.png)
.png){kind=logo}
The Peninsula Broker was founded in 2022 by Managing Director Karlee Davern.
Based on the Mornington Peninsula in Victoria, Karlee has over 15 years finance industry experience and has a wealth of knowledge. A former Financial Planner that has also spent many years working closely with accounting firms has given her the competitive edge and in-depth knowledge to provide strategic lending solutions to achieve the best client outcomes. She has a great understanding of all things finance - whether it be self employed with multiple entities, SMSF or structuring debt for the best tax effective outcomes - Karlee can find the right loan to suit just about any situation and thrives on helping clients achieve their dreams.
Karlee will work with you to develop an understanding of your current financial position and your future goals, requirements and objectives. We will then research and investigate a panel of over 40 lenders and product providers, and recommend the most competitive and appropriate products and structure for your unique situation.
The loan application process will be precisely managed for you right through from application until settlement. This ensures that the process is as smooth, hassle-free and least time consuming as possible.
Karlee is highly qualified and experienced so you can be assured that you will not only receive the best advice but also a warm and friendly customer service experience.at
Based on the Mornington Peninsula in Victoria, Karlee has over 15 years finance industry experience and has a wealth of knowledge. A former Financial Planner that has also spent many years working closely with accounting firms has given her the competitive edge and in-depth knowledge to provide strategic lending solutions to achieve the best client outcomes. She has a great understanding of all things finance - whether it be self employed with multiple entities, SMSF or structuring debt for the best tax effective outcomes - Karlee can find the right loan to suit just about any situation and thrives on helping clients achieve their dreams.
Karlee will work with you to develop an understanding of your current financial position and your future goals, requirements and objectives. We will then research and investigate a panel of over 40 lenders and product providers, and recommend the most competitive and appropriate products and structure for your unique situation.
The loan application process will be precisely managed for you right through from application until settlement. This ensures that the process is as smooth, hassle-free and least time consuming as possible.
Karlee is highly qualified and experienced so you can be assured that you will not only receive the best advice but also a warm and friendly customer service experience.at