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We are a privately owned finance brokerage with a team of highly experienced professionals. Since 2005 we have completed $1.5 billion in equipment finance and $500m in property finance.
Recognised as a leading financier by all major banks.
Today. Tomorrow. Next year.
It’s not about transactions –
it’s about partnerships.
We are a privately owned finance brokerage with a team of highly experienced professionals. Since 2005 we have completed $1.5 billion in equipment finance and $500m in property finance.
Recognised as a leading financier by all major banks.
Jay started his career in finance as a Business Development Manager for an equipment finance brokerage firm. In 2009 he joined the team at Heritage Finance to assist rural and regional bus operators as part of the Heritage Group’s support of the Queensland Bus Industry Council.
After completing a double degree in Arts/Commerce, majoring in finance, Candice joined the Heritage team where she now been for close to ten years.
Danielle has worked within the finance and broking industries for more than 20 years, initially in banking and later at an Australian publicly listed company. She has been a senior relationship manager at Heritage Finance for over 10 years.
Samantha has worked with the Heritage team since 2004, starting as a Settlements Support Officer and progressing into the roles of, Office Management, Executive Assistant to Relationship Manager.
Fran has worked in finance the majority of her working life, firstly in a major Bank and moving to Finance Broking in 2013.
In between, Fran owned and operated her own small business for 7 years in Wagga Wagga.
After completing a Bachelor of Commerce degree in finance and accounting, Kathy worked in asset finance and business banking in major banks prior to joining the Heritage team.
