Cole Mortgages & Wealth Pty Ltd. After some 17 years with Westpac Banking Corporation Karen Cole established her own Mortgage Broking business Cole Mortgages & Wealth Pty Ltd.

Since doing so in August 2002 she is now recognised by lenders and clients alike as one of WA’s premium brokers.

Testament to this was Karen being awarded the honour of 2004 Plan Australia WA Broker of the Year, and then backing it up with Plan Australia Sales Excellence Awards in 2005, 2006, 2007, 2008, 2009, 2010, 2012, 2013 and 2014.

We attribute this success to Karen’s commitments to customer service and business principles.

They are:-

1. Business with honour.

2. Treat others as you would like to be treated yourself.

3. Tell the truth and you will never have to remember what you said.

4. Take care of your clients and the business will take care of itself.


Representative No: 396764



PLAN Australia

Standard Residential, First Home Owners, Self Employed, Investment Portfolio

Diploma of Financial Services, Authorised Credit Rep No: 396764 via BLSSA Pty Ltd ACL No: 391237

30 years Banking and Finance, 2004 PLAN Australia WA Broker of the Year, plus numerous Plan Australia Sales Excellence Awards since 2005