Alia Montes

Meet Alia, our Customer Service Officer at SFP Financial and the friendly point of contact for our existing clients. Alia plays a key role in making sure every client feels supported well beyond settlement, helping ensure their loans continue to perform as they should over time.

Alia looks after all ongoing client reviews, assisting the team with requesting valuations, monitoring interest rates, and proactively pushing lenders to secure more competitive pricing where possible. Every six months, she helps coordinate comprehensive property and mortgage reviews, giving clients a clear snapshot of their loan balances, equity position, and overall lending structure.

As part of this process, Alia prepares our property and mortgage review reports and facilitates bookings for review meetings with our Senior Mortgage Broker, Leigh Morris. Her work ensures clients are always informed, prepared, and in the best position to make decisions about their next steps.

Known for her organisation, attention to detail, and approachable nature, Alia helps keep the wheels turning behind the scenes while delivering a seamless experience for our clients. At SFP Financial , she is a vital part of ensuring our clients’ finance stays competitive, current, and well managed over the long term.