With leading edge business acumen and access to the best products and solutions in the market, we excel at securing and enhancing financial wellbeing and success for our clients.
At Olive Road Financial, we pride ourselves on having access to a wide selection of leading financial institutions so that you can enjoy the privilege of having a comprehensive suite of solutions at your fingertips.
Our team provides independent advice and solutions to specifically cater for your needs without bias. With a wide range of financial institutions and banks to assess, you can feel empowered knowing that your dedicated Director has proposed the best possible solution for you.
We offer extraordinary Client Service & Innovative Solutions including:
Personalised Service: We take the time to understand you and what’s important to you. Together, your dedicated Director will learn your goals and ambitions that will guide your proposed solutions.
Expert Advice: Drawing on over 70 years of combined lending expertise and with strong relationships with leading lenders and institutions, your dedicated Director is positioned to propose solutions best suited to you and your circumstances.
Tailored Solutions: Your Director will hand-select lending solutions and services with preferential pricing options. With access to leading lending institutions and providers, have confidence knowing your options have been reviewed with a personalised lens.
Grant Whinnett is a Finance & Mortgage Broker with over 21 years of experience in the banking and finance industry, where he has become well-versed in all areas of transactional banking, residential lending, commercial lending, and wealth management. Throughout his career, he has worked across retail banking, business banking, and private banking.
Grant has a genuine passion for business development and creating long-lasting relationships with his clients. He enjoys providing strategic and deliberate guidance to high-net-worth clients and their families.
With a personal interest in property, both investment and residential, Grant prides himself on providing effective lending solutions that enable future financial security and portfolio growth for his clients.
Call GrantJae Choi is a qualified Finance & Mortgage Broker. Throughout his 22 years of experience in the banking and financial services industry, Jae's focus has consistently been on delivering outstanding client outcomes by fostering trusting and enduring relationships. As a co-founder of Olive Road Financial, he looks forward to extending his expertise to provide clients with strategic and sustainable financial solutions.
Prior to forming Olive Road Financial, Jae worked with a major financial institution, leading the NSW client acquisition as a Director of Private Bank. He is passionate about guiding high-net-worth clients by providing often complex or highly tailored solutions to achieve their personal aspirations. It is with this same passion and a heightened purpose that he looks forward to supporting clients of Olive Road Financial, together with his fellow Directors and valued specialists.
Call Jae
Tony Ruellan is an experienced Finance & Mortgage Broker who grew up in Jersey (UK) and began his finance career with Barclays PLC and The Royal Bank of Scotland. He later moved to Australia with his family. With over 26 years of experience in finance, he is now excited to bring his expertise to Olive Road and build long-term partnerships with clients.
Tony's previous experience includes private banking, residential and commercial lending, with a specialisation in high-net-worth solutions. He works closely with clients to understand their banking and wealth management needs, partnering with valued specialists to propose end-to-end solutions tailored seamlessly to each client's circumstances.
Call TonyWilliam Kim is a Senior Relationship Executive with over seven years of extensive experience across Australia's most prominent banks. He has worked within the retail bank channel, serving the needs of high-net-worth individuals and their families. Specialising in delivering exceptional client experiences and outstanding outcomes, William prides himself on providing top-notch service throughout his clients’ financial lifecycles.
Building enduring relationships founded on trust is his forte, and he finds great satisfaction in making a meaningful impact on the financial well-being of his clients. As a dedicated industry professional, William is committed to upholding the highest standards of service and contributing to the holistic financial success of his clients.
Call William
Chris Harris is a Senior Associate with over six years of experience in mortgage broking and finance. He specialises in loan processing, credit analysis, and relationship management. Chris is passionate about helping clients achieve their financial objectives, understanding that navigating the complexities of finance can be daunting. He is confident in his ability to add significant value to clients' situations and needs.
Chris also has an extensive background in the law and criminal justice sector, working with various associated agencies across the east coast.
Call ChrisJL
Johnny Lam
Valuable advices with timely and detail follow up. Excellent experience! Jae and team have been fantastic! They are well connected and willing to spend time to understand or family situation to come up with the best approach and suggestions.
MK
Matthew Krilis
Jae and Chris and the team at Olive Road Financial are exceptional. I have been working closely with Jae for over 3 years and he is extremely hard working, efficient, and an excellent communicator. He has been able to sort out my borrowing requirements when others haven’t been able to through lateral thinking, persistence and dedication. I would highly recommend.
nm
neha modi
I could not thank William and Chris at Olive Road enough for their help with our refinance. Everything was clearly explained, and the process was smooth & hassle free.
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 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.
Site by Broker Studio