You can expect premium service from our experienced and knowledgeable team.
Brendon Hendry
Brendan enjoys working with partners to build strong sustainable client relationships underpinned by highly effective wealth planning.
He has over 35 years experience across a broad range of financial services including banking, financial planning and business development.
Brendan’s collaborative approach assists partners develop clear and productive solutions for clients.
Elizabeth Perrella
Elizabeth Perrella has extensive experience in financial services. This includes gearing solutions for the advised and broker market.
Elizabeth has worked for international investment banks as well as domestic small businesses. She specialises in wealth solutions. Liz can work with any partner or customer to find a solution to meet their requirements.
Michael McFarlane
Michael specialises in gearing solutions for advisers and their clients. He has skills and experience in relationship management, business development, and financial services. A key focus for Michael is educating people on how gearing can help them achieve their wealth goals.
Neil Gomersall
Neil has three decades of experience in sales, marketing and distribution. This includes areas such as wealth management, insurance and financial services.
His main areas of expertise are the financial planning and stock broking sector and supporting businesses with direct and platform led strategies.
Based in Perth, Neil primarily works with our Western Australian partners and is ready to assist any adviser or customer on a wealth or gearing solution.
Darren Messer
Darren is the Leveraged specialist for the self-directed market. He works with customers taking control of their own financial future. His broad experience means he can help with a wide range of backgrounds and financial needs. He will be able to assist any self-directed client interested in a gearing solution.
Things you should know
Gearing involves risk. It can magnify your returns; however, it may also magnify your losses.
The Leveraged Equities Margin Loan, Investment Funds Multiplier and Direct Investment Loan are issued by Leveraged Equities Limited (ABN 26 051 629 282, AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178, AFSL 237879). No warranty or guarantee is given by the Lender, any other party named on this website or any of their respective related bodies corporate for the performance of any investment acquired using money borrowed through the Margin Loan/Investment Funds Multiplier/ Direct Investment Loan or any investment on the list of Acceptable Investments. Any obligation of the Lender, Sponsor or Nominee or money held in a Loan Account are not deposits with or liabilities of Bendigo and Adelaide Bank Limited.
The information on this website contains general advice only and does not take into account your personal objectives, financial situation or needs. This information does not constitute financial or tax advice. We recommend that you obtain your own independent professional and tax advice on the risks and suitability of this type of investment and to determine whether your interest costs will in fact be fully deductible in the current financial year in your particular circumstance. Terms, conditions, fees, charges and normal lending criteria apply.
Please consider your personal circumstances, consult a professional financial adviser and read the Product Disclosure Statement and Incorporated Statements (together, the 'PDS') and Product Guide, together with the terms and conditions applying to the product or service, before making an investment decision. To obtain a copy of the PDS and relevant information please call 1300 307 807, visit the individual product pages on this website, or contact your financial adviser. Not available for a self-managed superannuation fund.