• Phone 0412 812 917

Why Opti Finance

Opti Finance exists to provide financial services to people of all walks of life, helping each person through their individual situation, keeping them informed, and always going the extra mile.

  • CPA Qualified
  • Background in Accounting & Finance
  • Experienced Property Investor
  • Passionate and love what we do
  • Leave the paperwork and running around to us

More about Serena

Serena is from Perth, married with two girls and has strong ties to the Malay and Sri Lankan community. With a genuine interest in people and their finances, this role ties in well with her previous life working as an Accountant in several different industries.

 

Serena has a degree in Marketing & completed her Masters in Accounting at Curtin University. Following this, she quickly achieved her Certified Practising Accountant (CPA) status in 2013 and continues to maintain knowledge in this field.

Together with her mum, Serena bought her first property in Kensington, WA at age 19 and made a 38% gain in just over 12 months, seeing firsthand the value in using property as a form of wealth creation. Following this first taste of property, Serena and her husband Joseph have continued to invest in suburbs close to the CBD and built their first home together in 2015 in a riverside suburb of Perth. With experience in buying, selling and construction and helping numerous clients, Serena is well equipped to assist you with your next home loan.

An award-winning broker, Serena uses her resourcefulness, hard work and persistence to help customers solve their lending scenarios and realise their goals.

Our Awards

1st Place

Aussie – Quarterly Sales Award 1st Place WA Mobile Q4 FY 16 Rookie

1st Place

Aussie – Quarterly Sales Award 1st Place WA/SA Mobile Q2 F17 Rookie

Our Commitment

We’ll keep in touch with you before, during and after the loan application process to make sure you are on track to reach your financial goals.

We understand that as you go through life, your circumstances change and we are here to help you with your home loan solutions at every stage of life, whether it be your first home, your first investment or a refinance to give you that extra bit of breathing space.

Book an appointment with an expert today!