Your Wilson Financial team...
Elizabeth Wilson - Director, Mortgage & Equipment Finance Broker
Professional Experience Following graduation from Newcastle University in 2001 Liz Wilson was selected into a graduate program with one of Australia’s leading banks. Excelling in her new role, Liz became a branch lender and territory wide relief branch manager within 9 months. Wilson Financial was instituted in 2003 with a franchise in Sydney and from 2005 to 2010 Liz ran “Port Home Loans” in Queensland's Port Douglas, Liz won the prestigious “Young Gun of the Year” and “Rookie of the Year” at the 2008 Australian Mortgage Awards. Ten years on the business is now running in Bowral in the Southern Highlands. Despite moving the business around the country Liz is still servicing all her original clients. Wilson Financial Liz offers services to both Australian and international clients and is focused on tailoring your financial requirements to your unique lifestyle and goals. With over a decade of experience and a wealth of knowledge of the banking and finance sectors, Liz offers you an unprecedented level of service, acting as a singular point of contact to manage your financial needs from inception to completion. Liz’s philosophy is simple, “provide the best customer service solution, it's about customers for life”. At its core, Liz’s professional service is founded on the bedrock objective of your long-term financial security and wealth accrual. To contact Liz please email liz@wilsonfinancial.com.au or call 0414 798 760 Summary of Achievements Astute Recognizing Excellence Awards 2017 - Leadership - WINNER Local Business Awards - Best Professional Services Business 2017 - WINNER Better Business Awards - Best Independent Office 2017 - WINNER MFAA Excellence Awards - Diversified Office 2016 - WINNER Young Gun of the Year and Rookie of the Year at the 2008 Australian Mortgage Awards WINNER Rookie of the Year 2007 Astute Financial "Recognizing Excellence" awards WINNER Commonwealth Bank graduate branch manager Founder of Wilson Financial Established access to over 35 lenders. Understanding of small business needs having been involved in the management and launch of several successful enterprises. Deposit Power qualified to issue deposit bonds Member of the Southern Highlands Chamber of Commerce. Member of the Highlands Business Circle. Member of the Southern Highlands Business Women’s Network Membership of COSL Member of the MFAA and executive member of the local MFAA forums & elected MFAA State Council Successful real estate investor Educational Background Bachelor of Business - University of Newcastle (Majors Marketing and Management) Certificate IV in Lending (FARSTA) Diploma in Mortgage Broking (FARSTA) Seniors equity release training (SEQUAL) |
George Root - Financial Planner
George Root is the head of our Financial Planning division. This service is designed to ensure that as your wealth and lending grow, we can offer the direction and protection to keep your wealth and security on track.
A little about George... Originally from Perth, he spent thirteen years growing up in the United Arab Emirates. Prior to joining Wilson Financial he worked for a large Financial Planning Firm in Sydney. Recently he made the move to the Southern Highlands with his wife and son, which he says is one of the best decisions he has ever made. In early 2016 George welcomed his second child into the world, beautiful baby Edie.
George has a passion for dealing with people and brings a wealth of knowledge, enthusiasm and personality to Wilson Financial. We are very excited to have him on board in order to provide this new suite of services to our valued clients.
Georges services that clients can take advantage of immediately are;
- Financial planning advice
- Income, Life and Total and Permanent Disability Insurance
- Superannuation reviews and consolidation
- Salary Sacrifice and retirement Planning
To contact George please email george@wilsonfinancial.com.au or call 0499 992 130.
George is an Authorised Representative of Wilson Wealth and Insurance Pty Ltd, which is a Corporate Authorised Representative (1007013) of AIW Dealer Services Pty Ltd AFSL 414256.
A little about George... Originally from Perth, he spent thirteen years growing up in the United Arab Emirates. Prior to joining Wilson Financial he worked for a large Financial Planning Firm in Sydney. Recently he made the move to the Southern Highlands with his wife and son, which he says is one of the best decisions he has ever made. In early 2016 George welcomed his second child into the world, beautiful baby Edie.
George has a passion for dealing with people and brings a wealth of knowledge, enthusiasm and personality to Wilson Financial. We are very excited to have him on board in order to provide this new suite of services to our valued clients.
Georges services that clients can take advantage of immediately are;
- Financial planning advice
- Income, Life and Total and Permanent Disability Insurance
- Superannuation reviews and consolidation
- Salary Sacrifice and retirement Planning
To contact George please email george@wilsonfinancial.com.au or call 0499 992 130.
George is an Authorised Representative of Wilson Wealth and Insurance Pty Ltd, which is a Corporate Authorised Representative (1007013) of AIW Dealer Services Pty Ltd AFSL 414256.
Leah Beetson - Broker support
We would like to introduce our newest broker, Leah, to our team who joined us in early 2017.
Whilst Leah is new to the business, she is not new to lending! Her last two years were spent working for major bank ANZ in the local Bowral branch.
"The thing I wanted to do differently by working as a broker, is have access to more options for my clients, and also have sufficient time to provide a great service experience to the client. I wanted to focus solely on lending and I have been able to really do that here at Wilson Financial. Our clients are so happy with us and it's great to be a part of that."
Leah enjoys helping our clients with purchases, particularly first home buyers, and loves a good haggle with the banks to help refinance you to a better rate! Leah has a fun loving and compassionate nature. In her spare time you'll find Leah laying on the beach, working out at the gym or out in nature bush walking.
Favourite food: Burrito's
Favourite drink: A fine red wine
Favourite movie: Bad Boys II
Favourite place to visit: Hawaii
To contact Leah please email leah@wilsonfinancial.com.au
Whilst Leah is new to the business, she is not new to lending! Her last two years were spent working for major bank ANZ in the local Bowral branch.
"The thing I wanted to do differently by working as a broker, is have access to more options for my clients, and also have sufficient time to provide a great service experience to the client. I wanted to focus solely on lending and I have been able to really do that here at Wilson Financial. Our clients are so happy with us and it's great to be a part of that."
Leah enjoys helping our clients with purchases, particularly first home buyers, and loves a good haggle with the banks to help refinance you to a better rate! Leah has a fun loving and compassionate nature. In her spare time you'll find Leah laying on the beach, working out at the gym or out in nature bush walking.
Favourite food: Burrito's
Favourite drink: A fine red wine
Favourite movie: Bad Boys II
Favourite place to visit: Hawaii
To contact Leah please email leah@wilsonfinancial.com.au
Abby Doyle - Broker support
Abby comes to us after leaving a large local accounting firm, so has a good understanding and background in figures.
She has a positive vibe and a can-do attitude. Abby specialises in assisting Liz with first home buyers, refinancing, construction lending, yes she does it all ! Abby is also our resident non-conforming specialist. There is nothing she can't handle!
Abby and husband Rick welcomed their first child into the world, gorgeous baby Scarlett during 2016. Abby loves her new role as a mum, however, being the superstar she is, she is back working already.
In Abby's spare time you'll find her bending it like Beckham on the soccer field or enjoying a hot cup of tea whilst catching up with friends.
To contact Abby please email abby@wilsonfinancial.com.au
She has a positive vibe and a can-do attitude. Abby specialises in assisting Liz with first home buyers, refinancing, construction lending, yes she does it all ! Abby is also our resident non-conforming specialist. There is nothing she can't handle!
Abby and husband Rick welcomed their first child into the world, gorgeous baby Scarlett during 2016. Abby loves her new role as a mum, however, being the superstar she is, she is back working already.
In Abby's spare time you'll find her bending it like Beckham on the soccer field or enjoying a hot cup of tea whilst catching up with friends.
To contact Abby please email abby@wilsonfinancial.com.au
Jess Fairbairn - Car & Equipment Finance Broker Support
Jess joined the team in early 2015 after a busy and very noisy career in childcare.
Seeking a change and a fresh start she joined us as broker support and administrative assistant.
In late 2016 Jess transitioned into the role of Car and Equipment Finance broker support and will soon be the go to car finance broker in the office! She has a great personality that is reassuring, detailed and organized which will greatly assist with your car and equipment purchases.
Jess is a great catch for Wilson Financial, she brings her own great brand of positivity, baked goods and this wonderful young woman has a very sharp mind that will take her to great places.
To contact Jess please email jess@wilsonfinancial.com.au or call 0488 366 131
Seeking a change and a fresh start she joined us as broker support and administrative assistant.
In late 2016 Jess transitioned into the role of Car and Equipment Finance broker support and will soon be the go to car finance broker in the office! She has a great personality that is reassuring, detailed and organized which will greatly assist with your car and equipment purchases.
Jess is a great catch for Wilson Financial, she brings her own great brand of positivity, baked goods and this wonderful young woman has a very sharp mind that will take her to great places.
To contact Jess please email jess@wilsonfinancial.com.au or call 0488 366 131
Jaimi Jackson - Broker Support
Jaimi also comes to us after a career in Childcare and also office administration and accounts for another small local business. Seeking more challenges and personal growth, Jaimi happily accepted the offer to join Wilson Financial shortly after using our services.
That's right, we were so impressed with Jaimi as a client, we had to ask if she wanted a job here! She practically ran the show when we tried to organise her mortgage for her.. thankfully she said yes as she has turned out to be a natural.
An avid scrap-booker, interior designer, property investor and renovator, Jaimi is as passionate about property as we are. Caring at heart and efficient by nature, we are excited to introduce Jaimi to our vibrant team at Wilson Financial. Jaimi is presently being mentored into a broking role and works alongside Liz as an assistant keeping things going smoothly at all times.
To contact Jaimi please email jaimi@wilsonfinancial.com.au
That's right, we were so impressed with Jaimi as a client, we had to ask if she wanted a job here! She practically ran the show when we tried to organise her mortgage for her.. thankfully she said yes as she has turned out to be a natural.
An avid scrap-booker, interior designer, property investor and renovator, Jaimi is as passionate about property as we are. Caring at heart and efficient by nature, we are excited to introduce Jaimi to our vibrant team at Wilson Financial. Jaimi is presently being mentored into a broking role and works alongside Liz as an assistant keeping things going smoothly at all times.
To contact Jaimi please email jaimi@wilsonfinancial.com.au
Rowena Shannon- Financial Planning support/Office Administrator
Rowena previously worked for NAB Agribusiness in Brisbane and Sydney, assisting with personal and corporate agribusiness loans. Prior to this Rowena Completed a double degree in Commerce/Arts at the Australian National University.
Rowena’s role alongside office administrator is to assist George with clients Financial Planning, Insurance and Superannuation. She is completing her diploma of Financial Planning to complement her skills.
Rowena is an keen baker, with a wedding cake business on the side , loves gardening, interior design and hanging out with friends.
To contact Rowena please email Rowena@wilsonfinancial.com.au
Rowena’s role alongside office administrator is to assist George with clients Financial Planning, Insurance and Superannuation. She is completing her diploma of Financial Planning to complement her skills.
Rowena is an keen baker, with a wedding cake business on the side , loves gardening, interior design and hanging out with friends.
To contact Rowena please email Rowena@wilsonfinancial.com.au
Colin Daniels - Broker Support
Colin joins the team after working in finance for over three years. He has worked in both lending, administration and sales prior to joining the team at Wilson Financial. He also sports a Bachelor of Commerce from Wollongong University.
Colin will be providing processing support to the brokers at Wilson financial whilst obtaining his broker accreditations.
He recently married the lovely Louisa, and travelled to New Zealand for his honeymoon. Colin enjoys bushwalking, traveling and catching up with his friends on the weekend.
To contact Colin please email Colin@wilsonfinancial.com.au
Colin will be providing processing support to the brokers at Wilson financial whilst obtaining his broker accreditations.
He recently married the lovely Louisa, and travelled to New Zealand for his honeymoon. Colin enjoys bushwalking, traveling and catching up with his friends on the weekend.
To contact Colin please email Colin@wilsonfinancial.com.au
