Managing Partner > Senior Finance Broker
Mobile: 0404 856 132 | Email: firstname.lastname@example.org
Matt has an extensive background in corporate banking and finance spending 15 years in a variety of senior finance roles with the major banks. He has also worked for a specialist corporate advisory company providing assistance and services relating to mergers and acquisitions, initial public offerings [IPOs], private and public capital raising and company restructures.
Matt holds a Bachelor of Business, is fully accredited with the Mortgage and Finance Association of Australia [MFAA] as a credit adviser, and over the past 6 years has become one of Adelaide’s best residential and commercial finance brokers.
He has also wisely invested himself over the past decade in property and the share market, owning and managing a portfolio of both residential and commercial properties, while operating his own development company focused on small land subdivisions. As such Matt is passionate about passing on his knowledge and expertise and providing practical finance analysis, advice and solutions to clients.
His client base ranges from first time home buyers to experienced developers and property investors; from high net-worth investors to people taking those first steps. From investment, business and commercial loans to equipment finance, or even short term funding solutions, Matt has all your needs covered.
“It really doesn’t matter where you are right now – it’s where you want to be that’s important!”
Managing Director > Property Investment Advisor
Mobile: 0411 431 391 | Email: email@example.com
Having developed a keen interest in property investing and renovation Sam bid farewell to his career as a Physiotherapist. From humble beginnings and with limited resources, Sam learnt how to leverage his time and finances in order to perform a number of property redevelopments – controlling the entire process from concept to completion.
Sam has negotiated genuine property discounts with syndicated buyer groups, formed profitable JV partnerships with developers and fellow investors, financed projects without using his own resources, successfully renovated properties, as well as tenanted and managed his own property investments.
Having worked with a number of mortgage brokers that lacked creativity and investment experience Sam and his wife Lia decided to launch their own investor-focused finance business – Urbantech Finance.
Sam has helped Urbantech grow from a single service offering to a business that offers a range of complimentary finance and wealth creation services. From educational seminars and workshops to a full suite of allied services thanks to a number of key strategic partnerships.
Sam currently manages all of the marketing and day-to-day operations of Urbantech Group as well as heads up Real Investar, a property investment education and advice business.
Partner > Finance Broker
Mobile: 0401 451 273 | Email: firstname.lastname@example.org
Andy Andrews is young, bold, motivated, ambitious and is one of Adelaide’s up and coming residential and commercial finance brokers.
With over eight years of experience in the financial services industry, Andy has fast developed into a knowledgeable, skilful and dependable finance professional. He’s also played an instrumental role in establishing and managing his family’s group of successful finance and property related companies.
Andy’s desire for learning and self-improvement has seen him attain a range of tertiary qualifications in both business and finance. Andy is proud to be a fully accredited member of the Mortgage and Finance Association of Australia [MFAA].
Over the years Andy has developed a keen interest in residential real estate, which has seen him undertake a number of successful development projects as well as build a long-term property portfolio. Andy’s passion for property means he’s always ready to talk shop!
Andy is quickly establishing himself as a high quality finance broker with his client-centric, no-nonsense, transparent approach. Whatever your financial needs, Andy has you covered.
Director > Senior Finance Broker
Mobile: 0413 382 271 | Email: email@example.com
Dissatisfied with the old adage of ‘study hard, get a job and save’, Lia traded in her university studies for an intensive study of business and investments. Having unlocked her ‘entrepreneurial spirit’ Lia started up a property investment business with her husband Sam, participating in range of renovation and development projects
Frustrated by her experiences with traditional mortgage brokers while sourcing finance for her own property deals, Lia decided to create her own finance broking business.
Lia is dynamic and passionate about educating and assisting clients to greatly improve their financial well-being through smarter finance solutions and wealth creation.
“Ultimately, I believe that to survive in today’s economic environment the average Australian needs to become more entrepreneurial and self-reliant when it come to their finances. That’s what we do at Urbantech Finance – we are teach our clients how to get ahead, how to be entrepreneurial, and how to turn their ideas and dreams into reality.”
Lia has also participated in the ‘Speaker in Schools program’ and is committed to improving the financial literacy of young people as well as inspiring them to see a future of limitless opportunity and potential.
Lia is the proud mother of 3 young children and is currently on extended maternity leave.
Partner > Business Development Manager
Mobile: 0400 377 400 | Email: firstname.lastname@example.org
Upon gaining a Bachelor of Economics from the University of Adelaide in 1980, Kon began his professional career with Peat Marwick Mitchell and Co (KPMG) and was later admitted as a CPA.
Kon then went on to become an Associate with a smaller accounting firm working in all facets of Taxation and Small Business Management.
Since leaving the Accountancy field Kon has undertaken numerous private successful ventures in a range of industries including the arts, health, hospitality, manufacturing and wholesale.
Over the years, Kon has worked as a consultant to several publicly listed companies based in NSW and QLD and held Directorship’s on several Boards. In 1990 Kon was admitted as a Foundation Fellow of the Australian Institute of Company Directors.
Today, Kon’s family group of companies are involved in the provision of Financial Services, Real Estate Development and Equities.