Bryce Whitaker

Your Trusted Mortgage Broker

Hello there!

UFinancial Mortgage Broker Bryce Whitaker’s journey into finance was fuelled by a passion for working with numbers and a desire for a customer-facing role to leverage their exceptional customer service skills. Whether it’s serving a $4 coffee or assisting someone in obtaining a $500k mortgage, Bryce has always aimed to go above and beyond, seeking to make a positive impact on people’s lives.

Before delving into finance, Bryce spent valuable time in the hospitality sector across Melbourne and Geelong, he also managed a high-volume café in London for a couple of years!

Beyond the world of finance, Bryce loves staying active with a focus on triathlons. He’s also quite the foodie and is the go-to for a great café or restaurant recommendation.

2024 Better Business Awards-Best Community Engagement

MFAA 2023 customer service business national award

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Excellent

UFinancial

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Tristan Reed

Stacey is the best. I honestly had no idea what I was doing to begin with, Stacey guided me through buying an investment property every step of the way. Can’t thank Stacey and her team enough.

Brett Claxton

I've been with Nelson Financial for about 8 years. Paul and the team are the best professional services providers I've ever worked with. Consistent excellent service and advice year after year.

Belma Kubur

Thanks so much to Bryce and the team for supporting me on a refinance. Bryce gave honest advice, worked hard to get us the best valuation and made great recommendations even when they went against his own self interest. Bryce was always responsive when I had questions and provided really amazing service through a tedious process. Thanks so much to the team for helping me get an amazing outcome.

Laki M.

Excellent work by Paul and team! We have engaged Paul to assist with finance for two property purchases over the last couple years and he has provided very good outcomes each time. Paul takes the time to discuss and understand our needs to find the best possible financial solution. Highly recommended!

Bondy & Tas Stockdale

We are long term clients of Paul and Daniel utilising their services for a number of different financial needs. Paul, Daniel and team make each process so easy, guiding us through every step - we really don’t have to think for ourselves at all it’s great! The information they provide is always accurate in regards to finances and turn around times. We wouldn’t hesitate to use them again. Thank you again guys! Tas and Bondy

Dillon Haire

Great service and communications. Always fee well looked after with Paul and the team.

Louise Perryman

I worked with Stacey and her team at U Financial to purchase my first property and I couldn’t rate them higher. Stacey was so easy to deal with, communicated and explained the whole process to me to make it less daunting and made me feel so at ease. Stacey always had my best interests at the forefront and I am so grateful for her help in securing me my first home! I cannot thank them enough and would recommend Stacey to all my friends and family going forward!

Jason Cole

The team at u financial are great to deal with, Daniel, kelly and Raiza are very professional in what they do highly reccommend.

Morgan Quinn

Franco and team at UFinancial helped me out when no one else was able to. Will definitely be coming back to see them again.

Mic S

Absolutely amazing service, we could not have asked for more with our recent home loan! Stacey was truly outstanding, always super nice and friendly, super helpful and knowledgeable, she always made time for our phone calls and questions, and she found us the best loan we could have hoped for. She made it a pleasant and smooth experience from day one and we would definitely recommend her to to anyone with no hesitation. Thank you so much Stacey and everyone on your team who helped with our loan! 5 stars!

Stacy McLeish

Once again Matt and his team were amazing in helping with all our financial needs, so goods it's our 3rd time dealing with them. Always professional and go above and beyond. So good wouldn't recommend anyone else .

Joshua Zammit

UFinancial have been incredible to work with! Stacy and the team supported us every step of the way. As first-home buyers, we had so many questions, but Stacy made everything easy to understand and was always patient and clear in explaining the whole process.

She was always just a phone call away and would go out of her way, at any hour, to make sure we felt supported and confident in our decisions. We truly couldn’t have asked for a better experience.

Thank you, Stacy and the UFinancial team, for helping us buy our first home — we’re so grateful! 🏡✨

Guy Sacco

Thanks Dan and the team
Absolute superheroes!
Was recommended and would highly recommend

Dan was particularly good and calmly explaining information to me and answering any questions I had. He ensured that I was not stressed through the whole settlement process.
As a first home buyer Ufinancial put my mind at ease from start to finish

Mina Suh

Shane and his team were amazing, guiding me through a complex loan (equity release with change of lender and also purchasing another house at same time). Could not have navigated it without Shane, thank you!!!

Rachel Forbes

Shane and his team are absolutely amazing! Highly recommended! I’m a person who gets very anxious in bank or application type of situations and Shane and his team looked after us so well that, that feeling went away! Thank you so much!!

Peter Aquilina

Daniel Walsh was outstanding. He went above and beyond to support us through the entire refinance process. Daniels advice was informative and measured, giving us honest and useful advice. He and his team made the process really smooth. We look forward to working with Daniel and the team again that's for sure.

Lauren Sullivan

If you’re looking for someone to take care of your mortgage look no further than the one, the only, Superstar Shane, and his awesome team. Shane has a wonderful, down to earth manner, he gets the job done without any fuss. He helps you to feel at home, while you’re searching for your next home…for what can be a pretty stressful experience, Shane’s care and dedication to the task is second to none and had us feeling at ease throughout the all whole process. Shane, you’re really are the lending legend of the Surf coast! Thanks again for all your hard work.

Griz

UFinancial was absolutely great to deal with and really helped me get on track for my first property, having guidance through the loan process & genuine want to help was really appreciated. being a first home buyer, I had a lot of questions and had no idea what I was doing at the start. Having the support the whole way through is something I'm very grateful for. Big thankyou to Daniel Walsh and the UFinancial team!

Anita Beaney

Paul Nelson and his team provide me with ongoing amazing service. They are diligent, friendly and professional. Can highly recommend (and do regularly!).

T B

Dan Walsh, Franco Theuma and the team have been marvellous from start to finish. Mortgaged 2 homes, reassessed all our insurances, seamless and so helpful. Friendly, professional and knowledgeable, can't ask for more. We'll be with them for life now. Chat soon team! Love The Holts

Ryan Wharton

Laura and her team at u financial have been nothing short of excellent & amazing! Genuinely can not fault them or thank them enough for their attention to detail and professionalism throughout the process!

karen cole

This was our fourth house purchase with UFinancial. We absolutely love their expert assistance, advice and clarity along the way. The whole team is experienced and professional. Thanks Laura and team at UFinancial, if there is a fifth property purchase, we would only use you! UPDATE: turns out there is a fifth property purchase and once again Ufinancial got the deal DONE! thanks Laura and team 🙂

Ian Blaiklock

Clear, prompt, attentive and personable. Mars and team sorted everything from start to finish in refinancing home loan very quickly but taking the time wherever needed to explain further. Thanks.

Aliesha Smith

Stacey and the team at UFinancial were always prompt, professional and always kept us in the loop and would always check in.
Would definitely use them again. 😊

Rupina Sarkissian

I can’t recommend UFinancial enough. The team made the whole loan process so much easier than I expected. They really listened to what I needed, explained things in simple terms, and kept in touch the whole way through so I always knew what was happening. Nothing ever felt like too much trouble — they were patient, approachable, and genuinely wanted the best outcome for me. It took a lot of the stress out of what could have been a really overwhelming process. I’d happily work with them again and recommend them to anyone looking for help with a loan.

Benjamin McNamara

Couldn't be more appreciative of Paul and the team at UFinancial. Helped me and my partner Ashlee in getting a loan for our first house. Went above and beyond to help us.

Doone Cooke

Paul and the Team were so helpful in getting all the correct documents together. Keeping us informed every step of the way. Many thanks for all your help.

Isaac Norman

Daniel and the rest of the team were absolutely fantastic to work with as we went through the process of buying our first home.

Extremely helpful and professional.

Jacqui

Absolutely amazing experience. Helpful throughout the entire process, and Franco was always doing his best to get me the best outcomes at every stage of the process. I would recommend him and the UFinancial team to anyone I know looking for a good broker.

mark

Stacey was excellent from start to finish I absolutely recommend her and her team to assist you with your financial needs.

Andrew Poole

Buying my first property was a daunting thought but the whole Ufinancial team made the lending journey really seamless. Their experience and customer service gave me peace of mind that I was in the hands of experts. I'm so glad I had them on my side. Daniel and Therese were great. Highly recommend to anyone looking for a mortgage broker!

Dom Dagher

Stacey my broker was incredible! Her and her teams persistence in checking in and following up on information and documents ensured we were able to organise my refinance in a short period of time. He truly went the extra mile to secure the best rate for me after my original lender came in with an offer too good to be true. I’ve already recommended Stacey to two of my friends and will continue to use her again in future.

Kev Harris

Nobody can say seeking finance is a great experience but dealing with Kayla Wood from U Finacial ( Broker House Shepparton) and her team made it as painless as possible. They made a dream come true when others simply threw it in the " too Hard Bin"
Amazing commitment to get a desired result
Would never use any other company when looking for finance

James Hinds

Daniel and the team were fantastic from start to finish helping us find & buy our new home. They made the process enjoyable & didn't miss a beat. We will be recommending Daniel & the uFinancial team to our friends and family moving forward! Thank-you.

Matthew Lowe

The Ufinancial team were fantastic to work with, prompt and lovely to deal with

Rusty Mern

Great team
Friendly and supportive
Sorted my finances with good advice even if it was what I didn't want to hear
Would recommend Ufinancial to look after your financial situation
Thanks Ufinancial team

Michael Cummins

I highly recommend Stacey and the team at UFinancial.
My home loan was quite complex and was a long process, however Stacey was there for me every step of the way with whatever support and expert advice I needed.
I had numerous queries through out the process and Stacey responded to all of them in a timely manner and with elite client service. No issue was too big or too small for her to handle. I was always comfortable reaching out for assistance.
Stacey made me feel like I was the most important client and was an absolute pleasure to deal with.

Andre Miles

Mars and the team at U-Financial are amazing! They have help construct a fantastic plan for our finances that is now in place! Thank-you very much!!

Yakkedy 90

Paul and the team has done the whole family now.... easiest and most streamlined brokerage assitance I have received so far and couldn't be happier.

Rich Blyth

Our experience with Paul has been smooth sailing and an absolute pleasure to deal with.
Paul and the team went above and beyond to find the best deal for us to build our dream home.
Highly recommended A+
Rich & Shez