Our commitment to service excellence and ease of doing business ensures our partners are fully supported with their gearing and investment strategies.
The professional's choice
We understand investors and partners have individual needs. With over 30 years experience, find out why Leveraged is the professional's choice.
Our team
You can expect premium service from our experienced and knowledgeable team.
Claire Starr
Business Development Manager
NT, QLD
Based in Brisbane, Claire is an industry specialist in margin lending. She has worked with Leveraged advisers and partners for over a decade. Her speciality is gearing solutions with a background in stockbroking & investment banking. Claire has an MBA and qualifications in financial planning.
Michael McFarlane
Business Development Manager
ACT, NSW
Michael specialises in gearing solutions for advisers and their clients. He has skills and experience in relationship management, business development, and financial services. A key focus for Michael is educating people on how gearing can help them achieve their wealth goals.
Jason Sivyer
Business Development Manager
ACT, NSW
Jason has extensive experience in financial services, specialising in gearing solutions. He has built a large network of relationships over this time. Jason has specialised experience in the advising and broking sector. He is highly skilled in margin lending and is ready to assist with your gearing requirements.
Elizabeth Perrella
Business Development Manager
SA, TAS, VIC, WA
Elizabeth Perrella has extensive experience in financial services. This includes gearing solutions for the advised and broker market.
Elizabeth has worked for international investment banks as well as domestic small businesses. She specialises in wealth solutions. Liz can work with any partner or customer to find a solution to meet their requirements.
Darren Messer
Sales and Service Consultant
ACT, NSW, NT, QLD, SA, TAS, VIC, WA
Darren is the Leveraged specialist for the self-directed market. He works with customers taking control of their own financial future. His broad experience means he can help with a wide range of backgrounds and financial needs. He will be able to assist any self-directed client interested in a gearing solution.
Ken Jackman
Senior Manager Distribution & Partnering
Ken leads national distribution and partnerships and is the head of the sales team. He has a focus on strategy. Ken also specialises in establishing and growing relationships with our partners, such as dealer groups and investment platforms.
Adviser-only resources
Forms
Guides
Tools
Articles
Filter Results
No search terms
Displaying 1 to 6 of 6 search results
Page 1 of 1
Get in touch
Phone
1300 307 807
+61 2 8282 8282 (If calling from overseas)
8:30am - 5:30pm AEST/AEDT
Monday - Friday
Online
Send us an online enquiry or email customerservice@leveraged.com.au
GPO Box 5388,
Sydney, NSW, 2001
Things you should know
Gearing involves risk. It can magnify your returns; however, it may also magnify your losses.
The Leveraged Equities Margin Loan, Investment Funds Multiplier and Direct Investment Loan are issued by Leveraged Equities Limited (ABN 26 051 629 282, AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178, AFSL 237879). The information on this website contains general advice only and does not take into account your personal objectives, financial situation or needs. This information does not constitute financial or tax advice. We recommend that you obtain your own independent professional and tax advice on the risks and suitability of this type of investment and to determine whether your interest costs will in fact be fully deductible in the current financial year in your particular circumstance. Terms, conditions, fees, charges and normal lending criteria apply.
Please consider your personal circumstances, consult a professional financial adviser and read the Product Disclosure Statement and Incorporated Statements (together, the 'PDS') and Product Guide, together with the terms and conditions applying to the product or service, before making an investment decision. To obtain a copy of the PDS and relevant information please call 1300 307 807, visit the individual product pages on this website, or contact your financial adviser. Not available for a self-managed superannuation fund.
