About Us

CAPILEO Finance is able to tailor individual financial strategies and solutions via our mortgage and finance brokerage lending platform, provide insurance options and value-added essential services.

We understand every individual client is different and will have unique financial needs and circumstances. At Capileo, we are committed to working with our clients, helping them achieve their goals and aspirations!

Our Promise To You

  • We will do the research for you; reviewing 100’s of products from over 15 lenders
  • We will ensure we keep the process simple yet keep you informed throughout the entire process.
  • We will earn your trust over time as we continue to service you.
  • We will recommend products after careful consideration of your objectives, goals and situation.
  • We will be available when you need to consult us.
  • We will always be upfront in explaining any fees and charges that are applicable to you.

Capileo’s consulting business is able to develop and implement strategies focused on Sales & Distribution that define the future leadership model of banks, explore new diversification markets and optimise sales channels, performance management metrics and reward and recognition schemes.

Meet Our Team Members

Vik Pitre, Principal Broker

Mobile: 0401 181 855
Email: [email protected]

Vik Pitre has a proven 30-year track record in delivering results in multiple global markets while with banks HSBC and Mashreq. He has held country level senior leadership positions managing large sales and distribution units within Retail and Business Banking. Vik has a passion for helping clients achieve their financial goals and can structure investment solutions that meet client expectations. Vik holds a Masters Business Degree, PG_Dip in Marketing, B.Com (Hons), Cert IV in Financial Services, RG146 Tier 1 Life Insurance and a host of other global certifications.

Mervyn Small, Business Development Manager

Mobile: 0401 181 855

Mervyn has worked as a business manager over the past 20 years and adds a wealth of experience to the company. He has completed a Master’s Degree in Business Administration, MBA, and has also recently completed a Cert IV in Finance and Mortgage Broking. Mervyn is a dedicated and responsive member of our team. His strengths are his ‘can do’ attitude, and willingness to problem solve. He also has exceptional people skills and works well with people from diverse groups and cultures.