MANDI MCGRATH - Mortgage / Finance Broker FreeThinkingLoans GetFinancial HelpingMorePeople

Customer Service Representative BSR

2000 followers

Perth, Western Australia, Australia

Connect with MANDI MCGRATH - Mortgage / Finance Broker FreeThinkingLoans GetFinancial HelpingMorePeople to Send Message

Connect

Connect with MANDI MCGRATH - Mortgage / Finance Broker FreeThinkingLoans GetFinancial HelpingMorePeople to Send Message

Connect

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