Teams

Nick began his career in the finance industry more than 30 years ago as a trainee. His natural ability and interest saw him move up quickly into more substantial roles within the banking industry until he was in charge of complex business lending portfolios in excess of $65 million.

In 1998 Nick put his extensive business development knowledge to use, purchasing the Dear Friends Restaurant in the Swan Valley. Under his leadership and commitment to customer service the restaurant went on to become a leader in the industry, winning numerous awards for excellence. Selling the business in 2002, Nick moved back into the finance industry as a broker giving customers the benefit of his personal experiences in business finance and development.

Nick’s devotion to his work has seen him receive PLAN Australia’s Sales Master Award every year since its establishment in 2005. He was also recognised in the MPA top 100 brokers of Australia in 2007. With a Diploma in Financial Services and a proven track record in the banking and finance industry as well as private business, Nick is ideally placed to offer sound professional advice and guidance to personal and business customers, enabling them to achieve success in today’s complex and competitive financial and business world. Nick is a firm believer in the value of getting your finances in order with the correct investments, loans and insurance to enable you to spend more time doing the things you love, which in his case involves setting sail upon the Indian Ocean.

Richard has been working in the finance industry since 1987. After a 15 year career with the National Australia Bank, seeing him specialising in all aspects of banking and working in many roles, including as a Client Manager and Mobile Mortgage Manager. With over 30 years’ experience Richard has become well known as an individual devoted to the delivery of outstanding customer service. He was recognised in the 2018 Better Business Awards, by being a finalist in the category of Best Individual Customer Service. He has also been recognised by the Professional Lenders Association of Australia, by being inducted into the Hall of Fame and has received multiple Excellence in Finance Awards.

Having completed a Diploma in Financial Services in 2011, together with his comprehensive knowledge of commercial lending, leasing and personal lending. His passion for problem solving and great customer service, sees him ideally placed to guide you through the complex world of modern finance.

Richard is an active member of his local community, and understands the principle of giving back. He was made a Life Member of the Kalamunda and Districts Junior Football Club, after many years of service as a player, coach and committee member. He likes to keep active with a strong passion for keeping fit and enjoys mountain bike riding in his spare time along with the occasional surf.

As a father of four, Richard understands the different financial stages of life and will work with you, to help you achieve great outcomes, as you move through your personal financial journey.

Steve joined the Purely Finance Team at the beginning of 2005 after completing his Degree at Murdoch University.

During his time working for Purely Finance he has gained valuable experience working alongside the Directors of the company, assisting them manage their large and continually growing client base.

Over the past two years Steve has been recognised for his hard work and dedication and was Awarded the PLAN Australia Administrator of the year for 2015 – the first Year this Award was established. He has also been Awarded Best Loan Administrator in 2015 and more recently in 2016 at The Adviser Better Business Awards for WA . This is an exceptional achievement as it is rare for an individual to Win the same Award two years running.

The knowledge and experience Steve has gained from working in the industry over the past decade has allowed him to also grow his own client base. With a Bachelor of Commerce Degree, majoring in Finance, and a Diploma of Financial Services, Steve has the education, knowledge, industry recognition and experience to enable him to provide the best results for customers of Purely Finance. Steve’s ability to help customers understand the often-complex world of finance and his passion for helping others achieve success in today’s financial world makes him a highly valued member of the Purely Finance team.

Timmy joined the finance broking industry in 2014 with a vision of educating and helping others make informed decisions about their finances

With a Bachelor of Commerce Degree and a Diploma in Finance, Timmy has the knowledge and expertise to assist his clients achieve their financial goals. Timmy was also a finalist as WA Rising Star 2018 at the Better Business Summit.

Having actively participated in Global Money Week, Timmy visited several WA High schools educating Year 11 & 12 students about the complex world of modern finance.

Futhermore, Timmy creates educational content using the social media platform.

In his spare time, Timmy loves dancing, he is one of the most entertaining dancers that you’ll ever see. He is energetic and enjoys meeting new people. Timmy also speaks fluent Mandarin, Cantonese and Hokkien.

So if you have not spoken with Timmy before, give him a call.

“Happy learning & growing together” – Timmy

Anne- Marie joined Purely Finance in May 2013 bringing with her over 15 years finance experience, having previously worked for NAB in a variety of management roles, most recently as a Personal Banker looking after high net worth professional clients.

With a Diploma of Finance – Finance & Mortgage Broking Management, Anne-Marie works closely with clients to ensure their financial needs are met.

Anne-Marie has been a tremendous asset to the team at Purely Finance.

When not at work Anne-Marie is involved with her family in particular netball with her girls.

Martin has more than 40 years’ experience in the financial services industry in roles as diverse as customer service, commercial loans, business banking, finance and financial markets. Over the years he has developed invaluable skills in finding robust financial solutions for individual customer requirements.

For the past 27 years Martin has focussed his skills in financial planning working with small, medium and institutional businesses.

He completed his Bachelor of Commerce, majoring in finance, in 1997 and his Advanced Diploma of Financial Planning in 2005. He is a fully qualified financial planner having passed all current exams and requirements.

As the father of adult children and grandchildren, Martin has a first hand understanding of the value of sound financial planning and the need to adjust and develop plans as life changes. Working closely with clients and Purely Finance staff over many years, Martin has helped grow the financial planning sector of the company. This has enabled the company to offer complete financial solutions for customers wishing to protect themselves and their families after having taken out a loan, those extending their investment portfolio or business ventures and the full range of retirement planning.