About Us

Photo of Alvin Lee

About OZloans & Alvin Lee

Ozloans Finance is a boutique financial facilitator servicing residential and commercial financing projects including Investment property investments, asset & vehicle buying & lending.

We maintain differing relationships with a wide variety of funding sources to suit client needs and place the business either directly or through arrangements with aggregators such as Choice Aggregation Services, Connective Services, and direct lending through lenders & Mortgage Managers.

 

 

Photo of Alvin Lee

About OZloans

OZloans Finance is a boutique financial facilitator servicing residential and commercial financing projects including Investment property investments, asset & vehicle buying & lending.

We maintain differing relationships with a wide variety of funding sources to suit client needs and place the business either directly or through arrangements with aggregators such as Choice Aggregation Services, Connective Services, and direct lending through lenders & Mortgage Managers.

 

 

Our philosophy directs us to provide a personalized and holistic commercial support service and this has guided us since our launch in December 1999.

Alvin Lee, has been a practicing CPA for over 40 years and launched OZloans Finance after coming into the financial services industry through the original RAMS operation. He is a registered tax agent (# 26122003 ), holds ASIC Australian Credit License  (# 391829) for our finance operations & holds a Full NSW Real Estate License (# 20063580).

Alvin maintains accreditations with all major residential lenders and the emerging lenders arising from recent conversions from Credit Unions & Building Societies into full licenced banks. For commercial funding he works mainly through Think Tank, IMB, Suncorp, BankWest, ANZ, Westpac, Bibby Finance, AR Cash flow & Factor One. 

Realising that clients could face financial difficulties in the future Alvin has focused clients on creating a Mortgage Reduction Plan for each borrower so as to give clients some cushioning from adverse earnings or rate-rising effects. This process results in significant interest savings over time & a growth in wealth  for the client through the reduction of liabilities.

His career included extensive commercial experience & includes many CEO roles and as consultant to a lender financing SME management buyout facility.

Ozloans also has a supporting staff structure, all of whom hold ACR licenses, to ensure the smooth progress of our processing and catering for different marketing structures. It also maintains strong associate relationships with Property Researchers, Educators & Suppliers, new vehicle sources, Financial Planners, SMSF advisors & Taxation advisers.

Part of the OZloans philosophy requires us to maintain strong connections with the broking industry at large, exploring industry management issues in times of change and through our development of the Independent Finance Brokers Forum we keep in touch with a wide range of brokers and finance industry facility & service providers. 

OZloans continues to expand its customer base and further develop its strong industry links as the marketplace sees significant change and development. Being a smallish organization, OZloans is able to be flexible in speedily adjusting to changing structures within the finance industry.

Need a consultation?

If you would like to speak to us about your specific requirements please use the form below to contact us today.

 

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Phone: 0409 076 197

Email: alvinlee@ozloansfinance.com.au

108 Waterview Street,
Mona Vale NSW 2103

LICENCE DETAILS 

ACN 56 090 913 607
Australian Credit Licence Number
391829