Why Choose Newbridge Financial Services

  • You are provided with a home loan comparison as part of our FREE Service
  • You are shown how much you can borrow and which loans are best suited for your individual situation
  • You will be dealing with one of QLD’s leading mortgage broking firms, which has been providing solutions for Australian’s for the past 9 years.
  • Your loan managed by our experienced from application to settlement leaving you to focus on getting your new home just right
  • You have access to our financial planning service which provides you with a financial roadmap on how to achieve your financial goals and a wealth protection strategy so your home and family’s lifestyle is protected should something unexpected happen

Richard Jefferies

  • Diploma in Financial Planning
  • Cert IV in Mortgage Broking
  • MFAA accredited

Richard began in working in finance in 2001 whilst also completing his Business and Finance degree at Griffith University. He was introduced to credit policy with PR Finance Pty Ltd, and was fortunate to get a good understanding on what banks and financiers look for when assessing an application.

On completion of his degree, he was given the opportunity to learn the principles of mortgage broking and spent 2 years with Palladium Financial Services, before taking up a role with Royal Bank of Scotland and Bank of America in London. In these roles Richard gained experience in lending practices on a corporate level. Upon returning to in Australia in 2008, Richard saw an opportunity to combined his finance and building knowledge to focus heavily on construction finance, aiming to make the process a smooth one for clients and building companies alike. This was the start of Lion Financial.

Since 2014 Richard and the team at Lion Financial have expanded, and are focused on providing reliable finance solutions in residential, commercial and business sectors, from their panel of lenders

Richard’s contact details

See what Richard’s Client said about their experience

“My husband and I recently engaged Richard and his team at Lion Financial to help us find a home loan. I had my concerns about our eligibility for a home loan with me being self employed for less than two years. I had enquired with two other mortgage brokers who both told me it would be impossible. Richards attitude was completely different. He did everything he could to find a product that suited us and our situation and was completely open and honest throughout the process. His communication was second to none and he ensured the process was as stress free and convenient for us as possible. We ended up being able to buy a house that we absolutely love, which never would have been possible had we not asked Richard for help. I can’t recommend Richard and his team highly enough!” Libby

See what Richard’s clients have said about their experience…

Andrew Jefferies

  • Certificate IV in Finance and Mortgage Broking
  • Diploma of Financial Planning
  • Bachelor of Commerce
  • MFFA Accredited

Upon completion of his Bachelor of Commerce from Bond University, Andrew secured roles with a funds management company and a top four accounting firm. During his time at these organisations Andrew gained a broad exposure to property investments and accounting fundamentals.

Andrew added to his experience in the investment sector by spending five years with Wilson HTM, as an investment consultant. Eager to move into a more client focused role, Andrew decided to use his accounting and investment experience to assist clients with obtaining the most appropriate finance solution to their needs.

Andrew’s contact details

Andrea Welsh

Andrea started in the banking industry in 1994, working in various departments, across a range of business units with one of the Australia’s major banks. Most of her time was working with and leading teams through loan origination in business banking, to settlements and construction payments, in the loans processing areas. Andrea takes great joy and satisfaction in working hard towards positive outcomes for her clients.

Kieren Chee

Since 2019, Kieren has been working with the Newbridge team and has since developed a good understanding about the mortgage broking industry. He recently graduated from Queensland University of Technology with a Bachelor of Business (Management and Finance).

Kieren has begun his study to qualify as a certified mortgage broker. Currently, his role is customer service based which entails helping clients as well as assisting Richard and Andrew in preparing for client applications.

Kieren’s goals are to soon become a mortgage broker, with the guidance of Richard and Andrew. He also thoroughly enjoys helping people achieve their objectives when looking for the right home and reaching the best possible outcome.

Discuss Your Options

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Ph: 1300 54 66 36

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