Lucy Knowles, Finance Broker

Lucy Knowles

Finance Broker

Adelaide

vCard

Lucy Knowles is a credit representative 510546 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237). BDO Finance Solutions (SA) Pty Ltd is authorised under BLSSA Pty Ltd Credit Licence 391237. BDO Finance Solutions (SA) Pty Ltd Corporate Credit Representative Number 478582. Aggregation services provided by Choice Aggregation Services

Lucy is an Accredited Finance Broker for BDO in Adelaide, with a background in personal budgeting. She is passionate about working with her clients to achieve their monetary goals and create financial freedom – however, that looks for them.

Lucy is accredited with a wide range of commercial and residential lenders and can assist with all aspects of finance, supported by BDO in Adelaide’s full-service offering of taxation, audit and advisory services.

Services

  • Provide advice on all aspects of finance, including risk, serviceability, security, terms and conditions, pricing and structure
  • Prepare comprehensive Information Memorandums to present key information required by banks to facilitate approval
  • Negotiate with a range of financiers to find the best solution and secure competitive pricing, terms and conditions
  • Coordinate all stages of finance, including submission, approval, sign-up and settlement, to streamline the process
  • Complete comprehensive and objective ‘debt health checks’
  • Assist with covenant monitoring and reviews
  • Provide independent advice on negotiations between clients and their financiers

Specialisations

  • Residential finance – owner occupied and investment
  • Tourist Parks & Accommodation
  • Real Estate – rent roll funding
  • Financial planners
  • Self-managed superannuation funds

Qualifications

  • MFAA Accredited Finance Broker
  • Authorised is a credit representative 510546 of BLSSA Pty Ltd ACN 117 651 760 (Australian Credit Licence 391237).
  • Diploma of Finance and Mortgage Broking Management, Kaplan Professional 2018
  • Diploma of Business Management, Upskilled 2012