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!

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.

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.

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.

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.

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.

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!

I have been in the Banking Industry for over 19 years and have held numerous positions including been a Branch Manager of National Australia Bank.

I have been a Mortgage Broking and a Financial planning trainer for over 8 years.

I am a practicing Lawyer specialised in Banking and Finance.  I have completed Real Estate Agents’ Certificate followed by an Advanced Diploma in Financial Planning and then a Diploma in Finance & Mortgage broking. I hold a Master of Business Law from Latrobe University and a Graduate Diploma of Legal Practice from the College of Law

I am passionate about sharing my knowledge and am committed to helping you achieve your mortgage broking goals as well as building a successful financial services business.

Mortgage Broker, Author and Property Investor.

Christine has an extensive background in Banking and Finance with over 20 years’ experience. As part of the FBAA executive team, including State President for Qld, Christine is very passionate when it comes to providing support to existing finance brokers and those who are new to industry. Christine follows a simple and effective mentoring approach, which is easy for new to industry to gain the valuable knowledge and skills required to be successful. Christine is experienced in business areas: coaching, mentoring, recruitment, business development, business lending, residential lending, motor finance, specialised lending, SMSF, commercial and credit.

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 12 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.

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 12 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.

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.

Since January 2012 Liberty Network Services (LNS) has grown significantly by setting itself apart from traditional Aggregators and Franchise businesses. LNS is an award-winning broker model which offers exceptional benefits. Our mentoring A-Fit program is recognised by both the MFAA & the FBAA and provides comprehensive framework, over fifty hours of training excluding the day to day coaching and transactional support. Julie is our Network Sales Manager in WA, has been a qualified Mentor for over 10 years and is very experienced in lending and passionate about building broking businesses.

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 12 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.

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 12 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.

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 12 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

With more than 30 years of financial industry experience, Ruth understands the challenges involved in broking and recognises the value in strong mentor/mentee relationships. Ruth takes genuine interest in the growth of her brokers and understands that different individuals require different support. For this reason, she tailors her 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 Ruth’s, and she is particularly proud of her ability to help them tackle their businesses with confidence and enthusiasm.

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 12 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.

Mark has spent over 13 years working in finance broking/third party banking sector; as a BDM for a non-major bank, a mortgage broker, a major bank BDM and now with an aggregator providing high touch support to its partners. Combining this experience, he works exclusively with Liberty Network Services Adviser’s under their structure mentoring program, ensuring every new to industry applicant has the best chance of success 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 12 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.

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.

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”

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”

• Are you new to mortgage broking?
• Are considering a formal mentoring program to give yourself the best chances of success in an industry that is deceptively easy to master?
• Would you like the opportunity to be mentored by one of the top brokers in Australia?

Sze spent over 10 years in the IT industry before deciding to become a mortgage broker. When Sze started as a mortgage broker, he was lucky enough himself to have access to high quality mentorship. 5 years on, now as one of Australia’s top mortgage brokers (#30 in MPA Top 100 Brokers 2019), Sze has decided to offer a formal mentoring program to a maximum of 5 new mentees per year.

Click here to express your interest

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.

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.

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.

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.

Gerard was first introduced to the mortgage profession through an association with a development company in 2004. At that time, there was little regulation, even less compliance requirements and little technology to support the business. So as the profession has evolved and changed over the years since, so he has had to adapt and grow to meet the current requirements. But that background he believes provides a very solid base on which to provide support and mentoring for new and established brokers looking to enhance their services to their clients.

With many years of experience as a broker, business owner and BDM for a specialist lender, successful outcomes for clients usually just requires some thought be given to the options that are available, researching and presenting them to the client in a way that meet their needs and provides a solution.

The mentor program that Gerard offers is built around 8 key principles, with additional access to a range of business tools, including personal development and coaching programs that offer excellent support to a broker starting out or looking to expand and develop the product and services offered through the business.

You will need to commit to your future, have realistic but challenging goals and challenge yourself to do the best you can for your clients, and your success will follow.

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.

Suite 102, 7-9 Merriwa Street GORDON
PO Box 4058, MAROUBRA BEACH NSW
T: 02 9418 1766 | M: 0438 469 900

Yellow Brick Road Holdings Limited is a leading provider of mortgage broking and non-bank financial services. With headquarters in Sydney, Yellow Brick Road (YBR) has a branded branch network across the nation that offers Australian families a better and more local alternative to the banks. Each YBR branch is a one-stop shop for all financial services, with innovative products that are of great value and easy to implement. Collectively YBR branches function as a trusted network of expert local business owners delivering customer engagement that the banks can’t match.