Yellow Brick Road Penrith commenced and opened its doors in February 2011 and is run by its principal Fernando Lemos.
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We are based at Shop 3, 235 High Street Penrith.
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The Principal Fernando Lemos has over 20 years financial services experience from working with Large corporates in International Finance, Financial Institution integrations through to previously owning Wizard Home Loans St Marys.
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Established in 2007, Yellow Brick Road is owned by Mark Bouris and several members of the senior management team. Mark was the founder and chairman of Wizard Home Loans, which grew to be one of the largest non bank lenders in Australia. Mark’s purpose in establishing Yellow Brick Road was to help all Australians access the quality financial advice they deserve.
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High quality financial advice is the key service which we deliver to Yellow Brick Road clients. We provide advice along with a full range of financial services including home loans, insurance, investment strategies, accounting and taxation, self managed superannuation fund establishment and administration, estate planning, business structuring and succession planning.
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Having recently just opened we have already helped clients start their journey and achieve their goals.
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Fernando has previously won various awards throughout his career and has a reputation for exceptional customer service.
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Watch this space.
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We have just employed 4 staff and are looking to further expand in coming months, by bringing on our own Financial Planning and Accounting experts.
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Along with this our expansion plans include opening a new Store in St Marys and are currently doing some studies on the possibility of a store to service the Mountains districts.
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Success and proven history of the founders of the group namely Wizard Home Loans. The ability to offer a full range of financial services to all members of the public and finally make getting Financial Advice accessible to everyone.
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We also have a strong Focus on Small Business and what we can do to assist them in growing the business and ensuring they have the right types of Insurance cover for example.
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Ability for clients to come and see us or we can go and see the clients at their home, workplace whatever is the most convenient.
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This Includes after hours and on weekends.
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Contact Details:
Fernando Lemos
(02) 4721 1003
M: 0421 088 048
Fernando.lemos@ybr.com.au