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Members
Jeff Bliss
has been involved in the finance industry since 1977 having
worked for the Commonwealth Bank and its merchant bank subsidiary,
AEFC Limited, in their commercial lending areas, amongst other
positions and as a finance broker since 1997. He formed CFG
with Trevor Murdoch in September 1999.
Contact: jbliss@customfinance.com.au
Trevor Murdoch
has been in the banking and finance industry since 1963. Trevor
has extensive experience in retail, commercial and corporate
lending and has a degree in Business Administration from the
University of Western Sydney. Trevor is a fellow of the Australian
Banking and Finance and an Associate Fellow of the Australian
Marketing Institute as well as being a Justice of the Peace
since 1976. He formed CFG with Jeff Bliss in September 1999.
Contact:tmurdoch@customfinance.com.au
Graham Montgomery
is a Director of CFG who has been involved in the Finance
industry since 1980. Originally with CBC Bank then National
Australia Bank, and holding various management positions including
credit management and commercial lending roles. Graham has
extensive experience in structured borrowings, construction
finance and working with business clients.
Contact: gmontgomery@customfinance.com.au
David Downs
is a Director of CFG who has been involved in the Finance
Industry since 1972 when he joined CBC Bank. David set up
his own business in Finance and Marketing in 1996 before joining
CFG in 2000. Today, he provides a diversified range of commercial
products, investment and residential property loans to a growing
client base.
Contact:ddowns@customfinance.com.au
Kevin Tredinnick
has been involved in the banking and finance industry since
1975. Originally with the Bank of New South Wales and then
Westpac holding various positions to Branch Manager. He has
successfully finance broking since leaving Westpac in November
1998. He has extensive retail lending experience and joined
CFG in September 2000.
Contact: tredinnick@ozemail.com.au
Paul Simmons
has worked in the Finance Industry since November 1993. Before
joining CFG, Paul worked for St George Bank as a senior commercial
banking manager for 5 years. Paul also holds a degree in Economics
from the Australian National University. Paul joined CFG in
May 2001.
Contact: purefinance7@optusnet.com.au
Phil Dean joined
the CBA in 1968 and held several lending managerial positions
until he left in 2003. He has extensive experience in both
retail and commercial lending including 9 years in Business/Corporate
Banking. Phil is a fellow of the Australasian Institute of
Banking and Finance and a full member of the MIAA. He joined
CFG in May 2003.
Contact: phildean@customfinance.com.au
Mark Toole has
worked in the finance industry since 1983. Predominantly as
a Relationship Manager. Mark has worked for two major Australian
banks and one international merchant bank, offering both personal
and business financial solutions to professionals, management
and pre-management employees, self-employed business owners,
small, medium and large businesses and multi-national companies.
Mark has completed a Bachelor of Business, Securities Institute
Diploma and a Financial Planning Diploma. Mark joined CFG
in 2003.
Contact: mtoole@customfinance.com.au
Brett Read has
a background in real estate and joined Westpac as a Lending
Manager in 1997. Brett has been an independent mortgage broker
since 1999 and became a member of CFG in February 2001.
Contact:brett@homeloanoptions.com.au
David Chapman
commenced in the finance industry with the National Bank of
Australasia (now NAB) in 1980. He has held numerous managerial
roles in Metropolitan Sydney, NSW Central Coast and the Sydney
CBD assisting in both personal and commercial lending. David
left the NAB in 2002 and joined CFG that year. David is located
in Rozelle and is serving clients in the inner west and surrounding
areas.
Contact: dchapman@customfinance.com.au
Richard Wellsmore
has been in the finance industry since 1998. Prior to this,
he established and operated businesses in the retail industry.
As such he has a great affinity with self-employed clients.
His expertise ranges from home or investment loans though
to large commercial transactions to facilitate the purchase
of hotels or commercial property. In addition he can assist
with the purchase of motor vehicles and/or office equipment
through leasing or commercial hire purchase. His specialty
is asset base development through wise and prudent financial
provision.
Contact: richard@futurity.com.au
Catherine Ryan Before joining CFG in 2004, Catherine
held managerial roles in personal, business and corporate
banking. She has a degree in economics and 15 years' experience
in the finance industry. Working for Westpac, the Bank of
New Zealand and NAB has enabled Catherine to build a thorough
knowledge of the lending process. As a finance broker she
is committed to assist in finding individuals the most suitable
loan for their circumstances.
Contact: cryan@customfinance.com.au
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