Todd Davies

Todd Davies Mortgage Adviser at MBA Financial Strategists

Todd Davies

Mortgage Broker in Unley

BIOGRAPHY

Todd is a mortgage broker in Adelaide, commencing his career in the financial services industry in 2011. He worked at the Peoples Choice Credit Union and Mortgages at the Police Credit Union, before he started with MBA Financial Strategists.

When he started at MBA Financial Strategists in 2020, he was working in Mortgage Administration. Todd’s focus is on providing professional debt advice, along with his high level of client service with the aim of helping clients meet their financial goals. 

Todd prides himself on always having his clients interests at heart. He delivers a high level of expert advice to clients, particularly when it comes to debt management. His dynamic approach to relationship management, combined with his expertise in administration, makes him a natural fit within our financial planning team as a mortgage broker.

With his experience in mortgage broking and administration, Todd is focused on connecting with clients and putting their personal and financial interests first.

He provides tailored, personalised mortgage and property investment lending solutions, with his personal experience and knowledge in administration positioning him well to guide clients through the property investment process.

In 2021, Todd was selected as a finalist in The Adviser Better Business Awards in the Best Loan Administrator category. The annual awards celebrates Australia’s top mortgage brokers, networks, innovators, leaders and aggregators on a state-by-state basis.  It provides an unparalleled platform for individuals and businesses to be commended for their tireless efforts in helping Australian borrowers access finance and for consistently exceeding customer expectations.

Outside of work Todd has played basketball for many years and currently plays NBL1 basketball for the South Adelaide Panthers in the state league.

Todd is a credit representative of AMP Financial Planning Pty Limited and a member of the Finance Brokers Association of Australia. He is authorised to compare loans and arrange credit for clients’ needs from a wide range of lenders approved by AMP Financial Planning Pty Limited.

He also holds a Diploma in Finance and Mortgage Broking Management.

Here is what clients have said about Todd

” We are very happy with the service provided by Todd in regards to refinancing our loan. He has gone over and above to ensure that our needs have been met. We highly recommend Todd for any financing/re-financing, it has been a very stress free, positive experience with a great outcome.” Deborah H

” Todd was one the most professional yet relatable mortgage brokers I have spoken with. I would highly recommend him for any financial queries. He was very prompt and had answers for all my questions.” Codey E

Todd and his team provided friendly and helpful service. They helped to remove a lot of the confusion that can accompany home loans.”  Peter – Flagstaff Hill

Todd is a credit representative of AMP Financial Planning Pty Limited and a member of the Finance Brokers Association of Australia. He is authorised to compare loans and arrange credit for clients’ needs from a wide range of lenders approved by AMP Financial Planning Pty Limited.

To make an appointment with Todd simply click on an appointment type on his calendar below and choose a day and select a time that suits.

Finalist 2021 of Better Business Awards

 

Are you a property investor on the hunt for your next investment property? Do you want to learn about what your loan options are, or do you simply want to know how to best manage your debt? Our expert mortgage broker will be able to help.

To make an appointment with Todd simply click on an appointment type on his calendar below and choose a day and select a time that suits.

Book an Appointment with Todd

Your privacy is important to us and AMP Financial Planning Pty Limited, which is part of AMP. You may request access to your personal information at any time by calling us on 8357 3999 or contacting AMP on 1300 157 173. Information collected will be subject to AMP’s Privacy Policy. You can also contact us or AMP if you do not wish to receive information about products, services or offers available from us or AMP from time to time.