about what her two high school children are wanting to get up to next.