About Us
Loan IQ offers loan broking and consulting services to individuals and businesses.
Jo Lee AndersonDirector of Loan IQ
Jo Anderson - Director
Jo has 18 years experience in the banking and finance industry spanning all loan scenarios and all segments including retail and business banking, commercial banking and institutional banking,
Prior to starting Loan IQ, Jo held senior corporate executive roles at two of the major banks in Australia - NAB and Westpac. Her previous roles included Managing Partner at NAB for the South Sydney region leading a team of 40 business bankers and Director of Corporate Banking at Westpac.
Jo prides herself on her focus on client service, her ability to deal with complex financial situations and being able to get things done.
Jo's Educational Qualifications include;- School Dux- Bachelor of Business (Finance and Marketing) with Distinction at UTS - Diploma of Financial Planning at Securities Institute- MBA (Executive) with Distinction at AGSM- Diploma in Finance and Mortgage Broking at National Finance Institute
Prior to starting Loan IQ, Jo held senior corporate executive roles at two of the major banks in Australia - NAB and Westpac. Her previous roles included Managing Partner at NAB for the South Sydney region leading a team of 40 business bankers and Director of Corporate Banking at Westpac.
Jo prides herself on her focus on client service, her ability to deal with complex financial situations and being able to get things done.
Jo's Educational Qualifications include;- School Dux- Bachelor of Business (Finance and Marketing) with Distinction at UTS - Diploma of Financial Planning at Securities Institute- MBA (Executive) with Distinction at AGSM- Diploma in Finance and Mortgage Broking at National Finance Institute
Rob Anderson - Director
Rob has 30 years experience in the banking and finance industry at 3 of the 4 major banks in Australia.
His previous roles have included:- CEO Bank of Sydney- General Manager Business Bank NSW/ACT at ANZ- General Manager Corporate and Property Group NSW - Westpac- Head of Business Acquisition NSW - Westpac- Head of South, Retail - NAB
He has held senior leadership roles running teams of up to 700 people and has a diverse background in sales, relationship management, credit and restructuring.
Rob enjoys maintaining long term relationships with clients, mentoring bankers and using his experience and networks to get the best outcome for clients and the industry.
His previous roles have included:- CEO Bank of Sydney- General Manager Business Bank NSW/ACT at ANZ- General Manager Corporate and Property Group NSW - Westpac- Head of Business Acquisition NSW - Westpac- Head of South, Retail - NAB
He has held senior leadership roles running teams of up to 700 people and has a diverse background in sales, relationship management, credit and restructuring.
Rob enjoys maintaining long term relationships with clients, mentoring bankers and using his experience and networks to get the best outcome for clients and the industry.