Profile
“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Cathy Liu has over a decade of experience in the finance industry, starting her journey back in 2012 at a local branch of a major bank in Australia. In 2019, she took a bold step, transitioning from her role as executive lending manager at Commonwealth Bank to establish her own mortgage brokerage. Her passion for helping clients navigate the lending landscape truly drives her work.
Specialising in residential, commercial and SMSF loans, Liu believes her success stems from her dedicated team and their commitment to providing exceptional service from pre-settlement to post-settlement. This focus has led to a wealth of word-of-mouth referrals, a testament to her approach. Liu combines her deep lending expertise with genuine care, integrity and honesty, making it a priority to build strong relationships with her clients. She empowers them with the knowledge and support they need to reach their financial goals while delivering premium service.
Having helped hundreds of families secure their dream homes and assisting investors in expanding their property portfolios, Liu is devoted to providing tailored, exceptional service. She also prioritises ongoing education, ensuring she stays current with market trends and regulations so she can offer the most accurate and relevant advice to her clients.
North Tower, Suite 304, 1-5 Railway St, Chatswood, NSW 2067
0422 759 789
cathy.liu@goldenfinance.com.au
linkedin.com/in/cathy-liu-21ab16b6
mortgageinnovations.com.au
Cathy Liu
Director and Founder
Golden Finance
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2012–2015
2015–2019
2019–present
2016
Present
Personal Banker at Westpac
2012–
2015
Executive Lending Manager at Commonwealth Bank
2015–
2019
Director and Founder at Golden Finance
2019–
present
Director, Azura Financial – co-founded Azura Financial, leading the brokerage’s growth and client success
2016
Managing Director at DOT Financial since 2018
Present
Milestones
Milestones
ELITE WOMEN 2024 JUDGE