Karl Baker – Finance Broker (Dip. FMBM; BComm; LLB)
A Whiteroom Finance Trusted Advisor
- Unique Financial Services Skillset
- International Experience with a Big 4 Firm
- First-Hand Understanding of SME Funding & Advisory Needs
Meet Karl
Karl has over 20 years’ experience providing financial advisory services to individuals and companies in Australia and overseas. He has a Diploma of Finance and Mortgage Broking, and is a member of the Mortgage and Finance Association of Australia (MFAA) and Commercial & Asset Finance Brokers Association (CAFBA).
Karl was previously a Financial Advisory Partner at a Big 4 accounting firm and was the founder of an import & distribution business. He is always focused on providing the highest quality of service and has a passion for assisting his clients to achieve their financial goals.
Reliable, results-oriented and committed to being your trusted advisor.
Karl Baker is a credit representative (543889) of QED Credit Services Pty Ltd (Australian Credit Licence 387856).
- Diploma of Finance and Mortgage Broking Management (Dip.FMBM)
- Bachelor of Laws (LLB)
- Bachelor of Commerce (BComm)
Services
With his vast amount of experience across both domestic and international markets, Karl possesses an array of skills in the financial services sector – best suited to helping you achieve your financial goals.
Business Finance
Experienced in all aspects of business financing and boasting first-hand experience with small-to-medium sized enterprises. Business financing challenges Karl can help you address include:
- Improving cash flow and accessing working capital options.
- Accessing short term unsecured debt for specific needs.
- Specialist lending (including professional services).
- Restructuring your existing debt.
- Acquiring a new business.
- Unsecured lending.
- Purchasing a property.
Vehicle & Equipment Finance
Securing Vehicle & Equipment financing for your business is crucial for freeing up cash to maintain your operations. Karl can help you find a suitable loan product so you can revamp, upgrade, or expand. Services including:
- Chattel mortgage
- Hire purchase
- Insurance premium funding
- Pre-approved funding & Master limit facilities
- Fleet management
Home & Investment Loans
Taking great pride in assisting our valued customers realise their home ownership dreams, Karl can help you with a range of home & investment loan services, including:
- Principal and Interest vs Interest Only repayments.
- Fixed vs Variable interest rate arrangements.
- Upgrading or downsizing your home.
- Buying your first home.
- Budgeting and savings.
- Debt restructure.
Karl can also assist you with any Personal lending needs.
Why Choose Karl
Unique Financial Services Skillset
With a unique set of financial services skills that are distinctive to a majority of brokers, Karl joins the Whiteroom Finance team ready to provide second to none support for our clients.
International Experience with a Big 4 Firm
With over a decade of experience working internationally with one of the Big 4 services firms, Karl possesses extensive knowledge across key areas of mergers and acquisitions, cross-border funding, and complicated financial strategy. Karl is able to leverage this experience to provide high quality financial services to the Whiteroom Finance clientele.
First-Hand Understanding of SME Funding & Advisory Needs
After starting an imports company when working internationally in China, Karl understands how SMEs operate. He has developed a strong sense for the funding and advisory needs of small-to-medium firms and wants to share his learned experiences with his clients at Whiteroom Finance.
Why go to one lender, when we go to over 50?
More lenders means more chances to get you the right loan!
