Find a finance or mortgage broker mentor

I am as passionate about lending as anyone can be. I love making people’s dreams come true. From years of banking experience I have learnt to wow every customer, generate sales, conduct excellent appointment, structure the deal and present it to the bank.

I love to pass on all this information to other brokers and have excellence in the industry.

I believe mortgage broking to be a great career but without proper support and guidance of a mentor it may lead to dissatisfaction and eventually closing down of ones newly set up business. My mentees get regular training and coaching, full back office support, great team to work with, branding and marketing and an office to work from.

Together Let’s make it bigger!

Samir is a successful Finance Business Partner and Mortgage Broker and has worked in large industrial, international and high growth organizations.

He is the owner of 8848 Finance Pty Ltd which offers mentoring support to new Brokers and Samir is passionate about sharing his knowledge and is committed to helping you achieve your mortgage broking goals.

Samir started his career as an Accountant in 2007. He subsequently gained his Chartered Accountancy qualification in 2013 and then started his Mortgage broking career in 2017. Samir now provides residential and commercial lending, asset finance, personal lending and general insurance services.

Rooma Nanda started her career in this industry after acquiring prodigious experience with corporate giants like IBM, Yellow pages and Toyota Money Home Loans.

Her pre-eminence in each field and companies she worked for, pushed her towards a destined vocation in the industry of property finance.

In 2008 Feb, just before GFC, she started her company in property finance, called All R Loans and took her business to the next level within a year.  Her formula, she says, was simply to switch off TV and radio, whilst media was bombarding doom and gloom during those days.  Rather than focusing on that negativity, she simply focused on customer service instead.  Within a decade, she acquired a paramount position in the industry by achieving various accolades along with her customers’ five star rating (evidenced in published testimonials).  To her, she says, customer satisfaction and their positive feedback is most important than any other achievement and is a driving force behind her continuous improvement.

Rooma has trained a number of aspiring brokers by conducting workshops on the weekends and helped a number of women start their careers in this industry. Her training is very simple but highly effective. Her hands-on experience in solving daily case scenarios is an invaluable intellectual asset which she shares with her mentees.

Nissan – 9609 4655
Unit 5, 42 Newton Rd, Wetherill Park
E: nissan@augmentoring.com.au

Stephen – 9688 7888
Suite 6, 1 Railway St, Baulkham Hills
E: stephen@augmentoring.com.au

The partnership between Nissan Nissan & Stephen Dinte brings together the knowledge gained from a combined 35 years of mortgage broking. This is coupled with Stephen’s experience as a trainer having, at one time, been the Training manager for one of Sydney’s large Building Societies. Mentees will undertake a very structured learning program that focuses on the key aspects of lending, marketing and prospecting, with the aim of setting them apart from other industry participants. Nissan and Stephen pride themselves on taking each individual mentee, step by step through the training years, and making them confident and knowledgeable exponents of our craft.

Australian Broker Services Pty Ltd is a husband and wife team with over 60 years of finance and banking experience covering all aspects of Compliance, Business Development and Loan writing.

Graeme is a qualified Trainer delivering training for Certificate courses in New South Wales as well as the writer of an Asset Finance course. He has established Mortgage Broking businesses for a number of Accounting and Financial Planning groups and has a sound knowledge of Compliance.

This was obtained in his past role as a Compliance Manager and Responsible Manager for a Boutique Aggregator in NSW. He has a strong understanding of Commercial and Asset Finance and also Finance Industry regulations.

Rhonda Also has experience in the Financial Planning area and offers a wealth of knowledge in all residential Lending as well as SMSF, Reverse Mortgages and Asset Finance

Australian Broker Services has a very structured learning program that focuses on all aspects of Finance and Mortgage Broking with a choice of 3 models depending on the Mentees needs. Their focus is assisting Mentees create a business that caters for the entire needs of their clients, just not residential mortgage finance.

Glenn has been involved in the mortgage and finance industry since 1995.

In that time he has worked in many areas of lending and has a great deal of experience, particularly in the construction of new homes and the acquisition of property to build wealth.

Glenn built a very successful brokerage, concentrating on giving his customers and business partners a very personalised experience, one that made Glenn much more than just a trusted confidante, he became a family member!

Glenn started mentoring brokers into the industry as a continued passion for making the industry better, as the industry has changed, asking more of its new entrants, Glenn has taken this responsibility very seriously, ensuring all his team are highly educated, highly motivated and ready to make a difference in peoples lives. Glenn’s prime focus has always been on building solid, long term relationships and he takes this passion and shares it with his mentees. Glenn also believes in giving his mentees a personalised and multi-layered program with assistance that is tailor made expressly for each individual.

Glenn is a full time Mentor and is a qualified and certified mentor of both the MFAA and FBAA.

I have over 25 years experience in the Finance Sector working with CBA, Citibank and Macquarie. I have been a Business Development Manager for over 14 years working with finance brokers from all walks of life. Throughout my journey as a BDM, I have been awarded and recognized, based on my experience, expertise, professionalism, innovator with eye for meticulous detail and most importantly my passion for my craft and industry. I will demonstrate commitment to my profession, integrity, ethics, innovative ideas, coaching and increasing sales, by contributing to the development of my mentees by formulating sales and implementing effective strategies to increase market share and brand.

I welcome all new recruits into our dynamic industry and would love to be part of your new journey in to the Broker World.

Samuel is deeply passionate about positively impacting the lives of others through fulfilling their home ownership dreams. Buying a home does not only provide stability and independence, but enables families to secure and grow their financial wellbeing. Samuel's mission is to advocate on behalf of families for a fair finance outcome when buying a home, whilst also helping other families in need with rebuilding their homes.

By the age of twenty two, Samuel was promoted to becoming a Premier Banking Relationship Manager at Commonwealth Bank whilst studying his Law & Commerce degree full time. Samuel was awarded with the 'Diamond Lending' award for exceeding customer, risk and business outcomes reflecting the level of excellence he strives for. During his mid-twenties, he founded a purpose-driven and digital mortgage brokerage with the purpose of using finance as a real force for good. Every time a family is supported to achieve their home ownership dream, another family in need gets financially supported with rebuilding their home. The brokerage is the first and only Australian brokerage that commits 50% of their profits to helping other families rebuild their homes. Samuel aims to encourage and support new brokers to make a meaningful difference.   

What's different about his mentorship approach?

• Mentorship not just in mortgage broking but also in marketing, public relations, branding, development, strategy, process improvement, customer experience and leadership
• Resources and tools across the business 
• Ability to access customer prospects and implement an online home loan application process at a discounted cost

Oliver has demonstrated outstanding professionalism and ethics not only within BP Mortgage but also in the wider mortgage industry. He is well known and is the recipient of many of the industry awards including the prestigious Australian Mortgage Award – Broker of the Year in 2016 and MPA’s Young Guns 2016. The broker team Oliver mentored during the period from November 2016 to December 2020 was crowned as Top 25 Brokerages in 2017, AMA Brokerage of The Year 2018 and ABA Major Brokerage of The Year Non-Franchise 2017 & 2018. Since Oliver received the honour to become an Approved Mentor with FBAA, he has been able to nurture many junior brokers and groom them to become successful brokers and industry leaders. He is very well respected by brokers under his mentor program and has become a role model for many mortgage brokers.

I have over 15 years experience working in the mortgage broking industry, particularly as Training Manager for Citibank Mortgages division, and currently trainer and assessor for the Cert IV in Finance and Mortgage Broking and Diploma of Finance and Mortgage Broking Management. I am passionate about seeing new to industry mortgage brokers succeed in their chosen profession, offering support and development from the early stages of your career. I believe that training and mentoring go hand in hand, assisting you in navigating anything from compliance requirements, processes, procedures and products, to increased leads and sales. For brokers new to industry we develop a program based around the topics that you would like to learn more about. I look forward to welcoming you to the Capere family and seeing you enjoy success for the future.

Capita Finance is an award-winning Mortgage Broking Business based in Leederville, Western Australia. Under our CapitaU brand, we offer a two-year mentoring programme that is incorporated into our day to day business. The CapitaU learning process will embed you into the business of being a Mortgage Broker nestled amongst our experienced brokers along with a structured learning environment.

Citywide Home Loans is an entity designed to submit loan applications on behalf of our clients, ranging from residential loans, asses and personal finance, and commercial loans (including SMSF loans). We ensure that in all circumstances, the needs of the clients is of the highest importance, and we always strive to get them the best deal possible.

Citywide Home Loans makes dreams come true.

Strong experience mortgage broker to help you achieve goals in mortgage broking industry, and performing high-standard customer service to achieve and exceed sales target.

Eric Dong started his career as an Accountant in 2010. He subsequently ventured into financial services industry in 2012 initially as a financial planner, then a mortgage broker since 2013. He holds a MBA, Master of Financial Planning, Bachelor of Accounting, diploma of mortgage broking management and accreditation of RG146.

Taking the time to get to know clients and asking the right questions to get a good understanding of their full financial picture, is one of the things that EK Mortgage founding Director Eric Dong credits with building a loyal customer base. Eric estimates that approximately 95 per cent of his business now comes from customer referrals.

Eric could provide residential and commercial lending, asset finance, personal lending and general insurance services. Eric says the diversity of his product offering is one of the reasons why he gets a lot of repeat business from existing clients.

Often clients will approach him with a specific need in mind, but once he understands their full financial picture, Eric says he is able to offer them additional financial products that they may have not realised they could access. He believes that the true diversity of the mortgage and commercial finance industry is realised when brokers are able to unlock the diversity of client’s financial needs.

Achieving that legacy will no doubt be driven by his demonstrated ability to embrace difference and build trust with his clients and his determination to find new opportunities that best support their financial needs.

Introducing Your Mentor – Phil Dempsey
Phil has a wealth of expertise and extensive experience in finance, lending, business, and
educational training based on a career spanning over 35 years in the mortgage and finance
broking industry. Phil understands the intricacies of the industry and what it takes for
professionals to thrive and differentiate themselves in a competitive market.
As well as industry qualifications including a Certificate IV in Financial Services
(Finance/Mortgage Broking) and a Diploma of Finance and Mortgage Broking Management,
Phil holds a Diploma of Training Design and Development (Training and Assessing), and an
Advanced Diploma of Business. The combination of these, coupled with his comprehensive
expertise and hands-on experience, enables him to deliver mentoring support that resonates
with participants and drives tangible results.

Phil is an Executive Manager at elevateB Pty Ltd, an educational training provider
specialising in professional development and training courses. With over a decade of
experience, elevateB has been instrumental in designing and delivering cutting-edge
programs to empower individuals and businesses with the knowledge and skills necessary to
excel in their respective fields.

elevateB was entrusted by the FBAA to develop an innovative online program tailored for
new-to-industry Mortgage Brokers - the FBAA Mentoring Program. Phil was the lead for this
initiative.

The FBAA Mentoring Program
Crafted under Phil’s guidance, the FBAA Mentoring Program equips mentees with essential
skills, knowledge, and tools crucial for success in the mortgage broking industry. The
program provides a structured framework to fulfil the mandatory two-year mentoring industry
requirement, ensuring mentees receive comprehensive training and support. Delivered
through an interactive online platform, participants benefit from flexible learning opportunities
tailored to accommodate their schedules and preferences. The program curriculum
comprises a blend of readings, multimedia content, discussion forums, activities, and
quizzes, offering a holistic learning experience.

Recognising the value of ongoing learning, the FBAA has allocated CPD points for the
Mentoring Program, further underscoring its relevance and significance in the professional
development landscape.

Next Steps
For individuals seeking to distinguish themselves and attract more clients in the finance
broking industry, Phil invites you to schedule a consultation to discuss your situation and
objectives. Take the first step towards elevating your career and achieving your professional
goals by contacting Phil.

Stepping into the world of finance can be daunting. Whether you’re a new adviser, first homeowner or investor, you need the right answers and you need them fast.
Ted Naim gets things done. With forty-plus years in the finance industry, Ted has a lifetime of experience and knowledge that he willingly passes on to his clients and mentees.

This is a dynamic and comprehensive career that covers all aspects of lending. Starting in 1981 Ted held management roles in Retail [Residential] Lending, Commercial Lending and Corporate/Institution lending. From 1999, Ted built several successful Mortgage Management Businesses in the non-bank lending sector. His latest success story is Mortgage Merchants Australia Pty Ltd a substantial list of clients since 2005 as well as teaching new entrants to the Mortgage Broking industry via TAFE NSW.

Becoming a mentor and a teacher in the finance industry is a natural progression for Ted. He remembers how difficult it was getting started in the financial industry. Opportunities were in short supply. Whilst he survived and thrived, Ted knows that genuine, unbiased guidance would have made a huge difference. 

As a Mentor and Teacher, Ted offers full access to his experience. For his Mentees and Students this means credible answers to the many issues they come across in this field. He stands by his commitment to help, and he does it in a calming, reassuring manor that leaves both clients and mentees feeling confident about their own goals.
When asked about the secret to success, Ted explained, “In the end it’s about people and having a genuine interest in their needs.”
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Qualifications:
Master of Business - Banking and Finance
Diploma of Accounting
Diploma of Financial Services – Financial Planning
Diploma of Mortgage Management and Broking
Certificate IV in Financial Studies
ICFS Specialist SMSF Course

Memberships and Associations:
Financial Planning Association of Australia (Financial Planning Advice)
Mortgage & Finance Association of Australia (Mortgage Lending Advice)
Australian Financial Complaints Authority
Ted is the responsible officer for the Australian Credit License held by Mortgage Merchants
Australia Pty Limited.

I started out in Lending as a credit officer prior to moving to a frontline BDM role with Citi, Homeloans Ltd and then Macquarie Bank. My experience is therefore wide ranging from prime to non-conforming lending. Crucially, I have a bankers eye as to how to put a deal together.

More recently I started the broker community to help new brokers (and old) called Finance and Coffee in Feb of 2016. Eventually we will cross paths. So contact me and let’s start with a cup of coffee.

Peter is an accomplished and energetic Finance Broker with a solid history of achievement in quality loan submission to settlements gained from over 12 years working in both PAYG and self-employed roles within the Mortgage & Financial Services Industry.

He is the owner of financebrokermentor.com which offers mentoring support to Solo Brokers in their businesses. Peter is a strong believer that Brokers should not have to experience the stressful business roller coaster of continuous ups and downs that is usually associated with being a solo operator. He only works one-on-one with Brokers, allowing them to fully utilise his unique skills and current industry knowledge providing them with the ability to learn at their own pace and promptly receive feedback along the way while growing a successful and compliant brokerage.

Working with many lending partners and other proven industry experts, Peter is here to ensure that Brokers build the life they dreamed of when they first joined the industry.

Bianca has been working as a mortgage broking industry and finance industry for over 5 years. She worked previously in the book keeping and accounting industry before deciding to become a mortgage broker.

She has completed her Certificate IV in Book Keeping and Account Management, Certificate IV in Finance and Mortgage Broking and is currently completing her Diploma in Finance.

She is passionate about seeing new to industry mortgage brokers succeed in their chosen profession – and offering the support and assistant to develop knowledge of the industry that she was lucky enough to receive when she was starting in the industry.

Kaleido Loans was founded in 2015 by Jason after leaving his career in banking with the goal of making the home loan process simpler and easier to understand. The team has now grown to a team of mortgage brokers and mortgage assistants based out of the great city of Parramatta in Western Sydney.

We are always open to having conversations with new entrants to the industry who are looking to join a profession where you can make a difference in one of the most important aspects of their life – their finances. 

The profession as a mortgage broker is very rewards and fulfilling, while at the same time giving you a variety of challenges to problem solve. There’s really no other job like this!

If you are thinking of joining the industry, give us a call!

If you are interested in becoming a mortgage broker or have an interest in the mortgage broking industry or simply aspire to become a better broker, contact us.

Mentoring is more than just ‘training’, it is more than just ‘process’. Mentoring to FCA represents a unique partnership where we work together for a common and trustworthy purpose… to see your business succeed. No pretence, no ‘pie in the sky’ wishful thinking. Integrity and honesty in every aspect of our and your businesses.

Our aim is to ensure your aims are achieved, we do this through trust, respect and dedication.

Steve has been involved in the mortgage and finance industry since 2004, building a multi award winning business and an award-winning mentor program. 

Steve has coached over 100 new to industry brokers with many now mentors and award-winning brokers themselves. Steve has the heart of a teacher as he also teaches finance & economics to high school & university students in his spare time. 

Steve studied a post-grad Diploma in Applied Economics from the Mises Institute at Auburn University in Alabama, USA. Being an Austrian economic analyst, Steve views the economy different to today’s mainstream economic textbooks which has helped brokers be able to educate their clients and referral partners on what’s really happening in the economy and where things are likely heading. Steve also has an Austrian economic YouTube channel with almost 17,000 subscribers which includes some large hedge fund managers, private family offices, leading economists from across the world and even a real-life character from the movie ‘The Big Short”.  

Since 2004, Steve has personally helped almost 3,000 clients with mortgages for both owner occupied & investment purposes, commercial loans, business loans, asset finance and SMSF loans. Steve doesn’t just sell loans, he teaches his clients his 8 steps in managing money so his clients can live the life they’ve always wanted & building clients for life.

Steve is a PLAN Hall of Fame Inductee, 2016 & 2022 QLD PLAN Business of the Year, 2022 National PLAN Business of the Year Finalist & the 2016 FBAA Mentor of the Year. Steve’s mentoring is focused on his 4 pillars of success built around the success broker coaching program, this includes building key referral partners, brand & digital marketing, access to online leads, automated marketing system and a low-cost loan processing option. Steve shares how he & other brokers have built their businesses successfully by following his 4 pillars of success. 

Steve doesn’t charge for mentoring but it doesn’t mean it’s free. Steve will require an investment of your time & commitment to success and in return Steve will invest his time and commitment to you as a new to industry broker. Steve only makes money when you the broker makes money by sharing in a commission split, with industry leading splits to you the broker of up to 97%. 

So, if you are looking for a hands-on mentor who has a track record of mentoring successful new to industry brokers who goes beyond just teaching you how to build a successful broking business, then contact Steve for a chat.

I’m a qualified training professional with significant RTO exposure and over 25 years working directly in the Australian finance industry, my experience includes time at NAB, St George, Mortgage Choice, Performance Edge Systems (Registered Training Organisation) and the BT / Westpac Group.

I work exclusively with Finsure/LoanKit Brokers so they can get ahead of the competition.

Since joining Finsure in 2016, I have created the Finsure Broker Academy of which I am the Mentor. In this role I educate, motivate and encourage participants who are new to finance industry. The program is comprehensive and all-encompassing for people that want to become a Broker, a financial services professional.

The Finsure Broker Academy mission is dedication to producing the best version of you.

Penny was an experienced and well-respected chartered accountant (ICAA) for eight years before embarking on her journey as a mortgage broker over four years ago, seeing it as a great opportunity to utilise her professional background and add value to the mortgage industry, as well as to achieve professional and personal growth. Over the years, Penny has developed tremendous passion for the industry and accumulated enormous experience and knowledge to assist her clients who require residential and/or business lending.

Seeing the rapid changes in the mortgage broking landscape, Penny feels obligated to share her knowledge and skills with new mortgage brokers, and to help them find their feet and prosper. Penny will be sharing not only the technical skills for being a mortgage broker, but also how to run a successful business and how to network with professionalism and integrity. Penny’s goal is to help more and more new and responsible blood into the industry, so we will all benefit and grow stronger as a whole!

Kel has over 30 years’ experience leading and mentoring professionals. A combination of proven experience and success in Finance and Sales has served him well, helping many Brokers and Brokerages elevate their performance and business. This includes working with Australia’s leading Brokerages.

A keynote speaker for several Finance association’s including FBAA on Broker Growth Techniques and Proven Methodologies, Kel has walked in the shoes of those he mentors. From starting a Broker business in 2014 and achieving exceptional growth over 5 years, to working with various Lenders in growth development and operations, he fully understands that alignment between Broker and Lender is critical as well as what Lenders are seeking in appetite and approvals.

Kel specialises in the below:

• Broker business growth – how to attract the right clients
• Asset Finance, Business Loans, Consumer Lending
• Lenders – appetite of Lenders
• Compliance and Credit
• Business process
• Mindset for success coaching

Lendd has developed a Mentoring Program that is designed to provide you with the real-world skills and support you need to flourish as a mortgage broker.

You can expect structured workshops, covering business planning, interview skills, presenting solutions, best practice processes and much more. A comprehensive framework of tools and checklists and material covering everything a broker needs to thrive, is provided. 

Typically, mentoring is delivered by your one industry expert, we have decided three would be better. You can meet them later because we also offer personal development and coaching programs and first, we would like to introduce you to your very own Business Coach to support and enhance the Mentoring process.

Steve Purser | Business Coach

For the past 30 years Steve has worked with a variety of media companies as Strategy Consultant to improve their internal systems and to add extra value to their client offering, to ultimately increase the outcomes of both company, and client. In recent years he has been working in a more targeted strategic capacity, directly with business owners to improve and leverage their business sustainability, scalability and saleability.

Eleanor Crosby | Industry Expert

Eleanor has been in the banking and finance industry commencing her career with CBA back in 1996. Since then, she has gained varied experience across other lenders, the tax office, accounting, and financial planning before commencing her career as a broker with Aussie in January 2016.

Lauren Conde | Industry Expert

Lauren is a second-generation Finance Broker that has been in the industry for over 15 years. Mortgage broking in 2004 to 2005 for her father’s business she moved to loan processing roles before returning to broking. Lauren is also the proud recipient of the 2019 Loan Administrator of the Year Award by Australian Broker.

Jason Bridgett | Industry Expert

Jason has 35 years experience in the financial services industry and has successfully operated as a mortgage broker both in the UK and Australia before taking on a training role with a franchise group later moving to operational and compliance roles. He has an intimate understanding of the NCCP Act and ASIC Regulatory guidance.

So, if you see the benefit in being mentored by a team with over a 100 years of experience and have the mindset for success coaching, you should reach out.

We deliver the training and support you require to become an exceptional broker and the coaching you need to flourish as a business owner.

Jane Silvestro has worked with finance professionals in mortgage broking for over 10 years and has successfully mentored new to industry brokers. Utilising the Liberty Network Services (LNS) A-FIT program, Jane provides a comprehensive and structured approach to mentoring. This includes assistance with credit and lending also support around referral source development, business, marketing and sales planning. Exclusively working with LNS Advisers, Jane is able to provide high touch support and facilitate access to a range of additional training and professional development services to help you get set-up for success in mortgage broking.

Build a successful business with Liberty Network Services (LNS). Join LNS and become more than a mortgage broker. Give yourself the best chance to grow your business with one of Australia’s award-winning boutique aggregators and leading retail broking business. Our exceptional A-Fit program is designed to help new to industry Brokers and/or Brokers who have been in the industry for less than two years. A-FIT runs over 24 months and provides a comprehensive framework of supporting tools and material covering everything a broker needs to maximise success. Our qualified team of Network Sales Managers and support staff work through every component of the program, adapting the depth of training and coaching required based on the Brokers skill and business acumen.

Sanna is energetic experienced salesperson, with a passion to provide excellent customer service and build a sustainable successful business. With experience in loan writing, business development and marketing she has in depth understanding what is required to be a successful broker.

Utilising the Liberty Network Services (LNS) A-FIT program, Sanna provides a comprehensive and structured approach to mentoring. This includes assistance with credit and lending also support around referral source development, business, marketing and sales planning. Exclusively working with LNS Advisers, Sanna is able to provide high touch support and facilitate access to a range of additional training and professional development services to help you get set-up for success in mortgage broking.

Build a successful business with Liberty Network Services (LNS). Join LNS and become more than a mortgage broker. Give yourself the best chance to grow your business with one of Australia’s award-winning boutique aggregators and leading retail broking business. Our exceptional A-Fit program is designed to help new to industry Brokers and/or Brokers who have been in the industry for less than two years. A-FIT runs over 24 months and provides a comprehensive framework of supporting tools and material covering everything a broker needs to maximise success. Our qualified team of Network Sales Managers and support staff work through every component of the program, adapting the depth of training and coaching required based on the Brokers skill and business acumen.

Peter Mastroianni established Loans Only in 2017 and had significant career achievements as a residential Mortgage Broker. In 2021, Peter’s focus changed to Mortgage Broking Business Services to help new-to-industry solopreneur Brokers build better businesses.

Peter offers an exceptionally low overhead service via a sub-aggregation model. Commission payments are high (80-100%) and no additional fee for mentoring is charged. Mentoring is remotely administered 1-2-1 and via group learning. Access is also provided to an extensive online learning centre. Additionally, brokers gain a fully customised gamified mortgage originations website for free (BYO branding) empowering solopreneur brokers to effectively compete in the ultra-competitive digital space.

If you would like to know more on how Loans Only can help build your brokerage, please download our information pack at: www.loansonly.com/join-us or call Peter directly on 0427 379 707.

Barbara Hogan has been a Finance Professional for over 30 years beginning her successful career at the State Bank of NSW and progressing through various roles from being a self-employed Mortgage Broker to most recently Network Sales Manager for Liberty Network Services. Barbara’s main goal is to provide exceptional levels of customer service with a focus on sales and keeping in mind the satisfaction of the end customer. She is an exceptional communicator and thrives in the training and coaching environment. Barbara enjoys sharing her years of Finance experience with others and assisting them work towards achieving successes in their own business.

Build a successful business with Liberty Network Services (LNS). Join LNS and become more than a mortgage broker. Give yourself the best chance to grow your business with one of Australia’s award-winning boutique aggregators and leading retail broking business. Our exceptional A-Fit program is designed to help new to industry Brokers and/or Brokers who have been in the industry for less than two years. A-FIT runs over 24 months and provides a comprehensive framework of supporting tools and material covering everything a broker needs to maximise success. Our qualified team of Network Sales Managers and support staff work through every component of the program, adapting the depth of training and coaching required based on the Brokers skill and business acumen.

With many years of financial industry experience, Mark understands the challenges involved in broking and recognises the value in strong relationships. Mark takes genuine interest in the growth of his brokers and understands the benefits of taking an individual approach to each mentee. For this reason, he tailors his approach to their specific needs and works to their unique set of strengths and weaknesses. Working with new to industry brokers is a true passion of Mark’s, and he is particularly proud of his ability to help them navigate with confidence and enthusiasm their first 2 years as Liberty Advisers.

Mentoring using Liberty Network Services exceptional A-Fit program, Mark will help you in your first 2. A-FIT runs over 24 months and provides a comprehensive framework of supporting tools and material covering everything a broker needs to maximise success. As one of LNS’s qualified team of Network Sales Managers and along with the LNS support staff you will work through every component of the program, customising the level of training and coaching required based on the Brokers skill and business acumen.

Clara is a sales-oriented professional with expertise in lending, client relationship management, customer satisfaction, retention, mentoring and people management. She possesses astute business knowledge and has experience contributing to strategic planning while delivering improvements in processes, productivity, and costs.

In all the roles that Clara has held, she has fostered strong relationships with her brokers, customers, and strategic associates – Many calling her a close friend!

As a sales professional, Clara has exceeded all targets and simultaneously gained respect from business partners within the finance sector.

Clara is a Network Sales Manager for Liberty Network Services (LNS) in WA. As a mentor, Clara can help you build a successful business within the industry. The exceptional LNS A-FIT Program is designed to help ‘New to Industry’ Brokers and/or Brokers who have been in the industry for less than two years. A-FIT runs over 24 months and provides a comprehensive framework of supporting tools and material covering everything a broker needs to maximise success.

Daniel has over 12 years’ experience in the mortgage broking & personal finance industry. He is passionate about the mortgage broking industry and prides himself on being able to coach brokers to grow their businesses across multiple asset classes. Combining this experience Daniel works exclusively with Liberty Network Services Adviser’s under their structure mentoring program, ensuring new to industry brokers have the best chance to succeed under their high touch support business model.

Build a successful business with Liberty Network Services (LNS). Join LNS and become more than a mortgage broker. Give yourself the best chance to grow your business with one of Australia’s award-winning boutique aggregators and leading retail broking business. Our exceptional A-Fit program is designed to help new to industry Brokers and/or Brokers who have been in the industry for less than two years. A-FIT runs over 24 months and provides a comprehensive framework of supporting tools and material covering everything a broker needs to maximise success. Our qualified team of Network Sales Managers and support staff work through every component of the program, adapting the depth of training and coaching required based on the Brokers skill and business acumen.a

Lisa’s expertise is in relationship building, strategic planning and market analysis coupled with a proven track record, talent, and passion for mentoring and coaching lending professionals to produce outstanding business performance.  Lisa takes genuine interest in the growth of her brokers and understands the individual approach required of each to give the best support. For this reason, she tailors her approach to their specific needs and coaches to their uniqueness. Combining over a decade of experience in the mortgage and financial services industry and a true passion to work with new to industry brokers exclusively in Liberty Network Services to be confident, educated, successful and celebrated.

Build a successful business with Liberty Network Services (LNS). Join LNS and become more than a mortgage broker. Give yourself the best chance to grow your business with one of Australia’s award-winning boutique aggregators and leading retail broking business. Our exceptional A-Fit program is designed to help new to industry Brokers and/or Brokers who have been in the industry for less than two years. A-FIT runs over 24 months and provides a comprehensive framework of supporting tools and material covering everything a broker needs to maximise success. Our qualified team of Network Sales Managers and support staff work through every component of the program, adapting the depth of training and coaching required based on the Brokers skill and business acumen.

James Wong is a seasoned finance professional with many years of experience in lending, credit, leadership, and customer service. James has dedicated his career to helping individuals and businesses achieve their financial goals.

With a deep understanding of the finance industry, James has developed expertise in a wide range of areas, from analysing credit risks to managing teams of financial professionals. James has built a reputation as a trusted consultant, providing guidance and support to clients as they navigate complex business and financial decisions.

As a mentor, James is passionate about sharing his knowledge and experience with others in the industry. Whether you are just starting out in finance or looking to take your career to the next level, James is committed to helping you achieve your goals.

Marlon Plavin has a wealth of experience in the finance industry, harnessing his extensive credit knowledge to facilitate growth and development in others. Having gained valuable experience across various roles and asset classes, he finds immense fulfillment in sharing his insights and supporting individuals in reaching their career aspirations. Marlon's passion for diversification and customer service is crucial in navigating the complex lending landscape.

Marlon's dedication is to share knowledge and foster growth with the ultimate goal of helping individuals and businesses achieve their professional dreams. Ultimately, Marlon's mission is simple: he wants to extend a helping hand to those striving for success within the finance industry.

Praveen’s professional career spans almost three decades of extensive management experience in IT Multinationals and Financial Services. He is highly regarded for his business acumen, integrity and commitment that contributed to developing highly skilled personnel and significant growth in business revenues.

He is an Accredited Business Mentor for Business Mentors New Zealand and assisted business entrepreneurs in various stages of their business from Start ups to established businesses providing them with advice and implementation in Business Analysis, Finance management, Budgeting, Marketing, Personnel Management, and IT integration.

He established a successful Financial Services business in New Zealand, which has been operational for over 10 years, delivering Residential Mortgage solutions, Commercial - Business Finance solutions, Asset finance and Financial Risk & Insurance Solutions.

He joined the financial services arm of Mandanex group, that operates internationally and since 2018, he heads the Financial Services business and is assisted by a team of Professional Financial Service brokers. He is certified as an Accepted Finance Mentor of FBAA and approved Finance Mentor of Finsure Finance & Insurance - the largest Finance Aggregators of Australia. He has more than a decade of proven experience as a successful loan writer of several million dollars gaining specialized knowledge and skills of the Financial Services industry.

Mentees gain in-depth understanding of Business Process and modelling, Consistent quality, practice & procedure management, Information management, Clients’ handling, Privacy management, Compliance with regulations, Records management, Social and Network marketing

For Mario, deciding to leave a well-paid senior position in financial services was a life-changing decision that he had to make to achieve his goal of launching his own business and building a secure financial future for his family.

When Mario Borg entered the mortgage broking industry in 2004, he didn't anticipate that he would establish two successful brokerages, hit the $1 billion settlement milestone and become a broker mentor and coach.

Mario is professionally qualified as an MBA, in addition to other undergraduate qualifications across the accounting and finance disciplines.

Mario has been recognised as one of Australia’s top Mortgage Brokers having been listed on the MPA Top 100 prestige leaderboard for 12 years running. Mario attributes his broking success to helping his clients get ahead financially, by providing strategic finance advice, and by helping them understand the need to ensure their quality of living can be sustained when their earning capacity is past its peak.

Mario is an FBAA Accredited Mortgage Broker Mentor, and a Business & Success Coach for Mortgage Brokers.

Mario has personally built a multi-million dollar property portfolio and is an active and passionate property investor and developer. Mario has been acknowledged by the mortgage industry with multiple awards.

Mario’s comments are sought after as he was regularly featured in the Australian Financial Review and in the Domain section of The Age - during his mortgage broking career. He has also appeared on several occasions on Channel 7 news commenting on interest rate movements.

Andrew Tan is a successful mortgage broker mentor with a proven track record of helping others achieve their financial goals.

After a successful career in engineering, Andrew decided to go self-employed and co-founded Capital Power Pty Ltd, a mortgage broking company. Using his engineering expertise, he implemented innovative processes that resulted in faster application-to-settlement turnaround times and improved customer experiences.

In 2003, Andrew co-founded Members First Broker Network Pty Ltd, a mortgage sub-aggregator that quickly became one PLAN Australia’s most successful super-groups in the industry. When the company was sold in 2012, its mortgage portfolio was worth around $2 billion.

Andrew is a highly respected mentor and educator in the mortgage industry. He is passionate about helping new and existing mortgage brokers achieve their full potential. His innovative use of technology and systems has helped many brokers to make their businesses more profitable and robust.

Andrew is a true advocate for mortgage brokers and their clients. He is committed to transforming the mortgage industry and helping brokers and their businesses become very successful.

Emmanuel is Loanscope’s Senior Mortgage Broker and Director. Loanscope is a boutique mortgage broking firm with a close-knit team of brokers who pride themselves on providing the very best of service and advice.

Emmanuel’s experience in the broking, finance and banking industry spans 15+ years, and during this time, he has provided expert advice and support to all kinds of clients, from first home buyers to investors with large property portfolios.

Emmanuel takes the time to understand each client’s specific requirements to enable highly tailored recommendations. He also educates clients to improve their understanding of lending products and why some suit their needs more than others. This high level of care and support is extended to Loanscope brokers. The environment is highly collaborative with a free flow of knowledge and experiences within the team. The culture is one of strong ethical principles, positive energy and relationship building to support quality client outcomes and continued business growth.

Brokers in the early stages of their career will find Emmanuel a great ally in their journey to become an excellent mortgage broker within a highly successful business model.

Pauline has been a successful mortgage broker for over 17 years. She is not only successful as a mortgage broker but has excelled in property development. Until 2016, Pauline was the owner and CEO of a registered training organisation specialising in mortgage broking where she wrote the material for the Certificate IV and Diploma in Finance and Mortgage Broking.

Pauline is currently the CEO of 2 successful mortgage broking businesses. She has an abundance of real experience and knowledge that enables her to provide you with the facts and skills to succeed. Pauline will absolutely live up to and surpass to the expectations of what the word ‘Mentor’ means.

Aggregator-Agnostic, our Team share a vision to equip New to Industry Brokers with the knowledge, skills and passion to build a sustainable, profitable, ethical and scalable mortgage broking practice. And THAT is why I believe we breed so many Industry Finalists and Award-Winning Brokers, year on year.

“Nat is a superstar, I really can’t speak more highly of her. Nat’s knowledge of the residential mortgage industry is second to none, and it’s a privilege working with her because you always get the right answers on bank policies, and client scenarios and strategies, and you get them fast.“

– Daniel Gold, Long Property.

Mortgage Broker, Author and Property Investor.

My 10 plus years of experience in the financial services industry includes working as a Financial Planner, with the Commonwealth Bank of Australia and as a Mortgage Broker with the Mortgage Australia Group. I am also an MFAA and FBAA Approved Mentorand have mentored dozens of Mortgage Brokers. My qualifications include a Bachelor or Commerce in Account, Certificate III in Financial Services, Certificate IV in Finance & Mortgage Broking. 

Mentor with 5 years Broking Experience

I am a self-motivated, results driven mentor. I genuinely want my mentees to succeed.I believe in giving my mentees assistance that helps them grow and learn.

I am determined to ensure they understand what and why they are doing something.I particularly like delivering the Mr Mentor Lessons/ Modules as these lessons help the new to industry understand.

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry. “I am so pleased to be helping the New to Industry Brokers”

CEO, Mentor, 21 Years Broking Experience

Pauline has been Mentoring Mortgage Brokers for the past 15 years.

Her programs have been acclaimed and recognized by the industry in fact she was a Hall of Fame inductee in 2009 for her contribution to the Industry. She has mentored many of the great Brokers in the Industry and is without doubt passionate about helping all new entrants to the industry.

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry. “I am very pleased to say that we are delivering”

Mentor – 29 Years Banking & 7 Years Broking Experience

I am an established commercial and residential finance broker and mentor to new brokers.

Formerly Senior Commercial Banker with a broad range of experience across the banking industry gained from over 30 years’ experience in banking and the finance in the UK and Australasia.

I have proven leadership skills involving managing, developing, and motivating staff to achieve their objectives. I have first class analytical and problem-solving skills and am keen to innovate and “push boundaries.

I have taken the lead in the Commercial Mentoring program and am pleased to say that this program is delivering the gap between residential and commercial broking.

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry. “I am excited to be helping Residential Mortgage Brokers Diversify and become Commercial – Finance Brokers”

Mentor – 5 Years Broking Experience

After 15 years of service with the ANZ Bank I entered the Mortgage Broking Industry.  I enjoy working with the new entrants and mentees as I know how hard it is to get some traction in the Industry.

Aside from mentoring I run my own Mortgage Broking Business and I am also the compliance manager for a sub aggregation group.

I certainly understand what it means to be compliant and what it means to gain enough knowledge to lodge your first loan.

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry.  “I remember how hard it was to write my first loan – I am pleased to be helping the new entrants to the industry”

Mentor – 23 Years Commercial Finance Experience

After working for the ANZ Bank for almost 14 years, I was able to divert my skill set both knowledge and skills to the Mortgage Broking Industry.

My main skills are my ability to structure commercial deals – large or small. Negotiate these deals with the lenders and then to communicate my expertise and knowledge to the new Mentees.

I do act both as a residential and a commercial broker, but my real passion is helping the new entrants upskill and become commercial brokers

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry. “My past experiences in the world of banking have put me in a very knowledgeable position about credit – it is an honour for me to share my knowledge”

Mentor – 15 Years Commercial Banking Experience

I have had more than thirteen years of experience in the area of Finance, Credit, Marketing, Management and Customer service with emphasis on customer relationship and sales.

I am truly customer focused and I have managed to exceed all of my targets and am now happy to share my expertise in helping residential brokers become excellent commercial brokers.

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry. “My experiences both as an ex banker and a businessperson have put me in a position where I am truly excited to share my knowledge and business acumen with the new commercial mentees” 

Mentor – 7 Years Mortgage Broking Experience

I have been working in the Mortgage Broking Industry since 2013.

My main duties as a Broker involve meeting and communicating with clients, suggesting solutions for clients, lodging, and settling loans on a consistent monthly basis.

This is the career that feeds my family, and I am truly passionate about Mortgage Broking.

I have excellent IT Skills and delighted that my expertise is helping the new entrants in this industry

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry. “I am enjoying the outcomes that we as a team can deliver to the new entrants”

I have been a successful Mortgage Broker for the past 8 years

I have built an amazing business by looking after my clients who are now clients for life

I have worked with many different aggregators and truly believe that the Mr Mentor Program delivers real outcomes for the New to Industry Mortgage Brokers

Mentor – 35 Years Banking/Finance Experience

I have been working in the Banking and Finance Industry for many years.

My current role of working in the Mortgage Broking, Training, Coaching and Mentoring segments of the Mortgage Broking Industry is what I enjoy most.

I believe my knowledge of credit and compliance is exactly what the new mentees require, and I am delighted to be sharing my industry knowledge with all who enter the industry.

I have mentored many successful Brokers in the Mortgage Broking Industry and I look forward to helping many more new entrants.

The Vision of the Mr Mentor Program is that it will deliver exceptional broker to the Mortgage Broking Industry.
“When I help a new Broker become a success, then I feel that I too have succeeded”

I have been a successful mortgage broker for the past 8 years.

I am the compliance officer for Loanworx and Mr Mentor.

I love helping the new brokers to really get going with their loans.

Broking is a very rewarding and all-consuming career.

CEO & Founder: Accredited Coach/Mentor CPA | BBus (Acc)

WELCOME TO MY VIRTUAL MENTOR. We wish to congratulate you on becoming a Mortgage and Finance Broker. It is our privilege to be here to share your learning journey with you. Our culture is one of progress and momentum. We are one tribe, with one goal – ultimate Broker success.

I am Sylvia MacFarlaine, founder of My Virtual Mentor and the creator of the Broker Business Blueprint (TM). I have designed the single most comprehensive knowledge based coaching and mentoring program built to take your business from foundations all the way to your ultimate level of success.

The Broker Business Blueprint (TM) is a 5 step program that will develop you into a trusted Professional Broker, with established authority. Inspiring you with a new way forward, our bespoke program breaks from tradition by bringing you endless and evergreen capability, resources, and access to coaches. mentors and experts all collectively bringing you exponential experience in best practise. I understand your journey, I care and I have listened to your needs. I have 26 years of experience as a CPA and complex Lending Specialist, I know what it’s like to be a Rookie. I’m fully invested in your success and I can’t wait to see you on the inside.

After a diverse career in the banking industry working for the major banks, Jaka entered the broking space and has since provided clients with the highest level of professionalism and expertise through his Limitless Group brand.

His Fulfilment comes from educating individuals around their financial awareness, helping them understand where they are, how they got there and ultimately, helping them realise their full potential and possibilities for the road ahead.

With over 10 years’ experience, Jaka has proven himself to help others realise their full potential by eliminating financial challenges and creating greater opportunities. Jaka prides himself on being the market leader in assisting new-to-industry brokers in growing their businesses into strong, diverse and sustainable brokerages. His innovative approach to mentoring means that you should always be able to reach at least one of us in the event you require assistance, whether it be for scenario support, escalations, or sales and business coaching. Under his mentorship, he aims to have brokers create a profitable and successful business that compliments the lifestyle they want to live.

P: 02 6132 5900

Writing loans is both great fun and sometimes ridiculously frustrating and occasionally both at the same time. You need to understand, people, process, numbers, compliance and possibly business management. I am sure you would not be considering this career if you did not back yourself to be able to manage most, if not all, of these items. As a mentor, our job is to be available to help with the areas that may need some work, be available when the obscure pops up and you may need a second opinion and most importantly, point out the funny side of your frustration when someone makes a simple process seem impossibly difficult. We are here to help you understand the essentials, assisting you to solve the tricky ones and remind you to laugh; we offer 23 years’ experience within the industry without tearing our hair out. We have knowledge in brokering, mortgage management, commercial, business loans, loan structuring, company as well as trust lending and motor vehicle finance. Our company has been running since Jan 2002 so we have some idea on longevity. Equally, we also know that there are likely to be new methods and practices that could help us improve our business too. We are comfortable that we have significant information to pass on but we are not yet too old to learn new tricks. We would hope to genuinely partner with anyone we mentored. With our desire to partner with our associates, we will not be a good fit for all, and all will not be a good fit for us. There are likely to be a few coffee meetings to confirm similar mindsets and expectations before we both take the plunge. Hopefully from there it will be fun and rewarding for both of us.

I have been in the Banking Industry for over 26 years both in the United States and also in Australia.

I am originally from California and started my Banking Career in the US working for Dime Financial, Wells Fargo and North American Mortgage.

I moved to Australia in 1997 and have held numerous positions including State Manager of Westpac Bank, Broker Owner/Director of Professional Lending, Pioneer Mortgages and Queensland State Manager of Australian Loan Company. I am currently the State Manager of Interactive Mortgage & Finance/Beacon Group Lending arm.

I have been a mentor for over 12 years and have been in lending in Australia for approx. 19 years.

Mentoring is a step by step process and everyone can be a bit different in there learning capacity. We try to take each individual and have them work at their own pace to get them up and running, enabling them to write home loans as quickly as they have the ability to learn. Anything new will take time to remember, so you will progress at your own pace with us helping you to achieve along the way.

Bill has worked in the finance industry as an independent mortgage broker for over 9 years.
During that time, he has helped many Australian families obtain and fulfill their dreams of being able to buy
that dream home or buy their first investment property. He has also helped many individuals or families
refinance into a product that suits their present needs and objectives more accurately.

Bill has a passion for the industry and has always been willing to help his peers whenever they require his
assistance.

He has his cert IV and Diploma in Finance and is a member of the MFAA.
He has also been a member of the Sydney Hills Chamber of Commerce for the past 16 years, where he has
served on the board on multiple occasions. Whilst on the board, he also worked on new member inductions
and education pathways to assist them become more engaged and retained. The results during this time were
exemplary.

Bill has always had an enthusiasm to develop new members and provide aid to anyone in need. This is what
led him to become a member of the Purple Circle Pathways program.

Since January 2023, Bill has developed and worked with new to industry brokers assisting and guiding them to
become more confidant and grow their craft. Ater a short time, and ongoing successes, the next step was to
become a mentor and work even closer with those new to industry brokers.

Purple Circle financial services is the only aggregator with a fully approved program of which Bill works under.
The pathways program and development that Bill provides has been a remarkable success.
He looks forward to assisting the new brokers who join the Purple Circle family to become the best that they
can become.

Sue is an experienced mortgage broker, the owner of Quality Financial Group Pty Ltd, and has over 20 years experience in the banking and finance industry.

Quality Financial Group is a boutique mortgage broker company which mentors serious new to industry mortgage brokers who are looking for the opportunity to build their own sustainable & successful business with their own brand name.

With bucket loads of information working as a mortgage broker for many years, Sue decided to write the Quality Financial Group Mentor Programme to help new mortgage brokers become successful.

While actively writing home loans and keeping up to date with the latest in our industry, Sue’s sleeves will be rolled up working beside you. You will find your mentoring experience to be professional and authentic, grounded by honesty, integrity and a good sense of humour.

I am a dedicated mentor with a proven track record, backed by 5 years of hands-on experience in mortgage broking. Holding a Cert IV in Mortgage Broking and a Diploma in Finance and Mortgage Broking, I am committed to empowering my mentees to achieve unparalleled success in their mortgage broking careers.

My mentorship philosophy:
I am not just a mentor; I am a results-driven, self-motivated professional who genuinely wants my mentees to succeed. My mentoring approach focuses on providing practical assistance that fosters growth and learning. I am determined to ensure that my mentees not only know what they are doing but also understand the underlying reasons behind their actions.

Mortgage broking is a rewarding career, but without proper support and guidance, it can be challenging. Together, let's make your business bigger and better. My mentorship program is founded on principles of trust, respect, and dedication, ensuring that your aims are not just met but exceeded.

If you are interested in becoming a mortgage broker, navigating the mortgage broking industry, or simply aspiring to enhance your skills, contact us today. Let's embark on a journey of success together!

George Smith-Roberts is a successful Mortgage Broker, owning the Franchise for realestate.com.au Home Loans operating out of Lismore in the Northern Rivers of NSW. We offer a tailored mentoring package to help you become successful in your new career, with 24/7 phone and email support available to all mentee’s. Our package is individually tailored to meet your needs to ensure the best outcomes available.

Being located close to the QLD/NSW border, we can offer face to face training for Mentee’s located in South East QLD and Northern NSW which is included in our flat rate fee. Alternatively, our services can be accessed remotely if required and be administered nationwide.”

Great opportunity for a new broker to learn the ropes and be mentored through their initial 2 years. You’ll have the benefit of learning how to package and present loan deals and keep on top of your compliance requirements. More importantly you’ll have the benefit of learning from a small business person with a sales and marketing background so I can help you with the biggest challenge a broker faces which is new client attraction.

I’d love to have someone on board that will help me with my own deals when I get busy on a commission share basis.

If you have your own brand and are passionate about it that’s fine, but if you think you’d love to come on board with my brand then there’s definitely a long term opportunity for the right person to become a Reality Home Loans Broker.

Build a successful broking business with Redrock Group one of Australia’s top brokerages. We’re here to guide and support you on your pathway to broking success.

Marica Albert is a highly experienced mortgage broker with many years of experience who is passionate about passing on her extensive knowledge as your dedicated mentor. Marica works exclusively with Redrock brokers to increase performance, reduce risk and maximise their client base potential.

Marica will help and guide you to develop a range of skills and knowledge in credit and lending, compliance and risk, business planning and referrals and best practice systems and processes.

Joining Redrock you’ll avoid the hurdles and improve your success by using our dedicated mentoring program built by industry professionals with more than 20 years’ experience.

Commencing your mortgage broking career can be challenging, using our proven mentoring and support system, purpose built for new to industry brokers will put in front of the competition, in the shortest possible time.

Join our award winning team and build a successful broking business by helping Australians achieve their finance goals.

Welcome to Mortgage Broking, you have made an excellent choice in your career and your future.

I have 35 years’ experience in the finance industry working with financial institutions and aggregation. Having worked in branch banking, credit and operations management, compliance, assurance, and business management I use the knowledge built over a career to nurture your development as a broker. 

REFS Connect mentoring is here to assist Brokers accelerate and grow a successful Mortgage business. We are passionate about education, growth, and success, we look forward to working with you and beside you ensuring you’re learning is at the forefront of our program.

Passionate about Sales, you will not only receive the latest resources and knowledge, you become part of a wider culture of like-minded mentees who share in your journey.

As the ‘Aggregators Choice’ of Mentoring services, our program is innovative, informative, and unique to you. Our online learning platform delivers the content and resources and our 24/7 Mentor to Mentee support ensuring you are well supported.

Welcome to Mortgage Broking, you have made an excellent choice in your career and your future.

REFS Connect mentoring is here to assist Brokers accelerate and grow a successful Mortgage business. With over 30 years Industry experience in both Residential and Commercial Lending, we are here to help you in your Mentoring journey. Passionate about Education, growth and success, we look forward to working with you and beside you ensuring you’re learning is at the forefront of our program.

Passionate about Sales, you will not only receive the latest resources and knowledge, you become part of a wider culture of like-minded mentees who share in your journey.

As the ‘Aggregators Choice’ of Mentoring services, our program is innovative, informative, and unique to you. Our online learning platform delivers the content and resources and our 24/7 Mentor to Mentee support ensuring you are well supported.

As an Industry Sales trainer, Mentor and Consultant to both new and established brokers, you are sure to feel a part of a winning team. REFS stands for Real Estate Finance Solutions and incorporates additional Sales training to help you leverage  business relationships to grow and scale your business.

I have been operating as a broker since 2004 after 25 years employed in banking, so I understand loans from a Mortgage Broker and Bank perspective. I hold the following qualifications:-

• MBA
• Diploma in Financial Planning
• Diploma in Financial Services (FMBM)
• Commissioner of Declarations Qld 35+ years

I offer a structured mentoring program aligned to the individual and my focus is to assist the Mentee in understanding the requirements of Mortgage Broking as well as the skills required to become competent in dealing with lending clients.

I mainly assist brokers who are aligned with AFG and have mentored many Financial planners in the past wanting to add Mortgage Broking to their business practices.

Lou Syphers brings over two decades of industry experience to the table. With a rich background primarily rooted in a financial planner group, Lou has honed specialised expertise, notably in Self-Managed Super Fund (SMSF) lending.

A passionate advocate for gender equality and empowerment, Lou actively champions the cause of women within the lending sphere. Committed to fostering growth and development, particularly among women professionals in finance, Lou's dedication extends beyond mere advocacy to practical contributions in uplifting others.

Lou's commitment to the lending sector goes beyond professional accomplishments, reflecting a genuine enthusiasm to enhance the industry's landscape and pave the way for a more inclusive and equitable future.

Commencing my broker journey in 1988, I developed a strong brand under my company, Northern City Finance
expanding our footprint to some 30 plus offices under franchise in Queensland, NSW and Victoria. In early 2000 I sold
the business to a public company and sat as director on the board.

My journey through the finance broker sector saw me join the FBAA in the mid-1990s and provide my services to the
FBAA board.

I am experienced in both mortgage and asset finance and look to providing this experience to new brokers with a view
to improving their knowledge and exposure to all aspects of the broker market.

• Justice of the Peace (Qualified)
• Diploma of Finance and Mortgage Broking Management

RFS Finance is an award-winning finance broker group that specialises in "Share of wallet" lending options. This means we provide lending  support & training to all Brokers and a range of lending solutions to clients, in all areas:- Housing, Business, Commercial, Car & Equipment. Earning potential for Brokers is significantly higher as a result.    

10 key areas of support include: 

1. Free mentor program (apart from FBAA fees) - We believe it's very important to keep costs as low as possible in the initial stages so we share the risk of the investment in you!  
2. Full training in all areas of lending
3. Endorsed FBAA mentor training program   
4. Hands on training from experienced loan writers 
5. Access to team of approx. 20 Brokers & Admin, for added support
6. 9x RFS half day meeting P/A with CPD points allocated 
7. Support of a General Manager who is non-loan writing 
8. Ability to leave & retain trail - we are betting that you will never leave 
9. Coaching & Business Planning 
10. Joint interviews      

As our business offers extensive products it is more suited to new Brokers who have some previous experience in Broker/Banking Administration, back office or customer facing role, or similar in at least one of these lending areas. 

Meet Lisa Bridgett. Mentor, Principal Broker and Founder of Stellar Finance Group.

She is not your typical Mortgage Broker and certainly brings a lot to the table in her capacity as a Mentor. Lisa is a self-confessed nerd! She commenced her professional journey with a degree in Exercise and Sport Science (Hons 1A) and then went on to complete her PhD in Biomechanics. At 25, she became Dr Lisa Bridgett and spent the next 10 years as an academic lecturing in the University Setting and working with elite athletes.

Lisa started Savvy Finance Group when she found herself solo with 2 children under 2 and needed to do something she could own from the hours to the profits! With her strong research and numbers background and her own property portfolio, Mortgage Broking made a lot of sense!

Lisa got her Certificate IV in Finance and Mortgage Broking and her Diploma in Finance and a Mortgage Broker she became!

Stellar Finance Group started with just Lisa learning a new trade at lightning speed with little to no formal mentorship. It took grit and a lot of tears but it was worth it. Fast forward 7 years and Stellar Finance Group is thriving with a team of switched on support staff and new brokers coming onboard.

Lisa’s extensive experience in educating university students has equipped her with unparalleled skills in transferring knowledge and helping bring out the best in those she mentors. She is the perfect example of how a new to industry broker can go from no knowledge or expertise to a thriving broker and business owner. It is her passion to help new to industry brokers coming through become just that!

Tommy epitomises the essence of Australian mortgage broking expertise, blending sales finesse with technical lending acumen. As the dynamic force behind Social Financial, he stands as one of the youngest Owner Operators steering a thriving Mortgage Broking enterprise. With an impressive array of accolades, including nominations for Best New Broker, Best Regional Broker, and Best Customer Service, Tommy's journey embodies excellence in the industry. His prowess lies not only in his profound understanding of sales and credit but also in his innate creativity, propelling mentees towards unparalleled success. With Tommy as your mentor, you embark on a transformative journey, guided by unparalleled expertise and unwavering dedication.

Richard has worked in the finance and sales industries since 2002 in various positions including management of credit and fraud teams across Asia and ANZ for American Express, credit card investigations, and door to door sales. I In his mid-twenties, he started investing in properties with his wife and has since built and developed a successful property investment portfolio. Since starting his own mortgage broking business in 2017, he has settled more than $55mil of loans in 2 years while also being awarded the FBAA Mentee of the Year in 2018 and being one the MPA Young Guns of 2019. He is now looking to expand on his business by welcoming new brokers into the industry. Why can he and his team help you?

• He continues to write loans so has the most up to date and practical knowledge of credit policies and procedures;
• Came from a background outside of the banks so can help new to industry brokers understand what it takes to achieve above average results in a short amount of time;
• With a background in sales, property investing, management, customer service, and now running his own company, there are life experiences he can share which will help that right person achieve success inside and outside of broking.

It’s about structure and success.

Simply Mentoring is a programme designed for new entrants to the industry. You can expect the structure and ongoing support you need to successfully achieve your business goals. You work through the programme and your mentor is there as a ‘guide from the side’ to help you through.

I am a dedicated finance professional who has spent the past 7 years building my broking business and mentoring other finance professionals. I have over 15 years of experience in banking and finance including a successful 9-year career with Westpac which included retail and business banking as well as leadership roles.

My mission is to mentor new entrants into the industry by coaching them to deliver a high standard of professionalism and work ethic, customer service, and to delivering great customer outcomes.

I will hold new entrants accountable to their goals whilst being supportive and encouraging. I will endeavour to teach you everything I’ve learnt over my successful career as well as my personal values of respect, integrity, trust and most importantly to enjoy everything that this industry has to offer.

Prior to joining the mortgage industry in 2004, I was in the banking industry since 1981 administering syndication credits, project finance and private banking with 5 years’ in international property finance as well as a number of years’ in investment and merchant banking. Last 5 years’ has registered a significant involvement in private lending and offshore capital raising.

Mentoring is not a one-way street. Neither will it guarantee a natural path to success. However, it does provide the opportunity to learn to understand market dynamics and systemic risks, not to repeat the common mistakes and avoid reinventing the wheel. Learning is a never-ending process for both the Mentor and the Mentee.

It is a guided process and unless there is a seriously strong and honest commitment, this relationship will fail. It takes reasonable time and effort to acquire technical knowledge and intangible skills, and understand processes and procedures. It definitely takes a lifetime to nurture and cultivate true character for the benefit of oneself and for those we assist.

Consider this –same mentor, same qualifications and work experience, same level of industry, credit and product knowledge and training, same panel of lenders with the same opportunity available at the same time to provide the same level of service, why does the client choose that particular finance broker over the rest?

The Loan Lounge was established in April 2015 with the desire of helping clients and making a difference to society. Our aim is to ‘finance a difference’ to our customers, our community and our company. With over 15 years of financial services experience, The Loan Lounge is capable of navigating through the myriad of financial products and providers to help clients find the right solution.

We pride ourselves on doing the right thing and putting client interest first.

Our Values

Generosity: We believe in leading with generosity.

Care:  We are human, caring and respectful, not corporate. Relationships matter.

Good Judgement: Making the right daily decisions.

Integrity: We make honest decisions based on client best interest, always.

Excellence: We go above and beyond for our clients and look to continuously improve our business.

We are looking to expand our business with like-minded contributors who love people, are focused on making a difference and want to build their careers within the financial services industry.

If you are hungry, humble and smart then please reach out to us for an opportunity to finance a difference.

Accelerate Your Success

When you choose to become a mortgage broker and operate your own business, getting mentored is one of those things not many people want to do even though it’s mandatory if you are new to industry.

And now, in looking at your options, you might be wondering how to select one mentor over another and entrust them to help you establish and operate a successful brokerage.

If this sounds familiar, I want to let you know everything will be OK, because I know what it’s like to do what you’re doing. For that reason, regardless of the mentor you select, you should ensure they fulfill the criteria below (which we do) to give you peace of mind and confidence that you are making the right decision:

High level of personal experience mentoring others (I have mentored over 75 new-to-industry brokers)

• 20+ years’ experience operating their own brokerage
• Highly personable and easy to communicate with
• Structured program to build skills, confidence & knowledge
• Invests into their own mentoring (they also walk the walk)
• Confidentiality guaranteed
• Proven ability to help mentees forge successful career in broking

With the above in mind, if you are open to discussing how I can support you on your broking journey, please contact me on 0417 512 306.

Choosing the right mentor is one of the most important decisions you will make when becoming a professional Finance Broker. As an active Finance Broker, qualified training professional and accepted FBAA Mentor, I am dedicated to ensuring mentees possess the knowledge, skills and motivation to build a successful business.

I assist with meeting all mentoring criteria including:

• Coaching you to manage issues and queries regarding business management, lending and finance broking.
• Assist you to meet ongoing educational requirements (Continuing Professional Development).
• Teach you relevant lending and business skills.
• Facilitate your growth by sharing resources and networks.
• Challenge you to grow beyond you comfort zone.
• Assist you with ‘real-world’ scenarios and answer questions in the loan process.
• Provide guidance on aspects of compliance and risk including, but not limited to, AML/CTF, ‘know your customer’ and NCCP (National Consumer Credit Protection Act).

Contact can be through various means including face to face, skype, email, phone and professional development days.

Jess’s genuine caring and communicative approach combined with her professional experience has enabled her to forge a successful career across several industries. Jess has forged an enviable Leadership position in the Finance industry over the last 10 years building several businesses. Never one to settle for the Status Quo, Jess challenges convention in her endeavours to provide the best possible solutions to business partners and customers alike.

Jess’s commitment to the Mortgage Broking industry is evident in her willingness to share her knowledge and skills through mentoring of new entrants.

Jess has an extensive network of connections which is a testament to her genuine approach to ensuring the very best outcome for everyone that is fortunate enough to engage with her.

We believe both hard and soft skills are needed to succeed in the ever-changing world of banking and finance.

Australia’s youngest finance and mortgage brokers—those entering the finance industry fresh from University or TAFE—are required by ASIC and industry associations to undertake a formal mentoring program for the initial two years of their finance and mortgage broking business, to get in-depth job training surrounding compliance, credit policies, business management, and a professional code of practice.

Some mentoring programs do provide basic training support, but we believe, in the ever-changing world of banking and finance, it is not standard practice. Therefore, we have a mentoring and coaching program that emphasises specialised and non-specialised training to ensure that the industry has technically competent practitioners.

It’s important that we support the industry’s next generation, not only for the health of the finance industry over the long term but also for the health of the real estate industry, the banking industry, and the overall economy.

At Prospect Finance Group (PFG), we are committed to helping new entrants become successful mortgage and finance professionals. We prepare you for the challenges that lie ahead.

Sef Nowrozi, Mentor

Parvesh Singhal is a highly experienced and passionate finance professional with a background in chartered accountancy. With over 6 years of experience in the mortgage broking industry, Parvesh brings a wealth of knowledge and expertise to the table. Parvesh believes in educating customers during the loan process and ensuring they choose a loan that fits their circumstances. With her strong commitment to the industry and professionalism, Parvesh is an ideal mentor for aspiring finance professionals.

Welcome to Wealthy You - Where Your Financial Journey Begins! ✨

At Wealthy You, we embark on a mission to empower individuals and businesses on their path
to financial success. Our dedicated team is driven by a shared passion for making a meaningful
impact in the lives of our clients, community, and company.

Backed by over 18 years of financial expertise, Wealthy You navigates the intricate financial
landscape with finesse, uncovering personalized solutions to meet each client's unique needs
and goals.

Our core values serve as the heart and soul of our approach:
• Integrity: We uphold unwavering honesty and transparency in all our interactions.
• Empathy: Embracing the human connection, we build lasting relationships based on trust and care.
• Innovation: Continuously striving for excellence, we seek progressive solutions that set new standards.
• Expertise: Driven by knowledge and expertise, we provide tailored guidance to empower our clients.
• Collaboration: As a united team, we collaborate to drive collective success and create positive change.

Now, we're on the lookout for like-minded individuals/businesses to mentor or to join our dynamic team! If you possess a hunger for knowledge, a humble spirit, and a brilliant mind, we invite you to embark on a rewarding journey within the financial services industry. At Wealthy You, you'll find an opportunity to not only shape your own success but also positively impact the lives of those you serve. Together, let's unleash the full potential of your talents and chart a prosperous future for your clients.

To learn more about us, visit www.wealthyyou.com.au, and get inspired by our founder, Collins Mayaki, on LinkedIn at https://www.linkedin.com/in/collinsmayaki/.

The journey to financial empowerment begins with Wealthy You - join us and create a legacy of success!