Sum FinanceRichard Cohen
Home LoansFirst Home BuyersRefinancingInvestment LoansConstruction LoansSelf Employed Loans
Business LoansCommercial Loans
Borrowing CapacityLoan Health CheckFixed Rate Expiry
Refer a Client
Call UsBook Apppointment

Our Founder

Meet our Founder Richard Cohen at Sum Finance and book an appointment with him today.

Sum Finance Richard Cohen
Richard Cohen Finance & Mortage Broker at Sum Finance

Richard Cohen

Richard Cohen is an experienced Finance & Mortgage Broker at Sum Finance, located in Double Bay, NSW. With over 15 years experience in financial services and property in Australia, Richard is ideally placed to help deliver you a curated mortgage solution. Richard spent over 10 years at Australia’s largest Bank, Commonwealth Bank of Australia, working across private equity, construction finance, business banking and strategy. He also has experience across investment and wealth advice. 

Patient, diligent and dedicated, Richard is focussed on providing a superior level of customer service and ensuring your journey through lending and property acquisition is as seamless as possible. 

Richard is an accredited finance broker with the Mortgage and Finance Association of Australia and holds a Diploma of Finance and Mortgage Broking Management. He also holds an undergraduate degree in Commerce (Finance) and Laws from the University of New South Wales.

Book Appointment

Our Latest Reviews

Anon

Richard was so wonderful to deal with .... He was able to turn a possibly stressful situation into a streamlined process ...we are so grateful for his efforts and support enabling us to move forward

Robbie Goldberg

Richie was fantastic to work with - highly recommend. He took time to understand our position, put forward multiple solutions and took the stress out of finding the right loan.

alistair dsouza

Richard & Michael were wonderful to work with, always very responsive & guided us through the complex process of settling on a new home loan. Would highly recommend them to anyone looking at purchasing a house or investment property.

Milos Obradovic

Richard is very prompt and exceptional communications, job done pleasure working with you . Thank you

Leo Becker

We had interviews with several brokers before buying our first property, and Richard was clearly the best choice. He was knowledgeable, responsive, and genuinely helpful at every step - answering our questions and explaining each step of the process in detail. Buying an apartment and all financials around it can be stressful, but he made it easy. Highly recommend if you want someone reliable on your side.

Amanfo Charles

Express Service, good Customer relations 👍🏻👍🏻👍🏻 …

We work with Australia's biggest lenders

Frequently Asked Questions

Can you help with refinancing an existing Mortgage?

Of course! We believe that we can find the best interest rate for you to refinance to, whether it's a Home Loan or Investment Loan.

What kind of interest rates can you offer?

We take look at a wide range of products available from Banks, Credit Unions & other lenders across the country. This means we can search thousands of products and make sure we're always recommending the best Home Loans for our clients.

Can you help First Home Buyers?

We love helping First Home Buyers! We're experts at the entire process and can help you get the right Home Loan. We're also across the various schemes to help First Home Buyers such as the First Home Owners Grant and the various stamp duty exemptions available.

Are your mortgage brokers licensed and accredited?

All of our Mortgage Brokers are accredited and members of the Mortgage and Finance Association of Australia. They are extremely professional and provide exceptional service across a range of lending options.

Can you only help with Home Loans?

We can help with Home and Investment Loans, Construction Loans, Car Loans, Personal Loans and much more. If you're looking to borrow to buy something, we can probably help.

Why should I use a Mortgage Broker?

Mortgage Brokers are there to help you find the right loan whether it be from the major banks, smaller lenders or other sources. We have a broad range of products (more than any single lender can offer) which means we can do all the legwork to find the right loan for you.

Level 9, 151 Macquarie Street Sydney 2000

0425260540

About

Sum FinanceRichard CohenPrivacy Policy

Services

Home LoansInvestment LoansRefinancingFirst Home BuyersCommercial LoansBusiness Loans

Key Service Areas

Bellevue HillBondiNorth BondiRose Bay

COHEN FINANCE SERVICES PTY LTD ABN: 88 668 072 857. Credit Representative #564385 is authorised under Australian Credit Licence #389328

Disclaimer: This page provides general information only and has been prepared without taking into account your objectives, financial situation or needs. We recommend that you consider whether it is appropriate for your circumstances and your full financial situation will need to be reviewed prior to acceptance of any offer or product. It does not constitute legal, tax or financial advice and you should always seek professional advice in relation to your individual circumstances.

Site by Broker Studio