Be an FBAA Accepted Mentor
Mentoring is a professional relationship where the mentor assists the mentee with the development of specific skills and knowledge for their professional and personal growth. The FBAA’s Accepted Mentors Program endorses those individuals that meet the requirements and criteria for professional mentoring as set out by the FBAA below.
FBAA Accepted Mentor Requirements
To be endorsed as an FBAA Accepted Mentor, you must meet the following requirements:
- Be a member of the FBAA who is a current loan writer with not less than 4 consecutive years of trouble-free lending/finance broking experience; OR
- Be a professionally qualified educator in lending/credit and have worked in the lending sector for not less than 4 years.
- Provide written proof of your suitability to act as a mentor in-line with the first 2 points above. In this case, the following supporting items must be provided:
- 4 written references that support your experience as a mentor
- your professional resume
- evidence of relevant professional membership/s
- Provide a confidential copy of your business model and an outline of your mentoring program (as per the criteria below). Details of all costs to the mentee and any other relevant supporting information should also be provided.
As an FBAA Accepted Mentor, your mentoring program must meet the following criteria at a minimum:
- Coach the mentee to manage issues and queries regarding business management, lending and finance broking
- Assist the mentee to meet ongoing educational requirements (Continuing Professional Development)
- Teach the mentee relevant lending and business skills
- Facilitate the mentee’s growth by sharing resources and networks
- Challenge the mentee to grow beyond their comfort zone
- Assist with ‘real-world’ scenarios and questions in the loan process
- Provide guidance to the mentee on aspects of compliance and risk including, but not limited to, AML/CTF, ‘know your customer’ and NCCP (National Consumer Credit Protection Act).
Contact frequency with your mentee must be not less than weekly but can be via various mediums including:
- Professional development days
Mentors are required to keep an accurate log of interactions with mentees.
How to Apply
Terms and Conditions
- All Accepted Mentors must be approved by the FBAA Board of Directors subject to meeting the FBAA Accepted Mentors criteria.
- The Board reserves the right to refuse to endorse an individual as an Accepted Mentor without showing cause.
- An FBAA Accepted Mentor gives consent for their details to be disclosed on the FBAA website.
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.
My vision is to ensure that every one of my mentees possess the knowledge, skills and motivation to build a sustainable, profitable, ethical and scalable mortgage broking practice.
In June 2018 I was proud to make Finalist in the Australian Broking Awards Mentor of the Year Category.
“…Therese is extremely passionate about helping others succeed and grow in their business and she does not hesitate to share all of her ideas ad experiences with all her mentees…” – Bernard Desmond, Alphabroker & FBAA Mentee of the Year, 2017
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.
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.
Mobile: 0417 178 127
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.
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
Ping (Penny) Huyan
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!
Mobile: 0434 767 719
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.
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.”
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.
M: 0425 287 160
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.
Oracle Home Loans
P: 02 6132 5900
M: 0412 584 788
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.