Meet the Team
Email: michael@scopefinancial.com.au
Mobile: 0408 610 161
Not everyone’s financial situation is the same and there are many factors to consider. Discussing financial solutions with clients for the best part of 2 decades has built my knowledge, expertise and experience to assist with your financial needs. I look forward to us meeting and putting the steps into place to reach your financial goals.
Email: scott@scopefinancial.com.au
Mobile: 0434 115 117
After completing my Land Economics Degree I worked as a Real Estate Valuer and Licensed Agent for 10 years. I then took a career change into a large multinational company which included managerial roles in both sales and business development. A great opportunity then arose for me to join the team at Scope Financial Services and to apply my unique background of real estate experience combined with corporate strategy and financial knowledge; but above all else get back to what I really enjoy which is dealing direct with clients and ensuring their needs are always met in a professional and timely manner.
Email: rosemarie@scopefinancial.com.au
Having worked for 30 years in health, 20 -of those in team management, I have always had an interest in helping people, and wanted a change in direction to work in finance and continue to make difference in people’s lives – in a new setting. Having bought and sold property throughout my life, I’ve realised that having a good broker working in your interests and can not only make the process easier and assist you in making sound financial decisions, but also save you plenty of money over time. I am keen to establish myself as part of the team assisting you to realise your financial goals.
Email: lucy@scopefinancial.com.au
I have worked in the finance industry for over 25 years including various roles in a bank and with Mortgage Brokers.
I originally joined Scope Financial Services in 2001 and have now taken on a part time roll to assist with any post settlement requests that an existing client may have.
In my spare time, I have 4 young boys to keep me busy and enjoy life on the Central Coast.
Email: david@scopefinancial.com.au
Mobile: 0419 405 450
After spending six years learning my trade with two major banks, I formed Scope Financial Services in April 2002. I saw it as a fantastic opportunity to do more for my clients than I was able to do within the confines of any single bank. Knowledge, choice, flexibility, accessibility and a caring approach is the cornerstone of what we offer. Our clients’ needs come first in our business – no exceptions. I welcome the opportunity to partner with you, and look forward to making your financial goals a reality.
Email: jules@scopefinancial.com.au
When David and I started Scope Financial Services, it was important for us to make sure that our clients were receiving knowledgeable loan advice and a caring, positive approach towards helping them achieve their home-ownership goals. We wanted to go to sleep at night knowing that we had done the right thing. My responsibility within Scope has changed over the years. I have moved from general administration to looking after the financial accounting side of the business. Before Scope, I worked in sales and marketing, attaining a diploma in marketing. My experience in positions as Executive Assistants to CEO’s of multinational companies allows me to understand how to sustain a strong business both ethically and functionally. I love speaking with clients and take every opportunity to do so.
Email: karen@scopefinancial.com.au
I have been working in the Finance Industry for over 15 years focusing mainly on mortgage broking, I bring a vast amount of experience to the team. My role is to manage the office and also look after collecting information from clients and submitting loan applications and managing the process from application through to settlement. I love helping people achieve their property ownership dreams, and it’s my goal to make the experience as easy as possible whilst providing excellent professional and friendly service.
Email: jessica@scopefinancial.com.au
I have worked in the Financial Services industry for a number of years in Customer Service and Administration. I have recently transitioned from full time to part time after starting a family. When i am at Scope, I spend my day looking after existing clients and also assisting with other day to day tasks where required. I am passionate about doing the right thing by our clients and believe that staying in touch with constant updates throughout the process is essential in order to achieve a good experience.