Shay Yardley

Shay Yardley brings over 15 years’ experience across Australia’s major banks, including NAB, Westpac, and Commonwealth Bank of Australia. Having worked as a Lending Manager, Business Banker, and Private Banker, Shay offers a practical, well-rounded perspective shaped by years of hands-on experience. He is known for providing clear, thoughtful advice that helps clients make confident finance decisions. Shay specialises in working with investors, business owners, and high-net-worth clients, particularly where lending structures can be more complex. His deep understanding of lender policy and broad lender network allow him to tailor solutions that align with each client’s goals. With a calm and considered approach, Shay guides clients through the process clearly and efficiently, ensuring the right outcome without unnecessary complexity. Outside of work, Shay enjoys spending time with his young family, travelling, and keeping active through sport.

James Patrikios

James Patrikios brings over 15 years’ experience across banking and finance, insurance broking, and utilities, with a background in senior leadership roles. He has led teams of leaders and lending specialists and holds an MBA alongside a Diploma of Mortgage Broking. James takes a practical, big-picture approach to finance, focusing on clear advice and well-considered solutions rather than complexity. James works with first home buyers, refinancers, and clients looking to move to their next property. He is known for explaining options in a straightforward way, helping clients feel confident and informed at every stage of the process. His calm, solutions-focused style ensures recommendations are aligned with each client’s goals, both now and into the future. Outside of work, James enjoys keeping active, trying new restaurants, and is a proud supporter of the Richmond Tigers.

Jana Patrikios

Jana Patrikios has over 10 years’ experience helping people navigate home loans, having spent a decade as a Lending Manager with Westpac. She also holds a Diploma of Mortgage Broking and brings a practical, down-to-earth approach to every client conversation, focusing on making finance feel clear and manageable rather than overwhelming. Jana works closely with first home buyers, refinancers, and clients moving to their next property. Known for her patient and approachable style, she takes the time to explain each step in plain language, ensuring clients feel confident and supported from start to finish. Her goal is always to find the right solution for each client’s situation, without jargon or unnecessary complexity. Outside of work, Jana enjoys travelling, spending time with her young family, and cheering on the Richmond Tigers.