Greg has had a career in finance spanning over 15 years including 10 years in Corporate and Commercial Banking roles within Australia and overseas. His diverse experience in banking has helped Greg develop a well-rounded and broad range of experience and expertise.
Whilst Greg had a successful career in banking, he always knew that his passion lay in helping his clients and not in representing a bank. Greg established Samuel Finance in 2012 with a view to creating a broking business that focussed on building long term relationships with clients through exceptional service, establishing trust and demonstrating capability. Greg has developed an extensive network of contacts throughout the financial services industry across the whole of Australia.
Greg’s experience is supported by his tertiary qualifications including a Bachelor of Commerce (Corporate Finance) from the University of Adelaide and a Diploma of Finance and Mortgage Broking.
Kelly has worked in the finance industry for over 20 years including 17 years working for one of Australia’s major banks. Much of Kelly’s banking career was spent in Regional and Agribusiness Banking where she developed a strong focus for working with customers and building relationships. Kelly also spent time in metropolitan managerial roles in business banking. Kelly’s extensive experience and customer centred approach helps build trust and lasting relationships with Samuel Finance clients.
Kelly has a Diploma of Finance and Mortgage Broking.
Mandy has had a diverse career in various roles in the finance industry over a period of 19 years. She has worked in business banking roles and also spent 5 years working as a Senior Credit Manager for a leading non-conforming specialist lender. Mandy’s diverse experience and significant exposure to non-conforming lending provides a valuable resource to the Samuel Finance team. Mandy has a tenacious attitude and a keen eye for detail, which when combined with strong credit and relationship skills produce outstanding results for Samuel Finance clients.
Mandy has a Bachelor of International Business from Flinders University.