Tailored solutions to meet individual needs and solutions.
MTO Financial Solutions started out with a goal to distinguish itself through:-
- Customer Service
- Communication
- Commitment to helping people
All the partners and staff at MTO strive to achieve this goal for every one of our clients. Our specialists come from a diverse range of backgrounds and we ensure you deal with the most appropriate person to help you achieve your goals.
Our company is named “Made to Order Financial Solutions” because we tailor our services to your requirements. For those people who want intensive wealth coaching we offer both expert advice and recommend specific strategies and products to achieve your goals. Some people prefer a more ‘ad hoc’ approach and prefer to contact us as they need advice. At MTO financial Solutions we will always endeavor to improve your wealth and tailor our services to your requirements!
Richard Smith (Mob 0410 466 155)
Richard is one of the founding partners of MTO Financial Solutions and is an Authorised Representative of Kersley Financial Services Pty Ltd. Richard has been involved in the finance industry for 20 years and has industry accreditation and qualification to back his experience. He takes pride in getting to understand client’s goals and lifestyles and presenting solutions and alternatives tailored to meet the client’s financial goals.
Keith Bridges (Mob 0414 686 645)
Keith is the second founding partner of MTO Financial Solutions and specialises in providing loans to clients that are packaged to suit their requirements. He has over 30 years experience in the financial industry and has a reputation that is envied within the industry for its professionalism and customer commitment. Keith is accredited with the MFAA and is qualified to package foreign currency loans for overseas clients and believes in building long term relationships with customers.
Robert Bullock (Mob 0416 349 278)
Robert is an Authorised Representative of Kersley Financial Services Pty Ltd, and technical director of MTO. He specialises in providing high quality technical advice for MTO clients. He has over 20 years of experience as a senior project manager and now uses these skills to analyse client's situations and develop plans to help them achieve their goals.
Barry Miller (Mob 0412 720 587)
Barry is an accredited member of the MFAA and specialises in providing expert loans advice and processing. He has over 20 years of experience in lending and has worked for a number of different banks.