2/8 Boag Place,
Morley WA 6062
New customers:
08 6270... click to show
New customers:
08 6270 1198
Existing customers:
0419 94... click to show
Existing customers:
0419 944 295

Morley

Yellow Brick Road Morley is a wealth management company with a goal of ensuring all clients are given the best possible service and products to optimise their financial circumstances and provide for long term financial security.

David has over 30 years’ experience in banking and finance and has helped hundreds of families create a solid financial base through a rage of geared investments specialising in property.

As we know the finance industry is ever changing and keeping up can be difficult. David is continually updating his knowledge and is across all the latest trends and tricks.

With his years of experience, David has a real comprehension of what it takes to establish a solid financial base.

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

2/8 Boag Place,
Morley WA 6062
New customers:
08 6270... click to show
New customers:
08 6270 1198
Existing customers:
0419 94... click to show
Existing customers:
0419 944 295
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
By Appointment
Sunday
By Appointment

Latest Offer

Latest Offer

It's time to switch

There's no better time to to shop around for a better deal. While the big banks are upping their rates, we are offering a smashing hot new comparison rate* of 3.82% p.a.for the Rate Smasher Home Loan.

By switching to Yellow Brick Road you could save your family tens of thousands of dollars over the life of your loan.

Talk to your local adviser

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. Comparison rates are based on the variable rate home loans comparable by major banks. Rates are correct as at 9/5/16 and may be subject to change. 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. Standard variable rate (SVR) for owner occupied loans will be reduced by 0.25% for new loans from 9/5/16 and existing loans from 25/5/16. For interest only loans that settled prior to 24/8/15, the SVR will be reduced by 0.15%. Investment variable rate (IVR) for investors will be reduced by 0.20%. WARNING: IVR is subject to change. For interest only loans that settled prior to 24/8/15, the IVR will be reduced by 0.10%. Visit www.ybr.com.au for more details. 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

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

Meet the Morley team

David Oreilly
Principal and Wealth Manager

David O'Reilly, Wealth Manager and Principal at Yellow Brick Road Morley, loves his local area because he enjoys it being central to most of Perth's main attractions and has lived in the area for over 25 years.

By joining Yellow Brick Road, David saw the opportunity to expand the range of financial services he can offer and improve the overall financial security of his clients. David and his team at Yellow Brick Road Morley strongly believe in a customer focused approach where the benefit to the client is paramount. His goal is to ensure all his clients enjoy financial security and a comfortable lifestyle.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0419 944 295
Tom Border
Wealth Manager

Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals. As a Certified Financial Planner ® with 20 years' experience, I can give you confidence and peace of mind that your financial future is secure.

I love WA because of the great climate, food and immense outdoors. I also enjoy the friendly multicultural community, coupled with fabulous family and friends. Outside work I enjoy anything to do with water, bush walking, being healthy, rugby, and spending time with family. In joining Yellow Brick Road Wealth Management, I see a great opportunity to provide a full range of financial planning solutions to different clients and businesses with varying needs and objectives. Other organisations I have worked for over the past 20 years are vertically integrated and tend to have restrictive products and push their own agendas, which is not always the best option for the client. At Yellow Brick Road we provides such a large and diverse range of approved products and solutions.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
  • Advice on self managed superannuation
Mobile
0401 476 515

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