Our Team
Elizabeth Wilson - Mortgage Broker
Following graduation from Newcastle University in 2001 Liz Wilson was selected into a graduate program with Commonwealth Bank of Australia. Liz became a branch lender and relief branch manager within nine months of entering the program.
Whilst working at a branch was enjoyable, Liz wanted to bring more options to clients, and offer a distinct service where being caught up in transactional products was not the core focus.
Wilson Financial was therefore founded in 2003 based in Ultimo Sydney from 2003 to 2005. In 2005 to 2010 Liz moved to Port Douglas in Queensland's Far North. Exposing her to regional lending, and the large self employed market. Liz won the prestigious “Young Gun of the Year” and “Rookie of the Year” at the 2008 Australian Mortgage Awards in Sydney, even though she felt like she was living at the end of the earth, going to the Australian Mortgage Awards and taking out two iconic distinctions that night was a good win for regional lending.
In 2010 Liz moved the business to Bowral in the Southern Highlands, where she now has three children with her chef partner. Liz's expertise with Self Employed clients, and her now 18 years finance experience means she can offer 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
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 AFCA
Member of the MFAA and executive member of the local MFAA forums & elected MFAA State Council member for 2015-2017
Educational Background
Bachelor of Business - University of Newcastle (Majors, Marketing and Management)
Certificate IV in Lending (FARSTA)
Diploma in Mortgage Broking (FARSTA)
Whilst working at a branch was enjoyable, Liz wanted to bring more options to clients, and offer a distinct service where being caught up in transactional products was not the core focus.
Wilson Financial was therefore founded in 2003 based in Ultimo Sydney from 2003 to 2005. In 2005 to 2010 Liz moved to Port Douglas in Queensland's Far North. Exposing her to regional lending, and the large self employed market. Liz won the prestigious “Young Gun of the Year” and “Rookie of the Year” at the 2008 Australian Mortgage Awards in Sydney, even though she felt like she was living at the end of the earth, going to the Australian Mortgage Awards and taking out two iconic distinctions that night was a good win for regional lending.
In 2010 Liz moved the business to Bowral in the Southern Highlands, where she now has three children with her chef partner. Liz's expertise with Self Employed clients, and her now 18 years finance experience means she can offer 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
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 AFCA
Member of the MFAA and executive member of the local MFAA forums & elected MFAA State Council member for 2015-2017
Educational Background
Bachelor of Business - University of Newcastle (Majors, Marketing and Management)
Certificate IV in Lending (FARSTA)
Diploma in Mortgage Broking (FARSTA)
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. In 2014 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 cover:
- 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. In 2014 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 cover:
- 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.
Geoff Lisle - Car And Equipment Broker
Geoff Lisle joined us in 2019 after a long 40 years in the banking sector.
After a career of 40 years in Banking, he had watched the growth of the broking market continue to expand at a very fast and impressive rate. The Broking industry offers such a vast and diverse choice for clients, it’s no wonder that Brokers now write greater than 50% of business written.
In Geoffs words..
"When I made the decision to join Wilson Financial as the Equipment Finance Specialist, it was one of great excitement. I had known Liz and her team for many years, and knew they were a quality outfit known for their excellent service levels and had built a reputation as the “ Go to “ broker in the Highlands. You’ve only got to look at the array of awards WF have won - to understand their strength in delivery to their clients … it’s Impressive !
My joining WF, allows me to tap into a vast and diverse group of Equipment Lenders and offer my clients real choice, along with being able to find an option for those hard to get deals.
To say I love Equipment Finance is probably an understatement ! Its an area that is sometimes overlooked by people as a means to get their business structured to best help them grow and deliver on productivity and efficiency. Its such a great form of finance that can be aligned to such things as cash flow or seasonal income streams. Its versatile and its flexible !
I look forward to chatting further on how I can help with any business needs.
To contact Geoff, our in house King of Machine, please email geoff@wilsonfinancial.com.au or call 0488 366 131
After a career of 40 years in Banking, he had watched the growth of the broking market continue to expand at a very fast and impressive rate. The Broking industry offers such a vast and diverse choice for clients, it’s no wonder that Brokers now write greater than 50% of business written.
In Geoffs words..
"When I made the decision to join Wilson Financial as the Equipment Finance Specialist, it was one of great excitement. I had known Liz and her team for many years, and knew they were a quality outfit known for their excellent service levels and had built a reputation as the “ Go to “ broker in the Highlands. You’ve only got to look at the array of awards WF have won - to understand their strength in delivery to their clients … it’s Impressive !
My joining WF, allows me to tap into a vast and diverse group of Equipment Lenders and offer my clients real choice, along with being able to find an option for those hard to get deals.
To say I love Equipment Finance is probably an understatement ! Its an area that is sometimes overlooked by people as a means to get their business structured to best help them grow and deliver on productivity and efficiency. Its such a great form of finance that can be aligned to such things as cash flow or seasonal income streams. Its versatile and its flexible !
I look forward to chatting further on how I can help with any business needs.
To contact Geoff, our in house King of Machine, please email geoff@wilsonfinancial.com.au or call 0488 366 131
Chris Tracey - Commercial and Mortgage Broker
Chris Tracey moved to the Southern Highlands in 2016 and has been operating as a local broker since then. He decided to jump over to the Wilson Financial team in late 2019 to work within a team and offer diversified services.
Chris has a wealth of business, commercial and residential finance experience having worked for three of the four big banks across thirty years. He has been a small business owner himself, loves photography, and is the business's resident sci fi expert. He is a fantastic all rounder for all those self employed clients and can assist with any type of finance inquiry.
To contact Chris please email chris@wilsonfinancial.com.au or call 0467 999 230
Chris has a wealth of business, commercial and residential finance experience having worked for three of the four big banks across thirty years. He has been a small business owner himself, loves photography, and is the business's resident sci fi expert. He is a fantastic all rounder for all those self employed clients and can assist with any type of finance inquiry.
To contact Chris please email chris@wilsonfinancial.com.au or call 0467 999 230
Abby Doyle - Mortgage Broker
Abby joined Wilson Financial in 2014 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 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! She loves a challenge.
Abby and husband Rick welcomed their first child into the world, gorgeous baby Scarlett during 2016 followed by Emily in 2018.
In Abby's spare time you'll find her bending it like Beckham on the soccer field, sewing, cooking 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 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! She loves a challenge.
Abby and husband Rick welcomed their first child into the world, gorgeous baby Scarlett during 2016 followed by Emily in 2018.
In Abby's spare time you'll find her bending it like Beckham on the soccer field, sewing, cooking or enjoying a hot cup of tea whilst catching up with friends.
To contact Abby please email abby@wilsonfinancial.com.au
Jaimi Romeo - Mortgage Broker
Jaimi joined Wilson Financial in 2015 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 just as we anticipated.
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 see Jaimi rejoin the team in 2020 after her first child was born and she spent some time introducing him to the world.
Jaimi also boasts making it to finals in the Business Excellence Awards in 2018.
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 just as we anticipated.
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 see Jaimi rejoin the team in 2020 after her first child was born and she spent some time introducing him to the world.
Jaimi also boasts making it to finals in the Business Excellence Awards in 2018.
To contact Jaimi please email jaimi@wilsonfinancial.com.au
Colin Daniels - Mortgage Broker
Colin joined the team in June 2018 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 is a fully qualified mortgage broker that works from his own patch in Wollongong. So if you're down the coast, Colin can meet you at the Smart Space offices in North Wollongong.
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
Wendy Ryan - Mortgage Broker
Wendy moved to the Southern Highlands twenty seven years ago with her family, and although she doesn’t consider herself a true local just yet, she feels she may be getting close!
With a sturdy sixteen years in finance, spanning two local banks and entering the broking world in 2015, Wendy has some experience to offer that packs some punch!
Being a mortgage broker is Wendy’s favourite aspect of being in lending, as she love to tap into the thirty plus lenders on panel, which provides solutions for all of our client’s needs. Wendy’s number one passion is the first home buyers. As well, she is passionate about helping those achieve their goals to start to build an investment portfolio, renovate their dream home, build, or simply save thousands on a refinancing. Every day opens up new opportunities which she enjoys. Who said finance wasn’t fun? It is!!
Wendy’s weekends are spent enjoying time with her grandchildren and family, cooking up a storm and sharing a glass of wine with friends.
To contact Wendy please email wendy@wilsonfinancial.com.au or phone 0427 867 659
With a sturdy sixteen years in finance, spanning two local banks and entering the broking world in 2015, Wendy has some experience to offer that packs some punch!
Being a mortgage broker is Wendy’s favourite aspect of being in lending, as she love to tap into the thirty plus lenders on panel, which provides solutions for all of our client’s needs. Wendy’s number one passion is the first home buyers. As well, she is passionate about helping those achieve their goals to start to build an investment portfolio, renovate their dream home, build, or simply save thousands on a refinancing. Every day opens up new opportunities which she enjoys. Who said finance wasn’t fun? It is!!
Wendy’s weekends are spent enjoying time with her grandchildren and family, cooking up a storm and sharing a glass of wine with friends.
To contact Wendy please email wendy@wilsonfinancial.com.au or phone 0427 867 659
Helen Philips - General Insurance Broker
Heading up our newest service being General Insurance, is our Insurance Broker, Helen Philips.
Helen has lived and worked in the Southern Highlands for the past 15 years, enjoying all the benefits that come with a tree change. Helen and her husband have two children and love spending their weekends enjoying the great outdoors.
Helen’s career in the Financial Services industry has spanned 20 years. Starting as a teller for the Commonwealth Bank and then transferring to General Insurance, where she has worked as an Underwriter, Risk Manager and Broker for various businesses, big and small across seventeen years. Her specialty is Business Insurance; however, she has a wealth of knowledge over many insurance products, from Home Insurance to Professional Indemnity and Heavy Motor.
Growing up in a small rural town, she understands the importance of supporting local business and participating in the community.
She looks forward to providing you with excellent customer service and peace of mind.
To contact Helen please email helen@wilsonfinancial.com.au or phone 0477 000 264.
Helen has lived and worked in the Southern Highlands for the past 15 years, enjoying all the benefits that come with a tree change. Helen and her husband have two children and love spending their weekends enjoying the great outdoors.
Helen’s career in the Financial Services industry has spanned 20 years. Starting as a teller for the Commonwealth Bank and then transferring to General Insurance, where she has worked as an Underwriter, Risk Manager and Broker for various businesses, big and small across seventeen years. Her specialty is Business Insurance; however, she has a wealth of knowledge over many insurance products, from Home Insurance to Professional Indemnity and Heavy Motor.
Growing up in a small rural town, she understands the importance of supporting local business and participating in the community.
She looks forward to providing you with excellent customer service and peace of mind.
To contact Helen please email helen@wilsonfinancial.com.au or phone 0477 000 264.
Jen Williams - Admin and Social Media
Jen is a born and bred local that until I was 21 when she moved to Bathurst. She has since since lived in the Northern Beaches in Sydney & Melbourne before moving back to the highlands to renovate her forever home & be closer to friends & family. Jen has worked in many fields from hairdressing to medical admin to banking. For the past three years Jen has run her own business Crazy Beautiful Cosmetics which we highly recommend you follow the link on if you want the best make up you've ever used.
She has a lovely fiancé Matt & a gorgeous little man Oliver who was born in 2019 as well as two crazy cats Albert and Leni. Her house and life is full and crazy, just the way she likes it! Jen fell into her admin position with Wilson Financial when she was six months pregnant and is now covering reception and admin at Wilson Financial part time and enjoys posting the social media marketing for the team.
To contact Jen please email jen@wilsonfinancial.com.au
She has a lovely fiancé Matt & a gorgeous little man Oliver who was born in 2019 as well as two crazy cats Albert and Leni. Her house and life is full and crazy, just the way she likes it! Jen fell into her admin position with Wilson Financial when she was six months pregnant and is now covering reception and admin at Wilson Financial part time and enjoys posting the social media marketing for the team.
To contact Jen please email jen@wilsonfinancial.com.au
Jade Montanari - Office Manager & Broker Support
Jade joined Wilson Financial in late 2019 to assist with admin.
Jade and her husband Brian became very proud parents in 2015 to their first born daughter, they have been completely wrapped around her little fingers ever since. Jade also runs her own business - "Wild at Heart Adventure Cards" - where she hopes to bring families closer together through more quality family time, reconnecting and going on fun family adventures together.
Jade has worked in many fields from a caring role as a Veterinary Nurse for many years to pursuing another caring role in childcare to working at a local Winery and other local cafes. She is a creative, has an optimistic attitude towards life and has always enjoyed helping others. Jade was born in Newcastle and spent her first few years living in Nelson Bay, to a cold change in The Blue Mountains, to eventually moving to the Southern Highlands in 2001. Although the Highlands is home surrounded by all her loved ones, her heart is by the sea.
Check it out if you're interested in sparking family adventure. True to her nature, she is all about enjoying life's many moments and blessings, which is why she is a great addition to the Wilson Financial team.
To contact Jade please email admin@wilsonfinancial.com.au
Jade and her husband Brian became very proud parents in 2015 to their first born daughter, they have been completely wrapped around her little fingers ever since. Jade also runs her own business - "Wild at Heart Adventure Cards" - where she hopes to bring families closer together through more quality family time, reconnecting and going on fun family adventures together.
Jade has worked in many fields from a caring role as a Veterinary Nurse for many years to pursuing another caring role in childcare to working at a local Winery and other local cafes. She is a creative, has an optimistic attitude towards life and has always enjoyed helping others. Jade was born in Newcastle and spent her first few years living in Nelson Bay, to a cold change in The Blue Mountains, to eventually moving to the Southern Highlands in 2001. Although the Highlands is home surrounded by all her loved ones, her heart is by the sea.
Check it out if you're interested in sparking family adventure. True to her nature, she is all about enjoying life's many moments and blessings, which is why she is a great addition to the Wilson Financial team.
To contact Jade please email admin@wilsonfinancial.com.au
Nova Demo - Broker Support
Nova Joined the team in early 2020 to offer the brokers some back office support. Nova is the brains behind the broker! She is chasing valuations, price negotiations, filing documents, and tenaciously phoning call centres to stay on top of your loan pgoress for us!
She previously worked for three years for a US bank. She has a history in customer service, and understands the complex processes banks now require us to meet to get the job done.
Nova loves working with numbers and treats it as a passion. She is an optimist, and is a loving daughter and supportive sister.
To contact Nova please email nova@wilsonfinancial.com.au
She previously worked for three years for a US bank. She has a history in customer service, and understands the complex processes banks now require us to meet to get the job done.
Nova loves working with numbers and treats it as a passion. She is an optimist, and is a loving daughter and supportive sister.
To contact Nova please email nova@wilsonfinancial.com.au
James Stewart - Paraplanner
James joined Wilson Financial in 2021 to help George in the financial planning division. He is a relative newcomer to Financial planning having completed his Finance degree in 2018 at Charles Sturt University.
He comes from Western NSW. Prior to joining the team he worked mostly in construction and mining, so he understands how hard it is to earn money and why it is important to make money work for you.
James has a charming wife Emma, and two rambunctious sons Patrick and Felix. All three were born and raised in the Southern Highlands. Hobbies and interests include games, camping and keeping up with the boys.
To contact James please email james@wilsonfinancial.com.au
How to find us - Suite 2, 341 Bong Bong Street, Bowral, NSW, 2576
ACN 104 107 084 - Elizabeth Wilson & Associates Pty Ltd
Elizabeth Wilson & Associates Pty Ltd is a registered credit representative (CRN #383371) of Astute Financial Management Pty Ltd - Australian Credit Licence Number 364253
Elizabeth Wilson & Associates Pty Ltd is a registered credit representative (CRN #383371) of Astute Financial Management Pty Ltd - Australian Credit Licence Number 364253