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 specialises in providing tailored advice and strategic support, helping clients achieve long-term financial success through property. He focuses on understanding each client’s unique goals and is passionate about education and clear communication, ensuring clients feel informed and empowered at every step. Michael holds a Bachelor of Accounting and Management and is a Chartered Accountant. He is also a Qualified Property Investment Advisor and a two-time PIPA Finalist for the QPIA Property Investment Advisor of the Year Award, bringing both financial and property expertise to every client relationship.

With over 16 years of experience in real estate, Robert brings extensive knowledge and skills to the Finance and Strategy team. Throughout his career, his passion for the property market has remained constant, resulting in a deep and abiding understanding of the real estate industry. He’s worked around the globe buying and selling property, honing both his ability to communicate with people of all backgrounds and his understanding of the strategic nature of investing in property. Robert has an innate ability to understand his client’s needs, and always strives to exceed their expectations, building long-lasting relationships in the process. 

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.

Josh joins Momentum Wealth with over 8 years’ experience in the property investment industry, gained across roles in property management and leasing as well as new home sales. Josh subsequently followed his real estate passion into finance broking, backed by an appreciation of the crucial role effective finance can play in an investor’s long-term success. He’s dedicated to empowering clients throughout the lending process, offering education and fostering long-term relationships to help them achieve their property goals. Josh holds a Diploma of Finance and Mortgage Broking Management.

Tanya holds a Diploma of Finance and Mortgage Broking and brings over a decade of experience across property and business management. Her background as a Property Manager and Business Manager has given her a strong understanding of the property investment journey from both a practical and strategic perspective. She is passionate about helping clients achieve their financial goals, whether they are purchasing their first home or expanding their investment portfolio. Tanya simplifies the finance process and delivers personalised guidance with care and clarity. Known for her warm and client-focused approach, she is committed to building lasting relationships and supporting clients with confidence at every stage of their journey.

Aaron holds a Diploma of Finance and Mortgage Broking Management and brings a strong background in customer-focused roles to the Finance team at Momentum Wealth. With over eight years’ experience in the automotive industry across sales, finance, and management, Aaron has developed a keen ability to understand client needs and deliver tailored solutions. Passionate about helping clients achieve their property goals, whether it’s buying their first home or growing an investment portfolio Aaron is dedicated to making the finance process straightforward and stress-free. He values long-term relationships and takes pride in providing personalised guidance that supports clients in building wealth through property.

Leo holds a Bachelor of Commerce, majoring in Accounting, and has also completed a Diploma of Finance and Mortgage Broking Management. He brings a strong financial foundation to his role as a Finance Broker at Momentum Wealth. He works with home buyers and investors to deliver tailored lending solutions that support long-term property success. With a focus on clarity and outcomes, Leo simplifies the finance process and builds strategies aligned to each client’s goals. Whether guiding a first-time buyer or supporting seasoned investors, he is committed to providing expert advice, seamless service, and building strong, lasting client relationships.

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.