Yellow Brick Road: Home
YBR
26 East Street, Turanga Shopping Centre,
Mount Isa QLD 4825

Mount Isa

Yellow Brick Road Mount Isa is a reputable, forward thinking, family orientated wealth management company that believes quality financial services should be available for everyone to achieve their financial goals and desires. Our friendly advisors and brokers can help you with all your different financial needs, such as choosing a mortgage, refinancing a home loan or preparing for retirement.

Yellow Brick Road Mount Isa is committed to helping you plan for your future from the first dollar you invest to the purchase of your first property right through to your retirement.

We will never compromise our ethics in the pursuit of profit and as such expect to build a family company founded on the best moral conduct to benefit not only the clients but the community in which we operate.

If you are looking for friendly and professional advice see one of our friendly wealth managers today for assistance with:

26 East Street, Turanga Shopping Centre,
Mount Isa QLD 4825
Monday
8:30am - 5:00pm
Tuesday
8:30am - 5:00pm
Wednesday
8:30am - 5:00pm
Thursday
8:30am - 5:00pm
Friday
8:30am - 5:00pm
Saturday
By Appointment
Sunday
By Appointment

Latest Offer

Latest Offer

There’s no better time to have a home loan expert on your side

Have you found your dream home but finding it difficult to get a home loan? Or, are you unsure how to navigate the tougher lending conditions? Yellow Brick Road are here to help!

We have an experienced team of professionals that can help you find the right lender, negotiate the best deal and tackle the paperwork on your behalf. Providing you the freedom to spend more time doing what you love.

We also understand life can be challenging, so we’ve created one of the most flexible loans in the market to meet your ever-changing needs. With great fixed and variable rates along with market leading flexibility, we have a loan that will allow you to have the flexibility you deserve.

Find our how Yellow Brick Road can help today.

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* Special variable rate available for Owner-occupied loans with Principal and interest repayments up to a 90% LVR. * The comparison rate is based on a loan for $150,000 and a term of 25 years. WARNING: This comparison rate is true only for the examples given and may not include all fees and charges. Different terms, fees or other loan amounts might result in a different comparison rate. Information and interest rates are current as at 06/08/19 for new customers only and are subject to change. Terms, conditions, fees, charges and credit criteria apply. The information is provided by Yellow Brick Road Finance Pty. Limited ACN 128 708 109 Australian Credit Licence 393195 and does not take your personal objectives, financial situation or needs into account. Consider its appropriateness to these factors before deciding whether to act on it. Yellow Brick Road Finance Pty Limited ACN 128 708 109, Australian Credit Licence 393195. Yellow Brick Road Wealth Management Pty Limited ACN 128 650 037, AFSL 323825.

Our Services

Home Loans
Financial Advice
Superannuation
Insurance
Savings

Meet the Mount Isa team

Mark Gilliam
Principal and Wealth Manager

My goal is to deliver quality financial advice and to ensure our clients are well looked after. We will help plan for your future and support you in every way to achieve your financial goals.

It is exciting to be able to offer a full suite of financial services to make the maximum impact to a client's financial well-being. As a father of a young family, I understand that quality financial advice is important. I thrive when given the opportunity to help make a positive difference to improve my client's financial future. I hold a Diploma in Financial Planning and Certificate IV in Finance and Mortgage Broking from the International Institute of Technology. By joining Yellow Brick Road, my goal is to provide professional quality financial advice to everyone with the desire to improve their financial position. I enjoy using my extensive experience in a family owned business to provide a unique, friendly and professional service to the local community.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
Mobile
0408 188 059
Neil Fraser
Wealth Manager

Neil Fraser, Yellow Brick Road Wealth Manager in Mount Isa, enjoys living and working in his local area because apart from having a regional upbringing, he learns and understand so much more about his client's environment so when it comes to discussing the local issues with his clients, he can talk to them on not only a professional level, but a personal one.

January 2018 marked the start of Neil's 43rd year in the finance industry, including 28 years of banking with NAB, and 14 years as a finance broker/ trusted advisor, the past 3 years serving Yellow Brick Road Clients in Mount Isa. This experience provides him with a myriad of skills allowing him to assist his varied client base with all facets of finance including residential business/ commercial, and equipment & car finance requirements. Neil's mission is to assist clients meet their life goals, and with Yellow Brick Road has the added valuable resources of Accounting & Financial Planning experts under the same roof.. Neil and the team strongly believe in listening to their clients in order to understand their needs, a paramount step in providing exceptional service.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0412 004 020
Vicky Winter
Wealth Manager

Vicky is dedicated to helping her clients prepare for life's most important milestones. Her aim is to design a comprehensive plans that provides her clients with tailored financial solutions. She is well qualified to help clients achieve their financial and life goals.

Vicky is a local of Mount Isa and strongly believe in the sense of community and friendship that Mount Isa is known for. Vicky enjoys getting to know the people of Mount Isa and is an active member of the arts and craft markets. Having worked in the mining and contracting industry for over 20 years, Vicky understands the various characters who make up the melting pot of Mount Isa and looks forward to working with them to create a financial road map that will lead them through their working life and well into retirement.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
Mobile
0417 776 876
Steve Williams
Branch Principal

I take great satisfaction in helping people achieve their financial objectives, by tailoring advice to each of my client's specific goals and objectives. My primary focus is always to achieve the best outcome for my clients.

With 24 years' experience in taxation and 12 years as a financial planner I have a tremendous amount of experience to share. It gives me great joy to see people in a better financial position by sharing this knowledge. As a father of a young family I know how important it is to have financial security. I believe in leading by example and ensure the highest possible ethical and moral standards are maintained by myself and our team. My core philosophy is the client comes first and as such will not recommend anything that I do not honestly believe will put the client in a better financial position. In my spare time I love fishing and try to do a little gold fossicking but mostly I just spend as much time as I can with my family.

Mobile
0417 641 068

Testimonials

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