lillian@finax.co.nz
027 879 8357
Senior Mortgage Adviser
Lillian spent five years working in one of New Zealand’s leading banks, and excelled as Business Relationship Manager. Lillian has a degree in Accounting and International Business and has in-depth experience in Business and Personal lending. She has helped many clients achieve their financial goals – from homeownership to building an investment portfolio. She is passionate about FINAX’s vision of “Empowering New Zealanders to build Financial Confidence & Financial Independence” and it inspired her to find the best solution for clients to achieve their financial goals.
keelan@finax.co.nz
027 879 8351
Business Development Manager
Keelan holds a Bachelor’s degree in Finance and has been working in the Finance Sector since late 2018. Previously his experience has been primarily in the Travel Sector, and now his efforts are focused on developing personal growth for clients over the long term. He may be relatively new to the space but he has always held his clientele in high regard and works everyday to ensure they reach their goals and dreams.
johnson@finax.co.nz
027 879 8355
Senior Mortgage Manager
Johnson has been actively working in the financial industry since 2010. Prior to joining Finax Mortgage & Insurance, Johnson was consistently recognized as one of the top performing mortgage managers for four years and always provided the best solutions to help his clients reach their goals and purchase the dream home.
As well as being the mortgage expert, Johnson has also spent 4 years in residential development overseeing his own projects and has built an extensive knowledge base of construction and development loans. More recently he has personally been working on larger scale development projects as well.
Johnson enjoys educating and informing his clients so they are able to make informed decisions. His client first mentality has helped him develop an outstanding reputation in the real estate community and has created a broad network of satisfied past clients.
calvin@finax.co.nz
027 279 8352
Mortgage Adviser
Calvin has been working in one of New Zealand’s leading banks for over 6 years as a Mobile Mortgage Manager and specialises in a true specialist in all aspects of home loans. Calvin holds a Master’s degree in Business Economics which has given him a good understanding of market changes. Thinking outside the box from different perspectives, diligence and showing his professionalism are Calvin’s keys to finding the best solutions for different clients. He is highly motivated to assist clients to achieve their financial goals.
sandy@finax.co.nz
027 879 8358
Insurance Adviser
Sandy was a financial and insurance advisor in Hong Kong for more than 7 years having worked for the biggest insurance brokerage over there and also attained her Associate Financial Planner (AFPTM) certificate in 2014. Since moving to New Zealand in 2019, she continued her career as an insurance broker to serve many Kiwis. Sandy enjoys meeting people and making new friends from her job. She also has 7 years of experience in marketing which contributed to her well-versed communication skills with both clients and business partners. Sandy is grateful for the opportunity to really help each one of her clients and make a true impact through her job.
Senior Mortgage Adviser
Johnny has been in the financial industry as a Financial Adviser for over five years, holds a Bachelor of Commerce degree and national certificate in financial service. He has excellent analytical skills and a good understanding of the property market. Originally from Taiwan, Johnny has bilingual ability as well as extensive understanding of diverse cultures. He is able to think from different perspectives and assist clients in ways that are most suitable for them. Johnny is highly motivated and is passionate about helping clients to achieve their goal with excellent client service.