| Raimond Volpe, Director
Five Finance was established by Director Mr Raimond Volpe in June 2006. Mr Raimond Volpe has over 15 years experience in managing and growing companies and holds extensive finance experience.
Raimond Volpe was a Managing Director for several top international pharmaceutical and medical equipment manufacturers. After 7 years within the pharmaceutical industry, Raimond Volpe pursued a career in finance because he saw the finance industry was definitely growing rapidly but without much regulation at that particular time. Much of Raimond’s motivation had evolved whilst in the pharmaceutical industry, not quite finance savvy refinancing his own personal properties he contacted a finance broker. Raimond had a bad experience with that particular finance broker and hence realised there was a need to change some elements of the conventional finance broking services. |
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| Raimond thought it was imperative that he instilled a fresh approach in terms of brokering and he needed a more professional and streamlined finish and a general tidy up. He thought he could make a difference in those areas and capitalise his experience from a corporate perspective, to really make some changes that would revolutionise the traditional methodology.
Raimond wanted to assist not only consumers but also brokers by implementing strategies and systems to enhance a strong new look marketing program. Raimond also was sick and tired of seeing consumers charged unnecessary brokerage by unprofessional brokers .Thus, at Five Finance he adopts a no brokerage policy for all of his residential clients and focuses on the best product and service for the client, rather than quick in and out the door service that serves no purpose. It is crucial that Five Finance maintains its motto “Finance that fits” .No matter how long or how difficult, the loan settlement won't occur unless the client has received the optimum “finance that fits”.
Raimond became one of Australia's top Business Development Managers within the third party mortgage broking industry. In his role he recruited and assisted mortgage broker companies to grow their business and in May 2006 won the Broker resource Australian BDM of the year award .
It's fitting to note that at Five Finance our mission is to find finance that fits – if Five finance cant fit the finance, nobody can. |
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| Barry Daniels, Financial Planner
Is a professional licensed financial planner with a unique blend of over 20 years experience in financial services and property investment? He is dedicated to providing quality service, specifically to professionals and business owners, across all ages, stages in life. His career, spanning over 20 years in both financial services & residential property development for family and client interests, has involved the due diligence, sourcing, negotiating, financial analysis, project management and financing of over $100M in aggregate value of residential development projects. |
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| Barry works closely with the Five Finance clients and as a result they receive a full first consultation health check valued at $260 for FREE.
Barry is unique in financial planning in that he specialises in property investment rather than share portfolios although he caters for both areas it is rare that you will find a financial planner with a wealth of experience in property developing , subdivision/ land laws, construction general property statistical and town planning knowledge.
If you are looking at constructing developing or just want a general financial investment plan to best use your cash flow and investment planning Barry would welcome the opportunity to have a quick no obligation chat with you to ensure you are heading in the right direction. Wealth creation
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Julie Dean, Office Manager Wealth Creation/Property Service
Julie plays a vital role in the follow up of our financial planning clients’ needs and requirements. Julie works closely with Barry Daniels in optimising the best service and fast turnaround to suit our clients’ needs. With our holistic approach to business it is imperative that the whole wealth creation division is simultaneously worked together to allow our clients the freedom and capacity for long term wealth. |
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