Skip to main content

Simply Intelligent Finance

Now!
Get a Free Business Consultation For You or Your Business
Simply Intelligent Finance Logo
Get Started
Get a Free Consultation for Your Business.
Simply Intelligent Finance Logo

About Our Company

Hi, My Name Is Kerry

I started Simply Intelligent Finance back in 2008.

About Us

The name of my business was pretty simple really – trying to make finance simple and finding intelligent solutions for peoples issues.

We are here to help you find the perfect loan. After over 14 years in business, we know the ins and outs of finance options so you don’t have to.

How I got to doing this, is a somewhat interesting story.
I grew up on a farm in the Southern Riverina of NSW and loved the wide open spaces. I was pretty good at maths and economics at school I went to Melbourne University and started a science degree and ended up with a social work degree.
After years in the corporate world tired up in finance, I was missing working with people on an individual level. I went to see a finance broker for finance to develop some townhouses and she said to me, “Why not become a finance broker? You seem to understand this stuff so well!”
I really wanted to go back to helping people so that is my story, of how I now help people with their finances.

And yes, I live in a small country town and I’m able to assist people all over Australia using technology and as I am travelling on holidays, I like to personally visit the people I have helped along the way.

For More Information : +61 428 965 146

Providing Best Business Solution For Growing Your Business

Quality Services

Clients Satisfaction

Planning & Strategy

Independent Staff

I pride myself on finding solutions for financial issues when others can’t.

I am passionate about my work because I love what I do, I love to find the right solution and I thrive on a challenge.
So instead of spending your precious time searching amongst the myriad of lenders and products, why don’t you draw on my knowledge and expertise to find the right solution for you.
After COVID many people are finding it much easier to collaborate online, over the phone or video conferencing, rather than actually having to travel to visit a service in person.

Some times the going gets tough – but hey I stick it out – I don’t give up. I am an achiever!

Ziggy and I look forward to meeting you! – Kerry

About Us

CALL US

Peterson Asante

Simple Intelligent Finance is an exceptional financial advisor offering comprehensive lending solutions! I highly recommend their services for anyone seeking expert guidance in various loan types. Their knowledge spans a wide range of financial products, making them a one-stop-shop for all your borrowing needs.

About Us

The advisor excels in owner-occupied loans, providing tailored solutions to help you secure your dream home with competitive rates and terms. For property investors, their expertise in investment property loans is invaluable, offering strategies to maximize returns and minimize risks.
Their prowess in commercial and business loans is impressive, helping families and established businesses alike access the capital they need to grow and thrive. The personal loan options they presented were flexible and suited to my individual circumstances.
I was particularly impressed with their in-depth understanding of home loans and equipment finance. They helped me navigate the complexities of these products, ensuring I got the best deal for my needs.
What sets this advisor apart is their holistic approach to financial planning. They don’t just focus on securing loans but also consider your overall financial health and long-term goals. Their attention to detail, clear communication, and genuine interest in client success make the entire process smooth and stress-free.
If you’re looking for a knowledgeable, trustworthy financial advisor who can guide you through the intricacies of various loan products, look no further. Their expertise and commitment to client satisfaction are truly outstanding!
Simply Intelligent Finance Logo

Australian Credit License
486112 Purple Circle Financial Services Pty Lt
Credit Guide & Privacy Statement

Kerry Davies
Credit Representative Number 365531
AFCA Membership 61586

Intelligent Finance Riverina and Goulburn Valley Pty Ltd
trading as Simply Intelligent Finance

Credit Representative Number 373035
AFCA Membership 62575
MFAA Membership 987242
ABN 58133500900

CONTACT US

What Our Clients Say About Simply Intelligent Finance

Paul & Sharon Tocumwal

We had a goal of purchasing the Tocumwal Post Office but it seemed like an unachievable goal after being knocked back from lenders. We knew that it was a profitable business and we could definitely afford it but no lender would listen to us.

Steven Manly

As a property developer I require services of a broker with a deep level of understanding of the industry and a wide range of skills and knowledge. I have worked with Kerry for over 2 years now. She has helped me to put together some deals that

Dan Verridale

I had approach numerous banks to obtain finance to construct a house on the land I owned in Veirridale, QLD. Sometimes I would get to step 2 and sometimes I would not get past first base. It was very frustrating and confusing.

Call Now Button