Meet the Team

Louise Lucas

CEO and Founder

Louise loves finance and helping people use leverage as a tool to get ahead in investing and gaining confidence in life in general.

Penny Morton

Finance Broker

Penny worked in Banking and Finance for two decades and holds a Certificate IV in Finance and Mortgage Broking. 

Caitlyn Holmes

Finance Broker

Caitlyn has worked in the Financial Services sector for the last 20 years and holds a Diploma in Finance and Mortgage Broking Management.

James Gregors

Finance Broker

James has a passion for helping people experience the joy of buying their first home or leveraging the equity in their home to assist them with investing in property.

Melissa Khoo

Finance Broker

Melissa joins the Property Education Group with a diverse finance background and has a Certificate
IV in Finance and Mortgage Broking.

Sam Woodfield

Finance Broker

Sam has been working in the Finance Industry for over 15 years and has completed Cert IV in Finance & Mortgage Brokering.

Quena Casas

Loan Settlement Specialist

Quena Casas is a virtual assistant from the Philippines, with experience in sales, freight brokerage, and front-end customer service. 

Shey Capitan

Loan Documents Specialist

Shey handles the document preparation for your loans, bringing in her professional experience from working in several fast-paced business industries.

Yezan Fuentes

Loan Documents Specialist

Yezan has worked in the BPO industry for 13 years, with various experiences in reports and analytics, mentoring, training, and development. 

Claudia Uy

Loan Post-Settlement Specialist

Claudia brings in her diverse set of skills and experience, derived from her years of working at financial audit companies, non-profit organizations, small businesses, and business process outsourcing.

Daisy Jane

Digital Marketing Specialist

Daisy’s responsibilities include conceptualizing creative marketing designs, generating reports and insight for the team, and creating and posting content across all of our social media platforms.