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Casey Sorrell

Casey’s Profile

I am South of the River based Finance Professional with 17+ years’ experience in the Finance Industry. Spending many years working in Credit Assessment roles in banks, such as Keystart, St. George Bank, Access and Vision Home Loans so I have a very good understanding on how to present a loan application to a bank for a quick approval.

At Diversifi, we take the long term approach in building relationships with valued clients, and not only assist with mortgage finance needs but also apply ongoing debt management strategies to assist in building wealth.

I also believe that my job is more than just arranging a mortgage for you, it is to ensure you are financially secure by using a number of relationships we have such as accountants and financial planners to help with your taxation, personal insurance and superannuation needs.

My commitment to you:

– ‘I will do what I say’;

– You’ll be guided you through each step of the loan process;

– You’ll be part of my 4 year Customer Care programme;

– Send you SMS’s and e-newsletters with the latest in finance news;

– Ongoing contact with you to check you and your loan are going ok.

Don’t forget to follow me on Facebook, Twitter and LinkedIn.

Areas of Expertise

  • Residential home loans
  • Commercial loans
  • Car loans
  • Debt Management

 

Casey’s Experience

Years in the Industry: 18

  • 2014: Awarded $75M in settlements
  • 2013: Platinum Achiever (writing > $25M in 2013 FY)
  • 2013: Awarded $50M in settlements
  • 2012: Completed Diploma of Financial Services (Finance/Mortgage Broking Management)
  • 2012: Became Principal at Diversifi ‘Fremantle’
  • 2011: Awarded $25M in settlements
  • 2010: Joined Diversifi as Self Employed Mortgage Broker
  • 2008: Home Loan Assessor at Crown Finance and Wealth Management
  • 2004: Home Loan Assessor, Compliance Officer at The Vision Home Loan Company
  • 2003: Home Loan Assessor at St. George Bank
  • 2002: Travelled to London to work at Credit Suisse
  • 2000: Home Loan Assessor, Compliance Officer at Access Home Loans
  • 1997: Home Loan Assessor at Keystart Home Loans

 

Casey’s Love Letters

Miracle worker

Hi Casey

I have been telling everybody that there is only one word (well two actually) to describe you ‐ miracle worker!

The fact that you were able to secure a housing loan for me when my company was showing a healthy loss for the financial year was a miracle. I have clients who are Mortgage Brokers and I doubt whether they would have even taken me on, let alone achieved that result.

To say it wasn’t easy, would be an understatement. People who have their own business seem to always be at a disadvantage. Your knowledge of what was required and what was possible, and your dogged determination to see this deal done got us over the line.

I can’t thank you enough and the success of the finance made a huge improvement to my circumstances. I’m in the house now and am pushing forward with the renovations.

This is the second deal with you and I’m sure there will be many more.

Wishing you the success you deserve,

Best Regards,

Steve Barry

Supreme Customer Service

Dear Casey

Please pass this onto your Supervisor; CEO or whoever you deem fit

I would like to commend Casey Sorrell for her supreme customer service; I have in past and during my 18 years of managing businesses from farms to migration dealt with a considerable amount of professional people and numerous finance brokers and I am so happy that I was referred by a family friend and colleague to Ms Sorrell. It is a breath of fresh air when I ask her for anything she responds; When there is a confusion about paperwork or loans her explanation; her attention to detail is beyond reproach. I see adverts on the television from the major banks promoting their services and what they can do – I have a better solution for everyone; if you need to understand finance how to get the best from your banking or financial needs then Ms Sorrell is what she professes to be a Finance Specialist. You are an outstanding individual and I am so comfortable in dealing with you that I just want everyone to know that needs to know.

Thank you sincerely Casey

Regards Lesley Smith

Business Owner

Home Owner

Fantastic Finance Broker

Hi Casey

Thank you so much for the lovely gift. We enjoy it very much. It was a great pleasure for us to have such a fantastic fiance broker, and will pass on your cards with pleasure this is just the beginning of a great relationship and will endeavor to keep in touch.

Thanks so much,

Deb n Kev

Contact Me

0407991985

casey@diversifi.com.au