Surbhi Patel – Personal Mortgage Adviser

With 20 years of industry experience, Surbhi understands a broad range of lending situations and is able to offer her clients a comprehensive, personalised service.

‘I have a wealth of commercial and home loan knowledge, acquired from a range of lending roles,’ she says. ‘Prior to joining Smartline I held several senior positions at a big-four bank, including Business Banking Manager. My high-level expertise and broad skillset are backed by my commitment to providing well-considered advice and an outstanding customer experience.’

Surbhi understands the importance of establishing each client’s short and long-term objectives. This helps inform her approach to finding appropriate loan solutions. ‘I like to understand my clients’ current needs and their future goals so I can offer a range of competitive options that will help them attain positive outcomes.’

Offering a fully mobile service covering all areas, Surbhi is ready to provide friendly and capable assistance for all types of loans, including refinancing, construction and renovation loans, car and asset finance, and business loans.