Meet The Team

Daniel Berti

Daniel is the sole director of Berti Financial. He established his business in 2017. Coming from a lending background with one of the major banks, he has extensive knowledge in the finance industry. Daniel wanted to provide clients with a holistic approach to lending and not only provide home loan solutions but wanted to focus on strategy.

When applying for finance, Daniel’s main priority is to understand your needs, objectives and goals. Daniel will offer strategised solutions and negotiate with the lenders on your behalf to find the best solution to suit your requirements.

Daniel works closely with accountants, financial planners and solicitors to collaboratively deliver the best home loan solution. 

With a ‘client for life’ approach, Daniel is in contact with clients regularly providing home loan reviews and to identify any potential opportunities. This may include an equity release to create tax-deductible debt to reduce non-tax-deductible debt and reduce your rate to have more cash flow, which may be recommended by your accountant and/or financial planner.

Daniel is listed in The Adviser, ‘top 30 under 30’ brokers in Australia back in 2017 and has received a number of awards over the years. He is recognised in the industry as a leading finance broker and business owner.