The People Behind Chase Edwards
With over 10 years’ experience in the Financial Services industry and over 20 years experience in sales and client relationship management roles, Toni is a qualified and accredited Mortgage Broker and Real Estate Agent.
Toni is passionate about providing a high level of customer service and places an emphasis on developing people and maintaining a motivated team. As a business leader she strives to be a great motivator and takes pride in influencing a positive morale for every team member across the business as well as compassionate and supportive to her teams goals, needs and work life balance.
Stephen is an integral part of the Queensland office, overseeing the strategy team and working with Chase Edwards Clients to achieve their financial goals.
Stephen has been in the finance and investment industry for over 15 years and is and experienced finance and investment strategist. This gives Stephen’s clients the sense of comfort when working together with him.
Stephen has a wealth of knowledge within finance structures and cash flowing investments to achieve retirement freedom. With Stephen’s easy going approach and confidence in delivering a sound and easy to understand strategy, client’s can ensure they are in safe hands.
Stephen is a family man with 2 children and understands the cost of everyday life. The burden of a mortgage and everyday cash flow is very common. It is his role is to understand the client’s needs and goals to achieve the best results financially.
David has over 25 year’s consultative sales, customer service and management experience. As a hard working employee, a former business owner and an investor in both Australia and the UK, David understands the importance of sensible long term investment and wealth creation for retirement, and is passionate about helping his clients reach their financial potential.
A family man, with a wife and three young children, David understands the cost of everyday life, a mortgage and the importance of cash flow. He is skilled at formulating comprehensive strategies to address your needs, help you provide for your future and still live for today! When not working David enjoys time with his family, water sports and keeping fit.
Gavan is an experienced Hands-On Information Technology Manager with a demonstrated history of working in the financial services & construction industries for over 12 years. Skilled in IT Management & Application Development, Gavan has been an integral part of the team.
Client Relations Manager
Nathan has over 5 years’ experience in the Property Investment field working with Accounting, Financial & Property Professionals, after 10 years of running teams in successful bars and clubs.
With over 15 years in customer relations, Nathan knows that the key to success is to ensure his clients and stakeholder experiences are always positive, with their needs and expectations are more than fulfilled.
He has received his Bachelor’s Degree in Management & Human Relations as well as his Master’s in Business Administration from Newcastle University. Nathan has the qualifications & understanding how to work with his team to help his clients achieve their financial goals.
Specialising in Digital Marketing, Michael has over 4 years experience in the field. With a passion for direct response marketing, he is committed to generating wins for both his team and clients. Outside of marketing, Michael enjoys singing, sport and studying business.
Dale has over 7 years of managing sales teams in the financial services industry.
Dale specialises in the training and development of our call centre team and is passionate in helping people reach their full potential. When Dales not hard at work he enjoys sports, walking his dog and watching movies.
Accounts & HR Manager
Danene is one of our long standing team members. She has been working for Chase Edwards as the Accounts/HR Manager for 9 ½ years. She studied Bookkeeping at college and her background has always been in Accounts, having held varying Accounts/HR roles for over 30 years.
While Accounts is her main role, she is often called to help out our IT Manager with any computer or phone issues in our Swansea office.
Jan is another of our long standing team members. She has been working for Chase Edwards for over 6 years.
Jan’s 30+ year’s experience in staff training and management has enabled her to ensure positive outcomes for both staff and clients whilst coordinating our team of in home consultants out on the road.
Whilst confirmations is her main role Jan also assists the sales manager with the day to day running of the call center.
Debra has been with Chase Edwards Finance for 9 years, working in the finance industry for more than 20 years.
Debra is passionate about helping clients achieve their goals and assisting them with strategy and finance requirements.
Darren has been in the lending industry for more than 20 years. He has worked for some of Australia’s leading banks and mortgage lenders.
Darren enjoys meeting clients and helping them to fulfill their dreams of home ownership through investment lending, buying a new home and refinancing to save money and pay off your home loan sooner.
Perry has been in finance for over 6 years, working with both major and minor banks.
Prior to this, he spent 16 years working in various industries such as videography, fitness and aviation. Outside the office, Perry enjoys aviation, golf, surfing and personal development.
BIO coming soon...
Damien is an established team member, with a passion for educating others and helping them reach their financial goals. Rather than someone who just ‘talks the talk’ – Damien truly walks the walk; executing the exact same strategies he educates on, both with his own mortgage and investments.
Outside of work, Damien loves spending time with beautiful partner and 4 kids and driving any and everywhere in his Ford Mustang.
IN HOME CONSULTANT
Joseph has 7 years’ experience in the financial industry. He prides himself on the relationships he makes with his clients and enjoys the journey of seeing them achieve their lifestyle goals.
Joe has been in customer facing roles for over 10 years and has always been great at finding a solution to problems as well as adding value to each customer he deals with. Joe is reliable, efficient, understanding and empathetic of everyone’s situation and is looking to create long standing relationships with his clients to help get them set for the future.
Rhiannon has been working for Chase Edwards for almost 3 years as an In Home Consultant. Rhiannon has a passion for helping others and loves watching her clients get in a better position. She is currently completing a Certificate IV in Mortgage Broking and Finance and has ample experience in rural industries, working on stations and is currently helping her parents run their cattle property as well as competing in local shows for cattle, horses and camp drafting.
David has a background as a strategy based property investment advisor and is focused on assisting clients to achieve their financial goals.
Through his previous property investment experience he recognised the need for an ethical and reliable partner to look after his clients’ interests when building a successful financial future. David has 10+ years of experience working within the real estate industry
Leanne Roberts has built a reputable reputation throughout her 10+ years as a professional residential licenced real estate agent.
Leanne is naturally a friendly communicator, a strong business minded lady whom is well known in the Newcastle and Lake Macquarie region as very experienced, knowledgeable and passionate about helping clients reach their goals when it comes to property and growing wealth.
PA & EXECUTIVE TEAM
Emily has over 10 years’ experience working in a variety of industries including Real Estate, Construction and Financial Services where she has gained extensive experience and a wealth of knowledge.
Emily is a Personal Assistant to Toni Madden and Executive Team Assistant to the business. She is a team player who is eager to learn new skills and grow within the business.
Bio coming soon...
LEGAL & ADMINISTRATIVE
Erin has over 7 years’ experience working within the legal industry in the property area, she recently moved to Newcastle from Moree. Erin has come to us with a wealth of knowledge and is eager to gain experience in financial services.
Charlene has several years of administration experience in the professional service and Non-For-Profit industries. She has gained knowledge and adopted a diverse set of skills from her time at university where she acquired a Bachelor of Business with a major in Human Resource Management.
Her role at Chase Edwards sees her performing a variety of administration tasks for our Queensland Manager, Accredited Mortgage Brokers and our Senior Financial Planner. Liaising with the Administration team and management, Charlene takes pride in ensuring a seamless organisation of all client interactions.
Kim is the first point of contact at Chase Edwards and is always here to greet you with a friendly smile.
Kim has 4 years customer service experience and studied Business Administration prior to commencing at Chase Edwards. Kim is a valued member of the team who assists everyone in a timely and positive manner.