Josh Egan 0409 937 892
Josh Egan began his Finance career in 2001 as a 19-year-old working in the family Mortgage Broking business in the Gippsland Region. Josh gained a solid foundation in lending principles, delivering good service and the importance of understanding clients, which continues to form the cornerstone of his approach to dealing with his clients.
Today, Josh has 2 offices, St Kilda Rd Melbourne, and Traralgon in the Latrobe Valley Region of Gippsland, employing 18 staff. Josh proudly offers a diverse range of services and products that enable him to assist his clients in numerous aspects of their financial position.
Whilst his core business is Residential Lending, he also offers Commercial and Equipment Finance, General, Business and Health Insurances while also offering broader financial advice, including superannuation, investing, personal insurances and much more. This diversity allows Josh to deliver holistic and ‘whole of client’ advice and services. He gets to know his clients, not just by understanding their financial situation but by also exploring their personal goals and objectives!
Josh Egan’s reputation for professionalism, honesty, business ethics and looking after customers’ needs is recognized not only in the Astute business but also by his peers and the Lenders he deals with!
Josh has been the proud recipients of many State and National Awards during his time in the industry, with just a few of the awards listed below!
2020 – National Winner, “Champion Broker” Business Leadership Award and “Residential Broker of the Year” Astute Recognising Excellence Awards
2019 – State Winner, Josh Egan “Equipment Finance Broker” Vic/Tas, MFAA Excellence Awards
2019 – State Winner, “Finance Broker Business” Vic/Tas, MFAA Excellence Awards
2019 – National Winner, Josh Egan, “Broker of the Year” Commercial, Australian Mortgage Awards
2019 – National Winner, Brokerage of the Year” Regional, Australian Mortgage Awards
2019 – National Winner, Diversification Program of the Year, Australian Broking Awards
2019 – National Winner, Josh Egan, “Residential Broker of the Year” Astute Recognising Excellence Awards
2019 and 2018, Nationally in the Top 25 Brokerages across Australia
2018 – National and State Winner, Josh Egan, “Motor Vehicle and Equipment Finance Broker Award” MFAA Excellence Awards
2018 – State Winner, “Best Finance Broker” and “Broker of the Year” Victoria, Better Business Awards
2018 – National Winner, “Champion Broker” and “Residential Broker of the Year” Astute Recognising Excellence Awards
2017 – National and State Winner, Josh Egan, “Residential Broker of the Year” Astute Recognising Excellence Awards
2009 – “Australian Broker of the Year” Australian Mortgage Awards
Josh and partner Angela welcomed a baby son in March 2020 and his interests include. Cooking, running, personal fitness, tennis, basketball and most sports. Josh is an avid AFL supporter, having followed the Hawks since childhood.
Josh welcomes your enquiries and looks forward to assisting you with your Financial Goals!
Nick Egan 0448 695 626
Nick has been involved in the finance industry for over 10 years. He began his career in his families Mortgage Broking business as the Business Operations Manager to oversee the general day to day running of the business. Having a background in IT and customer service Nick implemented many technological changes that streamlined the consumer experience and allowed the office to run more efficiently.
Soon after beginning with the company, he completed his Diploma of Financial Services (Finance/Mortgage Broking Management) long before it was an industry requirement, to complement this with a Diploma of Financial Planning which enabled him to better understand how the process works not only for his clients but for the business in general.
It was a natural progression for Nick to move into broking and in his first year he was a Finalist in the “Young Gun” category of the Australian Mortgage Awards.
Nick is a specialist in vehicle and equipment finance while also having a comprehensive knowledge of all lending solutions. Nick is committed to helping people realise their dreams, about providing excellent customer service and about teaching the local community all about finance and creating a secure future.
Contact Nick today and let him assist you with your financial goals.
Brad Smith 0417 653 365
(AR 325421) Brad has a strong passion for financial literacy and was the creator of a successful financial literacy program. With nearly 20 years’ experience in the financial services industry he aims to set himself apart, providing his clients with a consistent personal and professional service, focused on holistic advice with tailored solutions.
Brad aims to identify every client’s unique financial position and their objectives so he can develop strategies that thoroughly meet their needs. The end result provides empowerment and financial confidence to his clients with real value and benefits that will improve their financial wellbeing now and further on.
Strong ongoing relationships with his clients are pivotal, being their trusted adviser and sharing their continued financial success is a key priority. He strives to enhance the status of his profession as he is proud to be an Adviser for Astute Melbourne City South/Gippsland.
As a member of the Financial Planning Association Brad is committed to the growth and integrity of the financial planning profession.