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.
Akul Malkotia
Akul Malkotia has a stellar academic background in commerce and accounting. Passionate about numbers, Akul as a Mortgage Broker excels in SMSF lending to assist his seasoned investors. His expertise in finance and commerce enables him to address complex lending scenarios and craft robust investment strategies. Committed to ensuring client success, Akul is dedicated to understanding each client's unique needs and aspirations. His academic excellence and practical skills make him a standout in the industry.
Jatinder Singh
Jatinder Singh as a mortgage broker specialises in Private Funding and Land Banking loans in addition to the regular residential home loans. With expertise in managing budgets, monthly cash flows, and owner costs, Jatinder ensures financial stability for his clients. He has worked closely with government departments like Land, Planning, and Environment, securing necessary approvals and compliance on various large projects. For expanding your portfolio, choose Jatinder for his meticulous financial management and adept navigation of regulatory landscapes, if land subdivision is one of your focus.
