Michael has been in the finance industry for over 30 years holding numerous senior roles within various banks. Michael has specialised in the mortgage broking channel for most of that time and has also owned his own successful mortgage broking business as well as working in a senior role for one of Australia’s largest mortgage broking companies.
Michael is now the Principal of Impact Consulting, a company he recently established to assist brokers, broker groups and lenders drive successful businesses from a sales, leadership and industry perspective.
Andrew Phanartzis is currently the Director of Property Association, a consultancy firm for residential developers in Australia. The company offers a suite of services including, acquisition, planning, creative, sales and property management.
Andrew is extremely motivated, knowledgeable, loyal and reliable. He prides himself in exceeding expectations, adding dollar value to clients and sets the bar high. He believes the property market is dynamic and constantly evolves his strategic approach to enhance its effectiveness.
Andrew’s exposure to large residential developments, master planned communities and house and land subdivisions has provided a wealth of experience with some of the largest developers in Australia.
Andrew is a licenced real estate agent, holds a BA in Human Resource Management & English from the University of NSW and has completed PS146 Financial Planning qualifications.
Has been working in the Mortgage & Finance industry for over 25 years and in 2011 was recognized by the MFAA as a Fellow of the Mortgage & Finance Association of Australia. In 2001, he pioneered outsourced mortgage processing services by creating the first BPO (Business Process Outsourcing) operation for Mortgage Brokers in Australia, ultimately becoming the world’s first and only rated Loan Processing solutions provider by Standard & Poor's. After taking the reins of the Stargate Group in the early 2000’s, he was instrumental in introducing the first Mortgage Broker CRM Systems into the Australian Mortgage Landscape all while guiding it through the GFC.
In 2014, he led the Stargate business through its acquisition by the ASX listed Rubik Financial Limited (RFL) and worked through a 2 year transition as Group Executive – Mortgages. At Opica Group, they provide Lenders & Brokers with Australia’s only Responsible Lending Engine designed to manage and verify a consumers spending habits that enables participants to satisfy their Responsible Lending regulatory requirements. He also serves as Executive Director of business advisory firm TICH Consulting Group, Chairman of soon to be launched Equity Lending fintech Lendmore Australia & Advisor to Canadian consumer financier Lendful Canada.
Gareth Woodham has been conducting property valuations across Sydney and Melbourne for more than 20 years.
Gareth attended the University of Technology Sydney from 1992 to 1998 and graduated in 1999 with a Bachelor of Land Economics. Shortly thereafter, Gareth was registered with the NSW Department of Fair Trading, and began practising under Ken Feltham FAPI, where he acquired experience valuing a vast range of residential properties across Sydney. During this time, Gareth undertook valuations for major banks and financial institutions, lawyers and accountants, for a range of purposes including: mortgage security, statutory assessment, mercantile recovery and family law.
In 2003, Gareth relocated to Melbourne, and was employed by Walstab Brady Pabst as an unrestricted valuer, conducting residential, commercial and industrial valuations across Melbourne, again for banks and financial institutions for mortgage security, statutory assessment and family law purposes.
Admitted to the Australian Property Institute in 2006 as a Certified Practising Valuer, Gareth returned to Sydney in 2006 to establish an office for WBP, conducting portfolio valuations for the Defence Housing Authority and Genworth, and undertaking extensive recovery and liquidation valuations for several mercantile agents.
In 2010 Gareth extended his qualifications to include Thermal Performance assessment of residential dwellings and became licenced as a Buyer’s Agent in 2015.
Brian Knight is the long-time CEO of Kaplan Professional. He has over 30 years’ experience across the Australian financial services sector. Knight is passionate about education and supporting licensees and financial advisers on the journey to a profession. Knight holds Bachelor of Arts/Bachelor of Laws degrees from The University of Queensland.
Jenesis - Business and Marketing Consultancy
Jenny Pearse is an award-winning Marketing Consultant as well as a speaker and presenter who has worked in the marketing and advertising industry over the last 20 years.
She is Managing Director of Jenesis – a business and marketing consultancy she founded in 2006. For the past 14 years, Jenny has been helping financial services organisations, financial advisers, business owners and their teams to succeed and flourish in a rapidly changing landscape.
With a keen focus on digital media and using technology as a platform to engage, Jenny has helped transform businesses all over Australia as they adapt and thrive in today’s digital world.
Jenny is a marketing strategist at heart and her goal is to help you find your voice and amplify it through your marketing and communications!
Performance Coach and Consultant
With more than thirty years experience in the lending and finance sectors, Lisa Montgomery is a respected leader, commentator and consumer advocate within the Australian financial services industry.
In 2004 Lisa joined Resi Mortgage Corporation as Head of Consumer Advocacy and quickly took over the direction of additional business functions, which ultimately saw her elevated to the role of Chief Executive Officer in 2010.
Prior to her role at Resi, Lisa was Head of Consumer Information and Advocacy for Wizard Home Loans, as Brand spokesperson and customer relations champion, Lisa became the most quoted individual in the country for Home Loan products, services and related issues.
Before her time at Wizard, Lisa spent three years at financial services information provider and online ratings agency, Infochoice Ltd where she reached the level of CEO and ultimately took the business to profitability.
In 2012 Lisa was diagnosed with breast cancer and subsequently retired from her role as Chief Executive Officer of Resi Mortgage Corporation to focus on her health.
Today, as a nationally recognized consumer advocate, Lisa provides regular commentary for news.com.au, national radio and television. She is a Board member of the Breast Cancer Network Australia and holds the position of Senior Counsel at Finder.com.au.
Lisa continues to enjoy her ‘encore’ career as a specialist business strategy consultant, performance coach and finance expert.
Encore Adviser Group
As Director of Encore Advisory Group, Mark is well known in the Advice industry and is a highly sort after trainer, educator and coach. Mark has worked with numerous mortgage broking and financial planning businesses enabling them to undertake the key important action of building a successful client advice practice, for the long term.
In 2017, after decades leading Wealth, Broking and Advice businesses, Encore was reimagined to better serve and prepare brokers and planners for the challenges and opportunities that lay ahead. Encore believes a better advice business means a better industry and therefore a better community.
Mark delivers practical, real-world solutions helping businesses navigate today’s complex environment whilst providing essential advice, helping to improve the quality and value of their business. This is achieved through partnerships with the right people and solutions thus enabling practices to deliver increasingly valuable advice to more clients.
Believing every Australian deserves advice on “both sides of the balance sheet”, Mark successfully built a mortgage broking business that partnered with over 200 financial planning practices and accounting firms, delivering advice services to over 5,500 Australian families a year.
Mark is known as a leading authority in bringing together Broking and Planning groups to deliver integrated “debt advice” and “broker planner” solutions. He is dedicated to this community as an SME owner himself. Mark is himself a consumer and advocate of Advice services and has led and steered advice businesses successfully through market, regulatory and consumer change and disruption for over 20 years.
EvettField Partners work with business owners and leaders of medium-sized B2B organisations in Australia and New Zealand. We develop competitive strategy to materially improve revenue, margin, market share - and increase enterprise value for a wide range of industries, including agriculture, architecture, building and construction, chemicals, distribution, electronics, engineering, finance and insurance, food production, hospitality, industrial, manufacturing, mining, property and technology.
Neville Hurst is a senior lecturer in property studies at RMIT University, Victoria, Australia. Originally trained as an electrical engineer he has worked extensively in industry and for the last 33 years in the property sector as a practitioner and academic. Prior to joining education Neville owned and operated his own real estate agency for many years selling and managing properties on behalf of clients. A significant part of this business was a business brokerage run in partnership with his business partner. Academically Neville’s research interest focuses on real estate industry practices, valuation practices, housing markets and in particular energy efficient housing. Currently undertaking his Phd, Neville is investigating real estate agent attitudes and engagement with sustainable housing and is working with peak industry bodies to create greater awareness of the importance of energy efficient housing for a sustainable future.
Client Relationship Manager
Peter Lynch is a leader in Professional Indemnity Insurance in the real estate, valuation and management right industry sectors.
He boasts over 30 years experience with Aon Risk Solutions and as the Client Manager is responsible for developing new business within the real estate sector including the identification of business opportunities with franchise groups and other stakeholders.
He took a significant role in providing advice and support to introduce a Real Estate specific indemnity insurance scheme and is responsible for the highly successful REIQ/REINT schemes which he coordinated with the assistance of industry, lawyers, underwriters and claims staff.
Peter has a strong interest in promoting safe and quality business practices in real estate and has been a regular contributor to course materials, presentations and editorial submissions. He has been called upon to be a guest speaker at training forums for the REIQ, REIA, REINT, REIWA and various franchise groups.
Peter also provides individual Risk Management training to a number of his Franchise Group clients.
Deloitte Innovation Council
Pete Williams is a noted thought leader in Innovation and Digital. Pete started working in the Digital realm in the early 1990’s and went on to be the founding partner of Deloitte Digital. Pete now leads Deloitte’s Centre for the Edge a futures think tank that identifies emerging opportunities arising from digital and social trends. Pete is also an Adjunct Professor at RMIT University – School of Management
Head of Accounting and Corporate Governance
Dr Rahat Munir is a Professor, Head of Department of Accounting and Corporate Governance, Macquarie University. With extensive experience in all forms of academic endeavours - research, teaching and engagement, Professor Munir offer an unbeatable track-record of excellence in curriculum development, research leadership, change management, building teams, effective human resource and financial management. He has published in leading international journals as well as presented at international conferences and seminars in many parts of the world. He is affiliated with several professional bodies. Professor Rahat Munir is actively involved in learning & teaching and research activities and brings a host of administrative and service experience across a wide range of contexts. Professor Munir has earned numerous national and international level research and teaching awards during his career.
Platinum People Group
Roland Youakim has been helping businesses in the mortgage broking and third party banking space for the past 8 and a half years. He’s passionate about helping business owners get ahead and educating them on how to find, qualify, attract and retain great talent within our industry. In 2017, he launched Platinum People Group, a specialist recruitment agency aimed at helping mortgage brokers take their businesses and careers to the next level.
Create Design & Marketing
Sascha Moore is a marketing specialist, who focuses on providing highly strategic, creative solutions – predominantly to the financial services and legal industries. Sascha has extensive experience in Australia and the United States with developing effective integrated marketing programs, and directing their implementation. She is now the Director of Create Design & Marketing, a boutique marketing communications agency that fuses solid strategy and powerful designs that directly resonates with a clients’ end markets. This approach creates a true connection: and connection drives results, deepens brand equity and furthers relationships. In addition to her professional obligations, Sascha is actively committed to educating brokers on how to enhance their business through incorporating smart marketing practices.
Stephen Koukoulas is one the most experienced and highly regarded economists in Australia. Having been at the forefront of our economic future from a variety of perspectives - Citibank’s Chief Economist; a writer for the Australian Financial Review; head of global research at TD Securities and most recently, Senior Economic Advisor to the Julia Gillard.
Stephen now runs economic advisory firm, Market Economics. A firm he established in response to the growing need for independent and tailored economic analysis. A popular and high profile commentator, Stephen frequently appears on ABC and Sky TV, in addition having a regular column in The Australian Financial Review.
Stephen’s crystal clear insights into the future of Australia's economy and key trends have made him a highly sought after speaker by anyone wanting to know exactly how to stay one step ahead of our ever shifting economy.
API (Australian Property Institute)
Tyrone has more than 26 years’ experience in the property industry across valuation, sales and leasing of all property asset classes.
Tyrone has worked in leading professional firms and provided advice to major institutions, banks, government and private clients. Recent projects have included portfolio advice to government and development feasibility advice relating to major residential developments in Australia and New Zealand and workout advice for distressed property assets. Tyrone has appeared as an expert witness on behalf of private and institutional clients.
Director, Business Services
Since teaming up with Peter James, James Christie and Ben Binder, in 1998, to found Loanworks Technologies, Andrew Duerden has made it his business to understand and address the challenges that face Loanworks customers.
From the very beginning, he was focussed on loan origination and processing, and that focus eventually led to the development of the world’s first fully automated straight-through processing loan origination solution.
Today, in his role as Director, Business Services, Andrew is committed to ensuring that Loanworks delivers solutions that meet industry and regulatory compliance standards, and also exceed customer expectations. And with his unique insight into the customer experience, he’s ideally positioned to do exactly that.
Andrew’s previous roles at Loanworks include Technical Director and General Manager of Operations. Prior to Loanworks, he was the Global Product Manager at Eltrax Hospitality Group.
Jason is the Director of Broker Essentials and is Australia’s leading Mortgage Broker Mentor and sort after media commentator. In 2016 Jason foundered Broker Essentials and launched a training course for brokers after years of inquiries into the best practices and habits of a high-performance business.
Jason was named ABA 2020 Mentor of the year and AMA 2020 Service provider of the year. He was the Managing Director of The Australian Lending & Investment Centre (ALIC) and has been instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.
Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence. Jason’s Broker Essentials will take you through the behaviors of the nation’s best brokerage focusing on process, business management, and the client journey.
Jason has over 30 years of experience in the finance sector, having worked in senior sales, distribution, and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending, and retail distribution brands.
More details can be found on LinkedIn https://www.linkedin.com/in/jason-back-broker-essentials/ and at Broker Essentials www.brokeressentials.com.au
Professor, Economics, Finance & Property
Western Sydney University
Professor Kevin Daly joined the University of Western Sydney (Macarthur) as an Associate Lecturer in 1993; prior appointments included Senior Tutor in Economics at the University of Adelaide, Lecturer in Business Studies at the University of Brighton (UK) and Economics and Fiance Tutor at Sussex University. Before joining academia Kevin worked at various positions in Merchant Banking in the City of London. Kevin holds a BA (Hons) Economics, and MA (Economics Analysis and Policy) University of Sussex and a PhD University of Western Sydney (Macarthur). Kevin’s research passion revolves around applied finance and open economy macroeconomics; researching the effects of financial volatility on real economic activity. Kevin’s PhD thesis was published as a book by Ashgate in 1997. His international PhD examiner was Professor Philip ARESTIS, Director of Research,Cambridge Centre for Economic & Public Policy (CCEPP). Examples of his research focus includes an examination of the extent to which exchange rate volatility affects trade (Japan and the World Economy), an investigation of the extent to which financial instability affects the poor in developing countries (Asia Pacific Journal of Economics and Business. 2008), an empirical study of the extent to which volatility in interest rates affect the availability and affordability of credit (International Review of Financial Analysis. 2010), analysing how oil price volatility impacts on stock prices (Emerging Markets Review 2010), estimating the determinants of foreign direct investment and portfolio investment (Australian Economic Review 2006),analysing the determinants of house prices and the affordability of housing (Journal of International Business Research 2010). Current research interests focuses on banking in China and Vietnam, foreign direct investment in China and Vietnam and financial volatility of stock markets in South East Asia.
Josh has a career spanning over 30 years helping finance brands build their audience with content that people want to watch, read and share.
Originally a finance journalist by trade with News Corp, he’s worked across Australia, Asia and the UK with giants in media, big banks and the world’s biggest internet company, Google.
In 1996 Josh co-founded financial content marketing agency The Dubs and has since been helping Australia’s finance brands create engaging content that makes them stand out. Working with big brands like Westpac, CBA, ANZ, BT Financial, TAL, and Citi, Josh has led the agency to create content that helps clients grows brand credibility, audience engagement and scale across global markets.