Coastal View expands

Coastal View Financial Services welcomes Shannon Felmingham to the team, which now offers a mortgage broking service.

“My name is Shannon Felmingham.

I grew up on Phillip Island, graduating from Newhaven College in 2005.

I am married with a three, five and 10-year-old, so I understand how the current economic climate is impacting on everybody, especially young families.

With a background in banking at ANZ Cowes for 10 years, I pride myself as an enthusiastic and versatile individual with extensive experience in customer service.

I gained a wealth of knowledge about our local community and the people who reside here during my time at ANZ Cowes. In fact it’s quite possible that I may have worked with you at a professional level before, in the banking setting.

I am extremely excited to be working with the team at Coastal View Financial Services alongside the National Lending Group in the Mortgage Broking Sector, which strives to provide people with a better financial future.

With the world of banking and finance taking front seat in most of our lives currently, I feel with my diverse skill set I am well-equipped to navigate the current economic climate and provide exceptional service for families and individuals alike to achieve positive results.

Whether you’re a first-time homebuyer, planning to upgrade, or looking to re-finance, I am here to help you navigate the lending landscape. I will work closely with you to ensure that your mortgage aligns with your financial goals and fits within your budget.”

Expanded service

With the expansion of Coastal View Services, we are proud to be able to provide comprehensive financial services.

By integrating mortgage broking into the existing accounting practice, we offer a holistic view of your financial situation. This enables us to provide strategic advice that aligns with your long-term goals.

You can expect a seamless experience as we streamline our services. With in depth understanding of your financial history, we can leverage any existing and new relationships, to provide you with personalised mortgage solutions.

At Coastal View Financial Services, we have built our reputation on trust and reliability. You can rest assured that our commitment to exceptional client service extends to our Mortgage Broking.

Shannon possesses in-depth knowledge of the lending market. She will guide you through the entire process, from selecting the right loan to securing competitive interest rates.

To learn more about how our Mortgage Broking can assist you in achieving homeownership, we invite you to contact us on 03 5952 3222 or 0411 346 815. Email us at team@coastalview.com.au or shannon@coastalview.com.au to arrange a meeting. You can also visit our website www.coastalview.com.au for more information.

Our team is eager to discuss your specific needs and provide you with tailored advice.

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