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Patrick Li

Junior Mortgage Broker

Patrick originates from China and has lived in Australia for the last 5 years. He has a Bachelors degree in both accounting and finance. He recently completed 2 accounting internships and 1 intense tax return training program, and is well positioned to understand complicated financial structures and to view a clients finances holistically.

Patrick is very friendly, patient and passionate to help others. His forte is the attention to detail that is required to position a clients finance requirements in the most suitable manner. To enhance his mortgage broking skills he participated in real estate marketing events as a salesman (whilst he was completing his studies). This enabled Patrick to develop customer service skills to better understand customers’ needs and to provide tailored products/services.

Being Chinese, Patrick can speak Mandarin fluently and he understands Chinese culture. He enjoys helping Chinese clients who are not very fluent in English to understand what their finance options are.

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