Financial & Lending Services: find professionals

Financial and lending services covers mortgage and finance brokers, commercial and business loan brokers, equipment and asset finance, and financial advisers and planners.

A mortgage broker compares options from several lenders for a purchase or a refinance. Business loan brokers and commercial lenders help companies find working capital, overdrafts or equipment finance. Financial advisers help with investing, superannuation and other long-term plans; how an adviser is paid can affect the advice you get, so ask.

Both sides of this category are licensed by ASIC. A business engaging in credit activities generally needs an Australian credit licence, unless it is exempt or is authorised to act as a representative of a credit licensee, and it needs that licence or authorisation from the day it starts. A business providing financial product advice generally needs to be authorised under an Australian financial services licence, or to act as an authorised representative of a licensee. Check a firm’s licence before you share any financial information, and never send account numbers, income details or identity documents through a web form. LokalMatch doesn’t give financial advice or recommend any adviser.