Swan River Finance

About Us

Our History

What started with one...

… quickly grew into a team of energetic, driven and dynamic finance professionals.

Swan River Finance is a relationship business. A business built on a foundation of trust, hard work and honesty.

Our Process

Why we're different

Our team is focused on finding the best solution for you; your circumstances and your goals. How? We start by having a real conversation with you.

You won’t be offered a “one-size fits most” solution with us. We certainly don’t enter your details into some mystical computer system that spits out the options available to you, then leave you to decide. It’s just not our style. We help you through every stage of the process.

Our Team

Introducing the experts

 

Rhys Orchard EMBA (UWA), Dip FMBM, Dip. FP, MFAA Credit Adviser (CA)

Principal / Credit Adviser

Rhys holds an Executive Masters of Business Administration, a Diploma in Financial Services (Mortgage Broking), a Diploma of Financial Planning and is a fully accredited member of the MFAA.

afg_medal_finalist_2016Since entering the finance industry in 2004, Rhys has completed a traineeship with one of Australia’s major banks and gone on to win 2009/2010 ANZ Mobile Lending Loan Writer of the Year and is one of the 2016 AFG Top 30 Brokers.

Since starting Swan River Finance, Rhys has dedicated his efforts to helping clients at a level not traditionally available to them. He is focused on developing the Swan River Finance team to ensure they are equipped with the know-how to assist as many people in as many situations as possible.

When he escapes the office, Rhys has a busy social life as he loves spending time with his family and friends.

Vikas Verma Dip FMBM, MFAA Credit Adviser (CA)

Senior Credit Adviser

Vikas began his career in the finance industry in 2007. He gained experience in a number of roles within two of Australia’s major banks before focusing on his passion for lending. Vikas holds a Diploma in Financial Services (Mortgage Broking) and is a fully accredited member of the MFAA.

Vikas takes pride in treating each and every application as if it was his own and has a proven track record of assisting clients even when they have been previously knocked back by others.

Continual professional development is vital to Vikas. He regularly attends industry related seminars and networking meetings, keeps up to date with the latest industry articles and news and actively spending time on social media with the purpose of understanding current market trends.

After a busy day in the office, Vikas spends time with his family, enjoys going for a long walk and watching the cricket.

Larissa Da Silva Dip FMBM, Dip. FP, MFAA Credit Adviser (CA)

Associate Credit Adviser

Larissa entered the finance industry in 2009 and quickly acquired a keen interest in property and mortgage backed lending. This passion led her to pursue a Diploma in Financial Services (Mortgage Broking), a Diploma of Financial Planning and become a fully accredited member of the MFAA.

Larissa honed her customer service skills and finance knowledge as she excelled in several retail banking roles with two of Australia’s major banks. Her industry achievements include being recognised as 2013/2014 National ANZ Mobile Lending Rising Star as well as the 2013/2014 ANZ Mobile Lending Loan Writer of the Year for WA.

Larissa values her loyal, diverse and ever-growing client base and the trust they put in her to achieve their desired results. She manages to stay abreast of the trends and latest innovations in finance by following the news and attending seminars.

Outside of work, Larissa has a love of the outdoors and spends her spare time fishing or camping!

Jessica Fonda

Administration Manager

Jessica holds a Certificate III in Financial Services following the completion of her traineeship with one of Australia’s major banks. She entered the finance industry in 2007 and has since developed the skills she acquired in retail banking to move into the areas of mortgage backed and consumer lending.

Jessica manages the administration of the office and ensures our clients receive an efficient and stress-free experience. Jessica’s industry knowledge and friendly manner result in her being a regular point of contact for our clients.

When she isn’t working to ensure our clients have a great experience, Jessica loves to play sport (especially netball!) and loves sinking her teeth into a renovation or redecorating project.

Katherine Ngo

Broker Support Officer

Katherine has worked in the banking and finance sector since 2005. She is specialised in Equipment & Vehicle Finance, in addition to Mortgage Backed Lending. Katherine’s industry qualifications include a Diploma in Business (Banking & Finance) and a Certificate III in Financial Services.

Katherine has a strong customer focus, which motivates her to be ensure all of our client’s receive an exceptional initial and ongoing relationship with us. She keeps up-to-date with the latest in our industry by monitoring the market, bank lending policies and interest rate changes.

An avid cook, Katherine likes to experiment with clean eating and wholefoods. She enjoys spending time with loved ones and getting involved with local community and volunteer work.

Interested in learning more about how we can help you grow wealth? Contact