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
Kevin Wheatley is the award-winning founder and managing director of Sydney-based Bayside Residential and Commercial Mortgages.
Established in 2009, Bayside is now Australia’s leading residential and commercial loan specialist, settling $234m across all segments in 2022, an increase of 67% year over year. Led by Wheatley’s three decades of business and finance experience, the firm is also highly regarded for its capital raising, construction funding expertise and corporate advisory services.
Wheatley has worked across a wide range of industries, including as a qualified logistician and as a consultant raising capital for numerous international projects. Having navigated multiple economic downturns, he is keenly focused on finding alternative financial solutions for even the most difficult scenarios, offering clients access to financial and insolvency advice through Bayside’s partnership agreements.
Wheatley has earned an impeccable reputation as a construction funding specialist with Tier 1 development companies, resulting in Bayside’s construction loan book growing by 130% to $3bn. In 2023, Wheatley and Bayside commercial relationships manager Rob Taylor jointly created Bayside Invest with the directors of Hargraves Secured Investments.
Wheatley was named Financial Broker of the Year – Commercial in the 2021 Australian Mortgage Awards and is a current finalist for Top Commercial Brokers in the 2023 MFAA Excellence Awards.
Suite 1201, Level 12, 447 Kent St, Sydney, NSW 2000
0407 925 956
kevin@baysidecm.com.au
linkedin.com/in/kevin-wheatley
baysidecm.com.au
Kevin Wheatley
Managing Director
Bayside Residential and Commercial Mortgages
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Bio
Milestones
Profile
Milestones
2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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2004–07
2007–11
2012–15
2015–present
2019
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Special Report
Home
Bio
Milestones
Milestones
Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
Lorem ipsum dolor sit amet, consectetur adipiscing elit. A volutpat laoreet suscipit duis. Diam aliquam sed ut massa viverra a, eget libero.
Ted Talk in collaboration with key media
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2004–07
2007–11
2012–15
2015–present
2022
Read on
Special Report
Home
Bio
Milestones
2022
2015–present
2012–15
2007–11
2004–07
2019–present
Insurance Business Magazine | Key Media
Head of Asia Pacific, Liberty Global Transaction Solutions
2019–present
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2015–present
Human Resources Magazine | key media
Managing Director, Australia and New Zealand at Insurance Advisernet
2015–present
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2012–15
Human Resources Magazine | key media
Chief Underwriting Officer at QBE Asia
2012–15
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2007–11
Human Resources Magazine | key media
GM Australian Intermediaries at QBE
2007–11
1997
2004-07
human resources | key media
NSW Regional Manager at QBE
2004-07
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Milestones
2019
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
“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
2009–2013
2020
2021
2023
Present
Aug 2022
2009: Founded Bayside Residential and Commercial Mortgages and its private funding arm, AusCity Capital
2009–2013: Raised US$200m in funding to complete a major waste recycling project in Vietnam
2009–
2013
Engaged by the Vietnamese government to oversee a US$880m port facility project with Royal Caribbean International
Won the Best Finance Broker (NSW/ACT) award in The Adviser’s Better Business Awards
2020
Raised $73.6m for Infinity Towers in Queensland’s Broadbeach, a luxury residential development with only 26% in presales; sales gains of $100 per square metre per month resulted in an IRR of $35m, up 67% on expectations
Recognised as one of MPA’s Top Commercial Brokers
2021
Partnered with the directors of Hargraves Secured Investments to jointly create Bayside Invest, combining decades of experience in the assessment and management of commercial loans
2023
Commercial broker since 2017
Present
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
2014–18
2018–20
2019–19
2019–present
2018–present
2009: Founded Bayside Residential and Commercial Mortgages and its private funding arm, AusCity Capital
2009–2013: Raised US$200m in funding to complete a major waste recycling project in Vietnam
2009–
2013
Project Coordinator at QBE Insurance
2018-20
National Relationship Manager at QBE Insurance
2019–
19
2019–22: Co-Founder and Business Operations at Mitti Insurance
2019–present: Co-Founder and Head of Sales & Underwriting at Mitti Insurance
2021: Insurance Business Young Gun, Australian Insurance Industry Awards 2021 Finalist (Insurtech of the Year) Issued by ANZIF in September 2021, Australian Insurance Industry Awards 2021 Winner (Insurtech Start-Up of the Year) Issued by ANZIF in August 2022
2019–
present
Vice President, Global Talent Acquisition, Immigration and Mobility
2021: DEI Champion awardee at the National Diversity & Leadership Conference, USA
2021 and 2022: HR Excellence Awards, Talent Acquisition, Gold
2021 and 2022: HR Excellence Awards, Women Empowerment Strategy, Silver
2022: HR Excellence Awards Talent Mobility, Gold
2022: HR Excellence Awards, DEI, Bronze
2022: HR Excellence Awards, Employee Branding, Silver
2020,2021,2022: Great Place to Work: Best Place to work for medium/large organization in Singapore and Asia
2018–
present
Milestones
2014–18
2018–20
2019–19
2019–present
2018–
present
Assistant Business Relationship Manager at QBE Insurance
2014–
18
Project Coordinator at QBE Insurance
2018-
20
National Relationship Manager at QBE Insurance
2019–
19
2019–22: Co-Founder and Business Operations at Mitti Insurance
2019–present: Co-Founder and Head of Sales & Underwriting at Mitti Insurance
2021: Insurance Business Young Gun, Australian Insurance Industry Awards 2021 Finalist (Insurtech of the Year) Issued by ANZIF in September 2021, Australian Insurance Industry Awards 2021 Winner (Insurtech Start-Up of the Year) Issued by ANZIF in August 2022
2019-
present
Vice President, Global Talent Acquisition, Immigration and Mobility
2021: DEI Champion awardee at the National Diversity & Leadership Conference, USA
2021 and 2022: HR Excellence Awards, Talent Acquisition, Gold
2021 and 2022: HR Excellence Awards, Women Empowerment Strategy, Silver
2022: HR Excellence Awards Talent Mobility, Gold
2022: HR Excellence Awards, DEI, Bronze
2022: HR Excellence Awards, Employee Branding, Silver
2020,2021,2022: Great Place to Work: Best Place to work for medium/large organization in Singapore and Asia
2018–
present
Milestones