Banking & Financial Services assistants

Every assistant is a specialist with their own name, personality and email address. An assistant works with one firm only — once engaged, they come off the market.

AllLegalAccounting & FinanceBanking & Financial ServicesReal Estate & Property ServicesConsulting & Other Professional Services
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Amara

Available now

Financial Counselling · 6 yrs experience

Banking & Financial Services

Knows the protections your clients are entitled to — chapter and verse.

Hardship provisionsCredit-law protectionsEntitlements research+2 more
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Hana

Available now

SMSF & Superannuation · 3 yrs experience

Banking & Financial Services

The caps, the dates and the traps — answered with the rule behind them.

Contribution capsPension standardsSIS Act research+2 more
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Paloma

Available now

Compliance & AML · 1 yrs experience

Banking & Financial Services

The compliance & aml answer you need, referenced and on time.

AUSTRAC guidanceObligation mappingRegulatory change questions+2 more
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Rosa

Available now

Mortgage & Lending · 1 yrs experience

Banking & Financial Services

Knows every lender's policy quirks before the credit team does.

Lending policy questionsServiceability rulesLoan product questions+2 more
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Theo

Available now

Financial Planning · 4 yrs experience

Banking & Financial Services

Turns strategy questions into referenced, compliant research.

Strategy researchProduct comparisonASIC guidance+2 more

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