Our experienced team will be with you every step of the way.
Meet the team.
CFI Finance is a commercial finance company that is committed to offering flexible finance solutions to small business in Australia.
We assist business owners with funding for new store fitouts, store refurbishments, store re-sales, new or used equipment purchases, motor vehicles and upgrades including national equipment roll outs. With a particular focus on franchise, fitness, accommodation and pharmacy sectors we strive to build a long-term relationship with our clients and help build their business at each stage of their life-cycle.
Our products and services are specifically designed for small business owners and allow clients to either start a new business, buy an existing business or improve their current business without having to part with their hard earned capital.
Meet some our management team below.
Founder and Managing Director
Seeing a gap in the market, James founded CFI Finance in February 2014 after garnering financial services experience with a publicly listed company where he developed a successful division within the group.
It is James’ experience as a franchisee, however, that ensures CFI Finance meets its customers needs better than any other equipment finance company in Australia. Spending almost a decade as a successful multi-unit franchisee for companies including Boost Juice, Dreamy Donuts and other independently owned businesses, James has extensive franchising and small business experience, and has an acute understanding of CFI Finance customers’ requirements.
James holds a Bachelor of Business, majoring in Management and Accounting from Queensland University of Technology. He is an internationally recognised Certified Franchise Executive (CFE) and a Frandata Registered Franchise Lending Specialist.
Chief Executive Officer
Phil joined the business in 2020 with over 20 years’ experience in the finance industry across Australia and New Zealand. Phil’s expertise covers all aspects of commercial lending, as well as M&A work within the financial services sector.
A former chair of the Equipment Finance Council for the Australian Finance Industry Association, Phil has helped to build and manage finance companies for private equity investors, banks and ASX listed companies.
National Sales Manager and Director
Dan heads the Sales and Marketing teams for CFI Finance, implementing strategic plans to ensure continued growth of the business and innovation in the company’s services and offering.
With extensive experience in the finance sector, Dan has worked with many of Australia’s top franchise systems, assisting both franchisees and franchisors with their funding requirements. He has previously managed divisions for other publically listed finance companies as well as national supply chain companies.
Prior to working in the finance industry, Dan owned and operated a medical supplies business and an import/export company, providing him with first-hand experience of the challenges small business face and the role that funding can play in overcoming these challenges. Dan holds a Diploma of Business Management and is a Frandata Registered Franchise Lending Specialist.
General Manager - Contract Operations
Toni-Anne manages CFI Finance’s Operations, drawing on her 15 years of experience in the Finance Industry to strive to provide innovative and efficient solutions to our customer’s needs.
As a winner of the prestigious Women in Leadership Australia scholarship in 2019, Toni-Anne uses her experience working for both large, global organisations and smaller, local businesses to be able to implement larger-scale streamlining whilst maintaining the flexibility that a small business requires.