WELCOME TO PRESIDIO

Through your lifetime you will face a complex range of financial choices.

Continual shifts in business and property markets, regulatory changes and financial options will require you remain diligent in keeping up with what are the best solutions for you and your business.

 

Let us help. At Presidio, our product knowledge, educational focus and commitment to understanding your unique needs ensure you’ll make the right financial choices for you and your business. We search for deeper insights into how you operate so we can offer you more valuable advice and solutions. Our tailored, carefully considered solutions will help you cut costs, improve profitability and create the lifestyle you’re searching for.

MEET THE TEAM

Shayne Cook is a co-founder and Director of the Presidio Group. His background is in finance and property, having worked previously for a boutique mortgage brokerage along with one of Australia’s major banks as a Lending Manager in the Brisbane CBD.

 

Shayne is the author of Bullet Proof Business and is an expert in lending advice for business owners, investors and those looking for financial education. He heads up the finance consulting, property and lending division of the business.

 

Shayne holds a Diploma in Finance and Mortgage Broking Management and has personally overseen property and business finance transactions in excess of $350 million. He has an eye for what works and what doesn’t. A challenging proposal is fun. Most of the time! Shayne has a passion for educating customers to help them make good financial decisions and ensuring that Presidio is a place they can openly discuss finances knowing they will always be given honest, professional and transparent advice.

Jason Cook is co-founder of the Presidio Group and author of Bullet Proof Business. Jason is

a qualified financial advisor to business owners, investors, high net-worth individuals and those looking for financial education. Jason heads up the financial services division of the business. Jason has gained an appreciation of the value of investing, having been a Financial Adviser and Company Director since 2006; and prior to that, as a Personal Adviser to a high-value portfolio of clients for one of Australia’s leading banks. Jason is passionate about educating people on how to grow their wealth by providing simple, honest advice and strategic foresight, helping clients achieve their lifestyle goals. Jason’s passion is working with clients and businesses with complex financial needs and he is always open to a conversation with anyone looking for an honest opinion on their situation. Jason holds a Diploma of Financial Services (Financial Planning) and is a SMSF Specialist Adviser (SPAA).

 OUR SERVICE SPECIALITIES

    Finance Consulting

  • Commercial and Business Loans
  • Home Loans and Investment Loans
  • Construction / Development Finance
  • Vehicle Finance
  • Equipment Finance
  • Business Growth / Cashflow
  • Self Managed Super Fund Borrowing
  • Ongoing Credit Advice
  • Ongoing negotiation with your finance providers

 

    Financial Services

  • Cash-flow Management
  • Debt Management
  • Estate Planning
  • Investment Management
  • Life/Income Protection
  • Lifestyle Funding
  • Wealth Creation and Planning for Financial Independence
  • Buying a home
  • Superannuation
  • Working with your Business

 

   Our affiliate services

  • Accounting
  • General Insurance
  • Legal and Conveyancing
  • Building and Pest
  • Depreciation Schedules
  • Property Management
  • Real Estate Sales

Gary McAuliffe has served in a variety of roles within the Finance Industry (CBA, Mortgage Choice, Suncorp amongst others). Building relationships is his main passion.

 

Gary’s key role is to ensure credit and property transactions move from start to finish as smoothly as possible and to deliver on our customer care program.

 

Gary knows all the ins and outs of the finance process and will always go that extra mile. Gary holds a Cert IV in (finance/ mortgage broking management) and is also a registered Justice of the Peace which can be extremely helpful when it comes time to sign documentation!

Terri Dillon

Finance Consultant

T 07 3391 7199

E terri@presidiofc.com.au

Despina Emanouil

Practice Manager

T 07 3391 7199

E despina@presidiofc.com.au

Despina has nearly 20 years experience in

the banking, financial services and planning industries. Her background includes two years with a major international bank in 2005 and prior to that, as an Assistant Relationship Manager

to a high-valued portfolio of clients for one of Australia’s leading banks.

 

Despina’s role is to ensure that office processes always run at peak efficiency. Despina holds a Bachelor of Business Management (UQ) and is completing a Diploma of Financial Services.

INDUSTRY AFFILIATIONS

Since 2012, Terri has assisted in the establishment, diversification and growth of businesses by providing specialised banking services to business owners.

 

Working closely with clients is incredibly important to her as she believes the ability to structure a successful finance application hinges on taking the time to listen and learn.

 

Terri's career at some of Australia’s largest banks has given her insight into what the credit providers are looking for in a business case. When it comes to sourcing the best credit terms, she's not afraid of negotiation.

Nigel is a dedicated associate to Jason and holds a Bachelor of Business and Commerce. He has experience in the finance and hospitality industries. He is a crucial part of the financial services team, delivering the fulfillment of advice.

 

Nigel is an Authorised Financial Advisor and is passionate about being part of an industry that has such a capability to change people’s lives for the better.

Georgene supports Jason and Nigel in the delivery of wealth advice. Georgene is vital in ensuring our numerous providers and financial partners are on point in delivering to our clients.

 

Prior to joining the Presidio team, Georgene spent 10 years as an administrator in Brisbane and another 5 years in the UK. A former dental assistant, Georgene is the health fanatic of the office and ensures we all eat healthily.

Presidio Group Level 1, 32 Logan Rd, Woolloongabba Qld 4102 | PO Box 1186, Coorparoo DC Qld 4151

p 07 3391 7055 | f 07 3217 3310 |

Presidio Finance Consulting is the holder of an ‘Australian Credit license’ ACL 391109. Presidio Financial Services Pty Ltd Trading as WB Financial is an Authorised representative of Financial Wisdom Pty Ltd, ABN 70 006 646 108 an ‘Australian Financial Services License’ Holder AFSL 231138.