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At work

Simon Smith has over 16 years’ experience working in the Housing and Finance Industry. He is a full member of the Mortgage Finance Association of Australia (MFAA) and holds both a Certificate IV in Finance Broking and a Diploma of Financial Services (Finance/Mortgage Broking Management). Simon is accredited with over 20 lending and financial institutions.

Simon’s customer value proposition is that he leaves no stone unturned to help his clients find the most competitive and suitable lending option to meet their home finance requirements. He has an extremely positive, can-do approach with a strong focus on educating his customers to encourage a better understanding of managing their finances.

Simon has the following qualifications and awards:

  • MFAA Approved Broker
  • Certificate IV Finance and Mortgage Broking FNS40804
  • Diploma of Financial Services (Finance/Mortgage Broking Management)
  • PLAN Australia Member – Professional Lenders Association Network of Australia
  • Member of the Australian Financial Complaints Authority (AFCA)
  • $182 million in settled loans
  • The Loan Company’s Broker of the Year for 2017, 2018 and 2019
  • PLAN Australia 2018 Growth Award
  • PLAN Australia 2018, 2019 and 2020 Gold “Excellence in Finance” Award
  • Keystart Platinum Broker

Outside of work

  • What’s your favourite indoor/outdoor activity?
    Gardening. There is something satisfying about getting your hands dirty and enjoying the end result.
  • How do you define success?
    With happiness. If you are happy with what you are doing, you have succeeded.
  • What are you happiest doing when you are not working?
    Relaxing and spending time with my family. I love having a good game night with my nieces.
  • What is a cause you care about?
    Animals and nature. They're a gift to us that we should cherish.
  • What do you do with friends in your spare time?
    Host (or attend) a nice dinner party. Good music, a few cocktail and the occasional neat scotch.