Complete Financial Solutions

Financial Planners - Where Experience and Integrity Matter

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Bob O’Grady-Smith

Complete Financial Solutions Bob O'Grady-Smith

Bob O’Grady-Smith Cert III Prop Serv Cert FB

Mortgage Broker

Bob provides support and utilises his vast experience in finance to assist Mark with the servicing of our clients in the Mortgage Brokering area. Bob has been working with Complete Financial Solutions in this capacity since 2009 and he is responsible for ensuring that our ongoing compliance for our Australian Credit License number 387325 meets with both ASIC & AFG standards.

Prior to working for Complete Financial Solutions, he worked for the Commonwealth Bank of Australia for 30 years from 1968, where he held the position as Branch Manager for various branches of the bank throughout the state of Western Australia. In 1997 he was promoted to the position of Regional Manager in WA.

Bob has extensive experience in lending, both Commercial and residential. His work included Strategic Planning & Budgeting for the bank. He has also owned three Wizard Home Loan franchises where he achieved major growth in all three award winning businesses.

 

Qualifications

Bob has completed a Certificate in Finance Brokering and a Cert III in Property Services.

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We are always happy to take a call and talk about your situation and needs. Please don't hesitate to get in touch.

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Complete Financial Solutions (WA) – Financial Planning ABN 26 050 157 938 is a Corporate Authorised Representative No 001278031 of
ClearView Financial Advice Pty Ltd ABN 89 133 593 012, AFSL No.331367.
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