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Katie Bessell-Truscott

Loan Processor & Mortgage Support Officer

Katie is a Loan Processor & Mortgage Support Officer at Empower Wealth and has an RG146 Compliance accreditation as well as undertaking a Certificate IV in business management and leadership.

Originally from Adelaide, Katie has started her career in the finance industry working for a major bank. Her first role as a teller taught her the fundamentals of money management and as she moved to a Personal banker role, she helped clients achieve their goals through personal loans along with creating financial goals that suits their needs. Later on, she was promoted to a home loan specialist and that’s where she fulfilled her real passion. This role was the primary reason she got into banking as she believes that property is a great tool when it comes to wealth creation and she is keen to help clients sharpen their loan structure and strategy to maximise their investment opportunities and achieve passive income.

Her passion to help clients achieve their financial goals is what brought her to Empower Wealth. She was following The Property Couch podcast for their property content when she heard of the role and found out that Empower Wealth’s value to provide knowledge and support to their clients as well as to the staff was very much aligned with hers. She applied for the role and the rest is history.

Outside of work, Katie loves to travel, explore Melbourne and of course, spend time with her Cavoodle called Chino as he resembles a cappuccino. She’s also a Crows supporter and enjoys playing tennis and netball. But since moving to Melbourne in 2019, she has set a few personal goals to achieve this year which includes salsa dancing, strengthening her cooking skills and improving her public speaking.

 

 

Very happy with the outcome. Luke, Katie and the team came up with a plan to suit my situation and kept me updated with every step forward, have already recommended to several people. Looking forward to using the rest of the services Empower provide.

- Richard, SA September 2020

Luke Oxenham is an absolute gem. Luke clearly mapped out a plan to restructure our loans, so we are successful for our next purchase. Our situation is quite complex with multiple parties involved in our portfolio, but this was no challenge for Luke to get through this. Then add the challenging situation of COVID-19 and the additional documentation requirements and longer response times from the banks Through all these challenges Luke has remained proactive, transparent, enthusiastic and responds quickly (and doing all this while in lockdown in Melbourne!). I would recommend him to anyone looking to better their situation and to be included as part of their financial team. I have already recommended Luke to a colleague (they are currently working together) and I will be encouraging anyone else in my network to do so also. Thanks Luke! I can see a long future working together Katie Bessell-Truscott works part of Luke's team and simply put, is professional and very nice to deal with. One particular bank was very challenging, changing the goal post for requesting verification of documentation daily. I must admit I got a little frustrated at the situation, but Katie remained calm and sorted through the requirements constantly following up to achieve our end goal. She is proactive to follow up with the banks to resolve any issues promptly. She can easily explain the situation, so it makes perfect sense to me. Thank you, Katie, for all your help and look forward to further dealings with you.

- David, NSW September 2020

Sarah, Katie and Mitch are absolute assets to Empower Wealth. They have great communication skills and always had the time to go through my questions throughout the process. Excellent service.

- Joseph, VIC May 2020

A massive thank to Luke, Katie and the mortgage broking team, we can't be any happier. They are extremely helpful, professional and always there to answer all the questions. Highly recommend!!

- Chealse, VIC April 2020

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