Meet The Team

David 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 grow 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

Personal assistants:

• Sophie Richie
• Enj Gascon

You can reach David direct on
1300 657 132
M 0407 292 869
David.Thomas@TrilogyFunding.com.au

David Thomas is a credit representative (Representative Number 506153) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).

There are 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

Jonathan Mosslar
Chiqui Velarde
LJ Tenorio
Nikki Guieb
Darnley Pangilinan
Enj Gascon

You can reach Sophie direct on
1300 657 132
Sophie.Ritchie@TrilogyFunding.com.au

Paul started in November 2015. BT [Before Trilogy], Paul completed five years studying at University of Canberra in accounting and management. The accounting side will serve him well in deciphering the many self employed clientele we have.

Paul though hasn’t come to Trilogy green, as he has 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 there or out running the lake in his lunch hour.

You can reach Paul on
0404 852 727
paul.wojtaszak@trilogyfunding.com.au

Paul Wojtaszak is a credit representative (Representative Number 474835) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).

Nicole Brophy lives and breathes property. Nicole came to Trilogy many years ago as a budding property investor. Having build 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

Personal assistants:

• Jonathan Mosslar
• LJ Tenorio

You can reach Nicole on
0420 248 081
nicole.brophy@trilogyfunding.com.au

Nicole Brophy is a credit representative (Representative Number 506241) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).

Matt joined Trilogy as a Mortgage Broker in 2014, and has now become an invaluable team member with his country ways providing stability to the office, and his slow-paced approach provides comfort to this clients.

Matt loves to get into the detail of lender policy. Matt can structure loans that will work best for the client, within the current product offerings of over 20 of today’s lenders. He also works closely with other professional service providers such as Accountants, Lawyers and Financial Advisors, to create value-added solutions for clients.

Matt prides himself on being honest and trustworthy, and together with his Personal Assistant Jonathan provides his clients with a personal approach to sourcing the best lending solutions. So whether your a first home buyer, a seasoned property investor or purchasing in an SMSF, Matt can bring it together for you.

Matt 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

Personal assistants:

• Jonathan Mosslar
• Lovejoy Tenorio

You can reach Matt on
0414 421 270
matt.newman@trilogyfunding.com.au

Matthew Newman is a credit representative (Representative Number 506272) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).

As one of the freshest faces with the friendliest of smiles in the office. Hope has been working in finance for nearly 5 years, now honing her knowledge and skills as a successful female mortgage broker, servicing clients Australia-wide.

“What I love most about what I do, is knowing my clients leave the office feeling assured and excited for the future. They leave knowing and trusting their loan will be best suited and structured correctly to their individual circumstances. Whether it be an eager first home buyer or a seasoned investor, I will pave the way to help my clients every step of the way. I tell my clients that a dream is just a goal without a plan. I’m the plan.”

When Hope isn’t working, she’s socialising with her family and friends, walking her two rescue dogs or travelling/exploring various overseas destinations.

If you’re looking for a lively, resourceful, strong communicator that you can depend on, then Hope is the broker for you.

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

Personal assistants:

• Jonathan Mosslar
• Nicole Guieb

You can reach Hope on
0455 118 552
hope.westbury@trilogyfunding.com.au

Hope Westbury is a credit representative (Representative Number 489645) of BLSSA Pty Ltd, ACN 117 651 760 (Australian Credit Licence 391237).

Jonathan Mosslar joined Trilogy as a Personal Assistant to one of our most senior brokers and has quickly adapted to the fast-paced finance world.

Jonathan was promoted to work as the head assistant to Matt Newman, Nicole Brophy and Hope Westbury after providing his clients with outstanding customer service and a thorough approach to document verification.

Jonathan’s knowledge of lender policies and mathematical expertise is now instrumental in providing Matt, Nicole & Hope with the support they need to achieve results for their clients, and provide the friendly interactions he is known for.

Jonathan’s youth and exuberance is an asset to the company and his unassuming personality puts clients at ease through the entire loan application process. It is this and his quick wit keeps the office laughing throughout the day.

Outside of work, Jonathan is an ambitious property investor and enjoys staying active whether it be the gym during the week or playing footy on weekends.

You can reach Jonathan on
0448 764 944
jonathan.mosslar@trilogyfunding.com.au