Your trusted partner for all your mortgage needs
Welcome to FinSource!
We specialize in providing comprehensive property portfolio management solutions to our clients, helping them make the most of their real estate investments. We offer assistance with purchasing a property, refinancing a current mortgage, or maximizing your property portfolio.
We provide our clients with the knowledge and tools they need to make informed decisions about their real estate investments and achieve their financial goals. Our experienced team of professionals has in-depth knowledge of the local real estate market and is committed to providing customized service to meet the specific needs of each client. Whether you are a first-time homebuyer or a seasoned real estate investor, our team of experts helps you navigate the complex world of mortgages and make your dreams of homeownership a reality.
We make it our priority to provide personalized service to our clients. Our commitment to providing our best advice and support, as always, is unwavering.
Meet the finance experts
Our Team
Sandeep Jagtap
Director / Finance Specialist / JP (NSW)
Sandeep is a proficient mortgage broker with extensive experience in the finance industry. He has an impressive track record of successfully managing and growing his clients’ property portfolios.
With over 24 years of experience as an engineer and Supply Chain professional, In 2016 Sandeep made the decision to pursue his passion for property investment and become a self-employed mortgage broker. He started by building his own property portfolio, which allowed him to gain valuable insights into the complexities of the industry.
Sandeep’s expertise and success in property investment soon attracted clients seeking a trusted advisor to assist them with their portfolios. As a property investor and a broker for investors, he takes a holistic approach to investments, earning him a reputation as one of the industry’s top Finance Brokers. His dedication to clients and providing exceptional service has earned Sandeep a range of awards and accolades, and his insights and recommendations are highly sought after.
In addition to his professional achievements, Sandeep is also proud of the recognition FinSource has received for its dedication to providing exceptional customer service. FinSource won the Best Customer Service award at the Connective Excellence Awards in 2018 and 2019, and the Loan Administrator award at the MFAA NSW/ACT Excellence Awards in 2018. FinSource was also a finalist in the categories of Best Community Engagement and Best Newcomer at the EA Connective Excellence Awards in 2019. These achievements reflect FinSource’s commitment to making a positive difference in the lives of its clients
Sandeep is proud of FinSource’s positive impact on people’s lives. He’s committed to delivering exceptional service, believing it fosters long-lasting relationships and mutual success
Sandeep finds pleasure in traveling and music during his free time. Additionally, he keeps himself active by engaging in soccer. Being a soccer enthusiast, Sandeep sponsors various soccer events. He strongly believes in contributing to the community and often dedicates his time and resources to assist local charities and organizations.
Neelima Jagtap
Director I Finance Broker
Neelima’s role entails assisting clients with obtaining mortgages for purchasing properties. This involves evaluating their financial situation, assessing their creditworthiness, and suggesting mortgage products that suit their needs.
She also has the responsibility of building and maintaining relationships with lenders, keeping up-to-date with current mortgage products and rates, and ensuring a seamless property transaction.
Neelima’s involvement as a licensed mortgage broker at FinSource adds valuable expertise and support to the firm and potentially increases its ability to handle a higher volume of business.
Neelima has a keen interest in music and is an accomplished home cook. She also enjoys exploring new cuisines and experimenting with different cooking techniques in the kitchen.
Sachin Jagtap
Operations | Client Relationship Manager
Sachin is a highly motivated and experienced professional who recently joined our organization as Operations and Client Relationship Manager. With a strong background in property and stock investments, he brings a wealth of knowledge and expertise to our team.
Sachin’s experience in property and stock investments has given him a unique perspective on the mortgage industry, allowing him to provide valuable insights and guidance to our clients. He is always up to date with the latest trends and developments in the investment world and is constantly seeking out new opportunities for our clients.
Sachin is responsible for overseeing our mortgage operations, managing client relationships, and ensuring client retention. He is highly skilled in identifying opportunities for clients to maximize their mortgage investments, and he is committed to providing exceptional service to each and every client.
In addition to his professional experience, Sachin is an avid soccer fan and enjoys spending time with his friends outside of work. His positive energy and enthusiasm are contagious, and he is always looking for ways to motivate and inspire those around him.
Tejas Jagtap
Loan Processing Specialist
Tejas is a recent graduate of Macquarie University, having earned his Bachelor’s degree in Finance. Eager to apply his academic knowledge in a practical setting, he has joined FinSource as a Loan Processing Specialist. With a strong foundation in financial principles and a keen eye for detail, Tejas is well-equipped to excel in his role. Tejas is poised to make significant contributions to the success of his father’s business while gaining invaluable experience in the mortgage broking industry.
As a Loan Processing Specialist, Tejas’s main responsibilities include assisting clients with home loan applications from pre-submission to post-settlement. He is involved in reviewing and preparing documentation for clients and submitting files. Tejas follows up with clients, lenders, and solicitors and communicates with all parties involved. He is also responsible for ApplyOnline data entries, valuation, and pricing.
Apart from his studies and work, Tejas loves sports and music. He’s a big fan of playing football and feels a strong bond with his teammates during games. Music is also a big part of his life – he’s skilled at singing and playing the harmonium. He often joins social events and gatherings where his musical talents add a lot of joy and energy to the atmosphere.
Core Principles
Our Values
Integrity
We are committed to the highest standards of ethics, honesty, and mutual respect in our internal and external relationships.
Innovation
We value above all our ability to serve our clients by constantly adapting program services so that client needs are effectively met in a constantly changing marketplace.
Accountability
We are committed to doing what we say we will do so that our various stakeholders are confident that Finsource is a trustworthy organization.
Excellence
We strive for excellence through continuous improvement of our communication, standards, processes, leadership, planning, execution and service output to our clients.