Kaitlin Moon

Kaitlin Moon is an authorised credit representative 562296 of BDO Corporate Finance Ltd (ACN 010 185 725) Australian Credit Licence 245513

Executive summary

Kaitlin is a Finance Broker in the Finance Solutions team at BDO in Brisbane. With a strong foundation as a Chartered Accountant and a keen understanding of complex lending scenarios, Kaitlin brings analytical expertise and strategic insight to her role. These skills enable her to evaluate, and structure tailored financial solutions for clients.

Kaitlin is an accredited mortgage and finance broker with the Mortgage and Finance Association of Australia (MFAA) and has access to a wide range of residential lenders. She can assist with all aspects of finance, from first-home buyers to seasoned investors and refinancing arrangements.

In addition, Kaitlin is supported by BDO’s full-service offering, which includes taxation, audit and advisory services. This collaboration provides clients with a fully integrated financial experience and access to a broad range of professional services.

Expertise

• Securing home loans for first home buyers, including access to government grants and schemes
• Structuring finance solutions for property investors
• Refinancing and restructuring loans to improve rates, cash flow and access to equity
• Delivering lending solutions for self-employed clients with complex income structures
• Arranging bridging and construction finance for residential builds and renovations
• Working collaboratively with BDO’s tax and advisory teams to deliver integrated financial solutions
• Advising clients on loan structure, pricing, risk, serviceability, security and terms to support informed borrowing decisions
• Managing the end-to-end finance process from application through to approval, sign-up and settlement
• Conducting debt health checks to identify opportunities for refinance, restructuring or consolidation
• Supporting clients with independent advice during negotiations with banks and lenders.

Qualifications and affiliations

• Accredited Finance Broker, MFAA
• Bachelor of Commerce (Accounting & Financial Planning)
• Diploma of Finance and Mortgage Broking Management
• Authorised Credit Representative (562296) under BDO Corporate Finance Ltd, Australian Credit Licence 245513
• Chartered Accountant, CA ANZ
• Justice of the Peace, Department of Justice and Attorney-General Queensland.