Trusted Finance Solutions (TFS), founded in Melbourne, provides a unique service proposition in the area of mortgage broking, credit assistance and debt structuring.
In many cases, we work alongside your accountant and/or financial planner to develop a finance strategy, tailored to your particular needs.
We provide a high level of expertise in all areas of lending from residential, investment, commercial, leasing and Self-Managed Super Fund (SMSF) finance. Our clients will always have their own personal Credit Adviser/Mortgage Professional 24/7, including weekends. We are not like other companies whose directors will not provide their mobile numbers or speak to their clients after hours. We want to develop long lasting relationships with our clients as we see our business as an important part of your overall finance strategy to either create a lifestyle for your family or build wealth for the future.
We believe finance, accounting and wealth management/financial planning are interrelated and it is important that you have trusted advisers in these three key areas as they will help you grow wealth over time. We specialise in the area of finance and can manage the finance process from initial enquiry all the way through to settlement, finding the right structure, bank, products and interest rates for you. We keep in touch with our clients post settlement and update them with industry news. Given the changing landscape in the finance industry, we also conduct regular finance reviews.
If you do not have a financial planner or accountant, we can align you with one of our many partners in this space to review your position.
Mission
Creating a world of opportunities through lending advice you can trust.
Core values
At Trusted Finance Solutions, we live and breath our values:
- Commitment to excellence
- Create trusted, long term relationships
- Dedicated to achieving your goals
- Develop and grow with you and our team
Credentials
The Trusted Finance Solutions team are Credit Representatives and operate under the licence of Connective, Australian Credit Licence (ACL) 389328. We are qualified to provide credit assistance and have completed the industry requirements:
- Certificate IV Financial Services (Finance / Mortgage Broking) FNS40811
- Diploma of Finance and Mortgage Broking Management FNS50311
The team also holds Professionals memberships with:
- MFAA (Mortgage & Finance Association of Australia)
- Connective (Professional Lenders Association Network of Australia)
- COSL (Credit Ombudsman Service Limited), now known as AFCA
- Finsia (Financial Services Institute of Australasia)
MFAA – Mortgage & Finance Association of Australia
The MFAA is the peak industry body providing service to over 10,000 professional brokers (finance and mortgage brokers, mortgage managers and aggregators) to assist and grow the mortgage and finance industry.
The Trusted Finance Solutions team are accredited with the MFAA which is seen as the highest standard in the industry. To become a member, you need to have completed all education requirements, operate with ethics in a market regulated by ASIC and have Professional Indemnity cover. You also need to be a member of an external dispute resolution body such as the COSL (now known as AFCA).
Partners
As part of our approach to ensuring we have all of your bases covered, we align ourselves with experts in the finance industry to assist you.
- Financial Planners
- Accountants
- Real Estate Agents
- Conveyancers
- Solicitors
- Buyers Advocates
Daryn Heffernan B Ec, FFin
Director, Finance Strategist
Daryn is a qualified finance broker with over 25 years of experience in the banking and finance sector.
