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Bexley, NSW, 2207

Meet the Adviser

Jim Moustakis – Personal Mortgage Adviser

Jim is an efficient, likeable and reliable mortgage adviser who is completely dedicated to looking after his clients’ best interests. He is committed to developing a relationship with his clients that extends beyond settlement, so that he can assist clients as the market, or their own financial requirements, change. He makes sure he is available to his clients at any time to discuss any questions or concerns they may have.

Having a masters degree in business, and an engineering background, Jim is extremely organised and an excellent problem solver, ensuring his clients receive the most suitable structure, products and efficient service.

“I strive to make the entire process from loan application to approval to settlement, seamless and pain free for my clients. I hold their hand all the way through,” he says.

Jim also prides himself on his ability to listen and connect with his clients. “Being an excellent listener is a key quality of a good mortgage adviser, as this allows you to truly understand what your clients want from their loan, which makes it possible to determine the right loan to suit their needs,” he says.

Jim can assist all borrowers, for both residential and commercial, and primarily services clients in the Sydney area.

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