About

About Us

Strategic Mortgage Brokers is an established Financial Broking Firm with a focus on creating ongoing, long lasting, trusted relationships with our clients, partners and advisory consultants.

About Us
We EDUCATE, ACCELERATE and ASSIST you in achieving your financial goals.

Our team core values are built around building and nurturing relationships, consistently acting with integrity, and always putting your best interests at the fore.

Our caring, customer-centric, and committed team are looking forward to engaging with you as we change your life by untangling your finance.

Our Team

We invite you to reach out to Strategic Mortgage Brokers today to discuss where you are, where you want to be and how we can get you there!

Aaron Whybrow

The “Bagpiping Mortgage Broker” CEO and Founder

Aaron understands the importance of providing the right guidance at the right time and prides himself in giving honest, tailored advise resulting in your objectives being met.

Having enjoyed 3 successful careers in his life, the learnings and skills from these have all come together giving you a mortgage broker with different yet highly essential skills.

As an Intensive Care Paediatrics & Adult nurse, Aaron understands that life can be fragile and that when dealing with individuals there is a need for empathy and genuine care.

His experience as a Medical Sales Rep reiterates that he knows that one needs the right equipment and tools to ensure the best outcome.

Aarons 3rd career choice is one that interestingly brings his nursing and process driven ideals together.

As member of the Finance Brokers Association of Australia (FBAA) you can be confident that your applications will be compliant and that he has the most up-to-date resources available to him.

With an MBA in Business Administration; a BN in Bachelor of Nursing; a Diploma of Finance and Certificate IV in Mortgage Broking; as well as a Certificate IV in Training and Assessment, Aaron has the knowledge, skills and know how to ensure your needs are met, your journey is tailored and you achieve the results you want.

When Aaron is not in the office, he enjoys spending time with his wife and 3 beautiful children. You may be wondering …. where does the bagpiping mortgage broker come from? Of course, bagpiping is his hobby and passion!

Just as playing the bagpipes is driven by passion where all the musical elements need to work together, Aarons strength is bringing all of the financial elements together in a cohesive manner to make it easy, stress free and rewarding for you.

Karina Fox

Partner & Strategic Mortgage Broker
With extensive experience in Finance, Mortgage Broking and HR, Karina has exceptional skills, passion and commitment. She prides herself in taking the time to understand her clients dreams and aspirations, focuses on educating her clients to assist them in making the best financial decisions, which ultimately yield the results that align with their goals. With a passion for first time property buyers, first time investors, those looking for SMSF and women on their finance journey, Karina understands the power of assisting her clients in making educated decisions.
As an Aerial Yoga instructor, Karina’s approach to finance is “flexibility”. She acknowledges that “not everyone’s story fits into a box”, and it is this attitude that make her stand out. When she is not practicing Aerial Yoga, she values time spent with her family and partner, enjoying nature and volunteering for RizeUp – an organisation that helps families impacted by domestic violence.

Jessica Southerwood

Strategic “Snazzy” Mortgage Broker

Jessica Southerwood understands in a world where financial matters can often feel quite daunting and overwhelming that a guiding hand and education through the maze of financial solutions and products will help clients to re-energise their financial circumstances and see the sparkle again. Whether clients are seeking their first home or investment property, creating wealth or re-structuring their finances Jess is here to add that re-assurance and snazzy touch!

Jessica’s dynamic industry experience spanning 14 years, and her passion for being a diligent Mortgage Broker means she knows it’s not always about the destination but the journey that gets us there, and Jess is on that journey with her clients, every step of the way.

When not strategising her client’s financial success, you can find Jess in the great outdoors spending some quality time with her husband and kids, and their Rhodesian Ridgeback ‘Buddy’. Or, hiding somewhere quiet while she gets creative with her easel.

#SnazzyMortgageBroker

George Hanania

George Hanania

Strategic Mortgage Broker

With over 5 years of dedicated experience in the mortgage industry, George Hanania is a seasoned professional known for his expertise and commitment to helping clients achieve their homeownership and investment dreams. As a highly skilled mortgage broker, George has successfully navigated the complexities of the lending market, assisting countless individuals in securing the best possible finance solutions.

George’s journey in the mortgage industry has been marked by a passion for delivering exceptional service and tailored financial guidance. Throughout his career, he has cultivated a deep understanding of the ever-evolving mortgage landscape, staying abreast of market trends, interest rates, and strategic lending options to provide clients with informed and tailored solutions.

Known for his strong negotiation skills, George has earned a reputation for securing competitive mortgage terms for his clients. Whether guiding first-time homebuyers through the process or assisting seasoned investors in optimising their financing strategies, George is committed to ensuring a smooth and seamless experience for every client.

When not strategising his client’s financial success, you can find George eyeing the lasts Football (Soccer) and NRL stats, hitting the gym, or spending time with his fiancé experiencing different cuisines all across Sydney.

Viet Nguyen

Viet Nguyen

Strategic Mortgage Broker

A Strategic Finance Specialist who focuses heavily on providing clients the proper education on how to build wealth. Having 10 years’ experience in finance, Viet Nguyen understands how the bank operates, given him the advantage to channel his passion and determination to help people save money by providing strategies that assist his clients in paying off their home loan a lot quicker and expanding their property portfolios.

When not strategising his client’s financial success, you can find Viet playing a few rounds of golf, reading books, or absorbing the latest podcast interview. Viet believes the only way to grow his mindset is to continue to learn new things and get out of his comfort zone.

His aspirations are to become a motivational mentor that could make an impact in supporting people who are struggling in life.

Elise Urpis

Elise Urpis

Strategic Mortgage Broker

With over 15 years of extensive experience in the finance industry, including a dedicated 5 years as a Mortgage Broker, Elise Urpis brings a wealth of knowledge to help you navigate the complexities of your financial journey.

Elise’s passion lies in empowering individuals through their finance journey, ensuring they comprehend their finance needs, and turning those dreams into reality. As a dedicated professional, Elise goes above and beyond to find personalised, tailored, and strategic solutions for each client, ensuring your financial goals are not only met but exceeded.

Elise’s friendly, compassionate, and helpful touch sets her apart in the professional landscape.

When not strategising her client’s financial success, you can find Elise spending some quality, fun-filled, family time with her husband and two energetic young boys.

Charley Valher

Partner & Strategy
Being a home owner and owning over 15 investment property’s, Charley has experienced the highs and lows of the finance industry. He brings a wealth of knowledge to the team with assist with simplifying complex structures, advices the organisation on continual improvement and industrial changes that could influence financing. In the office, he is regularly referred to as “Mr Do What Works”.

Grant Merriel

Partner & Operational Excellence
With Grant’s attention to detail, it’s been mentioned many times that he should’ve been a forensic accountant. He has over 15 years of business and operational experience across various industries. Having a software and systems background, Grant is the best at ensuring all of our trains run on time and your loan settlement is smooth.

Our Vision

Through lasting trust-based relationships we analyse, educate, and action; facilitating an accelerated journey to a self-funded future for all Australian’s.

Our Core Values

Relationship

We are committed to building long-term, trusted connections by providing support through collaboration, respect, and empathy.

Communication

We are committed to making conveying information proactively.

Integrity

We are committed to being a trusted advisor giving honest and authentic guidance; always acting with full transparency.

Growth

We are committed to always be learning both personally and professionally.

Abundance

We are committed to being generous with our thoughts and actions.

Solution Driven

We are committed to understanding your position and creating a strategy to achieve your outcome.

Fun

We are committed to infusing our work and interaction with energy, laughter, and joy.

What we say about ourselves is one thing, what our clients say is what really matters!

BOOK CONSULTATION

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