Building a $220M Loan Book: A Success Story in Finance

Mortgage & Finance Industry Professional · Former Connective ACR · NSW

Senior mortgage and finance industry professional with more than twenty-five years across mortgage broking business ownership, banking leadership and consultative sales based in NSW, with deep credentials and active industry

I owned and operated Mortgage Choice Parramatta as a franchisee for twenty-one years, from April 1998 through December 2019, building the business to a loan book of approximately $220 million and a client base of around 850. Following the sale of that business, my wife and I established Casabella Finance as an Authorised Credit Representative of Connective, which we ran together from January 2020 until selling the business in March 2024.

Earlier in my career, I held senior banking roles with Westpac in Cabramatta and Fairfield, including Senior Branch Manager and Manager Financial Consulting roles that shaped my approach to consultative lending, staff development, and customer-relationship discipline.

At a Glance

Industry Tenure 25+ years in Australian mortgage, banking and finance

Loan Book: Up to ~$220M under management

Client Base: ~850 clients at peak

Software Mercury Nexus, ApplyOnline, ACT, Dynamics, HubSpot

Languages: English & Italian – fluent written and spoken

Coverage NSW, with focus on Greater Sydney and Western Sydney

Qualifications & Memberships

Diploma of Finance and Mortgage Broking Management (FNS50310)

Diploma of Financial Services – Financial Planning (FNS50804)

Certificate IV in Financial Services – Finance / Mortgage Broking (FNS40804)

Certificate IV in Property Services – Real Estate

MFAA – Mortgage & Finance Association of Australia

NSW Property License – current to September 2026

Justice of the Peace, NSW – appointed 1986

Professional Focus

My professional focus sits at the intersection of mortgage broking, broker business operations, and consultative finance. I am most useful in roles that involve supporting brokers, banking professionals, and finance industry teams through relationship management, business development, onboarding, training, and the disciplined use of CRM and broker software.

I am currently exploring senior partnership, broker support, and business development opportunities within the Australian mortgage and finance industry.

Contact

Email: aurelio.tenaglia@gmail.com

Phone: 0438 258 888

LinkedIn: linkedin.com/in/aureliotenaglia

Location: Sydney, NSW, Australia