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WHO WE ARE
About Strategic Financial Services
Strategic Financial Services is one of Canberra's leading financial brokers specialising in providing personalised financial solutions, with a primary focus on commercial loans. Our team is dedicated to understanding the unique financial needs of each client and tailoring our services to help them achieve their business goals.
Meet Our Director
Daniel Wood
With over 24 years of experience in the financial services industry, Daniel brings a seasoned and professional approach to his work. Daniel’s expertise in risk management spans various lender preferences, ensuring tailored solutions for his clients’ needs.
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Daniel maintains close relationships with borrowers throughout the entire deal process, ensuring comprehensive support and strategic guidance. His deep understanding of the local market, particularly within the property sector, allows him to identify synergies and opportunities that are beneficial to both borrowers and lenders. Daniel has a reputation for delivering exceptional outcomes for his clients.
EXPERIENCE
Daniel’s qualifications include a Bachelor of Commerce in Finance and Accounting and a Diploma of Finance and Mortgage Brokering Management. Prior to establishing Strategic Financial Services in 2016, Daniel spent 16 years in various leadership and management roles in the Business Banking and Property Finance banking sector in the ACT and NSW. Daniel has a proven track record of excellence and leadership in his field and is continuously honing his expertise in finance and mortgage brokering.
CONTACT
+61 428 304 386
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Proven Reliability
As of August 2024, Strategic Financial Services boasts a flawless track record of $Nil losses to lenders.
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OUR MISSION
At Strategic Financial Services, our mission is to empower businesses by providing them with the financial resources they need to thrive and succeed. We are dedicated to fostering strong, long-term relationships with our clients through honesty, integrity, and transparency.
We strive to provide innovative financial solutions that align with our clients' objectives which assists with their financial stability and growth.
Core Values:
Client-Centric Approach
We prioritise the needs and goals of our clients by ensuring that our financial solutions are tailored to their unique requirements and aspirations.
Expertise and Integrity
The vast majority of our business has come to us through word of mouth, accordingly, earning the trust and confidence of our clients has been the key to our business success. We believe in upholding high standards of expertise and acting with integrity in all our financial dealings
Innovation and Adaptability
We are committed to continuous innovation and adapting our financial services to address the evolving needs of our clients, and the dynamic business landscape in which we operate.