Harshal Shah

Experience

• 

  Westpac

  May 2008 - Sept 2008

  Contact Centre Consultant
• 

  WPS Financial Group

  Nov 2008 - Oct 2010

  Financial Advisor

  Financial Advisor

• 

  Westpac

  Nov 2010 - Feb 2014

  Relationship Manager - Westpac Premium Banking

  At Westpac Premium Banking, my focus was on establishing strong relationships with my current HNW clients and internal business partners. I was the single point of contact for my clients and I acted as the link between my clients and all services that Westpac provide. I worked in partnership with my clients to achieve their short term as well as long term goals.I would also invite my business partners as and when required to have a needs based conversation to ensure wealth protection, tax minimisation as well as wealth creation. Show less

• 

  MoneyQuest Australia

  Feb 2014 - Aug 2017

  Mortgage Broker (Credit Adviser)

  Love what I do and that is to help clients choose the right home loan/investment loan etc.Assisting clients in obtaining finance for their 1st home, investment property, car loans, personal loans etc.To ensure that whatever I do, I do it right the first time. Helping clients understand the importance of credit, budgeting, process involved in finance applications and finally seeing them excited to move into their new home !!

• 

  ITP Homeloans

  Aug 2017 - Jul 2020

  Senior Mortgage Advisor
• 

  APS Advisory Group

  Jul 2020 - now

  Key Account Manager

  Heading the finance / broking division for APS Advisory Group - I handle existing clients who have multi-property portfolio and advise the right structure for their next property purchase and assist in all things related to property financing.Also heading the broking business and an opportunity to interact with a wide variety of clients to assist them in obtaining finance for their property purchase - be it their 1st home, 2nd home, investment in residential, commercial, SMSF