Finance Broker of the Year

CATEGORY DESCRIPTION

Australians are increasingly being drawn to brokers for services over and above their mortgage needs. Brokers are no longer perceived to be a provider of a transaction, but rather take a holistic view of a clients’ overall financial positioning and requirements. Smart brokers have quickly adopted a wider service offering and are now focused on building client relationships, and this means offering products outside of mortgages. This award acknowledges the growing customer thrust towards holistic servicing and recognises the broker best servicing the non-mortgage needs of clients.

This is an individual award and is based on the period from 1 January 2017 – 31 December

ASSESSMENT CRITERIA

This award is judged on metrics (25%) and written responses (75%). Assessed by Australian Broking Award judges.

Click here to download submission document