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PFS Financial Services

We are a multi-award winning brokerage based in Bella Vista, the heart of Sydney’s growing Hills District. Many brokers claim to have the ‘best service’, but few have actually been awarded as the best like we have!

Home & Investment Loans

Home & Investment Loans

For purchase of a residential loan or residential investment property.
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Commercial Loans

Commercial Loans

Purchase of factory units, purchase of office spaces and shops, warehouses, land, or refinancing any of these.
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Business Loans

Business Loans

For purchasing a private business or franchise, cash flow funding, overdrafts.
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Car & Equipment Loans

Car & Equipment Loans

Car Loans, Heavy vehicle finance, boat loans & equipment finance (factory equipment, computers, & more)
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What IS a Mortgage Broker?

Simply put, a mortgage broker is a medium between a client (you) and a panel of banks and lenders. Unlike your bank's consultant, we don't work for a finance provider, so we’re free to search a pool of banks and lenders to find the loan that best suits you and your needs. Read More »

Questions? We have answers. Call us!

We pride ourselves on our customer service. Call us, and you’ll speak to a real person – not a machine. If you have questions about our services, what we can do for you, or if you would like make an appointment to talk with a qualified PFS mortgage broker, call us on 1300 368 917. You can also send us an e-mail online »

MFAA Approved Broker Accredited Member of PLAN Australia

Latest News

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Growing number of borrowers in 'mortgage prison'

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PFS FINANCIAL SERVICES - The 2021 Australian Mortage Award Winner; Brokerage of the Year!

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How important is your credit health?

As more lenders report on consumer loan repayments, Creditsmart is urging Australians to take ownership of their credit health.

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Using forward projection helped client make $500,000 profit

Thinking outside the box has long been an important aspect of broking - one that is not just relegated to the process of lender selection but is also important when it comes to assessing the goals and objectives of the client. Thanks to his knowledge of property market trends, Top 100 broker Daniel O'Brien (pictured), of PFS Financial Services, was able to help a client of his in a way that a transaction-based approach would have never allowed for.

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Daniel O'Brien reflects on a 16-year broking career

Daniel O'Brien had the odds stacked against him when he left the banking world to pursue a career in broking. Despite this, he went on to build a successful business and rank high in the Top 100 for the past four years running. MPA spoke with the owner of PFS Financial Services about his journey in the industry and how he managed to write over $50m for one repeat client without ever asking for business

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Staying organic and cloning: A broker's unique plan for his business

These days, with the widespread use of social media, it's easy to assume that every brokerage capitalises on the digital tool to attract clients.

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In the Hot seat

In a burst of optimism and 'arrogance', Daniel O'Brien quit his banking job and launched PFS Financial Services in 2004. Since then, the broker has seen every possible loan scenario cross his desk - including an extramarital affair that caused financial carnage

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Top 100 Brokers 2018

If there's one thing that can be said about Daniel O'Brien, it's that he's consistent. Among the brokers in the Top 10, his figures are some of the most stable.

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Elite Broker Podcast - Daniel O'Brien

In this episode of Elite Broker, Annie Kane chats with broker and owner of Sydney-based brokerage PFS Financial Services, Daniel O'Brien, to find out why he made the move from banking to broking and how he went from "failing miserably" to writing more than 360 mortgages a year.

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2017 MPA top 100 - Daniel O'Brien No.9

Daniel O'Brien is surprised and indeed "ecstatic" about his numbers, adding $4m to his total in a year despite taking two months off and despite the impact of regulation.

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Winners revealed at Australian Mortgage Awards

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Looking back at an AMA winning brokerage

NSW brokerage in Bella Vista, PFS Financial Services won the Australian Mortgage Award for ANZ Brokerage of the Year (< 5 staff) - independent in 2016.

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Australian Broker - Front Cover

The 15th annual Australian Mortgage Awards were held at The Star Sydney on Friday with Australia's top broker revealed.

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