Courtney Lister

Courtney is a finance broker with over 20 years of experience across financial services, business ownership and consulting. Courtney brings an exceptional level of expertise and perspective to every lending conversation.

Courtney founded and operated a very successful financial advice practice that grew to serve clients across investment, superannuation, insurance, and retirement planning. This background as a licensed financial adviser gives Courtney a holistic understanding of personal finances that few mortgage brokers can offer: not just how to structure a loan, but how it fits within a client’s broader financial life.

Whether you are purchasing your first home, SMSF lending, refinancing an existing portfolio, structuring a business acquisition, self employed lending scenarios or navigating a complex lending requirement, Courtney’s approach is methodical, transparent, and always tailored to your individual circumstances.

If you are ready to explore your lending options or would like to discuss your financial goals, contact Courtney today for an obligation-free conversation.