Tracey Swan

Managing Director & Senior Finance Broker

Tracey Swan is the co-founder of PTR Finance Group, Western Australia’s premier specialist in asset and business finance. With a career built on senior credit expertise at two of Australia's major banks, Tracey provides her clients with the strategic "insider" knowledge needed to navigate complex high-growth landscapes.

Under her leadership, PTR Finance Group has achieved an unparalleled era of excellence, winning the Connective Asset Finance Brokerage of the Year (WA) consecutively for the last five years (2021–2025). This sustained success is a testament to the high standards Tracey sets for her team and the exceptional results they deliver for WA businesses.

Credentials & Memberships:
• Bachelor of Commerce (Marketing & Psychology), Murdoch University
• Certificate III & IV in Finance and Mortgage Broking
• Member of the Commercial & Asset Finance Brokers Association (CAFBA)

T: (08) 9322 1229 | E: tracey@ptrfinance.com.au

Simon Mell

Director & Senior Finance Broker

With over 30 years of high-level banking and brokerage experience, Simon Mell is a strategic specialist in commercial and asset finance. After a successful decade-long career with a "Big 4" bank, Simon joined PTR Finance Group in 2004, where he has since become a cornerstone of the firm’s leadership.

Simon is a powerhouse in the industry, evidenced by his remarkable record at the Connective Excellence Awards, where he was named WA Asset Finance Broker of the Year for six consecutive years, from 2021 through 2026. This sustained recognition highlights his position as one of Western Australia's most trusted and consistent finance experts. He is particularly renowned for his ability to scale alongside his clients.

Simon has a proven track record of taking emerging businesses and building them into industry leaders. This includes several large-scale mining operations that he has supported from their very first piece of equipment through to expansive, multi-million-dollar fleets. His approach is built on deep technical knowledge and a commitment to understanding the "why" behind every business. By leveraging his background in commercial cash flow, property lending, and complex asset structuring, Simon ensures that every finance proposition is purpose-built for long-term growth.

Education & Accreditations:
• Bachelor of Economics – Murdoch University
• Certificates III & IV – Mortgage Broking
• 6-Time Winner – WA Asset Finance Broker of the Year with Connective Excellence Awards (2021, 2022, 2023, 2024, 2025, 2026)

M: 0423 032 014 | T: (08) 9322 1229 | E: simon@ptrfinance.com.au

Peter Boardley

Finance Broker

Peter Boardley is an essential part of the PTR Finance Group team, bringing over 35 years of deep-seated expertise to the banking and finance sector. Following a distinguished 20-year career in senior business banking with a "Big 4" bank, Peter joined PTR in 2011, where he has built a reputation for high-level technical skill and meticulous credit analysis.

His excellence is consistently recognised by the industry; Peter has been a finalist for the WA Asset Finance Broker of the Year at the Connective Excellence Awards every year since 2021. This perennial recognition highlights his ability to navigate the most rigorous bank requirements to deliver results for his clients.

Peter is particularly known for his excellent hands-on service. He doesn't just manage transactions; he partners with his clients, providing the direct support needed to navigate complex financial landscapes. While Peter services a diverse range of industries—including several successful mining clients—his primary expertise lies in the transport sector. He has been instrumental in the "from-scratch" growth of numerous transport operations, guiding business owners from their very first vehicle to the strategic management of expansive fleets.

Professional Credentials:
• Finalist – WA Asset Finance Broker of the Year (2021, 2022, 2023, 2024, 2025)
• 20+ Years – Senior Business Banking Experience
• Certificate IV – Financial Services

M: 0418 744 878 | T: (08) 9322 1229 | E: pb@ptrfinance.com.au

Dalj Dhillon

Finance Broker

Dalj joined the PTR team in 2023, bringing over 20 years of deep expertise in home and asset finance lending. Despite his long-standing industry experience, Dalj’s immediate impact at PTR was recognized professionally when he was nominated as a finalist for the Connective Asset Finance Rising Star award.

Dalj is known for his client-first approach, taking the necessary time to truly understand each client’s unique business goals. He specialises in formulating finance strategies that drive continued growth while ensuring the lending process remains as seamless and pain-free as possible.

Dalj holds a Certificate IV in Financial Services, underpinning his extensive practical knowledge with strong professional qualifications.

M: 0411 787 557 | T: (08) 9322 1229 | E: Dalj@ptrfinance.com.au

Support Staff

Our brokers are backed up by a team of experienced support staff, each with a strong background in credit writing, banking, and financial analysis. The support team are highly skilled analysts, working hard to ensure you are offered the best finance solutions for your business and financial position.

Everyone at PTR Finance Group is highly dedicated to providing you with fast and efficient solutions and service that is second to none, which is demonstrated through our high approval rates and exceptional customer satisfaction levels.