ABOUT

Advice With Personality
 

Searle Financial Services has been in operation since 2004, when Andrew Searle opened the doors as an independent mortgage broker, having worked for many years prior to that in financial services businesses both in Australia and the UK.  Andrew remains passionate about offering independent mortgage advice to clients from all walks of life looking to purchase a home or investment property.

Searle Financial Advice was conceived in 2013 when Charmaine and Andrew came to the realisation that finding a cracker of a mortgage was a great start for a client, but many times did not meet their needs completely.  Sure our clients had great rates and service from Andrew, but what about all the other financial concerns that kept our clients up at night?  We were finding that many of our client’s needs we simply were not able to address just by finding them a great mortgage.

OUR TEAM

At Searle Financial Group We Focus on...

 
Our Team
Andrew Searle | Director | Mortgage Adviser

andrew@searlefinancial.com.au | 0408 508 692

Andrew founded Searle Financial Services in 2004 after years of travel and work in the finance industry both in Australia and in the UK.

His achievements include a Master of Commerce with the University of Queensland and a bachelor’s degree from Griffith University.  He holds a Diploma in Financial Services, is a full member of the Mortgage Finance Association of Australia and has the distinction of being Australia’s first finance broker to become licenced with ASIC.

He is also a Justice of the Peace.

Little known facts about Andrew might include his enjoyment of mountain bike riding and trying to play golf.

His proudest achievements, however, are his son Hugo (born in 2007) and his daughter Xanthe (born in 2011).

Andrew's Australian Credit Licence Number (ACL) is 364362.

Charmaine Searle | Director | Financial Adviser

charmaine@searlefinancial.com.au0400 595 555

Charmaine is a qualified Financial Adviser and is the director of Searle Financial Advice. Before forming Searle Financial Advice, Charmaine assisted her husband Andrew in mortgage broking at Searle Financial Services in 2013. Prior to this, Charmaine was a self-employed jeweller for years in the glass, ceramics and jewellery industries.

Specifically, Charmaine’s scope of Advice areas are Risk, Superannuation and Retirement Planning, Estate Planning facilitation, Cash-flow Management and Investments. When meeting and engaging with new and existing clients, Charmaine’s point of difference is her passion for changing her client’s Financial lives.  By getting to know them, producing long term results and a valued relationship, Charmaine is able to empower her clients with strategies that can change lives.

Melissa Hitchen | Broker Support Officer
admin@searlefinancial.com.au | 07 4632 1300
Suellen Heyman | Mortgage Adviser
suellen@searlefinancial.com.au | 0422 977 987

Melissa joined the Searle team as Andrew’s assistant in July 2017 after previously working in a similar broker support role for the past several years.

 

She has completed both her diploma and certificate IV in finance and mortgage broking management. You’ll often find her working in the background managing Andrew’s client applications ensuring the process is as smooth for the client as possible. Melissa loves to see our client’s succeed, whether that’s purchasing their first home, adding to their already vast investment portfolio or simply getting a more competitive rate on their existing mortgage, she’s here to help.

 

Married and a Mum to two gorgeous and active girls and you’ll often find the family out and about looking for new adventures.

Suellen began her career in finance in 1982 and has worked in various roles ranging from administration, collections, marketing and lending. Suellen brings life experience to the team and enjoys helping her clients from the first meeting, through the process and for the term of the loan.

She joined the Searle team in April 2018 as a mortgage adviser.  She has completed her Cert IV in finance and mortgage broking management and is a Commissioner for Declarations.

 

You will see Suellen out and about walking her 2 dogs or hanging out at one of the many great coffee shops Toowoomba has on offer. 

Bec Faulks | Finance Consultant
bec@searlefinancial.com.au | 0418 778 165
Julie Ikin | Business Support Officer
support@searlefinancial.com.au | 07 4632 1300

Bec is the newest member to the Searle Financial team, however Bec has been in the mortgage industry since 2002. She is a second-generation mortgage broker with her father being a pioneer in the industry over 20 years ago, so lending is in her blood! Bec enjoys showing clients how they can achieve what they thought was unachievable and being support for them as they move through the different financial stages of life.

She is experienced in all facets of mortgage lending from client services, PA support and mortgage broking and has gained her Cert IV and Diploma in mortgage lending qualifications along with a wealth of industry experience.

Bec and her husband are Toowoomba natives and have their two young daughters in the local primary school. You might see her pass you as she runs her daughters around to ballet and swimming lessons or possibly at the gym!      

Julie joined the Searle team in May 2018 and works as an assistant to our brokers.  She has completed her Bachelor of Business through the University of Southern Queensland and previously worked in banking for eight years.  

 

You will find Julie working in the background gathering information for applications, reviewing existing loan accounts and liaising with banks and financial institutions. One thing that Julie appreciates in working in mortgage broking industry is the vast variety of banks and financial institutions that we have access to which brings competition to the finance industry.

 

Julie has two young children and spends her weekends drinking coffee, lounging by the pool and cooking on the barbeque.

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our Social Media channels.

Phone - 07 4632 1300
​​100 Margaret St, East Toowoomba QLD 4350
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© 2017 by The Searle Financial Group

Proudly created by Equip Creative Pty Ltd

Financial Planning Services are provided under authority of Affinia Financial Advisers Limited ABN 13 085 335 397 AFSL No. 237857

Mortgage Broking Services are provided under authority of AFG ACN 066 385 822   |   Australian Credit Licence 389087. Searle Financial Services ABN 83 746 539 452