Our team

Based in Brisbane, Claire is an industry specialist in margin lending. She has worked with Leveraged advisers and partners for over a decade. Her speciality is gearing solutions with a background in stockbroking & investment banking. Claire has an MBA and qualifications in financial planning.

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.

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.

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.

Ken leads national distribution and partnerships and is the head of the sales team. He has a focus on strategy. Ken also specialises in establishing and growing relationships with our partners, such as dealer groups and investment platforms.