Meet The Team

Loreta has extensive knowledge in the finance and real estate industries. In her previous role as a Business Development Manager, she managed a portfolio of 250 finance brokers. In 2019, Loreta was honoured as a Finalist in the ‘Women in Finance’ awards. 

Loreta maintains close connections with our business partners who collaboratively work with us in assisting clients on their finance journey.

A key part of her role is to ensure our processes are streamlined and compliant.  Loreta has developed a ‘Post Settlement Customer Care Program’ and maintains a strong focus on ‘client for life’ approach. 

As a homeowner and investor in real estate herself, she understands the stresses and pressures of purchasing property and applying for finance, so she ensures the process and management of every loan is handled with efficiency, integrity and as smooth as possible for all our clients.

Holding a Diploma in Holistic counselling, she is empathetic and cares about the team and our clients. Loreta is an integral part of Berti Financial Group and a great support and mentor to the Berti Financial team.