08 6295 2605

jacob@successfinancesolutions.com.au

We’re Real People Who Take The Time To Get To Know You…

So we can present the right mortgage and finance options matched to you.

And take the guesswork out of your next financial move

Get To Know Our Team

Industry recognition is just the tip of our success iceberg.

Jacob Lay

Director / Mortgage and Finance Broker 

Jacob has experience in all types of lending. He works successfully with all types of clients from first time buyers to those with complex investment and commercial or business structures. Jacob is passionate about his work and strives to be an ongoing resource in all areas of his clients’ journey.

Rozaida Salazar-Ferrer

Lending Support Specialist

Zai has a strong Customer Service background in the international banking sector. Improving customer satisfaction is paramount to Zai. She is passionate about her clients’ customer service experience. She ensures she covers all facets of the administration process, from first initial contact with us as a potential client, assisting you through all your monetary dealings to achieve your financial goals.

Puja Mishra
MBA (Finance), Diploma of Finance and Mortgage Broking Management

Lending Support Specialist

Since joining the mortgage industry in 2024, I have developed hands-on experience across the full loan lifecycle — from initial application through to settlement and beyond. I work closely with clients and broker to assess and structure lending solutions across a wide range of scenarios, including residential and commercial mortgages, trust structures, SMSF lending, car finance, and personal loans.
My background in loan processing means I understand what lenders need to see — and how to present a file that gives clients the best possible chance of approval. I specialise in income assessment for complex scenarios including self-employed borrowers, company directors, alternative documentation, and irregular income sources.
Whether you are purchasing your first home, growing your investment portfolio, or navigating a more complex lending situation, I am here to guide you through every step of the process with clear communication and attention to detail.

Because Finance Is Personal.
And So Is Our Service

Get in touch with us today!
We’re dedicated to helping you make smart financial
moves for both now and the future.

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And take the guesswork out of your next financial move

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