Referral Partners

Specialist referral partners

 

If required, we have a team of experienced and highly respected referral partners who provide support, research and advice to maximise your benefits from the start. Alternatively, we can work together with your own tax agent and/or financial planner.

Financial Planning
When recommending Tony to our clients, we  believe an important advantage is that Principal Edge is not owned by a financial institution thereby allowing the company to be flexible in meeting their client’s individual requirements, rather than selling the parent institution’s own products.

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TONY KENCH
FINANCIAL PLANNING

Tony Kench joined Principal Edge in January 2013 bringing with him 25 Years’ experience in Financial Services. A qualified actuary by training, Tony spent 23 years in a distinguished career with Commonwealth Bank. This included establishing the Commonwealth’s Equity Capital Markets business from scratch and being responsible for the debt/equity hybrid business, leading capital and managing significant propriety investment portfolios. In 2012 Tony made the decision to move into a role where he could get personal satisfaction working closely with individual clients and small business owners.

M 0414 889 047
E tonyk@principaledge.com.au

 

Commercial Finance
Alan Whitehead is our expert referral partner in large project market finance. Alan’s  experience in institutional banking is rare amongst brokers. This alliance gives our clients the best possible outcome when searching for funding solutions.

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ALAN WHITEHEAD

COMMERCIAL PROJECT SPECIALIST

Alan Whitehead has had an extensive international corporate banking career and has held several senior executive management positions in United Kingdom, Southern Africa, North America and Australia.

Alan’s diverse background allows him to assess finance proposals in an all-embracing manner. In particular, he is able to highlight strengths and mitigate weaknesses and thereby present loan proposals in the most rational and persuasive ways.  Alan has developed a unique tendering process which is an effective method in presenting proposals to a panel of lenders, resulting in the best offers from the lenders. Alan is able to use his knowledge and understanding of credit practices and institutional views to negotiate the most favourable outcome for borrowers and, in most circumstances, eliminate conditions that the majority of commercial brokers today would not have the influence, industry respect or know-how to accomplish.

M 0412 625 091
E  awhitehead@premierpartnersfinance.com.au

 

Property Investment
Aviate Group is the only property investment group whose research and due diligence has been accredited by Australia’s most respected financial institutions. They specialise in sourcing superior quality, low to medium density residential developments for investors to enjoy strong, reliable returns and capital growth opportunities.  Aviate takes the uncertainty out of finding the right investment property and provides a complete end-to-end solution for investors. They operate with full transparency and work on a flat rate basis, disclosing all fees up front.  Jon Ilievski is part of Aviate Group, the only appointed property investment specialist included on our panel of lenders and other service providers, because of their unique offering.
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JON ILIEVSKI
RELATIONSHIP MANAGER

Jon is an experienced investment adviser having spent the past 13 years of his career advising individuals on a wide range of areas of their personal finances from cash flow  management to equities and residential property.

Jon’s core belief is that education is the key that unlocks the door to a successful property portfolio and his number one priority is to build a trusting relationship with his clients and to ensure they are fully informed of their options. With a wide range of qualifications, Jon has a lot to offer an investor and throughout his career has drawn satisfaction from seeing his clients create wealth through sound advice and well researched quality residential property.

M  0414 88 77 67
E   joni@aviategroup.com.au

 

Property Management
We are confident to recommend Dani Chahine as a property manager to our investment clients; we have first hand experience in Dani’s ability to look after landlord’s properties and maximise returns on investment.

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DANI CHAHINE

PRINCIPAL & LICENCEE IN CHARGE

Dani is the principal of Sydneyside Real Estate, an independent, family-owned real estate company offering personalised, seamless and stress free sales and property management services.  Known for his attention to detail, efficient service and outstanding results, Dani has a following of the same clients since he started in property management more than 20 years ago. Dani’s point of difference is that customers always have a single point-of-contact directly to himself. Vendors, landlords, buyers and tenants all receive courteous and prompt service.  Dani especially focuses on seeking out quality tenants for landlords as well as paying meticulous attention to detail with the maintenance of properties under management. This strategy ensures the maximum return for investment properties.

M  0412 466 737
E   dani@sydneysiderealestate.com.au

 

Recommended Tax Accountants

ron RON BELZ
Ron Belz & Associates
M  0416 202 902
E   ron@rbelz.com.au
shukri SHUKRI BARBARA
Property Tax Specialists
M  0410 588 305
E   shukri@propertytaxspecialists.com.au


Seminars

We organise small group seminars which include presentations by industry specialists, including financial planning, information on self managed super funds, residential and commercial property investment, property management and occasionally, a selected lender.  If you would like to attend a seminar, please email carol@selectfinancialservices.com.au