COMPANY PROFILE

Wealthfolio's mission is to work personally with our clients building strong long-term relationships and providing exceptional customer service! We believe this is why our business has been successfully built on referrals and word of mouth only.

We are a close-knit team who have been extensively trained to provide exceptional value to our clients. Educating our clients is a priority, from helping our experienced investors with complex scenarios to helping others know how to pay off their home sooner. Our aim is to give our clients a happy stress-free experience and to guide our clients through their financial journey, whatever that may be.

OUR TEAM

We look forward to meeting you in person to show you why we have been awarded excellence in customer service and excellence in finance and business in 2018, 2019, 2020, 2021, 2022 and 2023.
In 2023 our Director and Mortgage Broker Emma was also named Regional Broker of the Year for QLD!

Director/Mortgage Broker

Emma Cattermole

Emma is the founder of Wealthfolio with over 20 years of financial services experience as a finance broker and consultant. Emma has won numerous awards including currently being crowned Regional Broker of the year QLD. Emma's professional background working for a large worldwide accounting firm set the foundations to start her own business. Her driving intention has always been to help her clients reach their financial goals using clever, researched strategies with the least possible stress or financial risk. Emma is passionate about providing the absolute best advice for her clients and works with an extensive network of industry professionals to achieve this. Outside of her busy work commitments, Emma enjoys spending time with her children and husband, relaxing at the beach and travelling.

Director/Mortgage Broker

Keith Burns

Keith is a Director of Wealthfolio and an award-winning finance broker with over 12 years of experience. Keith heads up the commercial and asset finance side of the business. His background is in financial planning, complex commercial lending, trusts, and superannuation so is well-positioned to ensure our clients' loans are structured for long-term financial success. Keith can also support clients with development funding, SMSF purchases and private funding and has a large network of professionals and lenders in order to assist clients with their requirements.

Family plays a big part in Keith's world with three young children. Keith likes keeping fit and is heavily involved in the basketball association.

Operations Manager

Robyn Martin

Robyn prides herself on service, organisation and attention to detail. She ensures that your applications are managed seamlessly from start to finish while overseeing the daily workings of the business. She plays a vital role in streamlining processes, fostering teamwork, and driving continuous improvement to deliver the best possible outcomes for both our clients and team. It’s a busy role and Robyn always goes the extra mile to ensure Wealthfolio customers feel supported and valued throughout their journey.

Outside of work, Robyn loves keeping active, spending quality time with her husband and planning their next exciting holiday overseas.

Implementation Manager

Bella Cattermole

Bella brings exceptional technical expertise and process optimisation skills to our team. She expertly manages our systems and workflows, continuously implementing improvements that enhance our efficiency in supporting clients throughout their financial journey. Drawing on her deep understanding of technology and systems, Bella consistently develops innovative solutions that help our team deliver outstanding results.

When not streamlining our operations, Bella finds joy in life's simple pleasures, particularly spending quality time with family and friends at the beach.

Relationship Manager

Heather Nyssen

With over 20 years in the financial services industry, Heather brings a wealth of knowledge and expertise to Wealthfolio. Her commitment to helping clients achieve their financial goals is driven by a genuine passion for empowering individuals to take control of their financial futures. Recognised for her ability to simplify complex financial concepts, Heather excels at guiding clients through every step of the process. Her patient and approachable demeanour fosters an environment of trust and understanding, enabling clients to feel confident in their financial decisions.

Outside of work you'll find heather traveling the world and spending time with her family.

Mortgage Broker

Kat Dundon

Kat’s passion for finance and client education stems from her own first home purchase, where she became passionate about educating herself on the finance industry and sharing her knowledge to help others. As a Finance Consultant with over three years of experience, Kat creates tailored strategies to help clients achieve their financial goals and provides ongoing loan reviews. Her warm energy and dedication to simplifying complex processes make her a trusted partner throughout her clients’ journeys. Outside of work, Kat enjoys the Sunshine Coast’s outdoors with her young family, bodybuilding, playing pickleball, or golfing.

Senior Broker Support

Emma Monk

Emma Monk combines her natural affinity for numbers with exceptional problem-solving abilities to ensure smooth sailing for Emma, Keith and our clients. Her methodical approach and attention to detail make her an invaluable asset in managing loan applications from start to finish. Whether working on refinances or new purchases, she takes pride in meticulously reviewing applications and liaising with lenders to achieve optimal outcomes. Emma's passion for celebrating milestones, both big and small, creates a positive and encouraging environment for our client network. Her commitment to excellence ensures our brokers receive the highest level of support throughout their clients' lending journey.

Beyond her role with Wealthfolio, Emma enjoys unwinding with friends over dinner or drinks.

Broker Support

Chinee Olaguera

Chinee brings a wealth of expertise and a client focused approach to Wealthfolio, with several years of experience in the financial services industry.

Known for her dedication and attention to detail, Chinee ensures clients feel supported throughout their finance journey.

Outside of work, Chinee is a passionate music enthusiast who loves singing and enjoys spending quality time with her beloved cats and family. Her warmth and vibrant energy make her a valued member of the Wealthfolio team.

Broker Support

Shen Jarah

Shen brings a wealth of expertise and a genuine passion for fostering strong client relationships to every stage of your finance journey. With her exceptional customer service skills and meticulous attention to detail, she ensures that every application is managed with care and precision. A true goal setter and go getter, Shen thrives on turning challenges into opportunities, helping clients achieve their financial dreams.

Outside of work, Shen finds joy in peaceful beach walks, drawing inspiration from the ocean's calm and beauty. Her positivity and unwavering commitment to excellence shines through in everything she does, making her an integral part of the Wealthfolio team.

Broker Support

Ingrid Antonio

Ingrid brings nearly six years of experience in the finance industry, including four years on the lender side, where she gained a deep understanding of client needs and market trends. The past two years on the broker side have provided her with a comprehensive perspective on the mortgage journey. Ingrid excels in building strong client relationships and conducting annual loan reviews to ensure our clients loans remain competitive and aligned with their financial goals. She’s dedicated to helping clients achieve their homeownership dreams.

Outside of work, Ingrid is a proud mom of three who effortlessly balances a busy family life. She enjoys traveling and spending quality time on fun adventures with her kids.

Contact us to find out why we have been awarded
Regional Broker of the year for 2023

Book me in

Address

Kon-Tiki Business Centre - Tower 2, Level 4

55 Plaza Parade, Maroochydore QLD 4558

Phone

1300 367 680

Email

hello@wealthfolio.com.au

COMPANY PROFILE

OUR TEAM

Contact us to find out why we have been awarded Regional Broker of the year for 2023

Address

Phone

Email

Contact us to find out why we have been awarded
Regional Broker of the year for 2023