Meet Jon Sum, Director of Loan Strategies at Flint.
Jon Sum
Director of Loan Strategies
As the Director of Loan Strategies, Jon is committed to providing expert guidance and innovative solutions to clients seeking financing solutions tailored to their unique needs. With his deep understanding of the lending landscape and market insights, Jon collaborates closely with clients to develop customized loan strategies that align with their objectives and priorities.
Jon’s approach is client-centric, focusing on building trusted relationships and delivering exceptional service. He takes the time to understand each client’s financial situation, goals, and concerns, and then works diligently to develop loan strategies designed to meet their specific needs and objectives.
Initially starting in hospitality, I transitioned into finance through a role as a paraplanner in a financial planning firm. Coincidentally, this is also when I first met Chris 13 years ago, at the start of his Australian finance journey too. Following that, I had explored various avenues including a stint in accounting and private wealth. I then co-founded a successful paraplanning business with my brother Ben and we wrote north of 5,000 strategy plans. A fortuitous opportunity led me back to collaborate with Chris in mortgage broking, which evolved into the dynamic enterprise known as Flint.
Wanting to provide advice which has long-term impact and significant to people’s lives and assist with what is generally the biggest transaction that they will make. Also collaborating with a team of like-minded souls which are more than just work associates. The sense of camaraderie and support is something I relish greatly and want to continue sharing with others.
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