Why Veer
Let us be your compass
and veer you in the
right direction
At Veer Finance & Advisory we assist clients from all walks of life – first-home buyers, seasoned investors, business owners and corporates alike. While we serve a broad client base, our speciality is complex lending: trust structures, multiple entities and income streams, complex PAYG or director salaries, large property portfolios, debt restructures and lending scenarios that require deep policy knowledge and strategic structuring.
Our reputation and quality submissions give us direct access to a wide range of lenders, specialist credit teams and tailored policies that many day-to-day brokers simply don’t reach. We combine bespoke private-banking style service with customised commercial lending and mortgage advice, building packages around each client’s unique circumstances rather than off-the-shelf solutions.
We see road maps where others see road blocks, working backwards from your goals to design the right strategy and timing. And if we can’t assist directly, our network of trusted professionals means we’ll connect you with the right expert to ensure you’re supported every step of the way.
Your strategic partner
in finance advisory
At Veer Finance & Advisory, we do more than arrange finance. We craft strategies that align with your goals, helping you navigate even the most complex lending scenarios with confidence. From tailored mortgage solutions to sophisticated commercial and investment structures, we deliver clarity and precision where others may see complexity.
As a boutique firm, we prioritise quality over volume, offering highly personalised service and solutions designed around your circumstances. Our focus is on results, structuring finance in a way that maximises opportunity, minimises risk, and sets you on a clear path toward your objectives.
With over 30 years of combined banking and broking experience, our team leverages strong lender relationships, specialist credit teams, and a network of trusted professionals to secure solutions that aren’t accessible to the typical broker. And if a client’s needs fall outside our scope, we ensure they’re referred to someone who can deliver.
Finance should be strategic, transparent, and tailored to you. That’s the Veer difference!!!
We make the complex simple, the challenging achievable, and the roadmap to your goals clear.”
Meet our team
Vorleak Srey
Director – Finance
With over 16 years of experience in the banking and finance industry, Vorleak possesses a diverse background, having worked in various sectors including consumer, private, business, and more recently, commercial banking across two of the Major Banks. Vorleak’ s extensive knowledge and understanding of the financial industry enable her to provide strategic lending structures and advice to clients.
In addition, Vorleak holds a Certificate IV in Mortgage Broking and Finance, as well as a Diploma in Mortgage Broking and Finance and a Diploma in Business Administration and Management.
Audrey Scheffler
Consultant – Finance
Before starting her career as a finance consultant, Audrey spent 14 years in the workers compensation Sector. Audrey’s skillset with people and case management coupled with complex problem solving sets her apart. Audrey has a strong motivation to help people with the determination to find solutions best suited for her clients.
In, addition, Audrey possesses an impressive set of credentials. She holds a Diploma of Mortgage Broking and Finance, showcasing her extensive knowledge of the mortgage industry.
Jhana Thurlow
Customer Service Manager
Jhana brings over 13 years of banking experience to her role as Customer Service Manager at Veer Finance & Advisory. Passionate about delivering exceptional customer service, she has dedicated her career to helping clients achieve their financial goals.
Over the past 13 years, Jhana has navigated the dynamic world of banking, starting as a Personal & Home Loan Specialist and rising to Branch Manager. Each role has honed her skills in home loan processing, customer relationship management, and team leadership. During her tenure, she led a team that consistently exceeded performance targets.
Berlene Magdapat
Broker Assistant
Berlene holds a Bachelor of Science in Business Administration, majoring in Financial Management. With a strong background in customer service having spent the last 3 years supporting finance brokers.
Berlene manages the back-end processes of mortgage applications, focusing on file management, administration, compliance, and business operations. She values compliance, quality assurance, and the importance of customer feedback at the same time provides knowledgeable support and assistance in ensuring customer satisfaction.
Achievements & awards
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2025
BANK WEST FINALIST - OFFICE OF THE YEAR
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2021
FAST NEW COMER OF THE YEAR
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2019
WBC GARMA LEADERSHIP PROGRAM
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2019
WBC FELLOWSHIP TOP 10 ALUMNI
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2016
NAB SHINE NOMINEE & NIGHT OF NIGHTS WINNER
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2015
NAB NIGHT OF NIGHTS WINNER
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2015
NAB RETAIL FUTURE LEADERS
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2014
NAB RETAIL FUTURE LEADERS
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2014
NAB SHINE NOMINEE & NIGHT OF NIGHTS WINNER
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2013
NAB SHINE WINNER
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2012
TELSTRA BUSINESS WOMAN NOMINEE
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2011
NAB NIGHT OF NIGHTS WINNER
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2010
NAB NIGHT OF NIGHTS WINNER
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2009
NAB RISING STAR
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Book a consultation with us now.
Lending Partners
