About us

- Our Story 

- Our Values

- Meet our team

Financial Solutions developed from a not for profit organisation whose heart

lies with the financial and emotional support of its members. We have now

been able to extend our support to other individuals by offering mortgages,

personal loans, financial advice and life insurance. Our experience in

financial services goes back 70 years, providing assistance and solutions to

thousands of families and individuals.

 

Through our experience, we have learned that each client is unique and

requires a tailored solution to suit their individual needs. However, we do

not solely rely on experience when dealing with clients, as our team is

flexible and we ensure thorough research is conducted in order to keep you up to date with the ever changing market.

 

Since each member of our team began in the charitable industry, our income

supports organisations such as the Welfare Fund Pty Ltd, their charitable

trust fund, and the M Mortality Fund. This helps us achieve our overarching

objective of assisting those in need.

 

Whatever stage in life you are currently at, whether you are buying your

first or next home, investing, or simply in need of extra money, our brokers

are able to assist you every step of the way.

About Us

 
 

Our Core Values

1. Do more with less

2. Educate

3. Make it happen

4. Have a Growth approach - for both our customers and business

5. Keep our clients at the centre of what we do - after all we are in business         for our customers

6. Be honest and approach every case with integrity 

7. Be Passionate and Determined 

8. Deliver Flexible Solutions to help our clients no matter their stage of life

9. Come from the Heart

10. Have fun and bring enjoyment to life

Meet the Team

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Frank Fontana-Director

Financial Advisor

Frank is the founder of Financial Solutions and is dedicated to service because he believes that only as a group will we improve the world. What distinguishes Frank from other brokers is his background in psychotherapy. Decisions that we make around our finances have to suit our life choices.

Qualifications

• Bachelor of Arts

• Diploma of Applied Counselling

• Diploma of Financial Services

• Certificate IV in Finance and Mortgage Broking

• Member of the Finance Broker Association of Australia 

• Justice of the peace

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  • LinkedIn - Grey Circle

Jason Whyte-Director

Mortgage Broker

 

Jason has dedicated his life to running a not for profit fund and has taken the step towards mortgage broking. He is clearly a person that is comfortable in social settings and this translates into good working relationships. Jason’s strength is in his networks and his ability to bring people together for mutual benefit. 

Qualifications

• Diploma in Finance and Mortgage Broking

• Member of FBAA

• Justice of the peace 

Anthony Fontana-Director

Mortgage Broker

 

The youth and energy Anthony brings to the team is not limited to simply his age group. He has the ability to reframe the questions that are being asked for financial advice for the upcoming generation. Anthony is known for the innovative ideas he brings to the team and his dedication to seeking improvements in everything we do.

Qualifications:

• Bachelor of Business and Commerce 

• Diploma of Finance and Mortgage Broking Managment

• Member of FBAA 

 

42/1 Macquarie Street

Parrmatta NSW 2150

 

P: (02) 9633 1670

F: (02) 9633 1701

 

 

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Disclaimer: Financial Solutions (ABN: 41 701 190 619) is a corporate authorised credit representative (Credit Representative Number 500747) of the Welfare Fund Ltd (Australia Credit Licence Number 423050 ABN: 25 155 698 105).  Frank Fontana is a Director of Financial Solutions and is a an authorised representative (Authorised Representative Number 1233081), of MASU Financial Management Pty Ltd (Australia Financial Services Licence Number 231140 ABN: 78 069 358 498). Financial Solutions is also a referral partner of TJL insurance Pty Ltd (Australia Financial Services Licence Number 478959 ABN: 98 613 453). 

Financial Solutions has access to a panel of lenders through National Mortgage Brokers Pty Ltd (ACN 093 874 376 / Australian Credit Licence 391209), which is a fully-owned subsidiary of Liberty Financial Pty Ltd (ACN 077 248 983 / Australian Credit Licence 286596).  Financial Solutions has access to products including those from Liberty Financial.

The information on this website is of a general nature to give an indication of insurance products, financial services and mortgage products. It should not be considered financial advice and does not take into account specific and individual circumstances. Appropriate professional advice should be sought from accountants, solicitors and financial advisers before obtaining a product that takes into consideration individual circumstances.

© 2016 by Finacial $olutions.