Exciting Update from Brisbane: Introducing Dan Bond

Table of Contents

• • • • Introducing Dan Bond
      • Dan’s Role and Vision in Brisbane
      • Expanding Our Finance Services in Brisbane
      • Empowering Your Financial Future

Introducing Dan Bond

Dan’s background is anything but ordinary. Starting his career in FinTech, he worked for Dialect, a company specialising in developing software tailored for payment gateways, collaborating with renowned institutions such as AMEX, Mastercard and the Bank of India.

This experience laid the foundation for Dan to make the seamless transition to financial services. He furthered his education by completing a Graduate Diploma in Financial Planning and Certificate IV in Finance and Mortgage Broking. Similarly, his professional journey has extended beyond the technical domain into areas of business analysis and entrepreneurship. Engaging in diverse ventures, he cultivated significant connections with stakeholders and business leaders. This exposure granted him invaluable insights into the dynamics of finance, process optimisation and strategic planning, ultimately leading to the delivery of value-driven outcomes for clients.

Outside of work, Dan enjoys spending time with his family and the outdoors. From a good session of jiu-jitsu to mountain bike riding or spending the day at Currumbin Beach or Byron Bay, Dan makes sure to make every moment count.

Dan’s Role and Vision at Carbon Brisbane

Dan joins the Carbon Brisbane team with a clear and focused vision: to build personal and meaningful connections with each client. He is committed to deeply understanding the unique financial landscapes of both individuals and businesses. By doing so, Dan aims to craft tailored solutions that not only meet their immediate needs but also align with their long-term aspirations and goals. “It’s about genuinely getting to the heart of what our clients need and envision for their financial future,” Dan explains.

His strategy includes introducing value-added propositions for existing clients. This involves expanding the range of client services to incorporate various residential lending opportunities. These opportunities involve refinancing for home loans, investment properties, broadening Self-Managed Super Fund (SMSF) investor portfolios, enhancing investor portfolios outside of SMSF and facilitating parent-assisted home loans.

In his role as a residential finance broker, Dan’s primary responsibility is to conduct comprehensive credit assessments for Carbon’s clients. This is the first step in a detailed process where he collaborates closely with lenders to secure the most beneficial financing solutions available.

Expanding Our Finance Services in Brisbane

With Dan joining forces with our Finance & Lending Director Matt Gordon, our Brisbane office can now offer clients a comprehensive suite of finance and lending solutions. The unique synergy between Dan’s expertise in residential lending and Matt’s understanding of commercial finance elevates our ability to cater to a broad spectrum of financial needs.

This collaboration positions our Brisbane office as a one-stop destination for all your finance requirements. Whether you’re looking to expand your business or stepping into the journey of homeownership, Dan and Matt’s combined expertise provides you with the tailored support you need to navigate your financial landscape with confidence.

Empowering Your Financial Future

As we welcome Dan to our growing family in Brisbane, our commitment to providing unparalleled support for both your business and personal finance needs remains stronger than ever.

Our dedicated team, including the newly formed dynamic duo of Dan and Matt, symbolises our promise to deliver comprehensive financial solutions under one roof. We’re here to ensure you receive value-driven advice, streamlined processes and the trustworthy service Carbon is known for. Whether you’re exploring finance options for your business, seeking personal lending advice or anything in between, our Brisbane team is equipped and eager to guide you every step of the way.

Let’s navigate the path to financial success together. Reach out to us today and see how our finance brokers can help.