Why PFS?

Daniel O'Brien (Mortgage Broker & Owner)

Daniel O'Brien is a Mortgage Broker and the owner of PFS. Daniel has been in the finance industry since 1999. During this time, 6 years was spent in numerous roles within the Commonwealth Bank (including Branch Manager at Martin Pl). Since 2004 Daniel has been a self-employed Mortgage Broker.

Daniel O’Brien holds a Australian Credit Licence; Number 444587.

Megan Byrne (Operations and Client Liaison Officer)

Megan has been with PFS since 2010 and her key responsibilities are:

• Bank, solicitor and client liaison
• Client communication and updates
• Following up with banks to ensure client deadlines are met

Danielle Rodney (Operations)

Danielle has been with PFS since 2016. Her key responsibilities are:

• Loan Compliance
• Property Valuations
• Assisting with loan applications and structuring

Angela Shen (Operations)

Angela has been with PFS since 2021. Her key responsibilities are:

• Loan Compliance
• Following up with banks to ensure client deadlines are met
• Bank, solicitor and client liaison
• Assisting with loan applications and structuring

Sally O'Brien

Sally has been with PFS since 2022. Her key responsibilities are:

• Loan Compliance
• Following up with banks to ensure client deadlines are met
• Bank, solicitor and client liaison
• Assisting with loan applications and structuring

8 Time Winner at The Australian Mortgage Awards

Daniel has been awarded three times at the Australian Mortgage Awards as being the best individual Mortgage Broker in Australia. More recently in 2016 PFS Financial Services was awarded the best Independent Brokerage and the best overall Mortgage Brokerage in Australia. Daniel has also received numerous other awards at both a state and national level.

Brokerage of the Year (1-5 staff) 2021

Australian Mortgage Awards Broker of the year 2017 - Productivity

Australian Mortgage Awards Best customer service from an Individual office 2017

Australian Mortgage Awards Australian Brokerage of the Year 2016

Australian Mortgage Awards Australian Brokerage of the Year (<5 staff) - Independent 2016

Australian Mortgage Awards
Australian Broker of the Year 2008
& Independent Broker of the Year 2008

Australian Mortgage Awards 'Young Gun of the Year' 2006

We're proud of our achievements, and what they mean for you. Want to learn more?

 

 

 

Structured and Proven

We have a regimented and systemised approach to our business. This allows us to deliver efficient and stress free results to our customers. We pride ourselves on delivering a positive and less stressful experience in organising a loan. Often dealing direct with a bank or with a less experienced broker can be stressful and worrying experience.

We don't promise the world, we just focus on the simple things such as: communication, giving you realistic time frames, full disclosure of bank fees and not tolerating sub-par service from banks. Many brokers claim to have the 'best service', but few have actually been awarded as the best like we have!

Take a look at our step-by-step program, designed to give you best results and peace of mind. Read more »