Awards & Recognition
At Specialist Broking, we spend most of our time focused on our clients rather than chasing awards, but it is always a good sign when the work gets recognised.
We did not see this coming when we started out working from the rooftop of the North Narrabeen Surf Life Saving Club, which makes the recognition all the more meaningful.
Proudly supporting CareFlight’s pilot training.
Watch highlights from our base visit.
Awards & Recognition
We spend most of our time focused on our clients rather than chasing awards, but it is always a good sign when the work gets recognised. We did not see this coming when we started out working from the rooftop of the North Narrabeen Surf Life Saving Club, which makes the recognition all the more meaningful.
Specialist Finance Group Rising Star Award
Finalist, SFG National Awards
A Credit to the Whole Team
Being named a finalist is a reflection of the people behind the work. Carly Collins, Cassandra Anstee, Christine Ong, Fouad Haque, Alison Dunn Jones and Daniel Jones have each played a part in caring for clients across residential, investment, SMSF and NDIS finance, as well as in our deepening work in commercial and asset lending, particularly with Fouad’s expertise.
Alongside our five-year support of CareFlight, the nomination is a good moment to reflect on why we started and where we are heading, and to thank the clients and partners who have been part of the story so far.
Sharing the Moment
When the news came through, we shared it across our own channels. Each post says a little about the team and the way we work.
From the announcement, shared on our own channels:
What Our Clients Say
The recognition that means the most to us comes from the people we work with. Here is some of what our clients have shared through their Google reviews.
Thank you so much to Dan and the team at Specialist Broking for securing the best loan we could possibly get for our dream house. We had changing circumstances and weird employment contracts for myself and my partner and Dan worked hard to make it work. When the bank wanted to reduce our loan because they didn’t understand that my pay is made up of a lot of allowances, he went into bat for us and got the result we wanted. Dan is hard working, personable and excellent at his job. I highly recommend Dan & the team for anyone looking to get a loan. Thanks for everything Dan & team!
Daniel
Google ReviewI’ve worked with Dan twice now, and both experiences have been outstanding. He consistently provides excellent service, demonstrating strong communication, professionalism, and a genuine commitment to achieving the best outcome. Dan made the entire process smooth and stress-free, always keeping me informed and going the extra mile when needed. As an individual that doesn’t have a huge knowledge of lending and finance Dan made things really simple and easy to understand which assisted me in making a really informed choice. I wouldn’t hesitate to recommend him to anyone looking for a reliable and knowledgeable broker.
Aine Rose Toner
Google ReviewWe’ve now used our broker twice, most recently to refinance, and they’ve been fantastic both times. Dan and the team are great, they made the whole process easy, explained everything clearly, and found us a great deal. Super easy to deal with and great communication throughout. Highly recommend!
Neil Walker
Google ReviewDaniel and his excellent team helped our family secure finance for our new home a couple of years ago. The Specialist Broking team worked closely with us the whole way through the process and it couldn’t have gone more smoothly. In particular, they really got the challenges that small business owners face in securing finance, which was a big relief. The follow up service has also been exceptional. Do yourself a favour and give them a call. Thanks guys!
Pat G
Google ReviewI had a really smooth experience with Dan and the Team. As someone working in disability support with a very busy schedule, I didn’t have much time for back-and-forth, but they made the entire process easy. They kept communication simple, clear, and efficient. I’d definitely recommend them.
Kylie Atchison
Google ReviewI happily recommend Daniel and his team. They work quickly, efficiently and communicate well with clients. I was particularly impressed with Daniel’s ability to work with freelance income to secure a home loan and have recommended them to friends and colleagues working in similar fields.
Anna Cooper
Google ReviewNothing but praise for the team who assisted with refinancing my mortgages from an overseas bank, followed by an equity redraw for renovations. On both occasions the process was seamless and hassle-free. Highly recommend Specialist Broking, who I will happily engage again.
Murray Winton
Google ReviewAs an ophthalmologist, my financial situation is a mix of personal and business considerations, and I needed advice that genuinely understood both. Dan took the time to really get across how my practice operates as well as my personal goals, and helped structure solutions that made sense across home lending and practice setup. What stood out most was Dan’s ability to explain options clearly, negotiate strongly on my behalf, and think a few steps ahead rather than just focusing on the immediate transaction. The process felt considered and calm, even when things were complex. I’ve really valued having someone in my corner who understands the realities of running a medical practice while managing personal finances, and I continue to appreciate the ongoing support as things evolve.
Hamish Dunn
Google ReviewHow We See Recognition
Awards and reviews are not why we do this work, but they do tell us something about how we are showing up.
Not one client has left us in the past two years. That is the kind of recognition we care about most: staying connected, keeping things aligned, and continuing to earn the trust our clients place in us as the business grows.
OUR SPECIALIST AREAS
We believe finance should be delivered with care, integrity and expertise, by people who know what it’s like to stand in your shoes.
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Daniel Jones, Founder and CEO, is a former commercial pilot who understands aviation finance: variable rosters, unique allowances and banks that don’t always get a pilot’s income.
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Our team brings extensive experience in medical finance, supporting doctors, dentists and allied health professionals from early career foundations through to practice growth and long term success.
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Our finance capability runs deep across commercial and investment lending. Led by Daniel Jones, who has worked extensively in medical and professional finance, our team structures lending that supports business growth, cash flow and asset acquisition.
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We know finance is never just about numbers. It is about decisions that shape homes, careers and futures. We support first home buyers, families planning their next move and clients looking to refinance or consolidate debt.
Our Team
CEO and Founder
A former Qantas Group pilot turned specialist broker, Daniel helps aviation, medical and business professionals navigate complex finance with precision. He builds long term relationships with clients, helping them strengthen their financial position and plot a course that makes sense for the long haul.
Director - Impact and Strategy
Bringing two decades’ experience in project and change management, communications and health and education programs, Alison connects strategy with social impact to deliver meaningful, long term outcomes.
How We Work
Together, our team helps clients structure lending that is strategic, adaptable and built for the long haul.
STEP 1
Reach out to Specialist Broking.
STEP 2
We get to know you and your goals.
STEP 3
We go away and deal with the banks.
STEP 4
We conduct an annual financial health check.
WHAT OUR CLIENTS SAY:
“Dan was extremely efficient, easy to work with, and helpful when refinancing multiple loans.
It was a pleasure dealing with Dan as my personal broker. I’d highly recommend Specialist Broking to anyone looking to finance or refinance.”
Finian Stronach — Captain, Jetstar
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