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

 
Paula Fraser
 
 
Chris Walker


   
Natalie Stojanovska
 


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
   0414 293 079
   02 9250 1466
   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 
   0472 807 661
   (03) 9258 6893
   email Adam

 

  Paula Fraser

Experience
 
Paula has in excess of 8 years’ experience in the Lending & Finance industry and holds a Master’s degree in Diplomacy & International Trade specializing in Business as well as a Bachelor of Asian Studies and International Business. 

Over the years Paula has held positions with 3 of Australia’s big 4 banks and has spent the last 2 and a half years as a finance broker and adviser. 

Over the years with the big banks Paula held positions of responsibility including as a Credit Manager/Analyst in plant and equipment lending, in a relationship role in commercial banking specialising in cash flow/unsecured lending and development lending as well as general business lending for small and medium businesses. Paula also has extensive experience in Self-Managed Super Fund lending and residential lending. 

This enables Paula to offer a full range of finance services to clients across their lending needs and to negotiate on a client’s behalf the most appropriate borrowing strategy, loan structure, interest rates and loan conditions in the market place to suit their needs. 

Paula is also an accredited Finance Broker and member of the Mortgage Finance Association of Australia (MFAA).

Educational Qualifications and Professional Memberships 
  • Master of Diplomacy & International Trade
  • Diploma of Finance and Mortgage Broking Management
  • Certificate IV in Finance and Mortgage Broking
  • Member of the Mortgage & Finance Association of Australia (MFAA)
Contact Paula
   0488 700 395
   email Paula


 
   

Natalie Stojanovska

Natalie commenced her career in financial services with Centric Wealth (Lending) some 6 years ago. During this time, she has developed a detailed understanding of the lending process in both her previous roles of Lending Administration Officer and Client Services Coordinator. 

Her depth of knowledge is exceptional given her exposure to complex technical matters including: lender product & policy, mortgage insurance etc. She also understands the challenges and stress confronting those looking to buy their first home having recently purchased her first property. 

Natalie now joins the Adviser Team bringing with her experience beyond her years having assisted and supported Advisers to develop strategy and deliver client solutions. This knowledge and experience is underpinned by having successfully obtained all necessary qualifications and a desire to deliver the best client experience and outcome. 

Educational qualifications and Professional Memberships

  • Certificate IV in Financial Services (Finance/Mortgage Broking) 
  • Diploma of Finance and Mortgage Broking Management 
  • Diploma of Business Administration 
  • Member of the Mortgage & Finance Association of Australia
        
Contact Natalie
(02) 9250 6500
 email Natalie

 

 


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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