ABOUT US
Award-winning Pertot & Co. is committed to helping a wide range of customers from first-home buyers to business owners, through to experienced property investors. At Pertot & Co. our aim is to help you achieve your financial and investment goals. Led by Dan Pertot, we bring decades of financial expertise and a people-first approach to everything we do.
Based in Noosa on the Sunshine Coast, we proudly assist homeowners and investors each year with tailored strategies designed to meet their unique lending needs. Our services extend across Australia, with a large focus on South-east Queensland. We specialise in helping self-employed clients with complex financial needs, and managing substantial investment property portfolios.
At Pertot & Co, we believe financial solutions should be empowering, personal, and sustainable. Our approach is built on three key principles:
We guide you through the process, ensuring you are set up for success with clear, actionable advice.
From our first meeting to settlement and beyond, we prioritise face-to-face communication to ensure your needs are understood and met.
We craft sustainable financial plans that support your goals well into the future—not just in the immediate aftermath of settlement.
We guide you through the process, ensuring you are set up for success with clear, actionable advice.
From our first meeting to settlement and beyond, we prioritise face-to-face communication to ensure your needs are understood and met.
We craft sustainable financial plans that support your goals well into the future—not just in the immediate aftermath of settlement.
With over a decade of experience in the finance industry, Dan brings a steady and experienced hand to mortgage broking. Known for his transparent and professional approach, he is committed to delivering exceptional service to every client.
Dan believes in building strong relationships with his clients, and connecting local businesses within his network. His approachable nature ensures clients feel confident and well-informed at every step.
As both a mortgage broker and business owner, Dan has earned recognition and awards for his exceptional business management and dedication to his clients. He is widely regarded as a leader in the Australian finance industry, valued for his professionalism, honesty, and unwavering commitment to client success.
Family is at the heart of Dan’s life. As a proud father of three, he cherishes time spent with his family and loves outdoor adventures. Dan is an active lifestyle enthusiast and enjoys fishing, football, golf, and more. He’s always following the AFL, basketball, and NFL seasons. If there’s a game on, Dan is watching!
With over 15 years of experience in the finance industry, Phil has honed his expertise in lending and customer service, ensuring a smooth and seamless experience for every client. His dedication to detail and efficiency helps make the loan process straightforward and stress-free.
A natural communicator, Phil excels at breaking down the intricacies of the loan process into clear, simple terms, providing clients with the knowledge to understand their options and make informed decisions. He is passionate about helping people achieve their homeownership and financial dreams, guiding them every step of the way toward their goals.
Outside the office, Phil enjoys spending quality time with his wife and their beloved dogs. A self-proclaimed tech enthusiast, he loves exploring the world of technology, from video games and drones to building PCs. Phil is also an avid home chef, finding joy in creating delicious meals to share with family and friends.
With over 17 years of experience in the finance industry, Jacqui brings exceptional organisation, attention to detail, and high-level customer service to our team. As the backbone of our operations, she ensures the office runs seamlessly and that every client receives efficient, friendly and reliable support.
Outside of work, Jacqui is a mum of three who loves exploring Australia in the family caravan with her husband and kids, and you’ll often find her enjoying a beach day whenever she can.
For further financial solutions, please contact us directly. We know no financial journey is the same, and are here to help you navigate your unique situation.
