Property Finance

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. As our Property Advisory Specialist, he works with our clients to gain an in-depth understanding of their unique needs and property goals, enabling us to deliver tailored property advice and support to each of our investors. Michael enjoys working with people from different walks of life to help them achieve a stronger financial future. In addition to being a Qualified Property Investment Advisor, Michael holds a Bachelor of Accounting and Management, a Certificate IV in Business, and is also a Chartered Accountant. Outside of working hours, Michael remains passionate about building stronger communities and dedicates significant time to mental health advocacy, including pursuing his own accreditation as mental health first aider through SJOG.

Ryan began his career as a licensed electrician, but made the bold career change into mortgage broking after gaining inspiration from his own property investment journey. Ryan holds a Diploma of Finance and Mortgage Broking Management and is a member of the Mortgage and Finance Association of Australia. In 2020, Ryan was named Connective Home Loans Broker of the Year.

Ursula has over 15 years’ experience in the finance industry, working as a financial adviser for several major banks. Ursula also holds an MBA from Curtin University. An experienced and successful property investor herself, Ursula made the transition to a broking role to help educate clients and help them build wealth through property.

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.

Andrew joins Momentum Wealth with a Bachelor of Commerce degree from Edith Cowan University. After almost a decade in customer-facing roles, he offers a wide skillset to the team and his clients. Andrew is enthusiastic about the client experience aspect of his role, and is passionate about developing long-term connections with his customers to help them reach their property goals. He enjoys the diversity of his role and assisting people in different situations to make their investment journey as seamless and enjoyable as possible.

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.