Become A Mentor

Challenge and support the next generation of brokers to succeed by becoming a broker mentor with the FBAA.

ARE YOU A CURRENT MENTOR WISHING TO BE LISTED ON OUR WEBSITE?

If you wish to offer your mentoring services more broadly and be promoted on our website, follow the steps below to become an Accepted Mentor

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Step 1

Download and complete the application form

Download

Step 2

Email your completed form to mentoring@fbaa.com.au with relevant documents.

Step 3

The mentoring program and content must be available via a digital platform. The FBAA Mentoring Platform is available for this purpose, otherwise, the FBAA will require access to the chosen platform for review of program and content.

Step 4

Provide written proof of your suitability to act as a mentor of the following:

The completed Accepted Mentor Program Application Form.
Copy of Mentor / Mentee Contract or Agreement
Four written references that support your experience as a mentor
Your current professional resume
Evidence of relevant professional membership/s.

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Eligibility to Become an FBAA Accepted Mentor

To be endorsed as an FBAA Accepted Mentor, you must:

Be an FBAA member, AND
Be a current loan writer with at least four consecutive years of trouble-free lending/finance broking experience, OR be a professionally qualified educator in lending/credit with at least four years in the lending sector, AND
Provide written proof of suitability:

Completed Accepted Mentor Program Application Form
Mentoring Plan
Four written references supporting your experience as a mentor
Current professional resume
Evidence of relevant professional membership(s)

Expectations of a FBAA Accepted Mentor

Provide mentoring program and content on a digital platform.
Offer the mentoring plan over the agreed period and in the specified way.
Provide the mentee with a Mentee/Mentor contract or agreement, detailing requirements, criteria, expectations, fees and exit conditions.
Adequately monitor the mentee’s development, ensuring competence throughout the mentoring period.
Maintain appropriate professional boundaries with the mentee.
Notify FBAA if the mentee does not complete the required mentoring period.

Mentoring plan criteria

Your mentoring program must include:

Detailed training and coaching schedule,
Frequency and type of contact (e.g., face-to-face or telephone),
Schedule and method of assessments,
Requirements for the number and type of applications to be submitted,
Resources required by the mentee (e.g., PC, internet, webcam),
Reporting structure and expectations (e.g., maintaining a logbook),
Detailed Mentor/Mentee Contract or Agreement, including fee and exit structures.

Terms and conditions

All Accepted Mentors must be approved by the FBAA Board, meeting the program requirements and criteria.
The Board reserves the right to refuse endorsement without cause.
Accepted Mentors consent to having their details disclosed on the FBAA website.
Employees or representatives of an organisation with a mentoring program can apply for endorsement under that program. If the individual leaves the organisation, they must submit an alternative mentoring plan for assessment.

LOOKING TO MENTOR WITHIN YOUR IMMEDIATE NETWORK OR ORGANISATION ONLY?

If you prefer to mentor new FBAA members within your immediate network or organisation only, your Mentee can nominate you during the FBAA Application Process.

Ensure you provide your Mentee with:

a completed Mentor/Mentee Declaration Form,
your current industry association membership details, including member number and current membership certificate,
a current professional resume providing evidence of at least 4 years of trouble-free credit lending experience.

Forms for Download

Mentor/Mentee Declaration Form

Change of Mentor Form

Completion of Mentoring Form

Questions? Please get in touch with us via info@fbaa.com.au.

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