Carlo Colangelo

Home Finance Specialist

Carlo has 30 years’ experience in home finance as a senior relationship manager, private banker, and mortgage broker. He understands that finance can be very complex for business owners, professionals and property investors.

Carlo believes in education, transparency, and open dialogue with his clients. If he has concerns, he will share them rather than see clients commit to an arrangement he feels could lead to issues down the track.

To the greatest extent possible, he strives to keep clients and their professional advisors updated throughout the entire loan process.

Carlo’s core competencies include:

  • The ability to navigate home finance products and assessment processes typically designed for employees, not business owners.
  • Professionalism, excellent communication skills, and the ability to keep you well-informed and help you make the right decision.
  • Focusing intently on your needs, problem-solving, and finding the right solutions for you.
  • Delivering well-considered, sound advice based on your circumstances, needs and objectives.
  • Discipline and organisation.

Carlo’s education and registrations include:

  • Diploma of Finance and Mortgage Broking Management (The National Finance Institute).
  • RG146 (Kaplan).
  • Diploma in Financial Services (Financial Planning).
  • Advanced Diploma in Financial Services (Financial Planning).
  • Full Member of MFAA (Mortgage & Finance Association Australia).
  • Credit Representative Number 530636.