YBR
6B/2 Crewe Place,
Rosebery NSW 2018
New customers:
1800 92... click to show
New customers:
1800 927 927
Existing customers:
02 9008... click to show
Existing customers:
02 9008 1144

Rosebery

The professionals at Yellow Brick Road Rosebery are driven by a desire to help others achieve their goals and dreams. Their holistic approach covers everything from lending to financial strategies.

Our holistic approach to wealth services means we cover every aspect of our clients’ financial lives. Having worked in the industry for over 30 years, Byron is passionate about delivering tailored solutions to meet his clients’ needs and goals. Effie believes everyone should have the chance to achieve the ‘Great Australian Dream’ and works hard to keep her clients on track with expert advice and genuine care. We are absolutely committed to providing quality, personalised advice to our clients.

Our local area covers Rosebery, however we are not restricted and everyone is more than welcome.

6B/2 Crewe Place,
Rosebery NSW 2018
New customers:
1800 92... click to show
New customers:
1800 927 927
Existing customers:
02 9008... click to show
Existing customers:
02 9008 1144
Monday
9:00am - 5:00pm
Tuesday
9:00am - 5:00pm
Wednesday
9:00am - 5:00pm
Thursday
9:00am - 5:00pm
Friday
9:00am - 5:00pm
Saturday
9:00am - 5:00pm
Sunday
Closed

Latest Offer

Latest Offer

Now is the time to switch

There's no better time to switch and get a better deal. Yellow Brick Road are offering a smashing hot comparison rate* of 3.58% p.a. for the Rate Smasher Home Loan.

It's so easy - talk to one of our advisers about how much you could save on your loan.

See how much you could save

Chances are, you could be paying way too much for your home loan. With rates this low, now is the time to act. To find out how much you could save, talk to your local adviser today.

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* Comparison rate is based on Rate Smasher standard variable rate for $150,000 loan over a term of 25 years for a secured loan with monthly principal and interest repayments. Comparison rates are based on the variable rate home loans comparable by major banks. Rates are correct as at 21/08/17 for YBR and may be subject to change. Effective dates are 12/08/16 for ANZ, 11/08/17 for Commonwealth Bank, 24/03/17 for NAB and 30/06/17 for Westpac. 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. Owner-occupied purpose only, purchase or refinance only, no debt consolidation. PAYG applications minimum employment term 12 months. Self-employed minimum 2 years. Rate Smasher loan amounts from $100,000 - $750, 000, maximum loan-to-value ratio of 70%, additional credit criteria apply. Not available in conjunction with any other offer.

Our Services

Accounting & Tax
Home Loans
Self Managed Super Fund (SMSF)
Insurance
Savings

Meet the Rosebery team

Byron Ortiz-felton
Principal and Wealth Manager

I believe that the delivery of financial services relies on building strong relationships. I will work closely with you to understand your needs and then ensure your goals are achieved. I have over 25 years experience in the finance industry, and use this knowledge to shape the best solutions for you.

I love this neighbourhood with its proximity to local shops, public transport and sporting facilities. In my spare time, I enjoy playing tennis and watching my kids play sport. In my work, I draw upon a vast amount of knowledge and experience in Mortgages, Accounting and Financial Planning, having been in the financial industry for over 25 years. This is of great benefit to our clients at Yellow Brick Road Revesby and we pride ourselves on this standard of service. Indeed, my team and I are dedicated to providing the highest quality customer service; and always work to the belief that great advice only comes from truly understanding our client's goals.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0425 007 088
Effie Nicol
Principal and Wealth Manager

People are my passion. I love spending my days helping people on the path towards their dreams, whether that's buying their first home or downsizing for a comfortable retirement.

I have more than 10 years' experience in banking and finance, and I am continually looking for opportunities to learn from others and to grow my expertise. I am also a firm believer in helping other professionals succeed in their goals. As the Chair of the YBR Women in Finance initiative, I am privileged to connect with many inspiring women and to get the chance to share my experiences as a business owner and professional.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0419 240 190

Stay in touch

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