RateOne Home Loans
Shane Potter is an experienced mortgage broker currently at RateOne Home Loans & Financial Planning since February 2022. Prior to this role, Shane served as a Business Development Manager at Adelaide Bank from July 2019 to February 2022 and held a similar position at Leveraged from May 2013 to June 2019, focusing on margin lending across Victorian stockbroking partners. Shane began the career at MLC Australia, working as a Product Manager for Platform Distribution and as a Platinum Manager, where responsibilities included communications with advisers and clients, as well as maintaining relationships with top-tier platform advisers in Queensland. Shane holds a Diploma of Financial Services in Financial Planning from FINSIA and completed education at Xavier High Albury.
This person is not in the org chart
This person is not in any teams
RateOne Home Loans
RateOne is a full service mortgage broking company. Our Vision is to provide an innovative and enduring financial service relationship with new & existing clients through the development of their most valuable assets – family lifestyle and wealth. At RateOne our experienced team focuses on empowering and educating our clients to give them control of their financial future. Whether you are considering refinancing your existing loan, purchasing a new property, or require financial planning or risk insurance advice, we are here to help make your RateOne experience a rewarding one. Service Our top priority is to support you throughout that journey. Our approach is to develop and maintain a partnership with you to ensure your financial objectives and lifestyle goals are met. We’ll be there to provide you with comprehensive information and advice on an on-going basis and continue to offer financial solutions as you progress through life. Knowledge Our mortgage consultants have their roots in real estate, we understand how the real estate industry works. We know what it takes to be the best in the industry. Each of our consultants have accumulated years of experience and knowledge, coupled with a strong attention to detail is what makes all the difference in tailoring your financial solution. Communication RateOne understands we are just one piece of the puzzle in making your dreams come true. We understand the importance of team work and communicating with you, your accountant, your conveyancer and your real estate agent at every stage of the process is critical in ensuring the best possible outcome for all parties involved. Oh, and we communicate in plain English, not in financial jargon!