4 November 2013

Your Local Broker Contacts - 13 of Australia's Best

That's why La Trobe Financial is delighted to offer you our very best:

NATIONAL CONTACTS

 
Daryl Hill



Vice President
Head of Major Clients
JP, A Fin, DSM
Email: darylhill@latrobefinancial.com.au
Mobile: 0408 566 524
Experience: 30+ years
Territory: Australia wide

Daryl is a nationally recognised contact for brokers having joined La Trobe Financial in 1976 after an initial career with the Commercial Banking Company of Sydney. Daryl is an associate member of Finsia, and appointed a Justice of the Peace in May 2004. He was awarded the Business Development Manager of the Year in 2012 as voted by his peers and is an inaugural recipient of the La Trobe Financial Distinguished Service Medal (DSM) in August 2010. He brings a “never give in” attitude and discipline to every task and sees his role as being in the solutions business to assist brokers achieve their goals.

Daryl is also a retired 200 game VFL football umpire.

Daryl’s key responsibilities today includes working with brokers across Australia and many licensed mortgage fund operators and portfolio managers, using our highly evolved portfolio management and compliance outsourcing system.

 
Craig Robertson



Head of Sales - Credit
Executive
Dip FS (FP), Dip FS (F/MBM)
Email: crobertson@latrobefinancial.com.au
Mobile: 0447 599 664
Experience: 15 years
Territory: Melbourne, Sydney, Brisbane, Adelaide

Craig commenced with La Trobe Financial as a Senior Loan underwriter back in 1998, after seven years in banking at National Australia Bank where he said the work environment was not sales oriented enough. Thriving on change and responsive service resulted in his appointment in 2005 to managing a $100m private investment portfolio within the group's Wealth Management Division. Craig has worked also as an independent broker and understands the role brokers play.

Craig was a promising junior cricket player having played both in Australia and in the UK.

Craig now has primary responsibility together with our Chief Investment Officer (CIO) in overseeing key origination partnerships and is a member of the group Origination and Credit Committee.

 
SYDNEY - New South Wales & Australian Capital Territory

Sally Humphris



Head of Institutional Sales
Executive
BEc(Hons), Dip FS (FP)
Email: shumphris@latrobefinancial.com.au
Mobile: 0448 404 413
Experience: 21 years
Territory: Sydney, Melbourne, Brisbane, Adelaide

Sally previously managed a successful third party distribution business focusing on institutional clients prior to joining La Trobe Financial in January 2012. Sally has also held senior management positions with significant international investment banks and brings to our Wealth Management Division an extensive network of well developed relationships within the superannuation, asset consultancy, family office and retail segments of the market. Sally has strong technical skills having worked as a rated equities analyst within the REIT sector.

Sally trained as an Olympic gymnast and remains a qualified national gymnastics coach.

 
Suzanne Hemsworth



Senior Manager
Client Partnerships
B.Comm, FAMI, Dip. Fin
Email: shemsworth@latrobefinancial.com.au
Mobile: 0421 029 691
Experience: 10 years
Territory: Sydney, NSW & ACT

Suzanne commenced this position in January 2006. With an excellent reputation for service and reliability within the industry amongst both brokers and aggregators and one of the key measures of her success is her focus on communication and reliability. Suzanne will always act in a timely and professional manner offering outstanding customer service to brokers. Suzanne holds a Bachelor of Commerce, a Diploma in Financial Services (Financial Planning), a Diploma in Mortgage Lending and is a regular contributor to the Women in Broking Network.

Suzanne rises early every morning for her son Andrew who is a top 10 National swimmer and her daughter Amanda whose water polo team has won two successive National water polo championships.

 
Sam Deeby



Senior Manager
Client Partnerships
Dip. FS (FP), Dip. FS (MBM)
Email: sdeeby@latrobefinancial.com.au
Mobile: 0419 114 790
Experience: 20 years
Territory: Sydney

Sam has recently joined La Trobe Financial due to our growth in the Sydney market. Sam has over 20 years' experience in the Banking and Finance industry and has held senior positions within several retail banking divisions with organisations including Westpac, CBA and Macquarie Bank. He has been involved in a broad range of financial services disciplines such as lending operations management, sales, and Business Development Management. Sam understands how important it is to continue to set the bar higher with client relationships and understands broker expectations.

Sam completed a New York University Degree whilst living in Lebanon, regularly trains in Kick Boxing martial arts (for pleasure), and has studied both piano and guitar.

 
PERTH - Western Australia

 
Paul Biddle



Senior Manager
Client Partnerships
Dip Fin
Email: pbiddle@latrobefinancial.com.au
Mobile: 0421 029 687
Experience: 26 Years
Territory: Perth & WA

Paul joined La Trobe Financial in November 2012. Paul has been in the financial services industry since leaving school in 1974. He had a 25 year career in ANZ with the main concentration on lending but diversified to project management and training. Other roles include Regional Sales Manager for Aussie (6 years) and State Manager of a Mortgage Management Company.

Paul holds a Certificate 4 and Diploma in Finance (Mortgage Broking) and a Certificate 3 in Training. Paul has facilitated the Certificate 4 and Diploma course for Kaplan Professional.

Paul played country football for Wondin and was part of the 78-79 Premiership side, as well as A Grade basketball in Melbourne for several years. He has been a resident of Perth for over 18 years.

 
Brisbane - Queensland & Northern Territory

 
Janelle Barnes



Senior Manager
Client Partnerships
B.Comm FCPA
Email: jbarnes@latrobefinancial.com.au
Mobile: 0409 435 559
Experience: 20 Years
Territory: Brisbane, QLD, NT & Northern NSW

Janelle joined La Trobe Financial in December 2005 and has since gained a reputation for going the extra mile for her clients. Professional, experienced and ready to help, Janelle is always up for a coffee and catch up to discuss how La Trobe Financial can help customers achieve their ambitions. Janelle has a Bachelor of Commerce from the University of Queensland, is a Fellow of the Certified Practicing Accountants and holds a Diploma in Financial Services (Financial Planning). In 2013, Janelle was awarded Business Development Manager of the Year as voted by her peers.

Janelle’s son was recently awarded a Rhodes Scholarship to attend Oxford University in England.

 
Nicole Waugh



Senior Manager
Client Partnerships
BA, Dip ML
Email: nwaugh@latrobefinancial.com.au
Mobile: 0438 637 490
Experience: 12 Years
Territory: Brisbane, QLD & NT

Nicole commenced working with La Trobe Financial in 2001 after a number of years with RACV as a Business Development Manager. Following 8 years working in our Asset Origination team where she was Manager of a large team of credit analysts Nicole was promoted to Internal Audit and took responsibility for the group Training within the organisation. Nicole has a vast and broad knowledge of all functions and processes at La Trobe Financial and has the ability to train and educate her colleagues to understand both the operational and compliance sides of the business. She has a Degree (Bachelor of Arts), Diploma (Mortgage Lending) and Certificate (Workplace Training and Assessment) and utilises her vast experience for the full benefit of brokers.

Nicole's brother Phil Wilson works for La Trobe Financial in our customer liason unit and Nicole is a regular participant in fun runs and has completed numerous Breast Cancer fun runs in supporth of this Charity and her mother-in-law who is a breast cancer survivor.

 
Robyn Eacott



Senior Manager
Client Partnerships
Email: reacott@latrobefinancial.com.au
Mobile: 0459 056 760
Experience: 28 Years
Territory: Brisbane, QLD

Robyn commenced her career with La Trobe Financial in April, 1985. Her initial daily duties included opening and sorting mail, approving loans, typing the Letters of Offer manually on an electric typewriter and settling loans. From there, Robyn moved into an accounting role, receipting in borrower repayments and performing bank reconciliations. She then became an Assistant to the Chief Operating Officer Brian Ford for a number of years, before moving into Internal Audit. Today Robyn works in her sales role from her residence currently moored in Mooloolaba.

Robyn leads a very active lifestyle including scuba diving and motorcycle racing. Robyn has held a course record for women at Phillip Island motorcycle race track in Australian Superbike 1000cc (top speed 310kph).

 
Melbourne - Victoria

 
Michelle Bannister



Senior Manager
Client Partnerships
Dip ML
Email: mbannister@latrobefinancial.com.au
Mobile: 0408 566 518
Experience: 17 Years
Territory: Melbourne, VIC

2013 MFAA Best BDM Winner

Michelle commenced employment with La Trobe in August 1996 and during this time has had the opportunity to utilise her extensive knowledge and experience in the mortgage industry by having exposure to a variety of departments within the organisation including Accounting, Mortgage Help and over nine years credit experience which assisted in her transition into the role of Victorian Business Development Manager. Michelle has been recognised for a number of prestigious awards within the industry and within our organisation. In 2013, Michelle won MFAA Business Development Manager of the Year and was nominated for 2 consecutive years, as well as the MIAA excellence awards. Michelle was La Trobe Financial's annual Hall of Fame award winner in 2002 and Business Development Manager of the Year in 2011 as voted by her peers.

Michelle was a Victorian State junior basketball player, has completed 5 marathons, and is a nationally awarded fitness competitor.

 
David Sturtevant



Senior Manager
Client Partnerships
BBus(Mgt)
Email: dsturtevant@latrobefinancial.com.au
Mobile: 0414 451 031
Experience: 25 Years
Territory: Melbourne, VIC

David brings a wealth of experience to La Trobe Financial having worked in the finance industry for over 25 years. David previously worked with some of Australia’s leading banks. He has a strong finance and credit background and is driven to providing value added, tailor made solutions for his clientele. David obtained his Bachelors of Finance from RMIT part time over a ten year period whilst completing full time work, showing great persistence and diligence. David has also played a significant role in mentoring staff and achieving effective and successful outcomes.

David has completed a ski instructor’s course, and is an active SCUBA diver with over 200 dives to his name.

 
Michael Watson



Senior Manager
Client Partnerships
MBA, B.Bus
Email: mwatson@latrobefinancial.com.au
Mobile: 0409 419 039
Experience: 10 Years
Territory: Melbourne, VIC

Michael joined La Trobe Financial this year in May. Michael is responsible for developing and building the relationships between La Trobe Financial, dealer groups and financial advisers in our Wealth Management Division. With a strong interest in product distribution, Michael is a keen observer of current trends, practices and delivery methods relating to financial products. Michael especially enjoys working with individual businesses, undertaking numerous presentations at Professional Development Days and the like.

Prior to joining La Trobe Financial Michael worked extensively within the specialist lending market and business banking. Michael has completed a Bachelor of Business (Economics & Marketing), an MBA (Project Management), a Certificate IV in Financial Services and is PS146 (tier 2) compliant.

Michael plays electric bass in a rock band called the Vice and comes from a dairy farming family north of Bendigo in Victoria.

 
Megan Pfab



Senior Manager
Client Partnerships
BComm(Eco), BA(PR)
Email: mpfab@latrobefinancial.com.au
Mobile: 0408 126 664
Experience: 12 Years
Territory: Melbourne, VIC

Megan joined La Trobe Financial in September 2012. Prior to La Trobe Financial Megan worked as a Business Development Officer with the funds distribution team at Macquarie Bank. Megan has over 12 years’ experience working in the financial services industry in the areas of equities research, investor relations and sales. She has also worked in London and Australia. In her role, Megan manages the relationship between financial advisers and dealer groups across Australia. Megan has been instrumental in developing strong relationships and growing the distribution channel. She attends numerous Professional Development Days and strives to add value to her clients.

Megan is currently completing a Graduate Diploma of Applied Finance. Megan holds Degrees in Commerce (Economics) and Arts (Public Relations) from Deakin University.

Megan is studying German, has competed the Inca Trail in Peru, won Head of Schoolgirls rowing regatta, was a state finalist for the 2002 L’Oreal Paris “Face that stops the Nation” competition, completed work at Mother Theresa’s orphanage and is the daughter of retired Collingwood footballer Peter McCormack.

That's our amazing team of dedicated sales people ready to serve you.
So call now on 1800 707 707.



... That's Lending

Best regards,
Paul Wells, Chief Investment Officer
La Trobe Financial Asset Origination & Credit Division



La Trobe Financial is one of Australia's leading independent credit specialist Fund Managers. Its business includes residential mortgages, commercial mortgages, and investment services operating one of Australia's largest Mortgage Funds under AFSL 222213. It employs over 123 staff and has managed over AUD$10Billion covering over 100,000 investment grade assets since inception in 1952.

Copyright 2013 La Trobe Financial. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial. Disclaimer

The following awards and ratings were given to the Pooled Mortgage Option within the La Trobe Financial Mortgage Fund and may be viewed on our website

Ratings And Awards
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Paul Wells
Snr Vice President
Chief Investment Officer

(03) 8610 2802

SALES TEAM
Senior Manager's Client Partnership (SCMP)
Daryl
Daryl Hill
0408 566 524
Vice President
Head of Major Clients
Craig
Craig Robertson
0447 599 664
Head of Sales
– Credit
Sally
Sally Humprhis
Exec. Head of Institutional Sales
0448 404 413
Suzanne
Suzanne Hemsworth
SMCP - NSW/ACT
0421 029 691

Sam Deeby
SMCP - NSW
0419 114 790

Janelle
Janelle Barnes
SMCP - QLD/NT
0409 435 559

Nicole
Nicole Waugh
SMCP - QLD/NT
0438 637 490

Nicole
Robyn Eacott
SMCP - QLD
0459 056 760

Megan
Megan Pfab
SMCP - VIC
0408 126 664


Michael Watson
SMCP - VIC
0409 419 039

Paul
Paul Biddle
SMCP - WA
0421 029 687

David
David Sturtevant
SMCP - VIC
0414 451 031



Michelle Bannister
SMCP - VIC
0408 566 518

 
Credit Approval
Cory
Cory Bannister
03 5177 1606
Head of Product
– Credit
Steve
Steve Lawrence
03 8610 2807
Head of Underwriting
– Credit
Ryan
Ryan Harkness
03 8610 2856
Head of Debt
Capital Markets

Justin Coates
03 8610 2882
Head of Operations
– Credit
Luke
Luke Jones
Credit Manager
03 8610 2816
Jimmy
Jimmy Mc Grath
Credit Analyst
03 8610 2846
Melissa
Louise Lindeman
Credit Analyst
03 8610 2827
Gerald
Gerald Edwards
Credit Analyst
03 8610 2879
Linda
Linda Gorski
Asset Retention Manager
03 8610 2817
Bianca
Bianca Williams
Credit Analyst
03 8610 2877
Daniel
Daniel Sudjaya
Credit Analyst
03 8610 2880
Garry
Garry Skelton
Credit Analyst
03 8610 2832
Kelly
Kelly Tierney
Asset Retention
03 8610 2822
Laura
Laura Henderson
Asset Retention
03 8610 2836
Loan Closer Team
Leanne
Leanne Seymour
Loan Closer Unit Manager
03 8610 2808
Marrisa
Marrisa Hoffman
Senior Loan Closer Unit
03 8610 2824
Sakshi
Sakshi Goyal
Loan Closer Unit
03 8610 2826
 
 
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Please Note: This publication is for accredited broker use only and is not for distribution to consumers.

All loan applications are fully assessed to ensure the loan is not unsuitable and that we meet our responsible lending obligations in accordance with our usual underwriting requirements. All features and interest rates are current as at the date of publication. Conditions, fees and charges apply. This message, together with the La Trobe Financial website (www.latrobefinancial.com.au) and all its contents have been prepared for general information only and should not be taken as legal or financial advice, and as such the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration. Individuals should therefore talk with their financial planner or advisor before acting on any information present on this message or the La Trobe website. La Trobe Financial Asset Management Limited ABN: 27 007 332 363 and AFSL No: 222213 is the issuer and manager of the La Trobe Australian Mortgage Fund. It is important for you to read the Product Disclosure Statement for the Fund before you make any investment decision. You can get a copy of the PDS by calling 1800 818 818. You should consider carefully whether or not investing in the Fund is appropriate for you. The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund, and may achieve lower than expected returns. Investors risk losing some or all of their principal investment. The investment is not a bank deposit.

La Trobe Financial Services Pty Limited - Australian Credit Licence Number: 392385
La Trobe Financial Asset Management Limited - Australian Credit Licence Number: 222213

Terms, conditions, fees, charges and La Trobe Financial lending criteria apply.

1. Zenith's "recommended" rating indicates that it has high confidence in the manager meeting its objectives. The Zenith Investment Partners ("Zenith") ABN 60 332 047 314 rating referred to in this document is limited to "General Advice" (as defined by section 766B of Corporations Act 2001) and based solely on the assessment of the investment merits of the financial product on this basis. It is not a specific recommendation to purchase, sell or hold the relevant product(s), and Zenith advises that individual investors should seek their own independent financial advice before investing in this product. To view the relevant research information, please visit www.latrobefinancial.com.au The rating is subject to change without notice and Zenith has no obligation to update this document following publication. Zenith usually receives a fee for rating the fund manager and product against accepted criteria considered comprehensive and objective.
2. SQM Research - 4 stars to 4.25 stars - superior, suitable for inclusion on most Approved Product Lists. To view the relevant research information, please visit www.latrobefinancial.com.au This rating will not take into account your, or your clients' objectives, financial situation or needs. It is up to investors to consider whether specific financial products are suitable for your objectives, financial situation or needs. Research houses receive a fee from La Trobe Financial for rating the product.
3. Lipper Leaders Rating Total Return (Score – 5) Lipper Ratings for Total Return reflect funds’ historical return performance relative to peers. The ratings are subject to change every month. The highest 20% of funds in each peer group are named Lipper Leader or a score of 5 for Total Return. Lipper Leader ratings are not intended to predict future results and does not guarantee the accuracy of this information. More information is available at www.lipperweb.com. Thomson Reuters Copyright, All Rights Reserved.
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