Paul Swann – Finance Broker (CPA, ACMA, CGMA)
A Whiteroom Finance Trusted Advisor
- Committed To Finding Suitable Financial Solutions For Clients
- Extensive Experience in Property, Development & Real Estate Finances
- Qualified Accountant With A Strong SME & Advisory Skillset
Paul Swann – Finance Broker (CPA, ACMA, CGMA)
A Whiteroom Finance Trusted Advisor
- Committed To Finding Suitable Financial Solutions For Clients
- Extensive Experience in Property, Development & Real Estate Finances
- Qualified Accountant With A Strong SME & Advisory Skillset
Meet Paul
Paul is a qualified Accountant and Finance Broker with over 25 years in commercial finance roles. He has held senior finance roles in listed businesses in Australia and overseas.
Paul prides himself on listening to clients to understand their needs. This enables him to structure the solution to suit the client and has resulted in him closing out over $2.5 billion in commercial and residential deals.
Paul is a hard-working family man who is committed to helping families achieve their dream of owning their own home and paying off their mortgage as soon as possible.
Paul Swann is a credit representative (562908) of QED Credit Services Pty Ltd (Australian Credit Licence 387856)
- Certified Practising Accountant (CPA)
- Chartered Management Accountant (ACMA)
- Chartered Global Management Accountant (CGMA)
Services
With a strong financial acumen, Paul has a proven track record of applying this to a wide range of scenarios that have been presented to him. Paul is dedicated to providing each client with the highest level of service and finding the best solution to meet their needs.
Home & Investment Loans
Taking great pride in assisting our valued customers realise their home ownership dreams, Paul can help you with a range of home & investment loan services, including:
- Financial health checks and budgeting advice to help you plan.
- First home buyers.
- Refinancing your property loan to achieve a better outcome.
- Debt consolidation and equity release.
- Bridging loans.
- Investment property loans.
Commercial & Business Loans
Paul has a wealth of commercial and business financing experience achieving funding solutions for small businesses all the way up to listed companies. Business financing challenges Paul can help you address include:
- Property Development funding, land finance, construction finance, mezzanine finance and residual stock finance.
- Budgeting, cash flow and advisory services.
- Unsecured lending.
- Purchasing property.
- Acquiring a new business.
- Restructuring your existing debt.
Vehicle & Equipment Finance
Securing Vehicle and equipment financing for your business is crucial for freeing up cash to maintain your operations. Paul can help you find a suitable loan product so you can revamp, upgrade, or expand. Services including:
- Chattel mortgage arrangements.
- Hire purchase agreements.
- Insurance premium funding.
- Pre-approved funding and master limit facilities.
- Comprehensive fleet management solutions.
Paul can also assist you with any Personal lending needs.
Why Choose Paul?
Customer-Centric Approach
Paul is solely focused on the needs of his clients, ensuring he provides tailored advice to deliver the most suitable solution for their requirements.
Strong Financial Acumen Built Over 25 Years In Industry
With over 25 years’ experience in commercial finance and broking, Paul has developed a diverse skillset to assist his clients. His broad experience allows him to adapt quickly to different requirements, as well as bringing a unique lens to your unique financial goals.