MedX Finance Announces Charlie Roberts as Head of Commercial Lending
The creation of the Head of Commercial Lending role, marks an important next step in the continued growth of one of the business’ most critical specialist streams.
Commercial lending has always been central to the MedX Finance story. It is where the business began, where its specialist edge runs deepest, and where its team continues to support medical, dental and veterinary professionals through some of their most important financial decisions.
In his new role, Charlie will lead the Commercial Lending stream as MedX Finance continues to build capability, refine its specialist lending approach, and expand support for clients across practice finance, commercial lending, property acquisition and SMSF transactions.
Todd O’Reilly, CEO of MedX Finance, said Charlie’s appointment reflects both his contribution to date and the role commercial lending will play in the company’s next phase of growth.
“The Commercial Lending stream is the pillar around which our brand and business is built, and Charlie’s move into this role will ensure we are building for the continuing growth in this space. His support across practice finance, commercial lending and SMSF has helped shape the success we have seen today.”
Charlie steps into the role with more than 9 years of specialised experience in healthcare banking, supported by a Master of Applied Finance with Distinction and a Bachelor of Commerce in Accounting and Finance. His background includes deep experience across complex commercial transactions, including practice purchases, owner-occupied and investment property acquisitions, and SMSF lending structures.
Before joining MedX Finance, Charlie built his experience at BOQ Specialist, progressing from lending operations into front-line management. This gave him a strong understanding of process, product, deal structuring and banking requirements across the healthcare sector.
Since joining MedX Finance, Charlie has become highly regarded by brokers, clients and lenders alike for his sharp commercial capability, analytical strength, attention to detail and strong compliance focus.
His promotion will see him lead the next stage of MedX Finance’s commercial lending capability, including the continued development of the team and the systems required to support more clients through complex lending scenarios.
For MedX Finance, the appointment reinforces the company’s ongoing commitment to specialist medical finance, customer-first support and customised financial solutions that serve the needs of clients, not the banks. The MedX Finance brand is built around specialist sector expertise, access to a broad lender network and a commitment to creating solutions that truly fit client needs.
Charlie said he is excited to step into the role and help shape the next stage of MedX Finance’s commercial lending offering.
“Commercial lending is one of the most important areas of support we provide to clients. Whether it is a practice purchase, commercial property acquisition, SMSF structure or a broader lending strategy, the right support and structure can make a significant difference. I’m excited to step into this role and continue building a team and capability that helps our clients move forward with confidence.”
Congratulations, Charlie. Well earned.
About MedX Finance
MedX Finance is a specialist medical finance broker, combining decades of experience in the medical finance sector with deep lender relationships and a customer-first approach. The business works with medical, dental, veterinary and allied health professionals across home loans, practice finance, commercial lending, equipment finance, SMSF lending and more.
MedX Finance exists to unlock the potential of the Australian medical community with customer-first financial solutions. Its team works to deliver customised finance solutions that support the personal, professional and practice ambitions of its clients.