Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
With over a decade of experience in the finance industry, Cathy Liu started her journey in 2012 at a local branch of a major bank in Australia. Driven by a passion for helping clients navigate the lending landscape, she took the leap in 2019 and transitioned from her role as executive lending manager at CommBank to establish her own mortgage brokerage.
Liu specialised in residential, commercial and SMSF loans, and credits her success with to a strong team that always delivering top-tier service, from pre- to post-settlement, resulting in a large volume of word-of-mouth referrals.
Her passion for helping clients achieve their financial goals is anchored in expert lending knowledge, care, integrity and honesty. Building strong relationships with the clients is at the core of her approach, as she aims to empower them with the knowledge and support they need to achieve their financial goals with premium service.
Having assisted hundreds of families in securing their dream homes and helping investors expand their property portfolios, Liu is dedicated to delivering exceptional service tailored to each client’s unique needs. She is also committed to ongoing education, staying up-to-date with market trends and regulations to ensure she provides the most accurate and relevant advice.
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
agiledebtsolutions.com.au
Cathy Liu
Director
Golden Finance
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“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2012–2015
2015–2019
2019–Present
2025–Present
2022–Present
Personal Banker at Westpac
2012–2015
Executive Lending Manager at CommBank
2015–2019
Director and Founder at Golden Finance
2019–Present
Finance Strategist/Team Leader at Infinity Group
2025–Present
2022–Present: Managing Director at Medicus Pension Plan
2024: Industry Leadership Finalist for Workplace Benefits Awards
2025: Named to Benefits and Pensions Monitor’s Hot List
2022–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
