I am a financial services professional with 11+ years in NZ and AU, specializing in insurance, mortgages, and investments. I’m an early adopter of crypto and AI in fintech, and I’ve led creative projects in journalism, social media, and podcasting. In 2023–2024 I closed mortgage deals for Lendi, serving both new house and refinancing clients, using financial analysis to qualify leads. I’m open to remote or hybrid roles in NZ and AU and look forward to bringing my client-centric approach to a dynamic team.

Steve Dando

I am a financial services professional with 11+ years in NZ and AU, specializing in insurance, mortgages, and investments. I’m an early adopter of crypto and AI in fintech, and I’ve led creative projects in journalism, social media, and podcasting. In 2023–2024 I closed mortgage deals for Lendi, serving both new house and refinancing clients, using financial analysis to qualify leads. I’m open to remote or hybrid roles in NZ and AU and look forward to bringing my client-centric approach to a dynamic team.

Available to hire

I am a financial services professional with 11+ years in NZ and AU, specializing in insurance, mortgages, and investments. I’m an early adopter of crypto and AI in fintech, and I’ve led creative projects in journalism, social media, and podcasting.

In 2023–2024 I closed mortgage deals for Lendi, serving both new house and refinancing clients, using financial analysis to qualify leads. I’m open to remote or hybrid roles in NZ and AU and look forward to bringing my client-centric approach to a dynamic team.

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Experience Level

Language

English
Fluent
German
Intermediate

Work Experience

Senior Mortgage Broker at Lendi Group
December 31, 2024 - December 31, 2024
Closing mortgage deals for Lendi. Both new house and refinance clients. Using financial analysis to qualify leads.
Account Manager at ANZ Bank New Zealand
December 31, 2022 - December 31, 2022
Book of clients: Life; Income Protection & Health Insurance policies, as well as KiwiSaver investors. Conduct financial reviews, cross-sell & provide financial advice.
Personal Banker at ANZ Bank New Zealand
December 31, 2018 - December 31, 2018
Helped both investment customers & first home buyers; achieved credit approvals up to $1M in secured lending (Mortgage) approvals.
Unsecured Personal Lending at ANZ Bank New Zealand
December 31, 2017 - December 31, 2017
Unsecured lending - discretion to approve credit cards, overdrafts & personal loans. Sold Life, Home & Contents Insurance + Term Deposits & KiwiSaver.

Education

NZ Certificate in Financial Advice - Life & Health Insurance - Investments at Strategy Institute
January 1, 2018 - January 1, 2020
Certificate IV in Finance & Mortgage Broking at REA A (Real Estate Academy Australia)
January 1, 2023 - December 31, 2023
Cultural Exchange at Christian-von-Dohm Gymnasium, Goslar, Germany
January 1, 2012 - January 1, 2012

Qualifications

NZ Certificate in Financial Advice - Life & Health Insurance - Investments
January 1, 2018 - January 1, 2020
Certificate IV in Finance & Mortgage Broking
January 1, 2023 - November 13, 2025

Industry Experience

Financial Services, Professional Services, Media & Entertainment