Referral Partners | Duty First Mortgages 

Referral partners

The people we trust with our clients

A home loan rarely sits on its own. Tax, structure and paperwork all sit around it, so we have built relationships with professionals we are happy to put our name behind. If you need one of them, just ask and we will make the introduction.

Accounting & tax

The Great Bean Counters

Cecilia Chen, Director and Principal Accountant

"It's accrual world"

Why we refer to Cecilia

Cecilia is a Chartered Accountant and Registered Tax Agent based in Brisbane's western suburbs, looking after individuals, small businesses, start-ups and not-for-profits. She has a knack for taking a complicated tax position and explaining it in plain English, which is exactly what we look for in someone we send our clients to.

She is especially good with people building something of their own. If you are self-employed, your accountant and your broker need to be working from the same page, because the way your financials are prepared has a direct effect on what a lender will lend you. That is a conversation the three of us can have together.

What they help with

  • Individual and business tax returns
  • Small business, start-up and not-for-profit accounting
  • Business structure and tax planning
  • Xero setup and bookkeeping
  • Chartered Accountant (CA ANZ)
  • Registered Tax Agent
  • Chartered Tax Advisor
  • Masters of Professional Accounting
  • Certified Xero Advisor

Get in touch

More partners on the way We are adding conveyancers, financial planners and other trades and professionals we rate. If you need someone we have not listed yet, ask us anyway, because chances are we know someone good.

No pressure, no cost

How our referrals work

People we would use ourselves

We only refer to professionals we know and trust. If we would not send our own family to them, they are not on this page.

An introduction costs you nothing

We do not charge you to make an introduction. Whatever you agree with them is between you and them.

You are never obliged

Use them or do not, it makes no difference to us or to your loan. Already have an accountant you like? Keep them, and we will happily work alongside them.

Our partners are separate businesses. How we handle your details when we make an introduction is set out in our Privacy Policy, and the rest of the fine print is in our Terms.

Loan paperwork and a pen on a desk

Happy to introduce you

Need a good accountant?

Tell us what you are trying to sort out and we will point you to the right person. Queensland-based, lending Australia-wide.