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At times a long-standing alliance may already be years in the making. We are here to preserve and enhance our client’s relationships as your trusted finance representative.

Jo Taitt

Jo had worked across regional and inner city locations within Australia for ANZ and CBA over the past 14 years. From running Retail teams to Private Banking relationships, Jo's experience and desire lies in working with medium sized businesses with more complex financial needs and capital requirements. Alongside her passion for assisting upcoming and established businesses she has worked closely with a Not-For-Profit organisation supporting people suffering from domestic violent situations. Here she supported the teams Development, Marketing and Communication Channel, Stakeholder engagement, Governance, Product Development and Social Impact assessment.

Credit Representative 546656 is authorised under Australian Credit Licence 389328

[email protected]

Tom McGhie

Tom has 20 years of experience in finance, product management, risk management and governance across banking and financial services. Initially, Tom held a variety of banking roles in the SME market and subsequently in Corporate Banking at NAB. Tom left NAB in April 2018 having held senior roles in Business Banking and Business Lending Products. Since 2018, Tom has started his own management consulting business and has been working with start-ups around Australia with financing and operational management needs and in Debt Advisory, working with sophisticated equity groups to improve access to debt capital, predominantly in the SME acquisition markets.

Credit Representative 521325 is authorised under Australian Credit Licence 389328

[email protected]

Venus Chong

Venus is a passionate and enthusiastic banker with over 20 years of experience across Retail and Business & Private Banking, Operations, Transformation Program Delivery and Product Management. She is highly regarded for her delivery and execution focus, producing a high standard of work to deliver above and beyond the client’s expectations. Venus has significant experience in helping clients achieve the Great Australian dream of homeownership, and she gets personal motivation and satisfaction from them realising their dreams. She enjoys working in a fast-paced environment and lives and breathes the ‘whatever it takes’ motto to achieve the best outcome for her clients.

Credit Representative 533381 is authorised under Australian Credit Licence 389328

[email protected]