Profile
“I’m proud of the relationships we’ve built and the positive impact we’ve had on people’s lives by securing the right mortgages for them”
David Thomas, Trilogy Funding
When he started in the business, David Thomas envisioned becoming one of Canberra’s best mortgage brokers. Now, that dream has come to fruition, as he was recognised as one of Australia’s Top 100 Brokers of 2023 by MPA.
With clear goals and a passion for helping people achieve their homeownership dreams, managing director Thomas has successfully grown his brokerage, Trilogy Funding, from a small team of three to a dedicated 12-strong group of professionals, completing over $3 billion in loans.
“This growth reflects the business’s success and the trust and satisfaction of our clients,” he says. “It’s a testament to the hard work, discipline and attention to detail we’ve maintained.”
Staying ahead of the dynamic mortgage and financial landscape is a common challenge as regulations, interest rates and market conditions constantly evolve. But Thomas has taken it all in stride, overcoming these hurdles by prioritising ongoing education and training, keeping current with industry trends and being proactive and adaptable in providing the best client solutions.
He has earned a reputation for his unwavering commitment to optimal client outcomes and credits that philosophy as the cornerstone of his brokerage’s success. His business approach is disciplined, driven and detail oriented, as he sets high standards for himself and his team, ensuring consistent and exceptional client service.
Building 1, Level 1, 70 Kent Street, Deakin, ACT 2600
1300 657 135
david.thomas@trilogyfunding.com.au
linkedin.com/in/david-thomas-92381a21
trilogyfunding.com.au
David Thomas
Director
Trilogy Funding
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Bio
Milestones
“I also maintain a strong work ethic and am always open to learning and adapting to the changing dynamics of the mortgage industry”
David Thomas, Trilogy Funding
2008–2010
2010–2018
2019–2020
2022
Present
Mortgage Broker (Finalist for Young Gun of the Year)
2008–
2010
2010–2014: Recognised as one of MPA’s Top 100 Brokers
2010–2018: Managing Director (Finalist for Brokerage of the Year 6–10 Staff)
2010–
2018
Recognised as one of MPA’s Top 100 Brokers
2019–
2020
Recognised as one of MPA’s Top 100 Brokers
2022
Director (Brokerage of the Year Choice Aggregation 3–6 Brokers) since 2018
Choice Aggregation Services Platinum Broker since 2010
Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
“I’m proud of the relationships we’ve built and the positive impact we’ve had on people’s lives by securing the right mortgages for them,” he says. “I also maintain a strong work ethic and am always open to learning and adapting to the changing dynamics of the mortgage industry.”
By providing tailored solutions that align specifically with a client’s financial goals and circumstances, Thomas and his team deliver the best loan options for their needs. From the team’s perspective, their commitment to continuous education and communication ensures their clients are well informed and supported throughout their financial journey.
“Our success in the past 12 months has been our dedication to staying informed and educating our existing and potential clients,” Thomas says. “By actively participating in seminars, creating informative content and providing excellent service, we have attracted new clients and strengthened relationships with existing ones. Our commitment to annual financial reviews has been a significant factor in retaining and expanding our client base.”
The future looks bright for Thomas, who plans to expand the team’s educational initiatives to reach a broader audience through mediums such as their podcast, Your Lending Era. He also aims to continue growing their client base by providing valuable information and excellent service. Those efforts are rounded out by a push to increase their annual financial reviews, ensuring clients remain on the path to financial success.
“Additionally, we plan to explore new avenues for client engagement and outreach to adapt to the evolving financial landscape,” he says.
What are his plans for the future?
On a business level, “more of the same. I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes.”
On a personal level, Dixon invests significant time, effort and funds, along with his GT3, to support many charities through his passion for motorsport. From participating in and sponsoring the Thunderbolt Run (which provides tens of thousands of dollars in support for Beyond Blue and Prostate Cancer), to organising and running the Track Knights for Amira charity night where 28 Exotic Supercars raised funds through passenger laps in wet conditions, Dixon states “this is our time to give back to the community and those in need. My friendships and association with those seeking to do the same, allows us to contribute to those less fortunate and raise funds and awareness”.
He adds: “To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need.”