MANDI MCGRATH - Mortgage / Finance Broker FreeThinkingLoans GetFinancial HelpingMorePeople

MANDI MCGRATH - Mortgage / Finance Broker FreeThinkingLoans GetFinancial HelpingMorePeople

Customer Service Representative BSR

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  • Timeline

  • About me

    18 Years of Experience | Commercial & Residential Broker | Insurance Specialist | Commercial Loans | Home Loans | Car Loans | Business Loans | SMSF Loans | Personal Loans | Debt Consolidations - Mobile 0408942043

  • Education

    • FASTA

      2023 - 2023
      Mortgage & Finance Diploma Accounting and Finance
    • Kaplan Professional

      2007 - 2021
      General Advice RG146 Compliance Certified (Tier 1 and Tier 2)
    • Australian Institute of Management

      2013 -
      Project Management
    • AAMC Training Group

      -
      Finance Diploma Business Administration and Management, General
    • Australian Institute of Company Directors

      2018 -
      Currently studying
    • AAMC Training Group

      2019 - 2019
      Certificate IV Finance & Mortgage Broking Finance and Financial Management Services

      Completion of FNS40815

  • Experience

    • Westpac

      Feb 2007 - Nov 2009
      Customer Service Representative BSR
    • Westpac

      Apr 2010 - May 2017

      Our mission "To be one of the world's great service companies, helping our customers, communities and people to prosper and grow"

      • Bank Manager - Wealth Directorship for Regional North-West WA

        Apr 2014 - May 2017
      • Premium & Business Personal Banker

        Feb 2013 - Apr 2014
      • Senior Personal Banker

        Feb 2012 - Apr 2013
      • Business & Premium Personal Banker

        Apr 2011 - Feb 2012
      • General Personal Banker

        Apr 2010 - Apr 2011
    • Westpac

      Nov 2017 - Dec 2018
      Premium Specialist - Home Loan Directorship for Mackay City Branch

      Our mission "To be one of the world's great service companies, helping our customers, communities and people to prosper and grow"

    • Armani Financial Pty Ltd

      May 2019 - now
      ◾️Business Owner▪️Business Consultant▪️Finance Specialist▪️Owner/Director Armani Financial

      ▪️Do you need a “Mobile Finance Expert”▪️▪️Contact 24/7 on 0408942043▪️

    • Liberty Network Services

      Jul 2019 - now
      Business Owner | Liberty Adviser | Mortgage Specialist | Home Loans | Commercial | Business | SMSF
  • Licenses & Certifications

    • Diploma of Finance and Mortgage Broking Management

      MyFeng
      Jan 2023
    • T2GI-15 Tier 2 General Insurance Compliance General Advice

      ANZIIF
      Jul 2020