About Us

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We are a boutique firm specialising in banking advisory and commercial broking for complex commercial businesses, property developers and private family groups across a wide range of industries. 

Founded by banking executive James Tickner, UpTick Financial expertly guides businesses through the complex Australian banking environment. 

As your banking advisor, we focus on deeply understanding your business and personal finances, and delivering for you and your evolving needs. We understand business, and for this reason, we don’t just specialise in debt, we take a holistic approach to your finance requirements. 

Through providing tailored end-to-end banking solutions and ongoing management of your banking, we provide expertise, consistency and reliability, ensuring you are positioned to leverage opportunities as they arise. We focus on the banking, so you can focus on growing your business. 

Our approach is simple:

• We take the time to understand you and your requirements
• We map a course which will help you
• We provide you with our recommendations
• We implement seamlessly

With over 21 years of banking experience in Australia, the UK and Europe, we provide your business with the banking experience it needs to grow. 

UpTick Financial and James Tickner are Authorised Credit Representatives of National Mortgage Brokers, members of the Mortgage & Finance Association of Australia and are Accredited Mortgage Consultants. James holds a Bachelor of Business Honours degree in Banking & Finance and a Diploma of Finance and Mortgage Broking Management.