Find A Broker

Find a trusted Taking Control Broker that specialises in the right lending solution for your needs.

Matt Caruana

Branch Partner

  • As a financial planner and mortgage broker with 15 years of experience in the construction industry, Matt can help with all your financial needs. From planning retirement, managed investments and personal risk insurance to construction and development finance, he has the experience and resources to assist. Since 2006, Matt has been heavily involved in construction and business management and he still holds a commercial building licence. He joined Yellow Brick Road in 2013 in order to offer a complete range of financial services and quality advice to clients, whilst also helping them achieve their financial goals now and into the future. His time as Branch Principal at YBR Niddrie has given him a comprehensive understanding of how the finance industry works and how to personalise his clients’ lending experience. When YBR sold their wealth management business in 2020, he started providing financial advice under Control Finance.

    In July 2022, Matt left YBR to take on the position of Chief of Operations for the newly revamped Taking Control Finance Services, formerly InterPrac Finance Services. Matt is friendly and enthusiastic about helping his clients reach their financial goals, yet realistic and humble enough to help keep them on track. He acts with integrity and passion, making sure that every concern is listened to and addressed with a personalised approach. All of these qualities combined with his advanced interpersonal skills results in his clients being informed at every stage of the lending process, leaving them with the confidence to take control of their financial future.

    As a father of 3, Matt understands what it takes to run a household and some of the ongoing needs first-hand. Be it getting a new home, looking to invest or just getting more out of your money, Matt has a solution for you. He is a very objective-based financial adviser and mortgage broker, committed to getting you to where you would like to be financially. He loves the Niddrie and Essendon area, its history and homes. When he’s not in the office he loves to spend quality time with his family, as well as playing guitar, singing and water-skiing up at Lake Mulwala.

  • Call Matt on 0412 999 992

  • matt@takingcontrol.com.au

  • Level 8 525 Flinders Street, Melbourne VIC 3000

Credit Representative #431896 of InterPrac Finance Services Pty Ltd ACL #388051
Now Trading As Taking Control Finance Services Pty Ltd

Tara Fanning

Branch Partner

  • Tara is a dedicated professional in accounting, taxation, and financial advice. With qualifications including a Bachelor of Commerce in Accounting and Financial Advice from Deakin University, Tara has established herself as a trusted partner for individuals and businesses. Her client-centric approach and ethical practices have made her a valuable asset to her clients.

    As the owner of Kardinia Accounting and Advice, Tara works closely with each client to understand their unique needs. With a focus on small to medium-sized businesses, she provides bookkeeping, tax preparation, and advisory services. Tara's expertise also extends to assisting individuals with retirement planning, family financial planning, and optimising superannuation and insurance needs.

    Tara has a wealth of experience in the industry. Prior to starting her own practice, she spent eight years at a local firm, specializing in tax, accounting, and financial advisory services. Her proficiency in trust and company setups helped clients reduce liability and find peace of mind while focusing on their work.

    Adding to her qualifications, Tara completed her Certificate IV in Finance & Mortgage Broking in early 2023. This additional expertise enables her to provide comprehensive financial solutions, including mortgage and lending services, to better serve her clients.

    With her personalized service and comprehensive expertise, Tara provides exceptional support to individuals and businesses alike. Her goal is to support her clients’ financial well-being and help them navigate complex financial decisions with confidence.

  • Call Tara on 0403 564 715

  • tara@takingcontrol.com.au

  • 3/395-399 Moorabool St, South Geelong VIC 3220

Credit Representative #546103 of InterPrac Finance Services Pty Ltd ACL #388051
Now Trading As Taking Control Finance Services Pty Ltd

Dianne Comakis

Dianne Comakis

  • A dedicated professional with a strong background in finance and accounting, Dianne is embarking on a new career path as a Mortgage Broker & Finance Specialist with Taking Control. With extensive experience as a Financial Adviser and CPA Accountant, she brings a wealth of knowledge and expertise to the industry. Committed to providing exceptional financial guidance and tailored solutions, Dianne strives to assist clients in achieving their financial goals.

    As a Financial Adviser, she has been instrumental in assisting clients in managing their finances, developing investment strategies, and providing comprehensive financial planning services. During her tenure, she has built strong relationships with clients, ensuring their financial well-being and helping them navigate complex financial decisions.

    With over three decades of experience as a CPA Accountant, Dianne has provided expert financial advice and performed meticulous accounting duties for various clients. She has demonstrated a strong commitment to accuracy, compliance, and client satisfaction throughout her career.

    As a Mortgage Broker, Dianne is excited to leverage her diverse background and skill set to provide clients with personalised loan solutions and assist them in making informed financial decisions. With her deep understanding of finance and accounting principles, she is confident in her ability to deliver exceptional service and support to individuals and businesses alike.

  • Call Dianne on 0400 688 446

  • dianne.c@takingcontrol.com.au

  • U6A 161 Ward Street, North Adelaide SA 5063

Credit Representative #549338 of InterPrac Finance Services Pty Ltd
ACL #388051
Now Trading As Taking Control Finance Services Pty Ltd

Brett Grocke

Branch Partner

Credit Representative #537255 of InterPrac Finance Services Pty Ltd ACL #388051
Now Trading As Taking Control Finance Services Pty Ltd

  • Brett has been involved in the financial services industry for almost 10 years and has completed a Bachelor of Commerce at Deakin University, majoring in Finance and Financial Planning. Brett is also a qualified Mortgage Broker and can help you with your lending needs.

    Brett is friendly, approachable and highly reliable with a genuine care for your concerns and well-being. He is responsive to your queries making sure to provide a high level of personal service in a timely manner to maintain long term relationships.

    Brett is married to his partner of 12 years, Gemma. They have a fur baby, Jed, who is a Black Labrador. Brett thoroughly enjoys his sport following the Adelaide Crows and whilst he previously played and was heavily involved in cricket and football for his local club Tanunda, he now spends most of his free time playing golf at Tanunda Pines and socialising with friends and family.

  • Call Brett on 0468 406 881

  • brett@takingcontrol.com.au

  • 117A Murray Street, Tanunda SA 5352

Glenn Loadsman

Branch Partner

Credit Representative #534688 of MoolaWise Financial Advice Pty Ltd
Corporate Credit Representative #534147 of InterPrac Finance Services Pty Ltd ACL #388051
Now Trading As Taking Control Finance Services Pty Ltd

  • MoolaWise is a boutique financial planning firm committed to redefining the client experience. MoolaWise spends more time with fewer clients. Our less is you're more. We believe the best financial advice relies on a genuine partnership between the client and adviser, so we take the time necessary to understand our clients.

    Working with fewer clients creates space to build a stronger connection, the deeper we understand our clients the more relevant the advice can be.After more than a decade of financial planning, our strength is understanding people and helping them achieve their financial goals.

    Glenn is committed to being part of the journey with his clients and providing the highest quality of service. With a very approachable demeanour, he explains strategies in an easy to understand manner, keeping his clients informed and confident each step of the way, enabling them to stay the course and achieve their objectives. The MoolaWise offering is an exclusive service that can only be accessed by client referral.

  • Call Glenn on 0414 184 048

  • glenn@moolawise.com.au

  • Level 7 7 Macquarie Place, Sydney NSW 2000

Paul Lohrey

Branch Partner

Credit Representative #552968 of InterPrac Finance Services Pty Ltd ACL #388051
Now Trading As Taking Control Finance Services Pty Ltd

  • With a background in business management and finance, Paul has built a foundation that serves as the backbone of his journey in helping clients secure the right financing solutions. While rooted in a small town, his exposure to various centres across Australia has equipped him with a unique understanding when assisting clients from diverse backgrounds.

    Paul is a professional with a friendly, easy-going approach. Grounded by a strong work ethic and characterised by patience and understanding, he ensures that clients feel at ease throughout the financing process. Rather than rushing clients, Paul offers thoughtful guidance, earning trust through his reliable and considerate approach.

    With a Graduate Diploma of Financial Planning & a Diploma of Finance and Mortgage Broking Management, Paul is driven by a genuine desire to help others secure the best financial solutions. Paul finds motivation in crafting personalised financing options for each client's unique situation and is excited about the positive impact he can make in someone's financial life.

    Paul's approach revolves around delivering honest and reliable services, with a commitment to providing the best financing solutions. His focus is to ensure clients understand and feel confident about the financing options that align with their needs and goals. By treating clients with the utmost care and professionalism, Paul cultivates lasting, trusted relationships within the realm of mortgage and finance brokering, leaving a positive and memorable impact on those he serves.

  • Call Paul on 0400 000 058

  • paul@takingcontrol.com.au

  • 2 Downes Lane, Geelong VIC 3220