More than Finance
At Bondi Broker, we work with you to help achieve your finance goals, simplifying the loan process, providing a selection of product choice and peace of mind throughout. Acting as a professional resource, we work both with you and your service providers (real estate agents, conveyancers and lenders) during your purchase and refinancing process, ensuring you secure the finance that best suits your current circumstances and aligns with your future goals.
After extensive industry research and time interacting with clients to assist with their financial needs, I realised that there are many opportunities where I may be able to add value. Whilst a residential mortgage is a significant event in many peoples’ lives, I found that I could help my clients by improving their financial knowledge, and in turn their behaviour, so that they can achieve their financial goals sooner.
My new business, Bondi Broker, has been developed to provide a broad range of services and support, designed to meet the customer's needs today and into the future.
My key areas of focus are:
- Identifying client goals - both in the short and long term and developing plans to achieve
- Providing personalised solutions to meet your finance needs today
- Ongoing support for the life of your loan and beyond
Ultimately, helping people save money and develop a path to financial freedom through advice and education on their journey to achieve their personal goas is the highest priority for the business.
Julia Farina – Operations and Customer Support
As head of Operations and Customer Support, Julia Farina will support Bondi Broker customers by developing a range of programs that will streamline systems and processes, in order to improve the experience for the customer.
With a Certificate IV in Finance and Mortgage Broking, Julia’s career includes over 20 years’ experience within the areas customer service, support and process improvement. Recently, her role as General Manager for Northern Inland Football saw Julia manage the delivery of football to over 6,100 players and hundreds of volunteers and clubs across the region. Earlier roles include Corporate Planner and Technical Business Analyst for Tamworth Regional Council, Project and Reporting Analytics for Computer Sciences Corporation (CSC) Australia and Senior Product Manager at nib Health Fund.
Julia’s dedication and passion for working with internal and external stakeholders on many levels, combined with her substantial experience, has given her the right tools to achieve the best outcome for Bondi Broker’s clients. Julia is looking forward to being part of a company that strives toward making a difference to peoples’ lives.
Wayne Cottrell – Financial Health Specialist
Wayne Cottrell has undertaken the role of Financial Health Specialist for Bondi Broker with a key focus to review each customers’ financial health and develop programs to improve their overall financial wellbeing.
Wayne is a qualified accountant who is completing Certificate IV in Training and Assessment and has a background in banking, data analytics and financial planning. Most recently, he has been employed as an Accountant and Business Analyst for Joblink Plus, and Rates Officer and Senior Accountant for Liverpool Plains Shire Council. He has also worked as a Senior Financial Planner and Banking Adviser for NAB.
Keen to share his many years of diverse financial knowledge and experience with Bondi Broker’s customers, Wayne is passionate about empowering people to understand their finances and the impact of their financial decisions. This way, he can help them identify their financial goals and find the best way forward to achieve them.
One of the most important elements in business is having the opportunity to support the local community wherever possible.
In 2017, I was fortunate to have an opportunity to sponsor the local surf club, providing initial sponsorship (surf rescue board) and an ongoing sponsorship deal, designed to help raise funds to increase awareness of the importance of water safety and to fund the urgent needs of the club.
If you would like to donate to the club, please follow the link below:
A few facts about the Bondi Surf Bathers' Life Saving Club:
- Officially recognised by SLSA as the oldest surf life saving club in Australia
- First meeting 21st February 1907
- Club goal - no lives lost at Bondi Beach
- Current members - over 1,400
Very excited to provide assistance to NSFA in 2018
The Northern Suburbs Football Association (NSFA) oversees community football (soccer) in the northern suburbs region of Sydney, stretching upwards from the Harbour Bridge to Lane Cove, Willoughby, Ku-ring-gai and Hornsby Shires, finishing at Brooklyn on the banks of the Hawkesbury River.
The NSFA's goal is to help their 30 member clubs and 16,000 players experience the joy of football.