Our bond is our commitment to our clients, loyalty to our business and desire to have fun. We do our job because we make a valued difference to peoples’ lives. We do the job well because we have the expertise, intelligence and drive to do so.
Jesse has over 25 years in Banking predominantly with Big 4 institutions spanning corporate and commercial banking, credit, sales and in the most recent decade in Private Banking for NAB and Westpac.
Jesse has a passion for problem solving for our clients, and for seeking solutions for clients that are often outside the norm. Jesse can assist clients with all facets of finance including business and self-employed lending, asset finance and prestige property lending.
Diploma of Mortgage Broking, Grad Dip Business (Management) Monash University, Dip Financial Planning
Ian has over 30 years banking and broking experience. He brings a breadth of experience to the Commercial and Business side of the business having focused on Business Banking for both CBA and Citibank during his banking career. With his background, he is well versed to handle the varied needs of our Self Employed and Private Bank clients.
B.Sc, B.Bus, Cert IV Finance and Mortgage Broking, Diploma of Finance
Since entering the consumer banking and mortgage industry in 1985, Shane has taken on client facing and leadership roles, including two decades in Private Banking within the Big 4. His role at Kingsbridge Private is to support the broking partners in analysing credit applications, loan structuring and client communications, and enjoys helping secure client loan approvals to purchase property and obtain better deals and outcomes. Outside the office, Shane values spending time with family, watching and participating in all types of outdoor activities, and travelling.
RGS 146 Compliant
Jack has been in the financial services industry for over 10 years, in Paraplanner and Credit Analyst roles. His role in Kingsbridge Private is to conduct detailed analysis of client lender options, including bank policies, conducting serviceability analyses for multiple lenders, and other lender requirements to ensure compliance with 'Best Interests Duty' legislation. Aside from working to achieve great outcomes for our clients on their property ownership journeys, Jack also enjoys spending time with his Dachshund, Odie, watching sport, and travelling.
Cert IV (Mortgage Broking)
As an experienced Financial Services professional, Pam is our client first point of contact at Kingsbridge Private and responsible for many of our Back Office functions. Pam also manages our Insurance service offering, employing her highly-respected Insurance background.