Joshua McKay
Finance Broker | Brisbane
About me
B.Com (Fin), BA (Psych), Dip. Fin. Services, Dip. FMBM, Cert IV (F/MB)
Joshua McKay is the Sole Director of JCM Finance Pty Ltd. Having almost 15 years tenure as a Business Banker in one of Australia’s “Big 4” Banking Institutions, Joshua has experienced various Senior Banking positions.
These roles involved Portfolio Management and exposure / servicing of clients with business turnovers exceeding $100m and funding requirements up to $40m.
Additionally, Joshua was primarily responsible for the preparation and submission of complex lending proposals with justification for recommendations, inclusive of obtaining and analysing industry and business financial information.
Risk management is a particular focus for Joshua. Having been involved in literally thousands of Business and Home Loan transactions, Joshua can add value to most transactions by drawing from many years of experience from potentially similar funding scenarios.
Joshua has lived in South East Qld his entire life resulting in strong and significant contacts on the Gold Coast and Brisbane locale.
Given that these contact points are across a wide spectrum of industries, Joshua will be able to assist potential clients by offering unique funding solutions by leveraging from his contact base.
Joshua’s vision for JCM Finance Pty Ltd is simple:
Build and maintain QUALITY and LONG-TERM RELATIONSHIPS with clients
To ensure that TRUST, INTEGRITY and COMMITMENT are the focus of all business dealings
To add REAL VALUE to clients throughout EVERY transaction
To assist clients with RISK MANAGEMENT strategies
Joshua’s areas of expertise:
Home Loan (Investment and Principal Place of Residence) and Commercial Lending (Investment)
Cash flow lending with a particular focus on the Professional Services Industry (eg Financial Planners; Insurance Brokers; Accountants & Legal Practitioners)
Funding solutions for trading businesses
Equipment Finance
Self-Managed Super Fund Lending
Construction Loan and Development Funding
Franchise Funding
Tertiary qualifications:
Bachelor of Commerce (Major in Finance) – University of Qld
Bachelor of Arts (Major in Psychology) – University of Qld
Diploma of Financial Services – Tribeca
Diploma of Finance and Mortgage Broking Management – The National Finance Institute
Certificate IV in Finance and Mortgage Broking – The National Finance Institute
Accreditations:
Member of the MFAA (Member No. 121740)
Member with AFCA (Member No. 50610)
Commissioner for Declarations
Joshua McKay is a Credit Representative (Credit Representative Number 494641) of Australian Credit Licence No. 389328
If you would like to speak with Joshua, please give him a call on his mobile - 0400 707 576, in the office - 07 5526 6799