Centric Wealth

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Our Lending Advisers


Daniel Lanna
 
Kevin McTaggart
 
Stuart Turner

  Tony Scott - Senior Lending Adviser
Tony Scott

 
William Tremayne

                 
 
Adam Connelly

   
           

 

Our advisers have on average 19 years banking and broking experience, and a fully dedicated Settlements Manager to take your loan to completion.

We have advisers based in Sydney and Melbourne.

 

Daniel Lanna

Experience
Daniel joined Centric Wealth's predecessor company - Kingsbridge and Eagle - in February 2006 and now leads the team of Centric Lending Advisers with offices in Brisbane, Melbourne, Canberra and Sydney.

Dan has been a Mortgage Consultant since 2003 with banking and finance industry experience since 1996. Dan specialises in Business Development, Mortgage Consulting and Credit Analysis, with special interest in complex residential Owner Occupied and Investment finance solutions/structures.

Daniel prides himself on his professionalism and friendly service whilst still giving a straight forward simple approach to finance solutions.

Daniel has also been ranked in the Mortgage Professional Association (MPA) top 100 broker for years 2007, 2008, 2009, 2012, 2014 and 2015.

Educational Qualifications
  • Diploma of Business Management
  • Diploma of Financial Services (Finance/ Mortgage Broking Management)
  • Certified Mortgage Consultant - (MFAA)
  • Member of the Mortgage and Finance Association of Australia (MFAA)
  • Sequal Registered Broker
Contact Daniel
  02 9250 1466 or 0414 293 079
   02 9250 1437
   email Daniel

  
 
   

Kevin McTaggart

Kevin joined Centric Wealth's predecessor company - the Finance Company - in October 2003. He specialises in arranging finance for professionals, in particular those in the Medical, Para Medical and Dental professions both for consumer and business finance, with emphasis on debt structuring and on going management.

Experience
In total he has had 36 years experience working within the Banking and Finance Services sector. He commenced working with the Bank of New South Wales (Westpac) in 1972. He worked primarily in the branch network for 24 years, with 10 years in a lending role with emphasis on both consumer and business finance.

He joined ANZ Bank in 1996, for seven years. His final four years at ANZ were spent in the third party mortgages area with responsibility for assessing and approving broker referred loan applications.

Professional Memberships
Kevin is a member of MFAA.

Educational Qualifications
• Bachelor of Business
• Diploma of Financial Services (Finance/
Mortgage Broking Management)
• Certified Mortgage Consultant - (MFAA)
• Certified Credit Adviser

Contact Kevin 
   0407 503 394
   03 9258 6886
   email Kevin

 
 
    Stuart Turner

Experience
Stuart has over 14 years experience working in the Australian Financial Services industry. Prior to joining Centric Wealth Stuart worked for eight years with Homeside Lending & MLC Mortgage Solutions, both divisions of National Australia Bank.
Stuart’s expertise is aligning himself closely with Financial Planners to understand High Net Worth client structures rquirements for complex lending scenario’s. As well as looking after complex lending scenario’s, Stuart also specialises in residential Owner Occupied & Investment structures. Stuart prides himself on his professionalism and service to his clients throughout the lending process.
Educational Qualifications
He has completed Diploma in Financial Services and is a member of the MFAA.
Contact Stuart 
   0449 903 291 
   02 9250 1447
   email Stuart



 
 
Tony Scott - Senior Lending Adviser   Tony Scott

Experience
Tony joined Centric Lending in March 2016 and has been involved in the Lending industry since 1994. Tony holds a Diploma of Finance and Mortgage Broking Management. 
Tony is experienced in a wide variety of lending products. His experience ranges from positions in a major bank to small accounting and financial planning firms culminating in his position with Centric Lending.
Educational Qualifications
  • Diploma of Finance and Mortgage Broking Management
  • Member of the Mortgage & Finance Association of Australia (MFAA)
Contact Tony 
   02 6281 1477
   email Tony




 
 
 
 William Tremayne

Experience
Will has 10 years’ experience in the banking industry in a variety of lending roles. Will has extensive commercial lending experience coupled with strong knowledge of complex residential lending & Equipment Finance.

Will holds a Diploma in Finance and Mortgage Broking; and is currently studying towards his Master in Business Administration (MBA) in Finance.
Educational Qualifications
  • Diploma of Finance and Mortgage Broking Management
Contact William 
   02 9250 6500
   email William



 
 





   
 Adam Connelly

Experience
 
Adam is a banking professional with over 12 years’ experience in the Lending and Finance industry.

Adam has extensive banking experience across Corporate, Commercial, Small business, Equipment, Home & Investment Finance. Having worked in various locations including Brisbane, Canberra and Melbourne, across a cross section of industries, Adam knows how add value to your business to save you time & money.

This experience enables Adam to negotiate the most appropriate borrowing strategy, loan structure, interest rate and ongoing loan conditions in the market place.

If you are looking for your first or subsequent home/s, expanding your investment portfolio with property or shares, starting or looking to grow your business, wanting to purchase commercial property, upgrading your car, buying new plant & equipment or need cash flow assistance then Adam can assist.

In addition to this Adam has the advantage of being employed by a Financial Services Group that is looking to revolutionise wealth and empower ambition. Centric Wealth provides specialist resources in the areas of Tax Accounting, Specialist Tax, Financial Planning, Risk Protection and General Insurance. 

Adam forms part of the Centric Wealth’s vision to create a fair priced ‘Family Office’ service that is accessible to more mainstream businesses and individuals – not just reserved for the wealthy few. 

The family office brings together a single point of contact for managing financial affairs of businesses and individuals within them. 

Educational Qualifications and Professional Memberships 
  • Diploma of Finance and Mortgage Broking Management
  • Member of the Mortgage & Finance Association of Australia (MFAA)
Contact Adam
   (03) 9258 6893 or 0472 807 661
  email Adam



 

 


Read more about Lending Solutions

Our Approach to Lending
Asset Finance
Business Finance
Commercial Finance
Debt Restructuring
Residential Mortgage Finance
Investment Finance
Our Lending Advisers
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