Our best team is here to assist you in building your wealth. The all-around team members can help you in all aspects of your investment.
Fran Jerome is a qualified Mortgage Broker and a member of the CPA. Fran has been in banking and mortgage brokering for the past 11 years. Fran is currently reading for his MBA and takes a strategic approach in assisting both property investors and first home buyers. Fran says “owning a property or a mortgage is not an end, these are just the means to an end, and understanding the end goal of the client and working to find the mortgage and property solution is what I enjoy in my line of work”. “The joy that we see in our client’s success is so rewarding and it’s just the icing on the cake for me”. : “its indeed a privilege and an honour to assist the client in their property journey”. “That’s what makes me get up every morning knowing that I can make a positive change to our clients lives”.
Jay is a driven, invested, hardworking individual who strives for the best results possible. With a successful career now spanning a decade, Jay brings commitment and dedication to our team.
Jay has spent the past decade in the sales & property industries learning from some of Victoria’s best and brightest.
Now an accomplished Real Estate agent he has turned his focus to the residential investment market to share all he has learned in his journey over the past 10 years. His knowledge and experience flow’s through to his work where it is evident that the two strongest attributes he brings to the table are consistency and authenticity.
“People often come to us with a problem, and it is our job to fix that problem in the shortest, cleanest way possible ending with a great result. The chance to educate and provide that solution is a pleasure.”
Jay’s strength lies with his people skills, being able to find common ground with anyone he deals with, confirming what the target is for the client, setting a plan, and executing that plan.
It is worth noting that in an industry typically lacking energy and authenticity, he lacks neither of these features. Based on his natural moral compass and dedication to his work it is no wonder why he found his way to joining the team at Simply Wealth.
“I want to continue to learn and grow with the ever-changing market and continue to consistently stay ahead of the curb.”
We are excited to be able to introduce to you our New Home Consultant Jose Velasco. Jose joined the Simply Wealth Company Calling team in September 2021.
Jose has truly exceptional experience in this industry. He brings with him a fantastic and well-rounded 6-year record in Real Estate Sales, Investment, and after-sales services experience. he had a chance of being a Senior Home Consultant for different companies in both Australia and the USA. You will find few people who know the Real Estate and Investment industry from all the main aspects as Jose Velasco does.
In his previous roles, Jose has won consistently awards for being the best customer service manager and has helped hundreds of clients grow their net income by at least $1,000 a week. he would be pleased to discuss such concerns or questions you may have before the meeting. Please feel free to call him at +61 480 095 565. He would welcome the opportunity to talk to you at any time during the week, and we look forward to hearing from you.
As the Director and Chief Investment Planner of Simply Wealth, Russell Zayedi brings specialized knowledge in financial advisory practice, property investment, and investment reviews.
Russell is a successful property developer, entrepreneur, seasoned investor, and mentor to thousands of Australians. Russell believes to be a successful investor one must wear a hat of an investor and have a proper roadmap with an exit plan. Over 6000 Australian families are now following the tailored strategies of Russell to achieve their financial goals.
Russell Zayedi has gained extensive experience in property acquisition, residential property development, and investment planning. Over the last 16 years, Russell has built a multi-million-dollar investment portfolio using the same strategies which he teaches his clients.
Russell’s focus is on continuing the growth of Simply Wealth and all its services extending both nationally and internationally. He has broadened his investment planning services and support to clients all over Australia in the last few years with a passion to be the market leader in the wealth creation industry.