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
Katie Liu, an award-winning commercial broker, is the co-founder of JKK Solutions, which primarily focuses on assisting customers in getting access to business funding. Her motivation is to accompany her customers through their journey, aiding them in achieving their dreams and fostering growth together.
Katie migrated to Australia in 2003. She completed her CA qualification in 2008 and commenced her career at a prominent accounting firm serving as senior tax consultant for listed corporate entities where Katie had accumulated extensive experience working with CFOs and finance managers.
She then started her banking career in one of major bank as a Senior business banking manger servicing business and corporate customers.
What sets Katie apart is her extensive knowledge and great passion for assisting all customers through the lending journey. Her customer base ranges from corporate clients to high-net-worth customers as well as private groups with funding for commercial property acquisition, trade and invoice finance facilities, and development funding. She has added extensive value to the client to make sure they obtain the best structure from the lenders.
In 2017, Katie founded JKK Solutions with her two business partners, Jade and Keith, with the goal of growing all team members to be able to work alongside and grow with customers. So far, seeing all team members grow to be professional brokers that are helping all customers with passion, is the most significant professional accomplishment for Katie.
Katie was named Finalist in Women in Finance 2023 and ABA Commercial Broker of the Year 2023.
310 Stephensons Road, Mount Waverley, Vic 3149
0433 682 337
katie.liu@jkksolutions.com.au
linkedin.com/in/katie-liu-4a2220248
jkksolutions.com.au
Katie Liu
Director and Co-Founder
JKK Solutions
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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
2012–2014
2014–2018
2018–present
2023
2024
CA - Senior Tax Consultant at Moore Stephens
2012–
2014
Senior Business Banking Manager at NAB
2014–
2018
Director and Co-Founder at JKK Solutions
2018–
present
Finalist in the Australian Broking Awards – Commercial Broker
Finalist in the Women in Finance Award – Commercial Finance Broker
2023
Finalist in the MFAA Excellence Award – Commercial Broker
2024
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
Milestones
ELITE WOMEN 2024 JUDGE