YBR
Shop 1B Wentworth Connection,2a Bligh Street,
Sydney NSW 2000
New customers:
1800 92... click to show
New customers:
1800 927 927
Existing customers:
02 8212... click to show
Existing customers:
02 8212 8688

Sydney CBD

At Yellow Brick Road Sydney CBD, we understand how valuable your time and money is.

We’re here to provide a one-stop-shop and high quality service – to help you in all aspects of your financial needs and goals.

We offer a range of quality financial products and services including home loans, superannuation and financial advice to help you achieve your financial goals.

The team at Yellow Brick Road Sydney CBD will provide you with a comprehensive range of ongoing wealth management services.

Anyone and everyone is welcome to come in and have a chat with one of our friendly mortgage brokers and financial planners; and we are confident that you will walk away more than happy with our professional, trusted advice. Our goal is that you’ll leave with the peace of mind that your finances are in capable hands and getting in order.

So come in today to build, control and drive your wealth into the future.

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

Shop 1B Wentworth Connection,2a Bligh Street,
Sydney NSW 2000
New customers:
1800 92... click to show
New customers:
1800 927 927
Existing customers:
02 8212... click to show
Existing customers:
02 8212 8688
Monday
9:00am - 5:30pm
Tuesday
9:00am - 5:30pm
Wednesday
9:00am - 5:30pm
Thursday
9:00am - 5:30pm
Friday
9:00am - 5:30pm
Saturday
Closed
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

Home Loans
Superannuation
Business Finance
Financial Advice

Meet the Sydney CBD team

Rogan Yates
Principal and Wealth Manager

I have had the privilege to work alongside Mark Bouris for the last 14 years. I strongly believe that Yellow Brick Road has a unique offering in that we can provide all Australians with guidance on financial matters, and help you fulfill a comfortable retirement.

I take full advantage of Sydney's harbour lifestyle, and frequent the many cafés and restaurants in the city. As a keen traveller, I also love to explore other cities around the world whenever time allows. At Yellow Brick Road, I deliver a comprehensive range of financial services and advice and in doing so I will save you both time and money. Whether you're in the market for a first home, or looking for investment opportunities, my team and I will provide the services and advice to help you take control of your financial future.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0425 322 999
Lisa Bridgett
Wealth Manager

Lisa Bridgett, Wealth Manager at Yellow Brick Road Sydney CBD, loves living and working in Sydney. Having lived in the South West, Inner West and now in the North West regions of Sydney, Lisa appreciates the diversity and prosperity of the various place's she has called home. One thing Lisa knows first hand is just how hard it can be to own your own property in this beautiful city!

Outside work Lisa likes going to the movies, the gym, brunch with friends, playtime with her babies and lazy sunday afternoons with family. Lisa has recently commenced with Yellow Brick Road and brings a wealth of experience with her. Lisa has abundant experience in managing budgets, home loans and people. In addition to her broking qualifications, she has a PhD in Biomechanics, a Dip. Bus. Mngmt and a Dip. Proj Mngmt behind her. Further, as a mother of two, she understands the pressures family life can have on finances and can relate to a wide variety of people and their life circumstances. Lisa strongly believes in helping real people achieve real goals. Lisa can help with: Advice on home loans, residential and investment Advice on refinancing loans to reduce rates and access cash

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0427 695 484
Daniel Carini
Wealth Manager

Daniel's career in financial services spans more than 20 years and includes executive business development roles for two of Australia's leading non-bank lenders as well as owner of Yellow Brick Road's financial advice practice in Bondi.

After a successful career designing and delivering sales strategies, building branch networks and managing distribution teams, Daniel decided that rather than coaching other brokers and advisers how best to meet their clients' needs, he wanted to directly help clients himself. Daniel is backed by years of experience in roles including Head of Sales for Wizard Home Loans post deregulation of the banking sector and Head of Sales and Distribution for Yellow Brick Road during the time Nine Entertainment Co. and Macquarie Bank became strategic partners and YBR listed on the ASX.

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
  • Advice on self managed superannuation
Mobile
0402 240 446
James Bouris
Wealth Manager

Spending his first years out of high school completing university studies and working at Yellow Brick Road's head office, James is a graduate of the University of Technology Sydney and has since moved on from behind the scenes, now applying his knowledge and experience within one of the leading eastern suburbs branches.

Commencing in 2016, James is a qualified Wealth Manager and is constantly looking for innovative ways to help his clients fulfill their financial objectives in a lending environment and property market that is constantly changing. Whilst continuing his education and studies in the Financial Services Industry, an enthusiastic surfer, when James isn't in the branch you'll find him sampling the laid-back lifestyle and culture of the eastern suburbs beaches.

I can help with
  • Advice on home loans, residential and investment
  • Advice on refinancing loans to reduce rates and access cash
Mobile
0416 863 605
Simon Menlove
Wealth Manager

My aspiration is to offer sound financial advice and help my clients achieve their financial goals and become financially secure now and into the future.

. By joining Yellow Brick Road I saw the opportunity to help local families and businesses. The independent nature of Yellow Brick Road allows wealth managers and their clients access to a large range of products and services across a range of financial institutions, which is really important to me. I have been a Byron Bay local for nearly a decade now, and I am very happy to call the Northern Rivers home. Outside work I enjoy keeping busy with my family swimming at the local beaches and exploring the great outdoors of the Northern Rivers region.

I can help with
  • Advice on your life insurance
  • Advice on your superannuation and savings
  • Advice on your long term financial needs
Mobile
0410 640 646

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