Find a Mentor
Daniel Paci began his professional life in property development before completing a Real Estate Licence followed by an advanced diploma in Financial Planning and then a diploma in Finance & Mortgage broking. In 2005 Daniel focused his attention on mortgage broking and now has decades of experience in the property and mortgage broking industries.
He founded Vault Mortgage Corporation with his business partner Louis Frade in 2006 and Become a Mortgage Broker in 2012.
Daniels consistency and dedication within the mortgage broking industry has seen him build healthy relationships within the real estate, law, accounting and finance industries. As a fully certified FBAA mentor, Daniel has personally and successfully trained hundreds of mortgage brokers from all over Australia.
Daniel is passionate about sharing his knowledge and is committed to helping you achieve your mortgage broking goals. Daniel cites “helping a mortgage broker to build their own successful business is the highlight of my work”
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.
Finsure Broker Academy
Phone: 0488 555 557
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.
Australian Broker Services
Graeme– 0409 932 136
Rhonda– 0407 443 753
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.
Realestate.com.au Home Loans
P: (02) 6638 0901
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.”
Victoria & Tasmania
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.
“Positive, Passion and Persistence to Succeed”
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.
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.
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.
Choosing the right mentor is one of the most important decisions you will make in your venture to become a finance broker and it’s a decision you must get right! I encourage you to do your research and meet a number of mentors before finalising your decision. Please get in touch with me and we can arrange to have a coffee and see if our partnership is the right one for YOUR future.
Queensland & Northern Territory
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.
Tailored Lending Concepts, Finance Brokers and Consultants
Phone: 07 4637 0836 or 0412 295 875
Activate Finance Pty Ltd
Mobile: 0416 037 979
New South Wales & ACT
The Limitless Group
North Parramatta NSW
M: 0424 464 144
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.
Augmentoring Pty Ltd
Nissan – 9609 4655 – Unit 5, 42 Newton Rd, Wetherill Park
Stephen – 9688 7888 – Suite 6, 1 Railway St, Baulkham Hills
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.
Reality Home Loans
P: (02) 8415 8959
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.
Blue Belle Finance
M: 0403 225 707
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.
Wealth Mortgage Broking
Suite 102, 7-9 Merriwa Street GORDON
PO Box 4058, MAROUBRA BEACH NSW
T: 02 9418 1766 | M: 0438 469 900
Xiao (Oliver) LI
DipFS(F/MBM) & MAF
Oliver has demonstrated outstanding professionalism and ethics not only within Option Finance Australia 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, MPA’s Young Guns 2016 and Option Group Culture Keeper Excellence Award in 2017. Since Oliver accepted his current role as the Head of Sales and Training at Option Finance Australia, 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 all of our credit advisors.