Headquarters:
Melbourne, Vic
Year founded:
2020
Number of employees:
15
Phone:
0426 680 652
Email:
Joanne.liu@wemefinance.com.au
Website:
wemefinance.com.au
LinkedIn:
linkedin.com/company/weme-finance
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Joanne Liu
Director and Principal Finance Broker
Robin Zuo
Director and Principal Finance Broker
Milla Yao
Broker Partner
Leadership
Joanne Liu, a CPA with a rich background and knowledge in the accounting and finance industry, brings her expertise to Weme Finance. Known for her professionalism and adeptness in handling complex financial cases, she excels at providing tailored solutions for clients. Her passion for helping people and her commitment to understanding their unique financial needs make her an invaluable asset to the team. Liu’s dedication to client success ensures that every client receives personalised and effective financial guidance, helping them achieve their financial goals with confidence.
Director and Principal Finance Broker
Joanne Liu
Robin Zuo brings over 10 years of experience in the banking industry to Weme Finance. Having worked for major financial institutions in Australia, he has honed his expertise in helping clients achieve their financial goals. His deep knowledge and passion for client success drive his commitment to providing personalised and effective financial solutions. At Weme Finance, Zuo leverages his extensive background to serve as a trusted adviser, dedicated to guiding clients through their financial journeys with confidence and care.
Director and Principal Finance Broker
Robin Zuo
Milla Yao is a distinguished broker partner at Weme Finance, bringing a wealth of experience and knowledge to the team. With a reputation for professionalism and reliability, she is known for her exceptional service and commitment to client satisfaction. Her expertise in the finance industry makes her a trusted adviser, capable of providing tailored solutions to meet the diverse needs of her clients. Yao’s dedication to excellence and her unwavering reliability make her an invaluable asset to Weme Finance, ensuring that clients receive the highest level of service and support throughout their financial journey.
Broker Partner
Milla Yao
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
Jackie Liberman
Compliance Manager
Jackie Liberman manages FoodLegal’s highly skilled compliance team. She has extensive experience in product development, quality and regulatory compliance, advising companies on both a global and national scale.
Compliance Manager
Jackie Liberman
Jacques G. Sarraf
General Manager, Cosmaline
Jacques G. Sarraf brings over a decade of FMCG industry experience to his role as general manager at Cosmaline, a part of Malia Group and a rapidly growing personal care company in the MENA region. Throughout his tenure, Sarraf has adeptly driven growth and profitability, successfully expanding market share and optimizing operational efficiency alongside strategic entries into new markets and product categories.
An advocate of sustainability, fitness, and wellness, Sarraf promotes environmentally friendly practices and encourages individuals to adopt healthy and active lifestyles.
General Manager, Cosmaline
Jacques G. Sarraf
Weme Finance is a fully accredited finance company specialising in finance broking services. Founded in 2020 in Melbourne, it serves clients in different states across Australia, focusing on putting customers first in everything it does.
Weme Finance believes in offering more than just finance broking. The company provides a lifetime of personalised, one-on-one service, acting as dedicated finance carers. It supports clients not only during the loan application process but also throughout the entire term of the loan. Weme Finance is seen as a “private banker” who will always be there to look after clients’ financial needs.
The experienced team at Weme Finance is dedicated to delivering transparent, secure and client-focused solutions. They ensure clients receive the best advice and support tailored to their unique financial situations. With Weme Finance, clients are never alone; the company is there to guide them every step of the way, helping them achieve their financial goals with confidence and ease.
Matthew Dover
Head of Operations
Natalia Child
Head of Broker and Professions CPD
Maxine Owen
Head of Finance
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Matthew Dover worked at Renovation Insurance Brokers with MD Douglas Brown before becoming part of the launch team for Renovation Underwriting in 2018. As head of operations, he works closely with the underwriting team, holds key relationships with all partners across the insurance sector and is integral to the delivery and performance of multiple, transactional policy portals for the sector.
Head of Operations
Matthew Dover
Natalia Child began her career in insurance in 2012 and, since then, has worked in both underwriting and private client broking. She is chartered, has an advanced diploma in insurance and has a law degree.
Passionate about education, Child is responsible for delivering the CDP program and the Contract Works Academy, designed to upskill renovation knowledge and increase confidence across the sector.
Head of Broker and Professions CPD
Natalia Child
With over 30 years of experience in the finance and accounting sector, Maxine Owen has worked in a wide variety of industries, including private medical, vehicle, transport and education. When she joined Renovation Underwriting in 2017, Owen brought with her a deep understanding of corporate treasury and the foreign exchange/money market, along with the management of multi-currency exposure with inter-company transactions. She is also an affiliated member of AAT, the professional body for accounting technicians.
Head of Finance
Maxine Owen
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
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Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
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Overall service level
Broker communication, training and development
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Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
employee benefits
regional retail P&C
specialty P&C
underwriting
direct-to-consumer programs
“Alliant has achieved growth in each of these categories via a potent combination of organic growth and strategic acquisitions with plans to continue on this forward trajectory,” explains executive vice president and director, M&A development, Stephen Farr. “Our goal is to achieve strong organic growth, over 10%, augmented by selective and strategic M&A activity.”
Breaking down the specific drivers of growth, Farr adds, “Alliant’s P&C verticals have achieved the highest level of growth in the brokerage space, and the company’s generalist producers have also been a beneficiary by virtue of producing more complex, industry-specific accounts via partnerships with Alliant specialty brokers. Our direct-to-consumer business has been growing at a rapid rate via acquisitions and alignment with other Alliant divisions on cross-selling opportunities.”
The firm enables its team to work effectively with a synergy-creating structure.
Zimmer says, “The Alliant experience is defined by best-in-class teams, service, innovation, and a dynamic and collaborative environment where we work together to achieve powerful, long-term results for our clients and partners. We proactively eliminate walls and silos within our organization, allowing our team members to be both responsive and innovative in their approach to serving clients.”
The firm’s profile was boosted with the launch of Alliant Consumer Group, a dedicated unit housing Alliant’s growing portfolio of consumer-facing operations.
There was also the creation of the Alliant Insurance Foundation in 2023, a charitable, non-profit organization focused on promoting justice and equality by expanding access to opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences.
Alliant also has an active philanthropy program. Across 2023, Alliant professionals collectively raised/contributed:
more than $1 million in funds
over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative
2,320 volunteer hours to numerous deserving organizations, making a significant community impact
Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence.
“We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”
Turnaround time – claims
Turnaround time – new business
Overall
