David Thomas
| Managing DirectorDavid Thomas started with Trilogy in 2008 when the business had three team members. Over the past ten years, David has not only taken over the business, but also grown Trilogy into one of Australia’s top 10 independent mortgage brokerages, settling almost 2 billion dollars worth of residential home and investment loans over the last decade.
Since 2010, David has personally been ranked in the top 100 Mortgage Brokers Australia Wide and consistently in Canberra’s top four mortgage brokers according to MPA Magazine. With a passion for property investment and helping his clients structure their finances to achieve their goals. David’s willingness to share his personal and professional expertise with his clients is unsurpassed. He understands that structuring finances correctly from the outset will ultimately save time and money. It’s for these reasons that David gives his time to speak at various property investor information nights and actively contributes to property investor forums.
Outside of business hours, David can be seen chasing his young family around Canberra or maybe even doing some mountain biking.
David is a member of the Mortgage and Finance Association of Australia (MFAA) and has undertaken educational qualifications to strengthen his professional experience:
- Certificate IV in Financial Services
- Diploma of Financial Services
- Graduate Certificate in Management
- Jessica Graves
- Lj Tenorio
David Thomas is a credit representative (Representative Number 506153) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).
Sophie Ritchie
| Head of Client ServicesThere is a reason that clients love dealing with Trilogy Funding over other mortgage brokerages, and that reason is Sophie. So it’s quite fortunate that Sophie became a part owner of Trilogy in 2017.Sophie has headed up Trilogy’s administration team for the last seven years. Her tireless efforts to improve the Trilogy Customer experience are evident in all facets of how Trilogy does business on a daily basis.
Sophie and her team constantly work to ensure clients loan applications are lodged swiftly, with zero errors, and are approved as quickly as possible with the lenders. Sophie and her team are sometimes working on up to 150 loan applications at any one time. Helping lenders approve Trilogy’s loans faster than the competition is a big job; Sophie and her team can labour up to 280 hours a week behind the scenes.
Sophie’s Team:
- Jessica Graves
- Carrie Yang
- Chiqui Velarde
- LJ Tenorio
- Darnley Pangilinan
- Enj Gascon
Paul Wojtaszak
| Finance StrategistPaul started working for Trilogy in 2015. BT [Before Trilogy], Paul worked for the Government for 8 years across various financial roles along with completing additional studies. He is a Platinum Achiever in Mortgage Broking which ranks him in the top group of Mortgage Brokers in Australia and became a partner of Trilogy in July 2020.
Paul’s accounting side serves him well in deciphering the many self employed clientele we have. Paul didn’t come to Trilogy green, as he already had a year as a broker with another firm. Paul’s knack is being able to combine his technical accounting knowledge with the needs of investors and the banks requirements, this makes him a very technical broker and a great asset to his clients.
On the personal side Paul is a bit of a character with a good sense of humour, which fits in just right with us Trilogians. And hey if you’re a bit of a gym junkie then you just might see him down at The Den.
Paul is a member of the Mortgage and Finance Association of Australia (MFAA) and has undertaken the below educational qualifications:
- Certificate IV in Financial Services
- Diploma of Financial Services
- Bachelor of Business Administration
- Graduate Certificate in Professional Accounting
- Carrie Yang
- Darnley Pangilinan
Paul Wojtaszak is a credit representative (Representative Number 474835) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).
Nicole Brophy
| Finance StrategistNicole Brophy lives and breathes property. Nicole came to Trilogy many years ago as a budding property investor. Having built her portfolio over the years and with the love of property & finance she had a desire to help others to do the same. This lead her to join the team at Trilogy Funding and worked alongside David Thomas for the first eighteen months to fast-track her knowledge of lending.
Nicole strives for excellence when it comes to her career, putting quality and professionalism into every aspect of her role.Delivering a high level of client satisfaction; which is evident by the number of testimonials and referrals she receives from her clients each month, is something that is extremely important to Nicole. With the philosophy of being mentored by the masters, Nicole submerges herself in learning as much as she can about, property, finance and wealth creation. Nicole has the skills and knowledge needed to structure all types of portfolios, however, she gets the most enjoyment for helping First Time Investors and First Home Buyers.Apart from her career, one of the other things that Nicole values most are the relationships and time spent with family and friends.
Nicole is a member of the Mortgage and Finance Association of Australia (MFAA) and has undertaken the below educational qualifications:
- Certificate IV in Financial Services
- Diploma of Financial Services
- Sophie Ritchie
- Enj Gascon
Nicole Brophy is a credit representative (Representative Number 506241) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).
Hope Batchelor
| Finance StrategistHope Batchelor – our token Kiwi, joined the Trilogy Family as a budding mortgage broker back in February 2017. Hope has since been recognised as an MPA 2020 ‘Young Gun’, MFAA ‘Young Professional of the Year’ 2020 ACT/NSW Finalist and 2019/2020 Choice Aggregation ‘Platinum Achiever’ – placing her amongst the top brokers in Australia. This is a true testament to Hope’s dedication in finessing her trade and continually providing exceptional service and guidance to her clients.
Hope especially prides herself on the consistent referrals, reviews and feedback she receives – there is no bigger compliment than repeat business or a referral of an existing clients’ friend or family member, to assure you that you’re doing a good job! If you’re looking for a skilled, lively, strong communicator that you can depend on, Hope is the broker for you.
Outside of Trilogy’s walls, Hope’s passions include overseas travel with her Husband, the great outdoors, socialising with family and friends – good food and great wine!
Hope is a member of the Mortgage and Finance Association of Australia (MFAA) and has undertaken the below educational qualifications:
- Certificate IV in Financial Services
- Diploma of Financial Services
- Sophie Ritchie
- Enj Gascon
Hope Batchelor is a credit representative (Representative Number 489645) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).
Jessica Graves
| Client Services CoordinatorJessica studied economic at ANU before embarking on her career in banking and finance. Her previous roles with major lenders entailed many different facets of retail banking which has given her an amazing knowledge of lending processes and banking practices.
Working hand in hand with David Thomas, Jessica provides her clients with outstanding customer service. Her knowledge of lender policies and mathematical expertise is now instrumental in providing David with the support he needs to achieve results for their clients, and provide the friendly interactions she is known for.
Outside of work, Jessica is quite the green thumb and enjoys overseas travel.
Carrie Yang
| Client Services CoordinatorCarrie is ready to grow with the team at Trilogy!
Carrie has joined the team in November 2020 after working with some of the major lenders in the ACT region, and is now working alongside with the Trilgy team to build her knowledge about lending policies and processes
She is eager to develop her skills and prides herself in providing strong customer service and solving problems in a timely manner.