Everything finance under the one roof

Welcome to The Local Financial Group, where our clients become
our family and our passion is all things finance. Have a look around,
find what you need and please, don’t’ forget to make yourself at home!

Welcome at our Family

Welcome to The Local Financial Group!

Susan Lepidi and Kylie Platt have been in the finance industry for over 18 years. Whilst working as Finance Brokers they had a vision that they could bring all things financial under the one roof for their clients. This way they could ensure that their clients would experience the same professionalism, knowledge and fun across all sectors of their financial life.

Currently under our roof we have:

  • Finance Broking
  • Financial Planning
  • Car and Equipment FInance
  • Vehicle Salary Packaging
  • Financial Education
  • Broker Mentoring

Coming Soon we have:

  • Property Investments
  • Settlements

Our Principals Kylie Platt & Susan Lepidi have worked in the Finance & Mortgage Industry for over 15 years.

Kylie and Susan both hold a Diploma of Financial Services, in Mortgage Broking and Financial Planning.
They are also certified mentors for new Finance brokers to the industry.
Both have a keen interest in financial education, with educational coaching now being offered as one of their services.
We look forward to you visiting our home soon.

Call the team today and become part of The Local Financial Group family

Meet the Team

We are a team of dedicated professionals, ready to do what ever it takes to make your business grow

Directors

Kylie Platt

Kylie Platt

Director

E: kylie@localloan.com.au
P: 1300 451 927
M: 0400 305 889

Credit Advisor

Dip. Fin. Services (Finance/Mortgage Broking Management)
MFAA Credit Advisor

Susan Lepidi

Susan Lepidi

Director

E: susan@localloan.com.au
P: 1300 451 927
M: 0418 938 484

Credit and Wealth Advisor

Dip. Fin. Services (Financial Planning)
Dip. Fin. Services (Finance/Mortgage Broking Management) MFAA Credit Advisor

© 2016 The Local Financial Group Pty Ltd
ACN: 602 992 085
Australian Credit Licence Number 493877