Meet your Adviser
Jim Ellis – Personal Mortgage Adviser
Jim offers his clients a wealth of experience having worked in banking and lending for over 40 years. His extensive knowledge of lending products, services and banking policies means he is ideally placed to find the right loan solutions for his clients based on their financial needs and future goals.
Jim is committed to providing an outstanding customer service and the many referrals and positive feedback he has received is a testament to his success in this. Jim is the sole point of contact for his clients, so they will never get the run around or have to deal with others who don’t know the background or details of the loan application. He makes sure his clients know all the facts before they make decisions around which loan suits them best, and is readily available to assist with queries throughout the loan application process.
“I have always operated on the principle of having a comprehensive understanding of what my clients want to achieve, and then adopting a strategy to achieve this,” says Jim. “I enjoy working directly with my clients and making a difference to their lives.”
Jim’s credentials encompass financial and accounting qualifications, including an Associate Diploma in Accounting and a Diploma in Banking and Finance. He is also accredited to write reverse mortgage loans for the over 60’s and has been writing these loans for clients for over 13 years.
“What’s most important is having the life experience coupled with my qualifications. Having held investment properties myself, I have personal experience with the issues and concerns of fellow investors and property owners. I also have the knowledge that comes with 40 years in the banking sector,” Jim says.
Jim’s integrity and responsiveness have made him a popular mortgage adviser within the Smartline group. His warmth and professionalism helps reduce the stress that can come with borrowing and means clients can rest assured their mortgage is in the best possible hands.
Jim has been a resident of Lane Cove in Sydney for over 25 years and is particularly keen to assist residents of the lower North Shore with their property requirements.
Jim’s mortgage broking business is based in Lane Cove, but he is fully mobile and services all areas including, but not limited to, Chatswood, Artarmon, Roseville, Northwood, Gore Hill and Riverview.