Who is Loan Wize?
Loan Wize began in July 2009 when two friends – Tammy Lee (nee Gifford) and Jon Colley decided to merge their existing businesses. Both have had extensive experience within the Banking and Finance industry and are also passionate property investors, and have been working as Mortgage and Finance Brokers since 2005. One of their passions is to help educate people in realising their property investment goals, particularly in property investment, by providing ongoing quality advice and information to their clients to assist them in this area.
And it’s not just residential mortgages that we specialise in! Jon has extensive experience in commercial finance as well, assisting many clients to maximise their relationship with their commercial lenders, and ensure that they are always competitively priced. While Tammy is an expert when it comes to motor vehicle and equipment finance options for business owners, providing a quality service to ensure that you are getting the best finance deal possible that is structured perfectly for your business requirements.
If you are looking for a Mortgage and Finance Broker with a professional difference, one that cares about you and your family, and one that provides recommendation based on all of your personal information to ensure your finance is tailored specifically for you, then you have arrived at your destination.
We have your best interests in mind and not the banks, and our recommendations take into account your personal situation, your goals and your future requirements as well. We offer sound finance advice, not just sell you a product. Our goal is to make the process easy and take the stress out of dealing with a lender.
Jon Colley
Professional Lending Specialist
Jon is a Director and Professional Lending Specialist with Loan Wize Pty Ltd on the Sunshine Coast in Queensland. He has been a full time finance broker since 2005 and operated in the commercial finance industry since 1996. I am passionate about helping my clients realise their dreams.
Jon has an accounting degree, along with a diploma in mortgage broking, and has worked in the finance industry since 1996. He loves helping clients get out of the rental cycle and into their own home.
Tammy Lee
Professional Lending Specialist
Tammy is a founding member of Loan Wize Pty Ltd and has extensive experience in the areas of structuring finance solutions and asset protection. She is a finance broker with 23 years in the finance industry.
Julie Etherton
Client Relationship Manager
Julie has extensive experience in the banking and finance industry in which she has worked for more than 35 years. She has also been working in the mortgage broking industry since 2008. Julie is passionate about great customer service and helping clients to realise their home ownership dreams, whether home or investment.
Her role it to not only manage the office reception and lodge the personal finance and car loan applications, she also assists Jon and Tammy with lodging the lending proposals and managing the process with the lenders to ensure that settlements are completed quickly and easily. Julie has 2 beautiful grandsons, Loves AFL football (go West Coast Eagles!) and going to the gym and playing basketball.
Haley Richardson
Lending Support Officer
Haley comes with a wealth of experience in the finance industry. Having worked for one of the Big four banks for several years, she started in mortgage broking in 2016. Haley loves helping clients and the satisfaction that it bring working with them. Flying the New Zealand flag, originally from the Coromandel Peninsula, she is a proud Kiwi, but also loves the Sunshine Coast lifestyle!
Her role it is to provide support to Jon and Tammy with lodging the lending proposals and managing the process with the lenders to ensure that settlements are completed quickly and easily.
