At Olive Road Financial, we combine cutting-edge business expertise with access to the finest products and solutions available, helping you secure and enhance your financial wellbeing and long-term success.
We take pride in our partnerships with a carefully curated selection of leading financial institutions, giving you access to a comprehensive suite of solutions designed to meet your unique needs. Our team delivers independent advice without bias, ensuring that every recommendation comes from a thorough assessment of multiple options across the financial landscape.
Personalised Service That Puts You First
We invest the time to truly understand you and what matters most in your life. Your dedicated Director will work closely with you to discover your goals and aspirations, creating a foundation for solutions that align perfectly with your vision.
Expert Guidance You Can Trust
With over 70 years of combined lending expertise and strong relationships across leading institutions, your dedicated Director brings deep market knowledge and proven experience to every recommendation. This positions us to propose solutions that are ideally suited to your unique circumstances.
Solutions Crafted Just for You
Your Director will personally select lending solutions and services, often securing preferential pricing options that aren't available elsewhere. With our extensive network of premier lending institutions and providers, you can move forward with confidence, knowing every option has been carefully reviewed through a personalized lens.
Experience the difference that truly independent, expert financial guidance can make for your future.
Director
Grant Whinnett is a Finance & Mortgage Broker with over 21 years of banking and finance experience, specialising in residential lending, commercial lending, and wealth management across retail, business, and private banking.
Grant is passionate about building lasting client relationships and providing thoughtful strategic guidance to high-net-worth families. With a keen interest in property investment, he takes pride in delivering effective lending solutions that support his clients' financial security and portfolio growth.
Director
Jae Choi is a qualified Finance & Mortgage Broker with 22 years of banking and financial services experience, focused on delivering outstanding client outcomes through trusting, lasting relationships. As co-founder of Olive Road Financial, he brings strategic expertise to provide sustainable financial solutions.
Previously a Director of Private Bank leading NSW client acquisition at a major institution, Jae is passionate about guiding high-net-worth clients through complex, tailored solutions to achieve their aspirations. He looks forward to supporting Olive Road Financial clients alongside his fellow Directors and specialists.
Director
Tony Ruellan is an experienced Finance & Mortgage Broker from Jersey (UK) who began his career with Barclays PLC and The Royal Bank of Scotland before relocating to Australia. With over 26 years of finance experience, he's excited to build long-term client partnerships at Olive Road Financial.
Tony specialises in private banking and high-net-worth solutions across residential and commercial lending. He works closely with clients and specialists to deliver tailored, end-to-end solutions that meet each client's unique circumstances.
Associate Director
William Kim is an Associate Director and a Senior Mortgage Broker with over seven years of experience across Australia's leading banks, specialising in serving high-net-worth individuals and their families. He takes genuine pride in delivering exceptional client experiences and outstanding outcomes throughout his clients' financial journeys.
William's natural strength lies in building lasting relationships founded on trust, and he finds deep satisfaction in making a meaningful impact on his clients' financial wellbeing. As a dedicated professional, he remains committed to maintaining the highest standards of personalised service and contributing to his valued clients' comprehensive financial success.
Senior Associate
Chris Harris is a Senior Associate with over six years of dedicated experience in mortgage broking and finance, specialising in loan processing, credit analysis, and building strong client relationships. Chris is genuinely passionate about guiding clients towards their financial goals, understanding that navigating the complexities of finance can often feel overwhelming. He takes great confidence in his ability to deliver meaningful value to his clients' unique situations.
Chris also brings a valuable perspective through his extensive background in the legal and criminal justice sector, having worked with various associated agencies across the east coast.
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kao hurunui
The team there were amazing and made our experience super easy. Not always a simple process buying through SMSF but Tony and Chris had it locked in. Highly recommend using Olive Rd Thanks guys Kao and Stacey 🙌
AG
Annette Gillies
We can't recommend Tony and Chris enough! We have downsized and throughout the journey we have required multiple loans at different stages and Tony and Chris guided us through them all obtaining exactly the outcome we had hoped for. From start to finish they were professional, responsive and incredibly knowledgeable. They took the time to always explain our options clearly and genuinely had our best interests in mind. Thank you, Tony and Chris, for being so approachable, reliable and committed to getting the very best result for us!!
SG
Sally G
Tony and Chris were extremely helpful, kind and patient with me going through with my first investment property. They have very valuable expertise and guidance which made the process very easy! Thank you!!
We have partnered up with some of the industry leading firms that deliver world class recommendations in investments and insurance. We can support you by understanding your objectives and connect you to a trusted specialist.
We support all types of asset finance transactions including vehicles, plant & equipment, medical equipment & more.
If you are looking at acquiring a residential or commercial property in your SMSF, we can assist you with the most competitive and tailored solution to your needs.
Maybe you are looking at expanding your business or looking to acquire a commercial property. We bring a high level of expertise alongside our flexible range of commercial lending solutions.
Whether its for your home or for expanding your investment property portfolio, navigating through all the options can be daunting. We will support you in providing the right solution and benefits, by considering all your goals and circumstances.
We are experts in supporting Medical Professionals. Whether you are commencing your practice or focused on growing and consolidating - we can help you with bespoke financial solutions specifically catered for health professionals.
We have partnered up with some of the industry leading firms that deliver world class recommendations in investments and insurance. We can support you by understanding your objectives and connect you to a trusted specialist.
Olive Road Financial ABN: 55 660 173 071, Olive Road Financial Pty Ltd ABN: 55 660 173 071. Credit Representative #542765 is authorised under Australian Credit License #389328.
Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.
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