Mortgage Brokers in Perth, WA

Our finance team is led by Caylum Merrick, who holds over a decade’s experience in lending and leadership roles. Caylum is a passionate mentor to our finance brokers, and is dedicated to equipping his team with the knowledge, skillset and systems they need to become top performers in the broking industry. Caylum is committed to delivering a seamless experience for Momentum’s investors, ensuring our clients receive the right advice across all facets of their property journey. He holds a Diploma in Mortgage Broking and a Certificate IV in Leadership and Management.

Michael joins Momentum Wealth as a Qualified Property Investment Advisor, specialising in tailored advice and support for clients. With a focus on understanding their unique needs and goals, he helps investors achieve a stronger financial future. Michael holds a Bachelor of Accounting and Management, a Certificate IV in Business, and is a Chartered Accountant. Outside of work, he dedicates time to community building and mental health advocacy, recently completing his accreditation as a mental health first aider through SJOG.

Rhonda holds a Diploma in Finance and Mortgage Broking Management and joins Momentum Wealth with over 20 years’ experience in corporate sales and relationship management. Rhonda is passionate about supporting investors in their property goals through a pragmatic and considered approach to property finance. A strong advocate for client experience, she’s focused on alleviating the stress of the borrowing process for our investors, while empowering them with the support and knowledge they need to plan towards their longer-term property goals.

Maxwell holds a Diploma of Finance and Mortgage Broking Management and has a strong background in project management gained over half a decade in Civil and Commercial Construction. Purchasing his first house at the age of 22, Max immediately realised the value and power of leveraging property to generate wealth. As a Finance Broker, Max strives to educate and support his clients to help them achieve their property goals, and is particularly passionate about the role financial technology plays in enhancing the client experience.

Bryn holds a Diploma of Finance and Mortgage Broking Management and has worked in lending roles for over eight years. He is an experienced mortgage broker and has previously held positions in commercial lending at one of Australia’s largest banks. Bryn works closely with his clients to build long-lasting relationships and to provide them with lending solutions to build wealth through property.

Iszac holds a Diploma in Finance and Mortgage Broking Management and from growing up in a family within the mortgage broking and banking industry, he brings a wealth of real-world experience to the team. At just 19, Iszac purchased and renovated his first investment property and has since seen the value increase. With a commitment to clear communication and a down-to-earth approach, Iszac thrives on building strong relationships and helping clients reach their property goals, whether it’s their first home or a strategic investment.

Vima works tirelessly in support of Momentum Wealth’s finance team, implementing systems that streamline internal processes as well as helping to foster stronger relationships with clients. Vima’s attention to detail and drive to constantly learn and acquire new skills make her an invaluable asset to Momentum Wealth. Vima holds a Bachelor of Commerce in Accounting and Banking, and was named Best Loan Administrator WA at the 2021 Adviser Better Business Awards.