Meet the great people helping you achieve the secure financial future you deserve.
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Jo has 18 years experience in the banking and finance industry spanning all loan scenarios and all segments including retail and business banking, commercial banking and institutional banking.
Prior to starting Loan IQ, Jo held senior corporate executive roles at two of the major banks in Australia – NAB and Westpac. Her previous roles included Managing Partner at NAB for the South Sydney region leading a team of 40 business bankers and Director of Corporate Banking at Westpac.
Jo prides herself on her focus on client service, her ability to deal with complex financial situations and being able to get things done.
Rob has 30 years experience in the banking and finance industry at 3 of the 4 major banks in Australia. He has held senior leadership roles running teams of up to 700 people and has a diverse background in sales, relationship management, credit and restructuring.
Rob enjoys maintaining long term relationships with clients, mentoring bankers and using his experience and networks to get the best outcome for clients and the industry.
Want to meet some of our other teams?
At Cohen & Krass our team is passionate about exceptional customer service the best possible outcomes for you. To find out more about how we can help you take control of our business and personal affairs and achieve the security and financial future you deserve, simply contact us today.