Bernadette Christie-David

Director and Finance Broker

Bernadette is the co-owner of Atelier Wealth and is an MFAA approved Mortgage Broker. Bernadette (or Bernie for short!) has a unique blend of experience which has seen her spend 3 years in an accounting firm and 6 years in Human Resources.

Bernie can assist with all types of lending but has a focus on complex scenarios, namely Self Employed and Self Managed Super Funds (SMSF) being her speciality. Working in collaboration with accountants and financial planners, Bernie can apply her knowledge of bank-specific policies to give her clients more options to consider.

– Diploma of Finance and Mortgage Broking, Institute of Strategic Management
– Certificate IV in Finance & Mortgage Broking, Kaplan Professional
– Bachelor of Commerce, University of Wollongong [Graduated with Honours]

 0416 868 881

Atelier Wealth

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