Personal Mortgage Adviser
M: 0413 318 913
Personal Mortgage Adviser
M: 0477 886 121
Sharon Lee – Personal Mortgage Adviser
With a career in banking and finance spanning more than 25 years, Sharon Lee offers her clients an expert and professional mortgage finance service.
Her experience includes 12 years with National Mutual Royal Bank and ANZ, as well as the establishment in 2000 of Mortgage Force, which merged with Smartline in July 2009.
Sharon has a Bachelor of Commerce with Honours, a Certificate IV in Financial Services and is also an Associate Member of the Mortgage Finance Association of Australia.
Sharon Lee’s commitment to providing the very best service to her clients is an important foundation of her work ethic.
“I want to take the hassle out of the whole process of dealing with lenders,” Sharon explains.
“I’ve now been working as a mortgage broker for 15 years – and I genuinely love my job. I get so much satisfaction from being able to use my experience to help people, and the feedback I get from my clients makes it all worthwhile!”
The breadth of Sharon’s knowledge and skill in the banking and finance industry makes her well suited to assist a wide range of clients – from first homebuyers through to experienced investors.
While Sharon lives and works in the South Melbourne and Brunswick areas, she offers a mobile service and currently cares for clients across metropolitan Melbourne and Tasmania, as well as expatriates living in Hong Kong and London.
Smartline High Achievement Award 2015, 2016, 2018, 2019
Finalist Smartline Franchise Owner of the Year VIC/TAS 2018
Smartline Hall of Fame 2016
Smartline Business Improvement Award 2015
Finalist Smartline VIC/TAS Marketing Champion Award 2013
Finalist Smartline VIC/TAS Lenders’ Choice Award 2013
Max O’Sullivan – Personal Mortgage Adviser
Max O’Sullivan is a diligent, hardworking adviser who genuinely cares for his clients and loves helping people achieve their goals.
He is dedicated to ensuring that the entire loan process is as simple and as stress free as possible. Max strives to give clients peace of mind that they have obtained the right loan for their current situation as well as for their medium and long term aspirations.
Max has over 8 years’ experience managing his family business which gives him a unique perspective and appreciation of the challenges faced by self-employed individuals when seeking a loan.
Max says, “I pride myself on being a good communicator. Having worked in customer service roles for most of my career, I believe that understanding people, their individual motivators and effectively listening is crucial to building successful relationships.”
Max works with all types of borrowers – first homebuyers, people refinancing or upgrading their property, and people wanting to start or grow their investment property portfolio. He is particularly enthusiastic about helping first home buyers.
Max has lived in the Moonee Valley area all of his life. He is happy to meet clients in the office and also provides a mobile service to meet with clients where and when it suits them.
Merideth Lee – Adviser Support
Merideth has 10 years’ experience as a solicitor in one of Melbourne’s leading law firms, as well as experience in receptionist, marketing and client-service roles.
Merideth’s exceptional organisational skills help to ensure the smooth operation of our business.
Diane Webster – Client Service Manager
Diane works closely with Sharon from loan application until settlement to achieve quick response times and efficient management of your loans applications.
Diane has almost 30 years experience in the Banking industry, having worked in branch management for a great deal of that time. Diane has received an excellence award at our Smartline Annual Conference Awards in 2011.