Jonathon Coleman

Experience

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  Wealthworx/The Home Loan Shop

  Apr 2005 - Feb 2016

  Mortgage Planner

  To provide advice to clients in regards to lending scenarios and appropriate borrowing structures. To prepare and submit loan applications and be responsible for seeing these through from “end to end” from submission to settlement.To manage a team of brokers and admin support.To identify the needs of clients in the areas of property strategy, selection, management and risk and refer these clients to the appropriate area of the business for assistance.To assist is some Real Estate property transactions where required. Show less

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  Mortgage Solutions Tasmania & The Home Loan Shop

  Jun 2006 - Jun 2010

  Loans Assistant/Mortgage Broker
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  Wealthworx

  Jan 2013 - Jan 2015

  Mortgage Planner
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  One Stone Finance

  Feb 2016 - now

  THINK MORTGAGE PLANNING, NOT JUST MORTGAGE BROKING.We don’t see you as a ‘transaction’ or try to fit you into a prescribed box. We’ll leave that to the banks and to the big end of town.We play the long game, and get to know your goals and aspirations to plan the right deal to match you. If we do our job properly on your first loan, we hope to see you back for the next one. And the next.A good loan frees you up to do better things. That why we take a holistic view of where you and your finances are at, so that you can plan for a better financial future.Because it’s your life, your loan. Show less

  • Managing Director

    Feb 2016 - now

  • Mortgage Broker

    Feb 2016 - now

  • Managing Director

    Feb 2016 - now
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  Drink Tasmania Premium Tours

  Dec 2019 - now

  Director