David is the Director and Senior Financial Adviser at Hartley Financial. David is well known for his ability to maintain and establish strong ongoing relationships with his clients and is motivated to help each and every one of his clients Create, Maintain and Protect their wealth. In order to do this, David formed Hartley Financial in order to provide a holistic finance service to his clients.
During his career, David has chaired several industry bodies and events. David has been in the banking industry for 35 years plus which has helped him develop a strong skillset and fostered his ability to truly understand what his clients need.
David was the co-founder of Prestige Mortgages, a mortgage broking firm, and was previously the Managing Director of Mortgage Wisdom Pty Ltd, with a team of 40 brokers.
In 2015, David formed Tax & Wealth Pty Ltd which is the final piece in the puzzle to offer a fully integrated Financial Service business.
David holds an Advanced Diploma of Financial Planning, a Diploma of Financial Services/ Mortgage Broking and has successfully completed The Financial Adviser Standards and Ethics Authority (FASEA) exam. David is a member of the Association of Independently Owned Financial Professionals (AIOFP) and Mortgage and Financial Association of Australia (MFAA).
David wishes to make a difference to your financial future. David is contactable on 0412 956 272.
David is registered credit representative #495610 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Chris is one of Hartley Financials’ Senior Financial Planners. Chris has a long family history in Financial Planning, so it was a natural progression for Chris when he entered the Financial Services industry in 2008. Chris has extensive experience in the Financial Planning industry, with 11 years of his experience spent as a Financial Planner.
Chris has a strong passion for building and protecting his client’s wealth. Chris’ goal is to provide his clients with peace of mind, whilst helping them achieve their financial goals and establish financial security.
Chris has a strong focus on fostering relationships with new clients. Chris, along with all our advisers at Hartley Financial, takes a holistic approach to the advice he provides and enjoys assisting clients with all aspects of their financial wellbeing.
Chris holds an Advanced Diploma of Financial Planning (including SMSF, Estate Planning and Margin Lending) and has successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.
Chris is contactable on 0424 051 853.
Isabel has been an employee of Hartley Financial since 2016, during which time she has been involved in Financial Advice in varying capacities.
This insight into the business over many years has fostered her ongoing relationships with existing clients and the natural progression into her current role as a Financial Adviser. Isabel has a passion for helping and supporting clients as they navigate their finances.
Isabel holds a Bachelor of Commerce (Financial Planning- with distinction) and has successfully completed the Financial Adviser Standards and Ethics Authority (FASEA) exam.
Sue is the “go to” person regarding all business matters, not only for the Director but also for all of our Specialists – a testament of her outstanding knowledge of lending products including all mortgage products and car/equipment finance and financial advice needs.
Sue holds a Diploma of Financial Planning and a Diploma of Financial Services/ Mortgage Broking. Sue is equipped to oversee the whole business as she has dealing with the majority of our clients.
Sue has an excellent reputation of providing exceptional service, having formed long-term relationships with our service providers and our satisfied customers. She is passionate about working with clients to ensure they get products that best suits their needs.
Sue is contactable on 0412 120 331.
Sue is registered credit representative #367967 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Wendy is a Lending specialist in the Hartley Financial Melbourne Team. Having started out in the banking and finance industry in 1975 assisting clients with their financial needs, Wendy branched out on her own in 1999 as a Lending Specialist where she has gone from strength to strength.
After being a Finance Broker for over 18 years; Wendy and Jean joined forces in 2017, to offer their clients a greater level of service. Wendy maintains a number of personal and financial relationships with clients who she serviced prior to beginning her own business ventures. Her honesty, hard work and dedication is reflected in the number of referrals she receives from her large portfolio of satisfied and repeat clients who think of Wendy as the best in the business.
Wendy is a member of the MFAA (Mortgage & Finance Association of Australia), CIO (AFGA) and has a Diploma of Financial Services (Finance/Mortgage Broking Management).
Wendy is contactable on 0418 585 146.
Wendy is registered credit representative #376263 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Jean is a lending specialist in the Hartley Financial Melbourne operation. As a Lending Specialist, Jean has been assisting clients with their financial needs for over 30 years. To offer her clients greater support, Jean joined Wendy in 2017, to offer their clients a greater level of service.
Jean has previously worked as a Personal Banker and Branch Manager for NAB, before leaving to work for Destiny Financial Solutions where she specialised in arranging finance for investors who were starting out in the property market, through to those with much larger and complex portfolios of properties. Other areas that Jean has branched out to include, advising on SMSF loans (Self-Managed Super Funds loans) and vehicle and equipment finance.
Jean is a member of MFAA (Mortgage & Finance Association of Australia) and Jean and has a Diploma of Financial Services (Finance/Mortgage Broking Management).
Jean is contactable on 0400 560 677.
Jean is registered credit representative #421991 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Angela is another valued member of our Melboune Lending team. Angela’s previous experiences as a lending officer with CBA, assessment officer with Homeside Lending and administrative assistant role with Wendy, lead her to progress into a broker role. Angela enjoys meeting clients, discussing their needs and finding a suitable solution which meets their objectives. Angela is honest, hardworking and committed to helping clients to reach their financial goals.
With a wide selection of lenders, Angela finds importance in resolving any issues at the point of enquiry to ensure a seamless and speedy application process. Having a family of her own, Angela understands the challenges faced by households, such as household expenses.
Angela would welcome the opportunity to assist you in reaching your goals, whether it’s purchasing your first home, an investment property, or simply wanting to review your current financial position.
Angela is contactable on 0412 714 494.
Angela is registered credit representative #443245 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Wayne Johnson joined Prestige Mortgages in 2003 after a successful career in banking, which included St George Bank and IMB Building Society. Wayne also worked in the Real Estate Industry, which has assisted Wayne to experience and gain knowledge in both sides of dealing with property (Financing & Purchasing).
Wayne enjoys assisting his customers step by step with the financing of their property purchase, as well as assisting his customers with further borrowings when the time comes to assist with their creation of wealth. Wayne holds a Diploma of Financial Services / Mortgage Broking. Wayne is located in the Macarthur region, and is happy to visit his customers as needed, after hours, in the comfort of their own home, covering all areas of Greater Sydney.
Wayne is contactable on 0428 397 396.
Wayne is registered credit representative #367960 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Jody joined Hartley Financial after 34 years working with ANZ, 32 of which were in the Lending field.
Jody has previously worked as a Home & Investment Lending Manager and Lending Support Manager, where she developed a strong knowledge of all aspects of Home Lending. During this time, Jody has been assisting clients with their Business and Personal needs and finding suitable lending solutions to meet their financial objectives.
Jody holds a Certificate IV in Finance & Mortgage Broking and a Diploma of Finance & Mortgage Broking. With these additional accreditations, Jody will be assisting Sue Norman with the growing Lending side of the business.
Jody is registered credit representative #541395 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Nick has been involved in the accounting side of our business for many years. In order to broaden his ability to assist our clients in a holistic way, Nick has recently completed relevant studies in the Lending space. This has allowed Nick to become more equipped to assist our brokers in the lending side of the business. Nick’s long-term prospects are to become a Mortgage Broker after completing his mentorship under Sue Norman.
Nick holds a Certificate IV in Finance & Mortgage Broking and a Diploma of Finance & Mortgage Broking.
Nick is registered credit representative #593733 of Hartley Financial Pty Ltd, AFSL & ACL #480751.
Steven heads up our accounting team as a Senior Tax accountant. Steven oversees the operations of our tax team and ensures an efficient operation. Steven has over 15 years’ experience and has gained valuable experience working for various accounting firms across Sydney, before finding his home with us at Hartley Financial.
Steven enjoys helping his clients with a range of accounting and taxation needs. Steven specialises in the preparation of individual and all business-related financial accounts and tax returns. Steven is also able to provide business advice, maintenance and tax planning services. Steven is also a valuable asset for our Financial Advisers due to his extensive experience in the preparation and review of Self-Managed Superannuation Funds and their relative investments.
Steven is a Qualified Accountant and Registered Tax Agent. Steven holds a Bachelor of Business (Accounting) and is an Associate of the Institute of Public Accountants (IPA).
Steven is contactable via our office phones and is available to assist and guide our clients in all of their accounting needs.
Lisa is also a Senior Accountant within the accounting team, who has a wealth of experience in the Corporate Finance and Accounting sector.
Of Lisa’s 15 years’ experience, 10 of these years were spent with a leading global brand where she developed her expertise in financial accounting, financial management and financial control.
Lisa transitioned to public practice accounting in 2019. Lisa now specialises in tax preparation, including both individual and entity tax returns, Business Activity Statement preparation and lodgments and liaising with the ATO on behalf of our clients.
Lisa holds a Bachelor of Business in Finance and Economics, Associate of the Institute of Public Accountants (IPA), Diploma of Business Marketing. Lisa is Xero Adviser Certified.
Lisa is able to offer our clients quality support when meeting their taxation and accounting needs.
Lisa is contactable via our office phones and is available to assist and guide our clients in their accounting needs.
Kaye is our Sutherland Office administration specialist. Kaye has had over 10 years’ experience working in client relation roles within the Finance sector, in which she is highly skilled. Kaye’s experience is in the areas of client liaison, office management, administration, and customer resolution.
Kaye’s role involves scheduling appointments (a large job during tax time!), receiving and directing clients, handling office tasks, conducting administration tasks, invoicing, and all other tasks to ensure the office runs smoothly and efficiently.
Kaye holds a Certificate IV in Frontline Management.
Nick entered into full time work with us in 2015 and submerged himself into learning everything there is to know about accounting processes. Nick’s role is to look after our clients bookkeeping needs, assist the accountants with their administration needs and teamed with Kaye, ensure the office operates efficiently and smoothly.
Nick’s comprehensive knowledge of accounting systems such as Xero and Quickbooks is like no other, which is a valuable asset to our Accountants and our clients. Nick has a Certificate III in Financial Services and a Certificate IV in Accounting. Nick is also a Certified Xero Adviser, Certified Xero Payroll Advisor and a Certified Quickbooks Advisor.
