Meet Our Team

Sam Wong is the founder and Principal Finance Broker of Straight Line Finance, with more than 20 years of experience across banking, lending and financial strategy.

Following a decade with Westpac in senior business banking and leadership roles, Sam established Straight Line Finance in 2013 to provide clients with strategic, relationship-driven finance advice. Since then, he has helped business owners, property investors, medical professionals and self-employed Australians navigate complex lending scenarios and build long-term wealth with confidence.

Beyond securing finance, Sam works closely with clients as a trusted adviser, helping structure lending solutions that support both immediate objectives and long-term financial goals. His expertise spans residential and commercial property finance, business lending, SMSF lending and sophisticated lending structures for high-net-worth individuals and family offices.

Sam has developed a strong reputation within the medical sector, assisting doctors and healthcare professionals with private practice establishment, commercial property acquisition, business finance and wealth creation strategies. His ability to combine lending expertise with broader financial planning insights allows clients to make informed decisions at every stage of their journey.

Known for his pragmatic approach, strategic thinking and commitment to exceptional client outcomes, Sam is passionate about helping clients create, grow and protect wealth through tailored finance solutions.

Jackson Sisourath brings more than 15 years of experience across the banking and finance industry, having held a variety of retail and business banking roles with major Australian banks. His broad lending expertise allows him to assist clients across residential, commercial and business finance with confidence.

Passionate about helping clients strengthen both their personal and business finances, Jackson works closely with individuals, investors, self-employed borrowers and business owners to develop tailored lending solutions that support their immediate needs and long-term goals. Known for his practical approach, he takes the time to understand each client’s circumstances and ensure they feel confident in every financial decision.

Drawing on his extensive business banking experience, Jackson has developed a strong reputation for helping self-employed clients navigate complex lending requirements. He has a deep understanding of Australian business structures, cash flow management and lender policy, enabling him to structure finance solutions for sole traders, partnerships, trusts and company-owned businesses.

A key strength of Jackson’s is his ability to think beyond traditional lending pathways. He is highly experienced in low-doc and alternative documentation lending scenarios, helping business owners and self-employed borrowers secure funding when standard lending criteria may not apply.

Friendly, approachable and solution-focused, Jackson is committed to delivering exceptional service and practical finance strategies that help clients achieve their property, business and investment goals.

With more than a decade of mortgage broking experience and a background spanning both finance and property, Rebecca Phillips combines industry and technical expertise with a highly personalised approach to residential lending.

Before becoming a Finance Broker in 2015 and joining Straight Line Finance in 2016, Rebecca worked in off-the-plan property sales across Australia and Asia. This unique combination of property and finance knowledge provides her with a broader understanding of the property journey, enabling her to structure lending solutions strategically while anticipating challenges that may arise throughout the purchasing process.

Drawing on this experience, Rebecca works with a broad range of residential borrowers, with particular expertise in supporting first home buyers and medical professionals.

As a first home buyer specialist, Rebecca is passionate about making the path into property ownership as straightforward and stress-free as possible. She takes the time to educate clients on borrowing capacity, government incentives, deposit strategies and loan structures, ensuring they understand every step of the process and feel confident in their decisions.

Rebecca provides tailored lending solutions for medical specialists and healthcare professionals, an area of lending requiring specialist knowledge and careful structuring. She understands the preferential lending policies available to many medical professionals, including higher LVR allowances, LMI waiver programs and lender-specific credit policy concessions. By matching clients with lenders whose policies best suit their profession and circumstances, Rebecca helps medical specialists maximise their borrowing potential while achieving the most appropriate lending outcome.

Known for her attention to detail, responsiveness and relationship-driven approach, Rebecca has built a loyal, referral-based client network. She values these long-term relationships and takes pride in providing trusted advice that evolves alongside her clients’ financial goals.

Aaron Wong is an experienced Finance Broker with more than eight years in the banking and finance industry, helping clients achieve their property and financial goals with confidence.

Since becoming an accredited Finance Broker in 2020, Aaron has assisted a wide range of clients, from first home buyers entering the market and families upgrading their homes, through to self-employed borrowers, business owners and clients looking to refinance and improve their financial position.

Aaron has built a strong reputation as a First Home Buyer Specialist, guiding clients through every stage of the lending journey. From understanding borrowing capacity and government incentives to selecting the right loan structure and navigating settlement, he is passionate about simplifying the process and making finance easy to understand.

Known for his personable nature, clear communication and problem-solving approach, Aaron takes the time to understand each client’s unique circumstances before tailoring lending solutions to meet their needs. His ability to break down complex financial concepts into straightforward advice helps clients make informed decisions and move forward with confidence.

Aaron is committed to delivering exceptional service and building long-term relationships, helping clients achieve successful outcomes both now and as their financial goals evolve over time.

Hank brings nearly two decades of finance experience, with more than a decade of that experience across major bank Commercial and Private Banking divisions. He has a proven track record of helping business owners, investors and high-net-worth clients navigate complex lending scenarios with confidence.

With a strong background in commercial lending and sophisticated finance structures, Hank specialises in creating tailored funding solutions that support asset acquisition, business growth and long-term wealth objectives. He works closely with self-employed clients, executives, family offices and successful entrepreneurs, many of whom require strategic lending solutions involving trusts, corporate entities and complex ownership structures.

Hank has access to private banking and specialist lending channels across Australia’s major banks, which he leverages to help clients secure tailored finance solutions that often extend beyond traditional retail lending options.

Known for his collaborative approach and attention to detail, Hank works closely with clients and their professional advisers to ensure lending strategies align with broader financial, tax and investment objectives. His focus is always on delivering smart, strategic outcomes that support long-term financial success.

Richard Lay is an experienced finance professional with more than 11 years of experience across banking and mortgage broking, helping clients secure tailored lending solutions to achieve their property and investment goals.

Before entering mortgage broking, Richard spent more than seven years with NAB across credit analysis, small business banking and broker relationship management. This background provides him with a deep understanding of lender policy, credit assessment and loan structuring, allowing him to identify opportunities and solutions that others may overlook.

Richard works closely with homeowners, investors, self-employed borrowers and business owners, helping them structure finance solutions that align with their broader financial objectives. He is particularly passionate about supporting clients using property as a vehicle for long-term wealth creation and takes pride in building lasting relationships based on trust, transparency and exceptional service.

In addition to residential and investment lending, Richard has developed specialist expertise in niche property sectors and complex lending scenarios. His experience includes development funding, NDIS property finance, boarding and rooming house lending, and student accommodation projects. By leveraging his technical lending knowledge and extensive lender network, Richard helps clients access tailored funding solutions for unique and sophisticated investment opportunities.

Known for his analytical mindset and solution-focused approach, Richard is committed to delivering strategic lending outcomes that support long-term financial success.

Akbar Shah is an experienced finance and advisory executive with extensive expertise across corporate finance, banking, treasury, capital management and strategic business advisory.

His career includes senior leadership roles within the financial services sector, including serving as Chief Financial Officer of Hume Bank. Drawing on this executive experience, Akbar works closely with business owners, investors and professionals to secure funding, improve financial performance and support sustainable business growth.

With a strong background in corporate banking, structured finance and capital management, Akbar assists clients with complex financing requirements, debt raising initiatives and strategic financial decision-making. His expertise extends beyond traditional lending, helping businesses optimise capital structures, strengthen cash flow and identify opportunities for long-term growth.

Akbar also provides high-level advisory services to business owners, executive teams and boards, supporting organisations through growth planning, capital allocation and commercial decision-making. As an outsourced CFO, he delivers strategic financial leadership and commercial guidance without the cost and commitment of a full-time executive appointment.

Known for his practical approach and strategic mindset, Akbar is a trusted adviser who helps clients make informed decisions, unlock opportunities and build stronger, more resilient businesses.