Daniel Walsh

Your Trusted Mortgage Broker

Hello there!

With more than 23 years in the corporate accounting and finance space, including a six-year stint in the UK, UFinancial Mortgage Broker Daniel Walsh has a knack for all things numbers.

Considered the jack of all finance trades, Daniel holds a qualification as a financial advisor and is a certified practicing accountant. The Surf Coast local is also SMSF lending accredited and was awarded the 2022 UFinancial Broker of the Year.

On the weekends, when he’s not throwing around a few figures, there’s a high chance you’ll find him on the golf course or indulging in locally brewed craft beer.

2024 Better Business Awards-Best Community Engagement

MFAA 2023 customer service business national award

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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

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.

Kirsty Lake

We cannot recommend Shane Martin highly enough. From start to finish, Shane provided exceptional service and expert guidance throughout the entire refinancing process. His knowledge of the market and ability to explain complex information in a straightforward, easy-to-understand way made the experience smooth and stress-free.
Shane took the time to understand our individual circumstances and goals, ensuring the options presented were genuinely suited to our needs. He was proactive, responsive, and keeping us informed at every stage. Shane went above and beyond to secure the best possible outcome and made us feel supported and confident throughout the process.

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

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.

Nicole Walsh

Ufinancial have been incredible. Ben makes it seamless from idea to execution every time! I could not recommend Ben and ufinancial more

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!

Jay Flannagan

Absolutely satisfied with our mortgage broker. Daniel has been attentive and efficient with his services. Daniel really looks out for the client, he has some great strategies 100% puts the client first. No Jargon, he knows how to simplify the terminology so you can understand fully what's happening.

We are so happy we used UFinancial for negotiating our loan. We have so far been able to keep the same bank. Yet our interests rates have been reduced twice now by our broker Daniel, in 6 months, on top of the RBA reductions.
We will definitely be sticking with these guys for our existing loan amd any other future loans.
Thanks heaps Daniel, we really appreciate it!

Rex Daley

“I had an excellent experience with this mortgage broker. They took the time to understand my situation, provided expert guidance, and secured a great rate. The process was smooth, efficient, and stress-free. I would confidently recommend them to anyone looking for a reliable and knowledgeable mortgage broker.”

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

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.

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!

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.

Heath Seidel-Davies

Paul and his staff were amazing. Very welcoming. The experience working with Paul was one I’d recommend. Would always respond to any questions with a quick response. The process went seamlessly and Paul got the best outcome. Again couldn’t recommend Paul and his staff at UFinancial in Torquay.