The former General Manager at ANZ National Bank, JB has brought is broad depth of experience in the banking industry to Squirrel, which is his own company. JB has directly managed over $30 billion of mortgages and deposits and is a regular commentator on the mortgage market in the press and on TV. JB has a BCA from Victoria University and has undertaken post graduate study at University of London. He’s easy going most of the time, except when it comes to his calculator (he’s pretty neurotic with it).
A chartered accountant with ten years in financial services under her belt AL is possibly the most efficient person on the planet (which is pretty awesome for clients). When this spills over into home life it can mean she vacuums too much (not so awesome for the cat).
A registered financial adviser, Lindsay brings more than eight years of mortgage lending experience to his role at Squirrel. His experience and knowledge means he can guide his clients through the ins and outs of what can be a tricky process. Outside of work Lindsay is a surf lifesaver, where he guides people though tricky waters.
A registered financial adviser, Kyle brings a depth and breadth of experience in the industry to his role as one of Squirrel’s mortgage advisors. Previously with Sovereign as mortgage assessor enjoys working with clients now to help them find their perfect home or investment property without all the drama. Kyle loves sport especially basket ball and league and he claims he’s a bit of all right in the kitchen (though we’ve yet to see proof).
Alex is a registered financial adviser and takes care of our client’s insurance needs, so they can get everything sorted in one place. When she’s not protecting her client’s investment, you’ll find her listening to drum and bass too loudly.
With a BA in Economics and seven years’ experience working with a number of lenders assessing mortgage deals Elle helps us maintain order in a world of chaos. She enjoys keeping touch with clients, and making sure their process is seamless and stress free.
With over 10 years experience Erica has a robust working knowledge of the industry, ensuring her clients know what’s what every step of the way. Originally from South African she fits in well with our motley crew.
Fran has worked as a mortgage broker UK and more recently ran a real estate office, so she really knows her way around the property industry. As a Squirrel account manager, Fran looks after our fixed rate maturities and existing clients.
Venu is well known in the Indian community, with over 15 years of industry experience. He combines a broad knowledge of the homeloans market with a deep understanding of Auckland’s diverse cultural make up. He likes Samosas a lot (but not just because he’s Indian).