Meet the WizWealth Team
Our team at WizWealth Finance combines extensive experience and unwavering commitment to client success. With expertise in numbers, compliance, investment strategies, and personalised lending solutions, we ensure tailored services for first home buyers and seasoned investors.
Rick Sethi
Rick is a seasoned property investor and Senior Mortgage Broker at WizWealth Finance. With a passion sparked in youth, Rick has honed his expertise through diverse investment strategies. As a director, he drives business growth with keen market insights. Specialising in Commercial and Business loans, Rick tailors solutions to client needs, ensuring clarity and success. Connect with Rick to leverage his innovative approach and achieve your financial goals confidently.
Gagan Sethi
Gagan is an experienced Mortgage Broker with over a decade of experience in the brokerage industry. Drawing from a robust background in accounting and finance, Gagan as a Director brings unparalleled expertise to every client interaction. His extensive tenure ensures he has encountered and successfully navigated nearly every scenario in mortgage brokerage. Whether securing an owner occupied residential or an investment loan, Gagan's insights and tailored solutions make him a trusted advisor for achieving financial goals with confidence.
Parvinder Sethi
Parvinder Sethi, a serial entrepreneur, leads operations at WizWealth Finance, ensuring a seamless client experience. With a keen focus on customer satisfaction, Parvinder streamlines processes for efficiency and excellence. Beyond his professional role, he actively contributes to the local community, fostering connections and supporting local initiatives. His dedication to both business and community underscores his commitment to making a positive impact in every endeavor.
Karan Kapoor
Karan Kapoor, a Chartered Accountant, brings a wealth of expertise in regulatory compliance and financial auditing. With extensive experience managing audits for financial services businesses and creating robust compliance frameworks, Karan adeptly navigates the complexities of finance and mortgage broking. As a Mortgage Broker, his meticulous attention to detail and deep understanding of financial regulations enable him to provide tailored lending solutions, making him a valuable asset to anyone looking for a finance partner to build a robust portfolio. In addition to the regular residential loans, he works very closely with NDIS / Co Living lenders to assist his investors.
Pankaj Nanglu
Pankaj Nanglu, a seasoned professional with extensive banking industry knowledge is an integral part of WizWealth's brokering team. With over 13 years of experience in Accounting, Finance, Technology, & Project Management, Pankaj excels in managing funding for large development projects. As a Mortgage Broker, his expertise in financial analysis, mortgage products, and market trends ensures tailored solutions for property investors and first-home buyers. Pankaj's exceptional communication and client service skills make him a valuable asset to anyone he professionally engages with. He focuses on Development Finance in our team in addition to the standard residential loan projects for our clients.
Ashima (Ash) Shukla
With an extensive experience across banking, finance, risk and customer advisory, Ashima is passionate about helping clients make confident financial decisions. Her background with NAB gives her a deep understanding of lending solutions, compliance and customer care. Known for her approachable nature and genuine commitment, Ashima takes the time to understand your goals and works tirelessly to find the right lending solution for your unique circumstances.
Gurleen Marwaha
Gurleen Marwaha is a mortgage broker and seasoned investor with a diverse property portfolio, including hands-on experience in luxury home development. With a passion for numbers and a strong background in negotiating high-value deals on large projects, she brings strategic insights to property finance. Gurleen is dedicated to helping investors and developers secure the right funding solutions, optimise their portfolios, and maximise returns. Her deep industry knowledge and personal investment journey enable her to guide clients through complex lending structures, ensuring they achieve their financial and property goals with confidence.
Harpreet Suri
Harpreet Suri brings extensive experience in strategy, managing process quality and client relationships. As a seasoned property investor with a diverse portfolio, he understands the complexities of property finance. Having also ventured into various small businesses, he has firsthand insight into the challenges self-employed individuals face in securing finance. Now, as a mortgage broker, Harpreet is dedicated to helping self-employed clients navigate lending options and secure tailored finance solutions to achieve their property and business goals
Matthew Kea
Matthew brings extensive experience across banking and mortgage broking, helping clients navigate their finance journey with confidence. Having worked across every stage of the lending process he understands what it takes to achieve a smooth outcome. Whether you're buying your first home, refinancing, investing or exploring SMSF lending, Matthew is committed to providing clear advice, tailored solutions and exceptional service to help you achieve your property goals
Pushpinder Sethi
As a long-time self-employed business owner, Pushpinder understands the unique challenges entrepreneurs face when it comes to securing finance. He takes pride in simplifying the lending process, educating clients every step of the way and empowering them to make informed decisions. Whether you're growing your business, purchasing your next property or refinancing, Pushpinder is committed to providing tailored strategies and genuine guidance to help you achieve your financial goals with confidence
Ronit Sethi
Ronit brings fresh energy, enthusiasm and a genuine passion for helping clients achieve their property goals. Backed by a strong academic foundation in Economics and Finance, he has a deep understanding of the principles that drive lending and financial decision-making. Ronit enjoys simplifying complex concepts, ensuring clients feel informed and confident throughout their journey. Known for his persistence and problem-solving mindset, he's always willing to go the extra mile to find solutions even for the most challenging lending scenarios.
