Todd Davies

Todd Davies Mortgage Adviser at MBA Financial Strategists

Todd Davies

Mortgage Broker

BIOGRAPHY

Todd commenced his career in working in the financial services industry in 2011 with Peoples Choice Credit Union and he began working with Mortgages at the Police Credit Union in 2016. He started with MBA Financial Strategists working in Mortgage Administration early in 2020. Todd’s focus is providing professional debt advice with the highest level of client service, transparency and achieving financially positive outcomes for clients.

Todd’s dynamic approach to relationship managing, combined with his expertise in administration, makes him a natural fit within the financial planning team. With his financial services industry experience, 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.

Todd holds a Diploma in Finance and Mortgage Broking Management.

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 broker, networks, innovators, leaders and aggregators on a state-by-state basis and 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 consumer expectations.

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 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

Book an Appointment with Todd

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