An experienced broker and driven leader, Jake built the Equifund team around one core principle: client service. Armed with a finance and accounting background, as well as training and certifications in Mortgage and Finance Broking, Jake applies his industry expertise and global experience to create a wide range of financial solutions from short-term loans for small businesses to large equipment purchases. His passion for business and finance is an integral part of the Equifund team.
Terry is a highly driven individual, with soaring levels of experience in the financial services industry in both Australia and America. Since attaining his degree from Macquarie University with a double major in Finance and International business, Terry has gained additional certificates and awards as a financial services provider, proving himself as one of the country’s best commercial finance specialists. Realising his skills and ability to service clients and deal with all complex business transactions that arise, there is no deal too big of a challenge.
Kevin is a highly successful businessman with a proven track record of success. He founded and self-managed his company, which, over a period of twenty years, he grew into a multi-million dollar market leader. That business was acquired at a significant premium by a private equity group, some years after which Kevin exited the business. Kevin is an entrepreneur with investments in several businesses across a broad spectrum of activities. He was one of the founder investors in “Jemstep”, a ground-breaking “robo-technology” company that successfully automated investment recommendations in the wealth management field. Kevin is a Director and board member of Zagga, an alternative investing platform. His significant business acumen, personal skills, and knowledge are of enormous value to the Equifund Group.
Anthony Levi is a Chartered Accountant who commenced his career at Ernst & Young over 25 years ago. He has extensive experience in the finance industry as well as building businesses. Anthony is the founder of the Finflex group which provides corporate advisory (debt and equity), funds management, private equity and other financial services pursuant to its Australian Financial Services License. He is a founder and Board Member of American Electricity & Gas Holdings LLC, a group of retail energy providers and allied businesses headquartered in Houston, Texas. The American Electricity & Gas Holdings subsidiaries reached consolidated revenues of A$0.5 billion and circa 350,000 customers. Anthony enjoys backing and assisting enthusiastic entrepreneurs in building their businesses.
A successful executive with over 25 years’ experience in banking and financial services both in Australia and offshore. Experienced in strategy formulation and execution, business management, sales management, and people leadership. A generalist background with sound understanding of marketing, product development, legal and compliance supported by a MBA. Governance and directorship skills through GAICD and memberships. Specialist knowledge and demonstrable capability in distribution. Clive was appointed to the Board of the Finance Brokers Association of Australia in 2020. FBAA is the largest finance broking industry body in Australia.
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