Any individual or group wishing to enter the 2020 Australian Broking Awards is asked to complete a detailed submission answering key criteria items.
Nominating is easy and will take less than a minute; nominations across multiple categories can be done on the one form.
All submissions must be received through our secure awards platform by 5:30pm on 15 May 2020.
Our awards platform is safe, secure and compliant. It’s ISO/IEC 27001 certified, compliant with the General Data Protection Regulation (GDPR), PCI DSS, and more.
Finalists are announced. Individuals and groups will be contacted directly and the list will be published on The Adviser as well as the Australian Broking Awards website. Finalists will be announced on the week of 1 June 2020.
Submissions will be delivered to a panel of respected industry professionals and business leaders who will assess each submission. Judges will score each submission across a range of criteria, which can be found under each category description once you have registered to lodge a submission.
A number of judges will individually assess each submission for each category, offering a blended score and assessment.
One winner will be announced per award category, with the awards presented at our first-ever Live Broadcast awards on Friday, 26 June. Secure your seat TODAY to avoid missing out.
For additional details on the methodology and your submissions, please contact our team here.
Adam Franklin is the author of Web Marketing That Works -- an Amazon #1 best seller.
He is a professional speaker, university lecturer and CEO of Bluewire Media. His blog was Australia’s #1 business blog and his podcast was 9th on Entrepreneur magazine's top marketing podcasts.
Adam's work has featured in Forbes, Huffington Post, The Australian, and the Sydney Morning Herald.
Adam helps high-trust business owners attract leads and convert high-ticket sales via LinkedIn. He teaches 1000s of students via his online courses and coaching programs, and his 'Bluewire News' email goes out to over 28,000 people worldwide.
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.
Opica Group Australia
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.
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.
The Colin James Method
Colin James is the co-founder of The Colin James Method. He has spent his life exploring cultures, religions, philosophies, and human psychology, which has seen him travel far and wide and have adventures others only read about.
He studied Law in South Africa. As a result of his work as an anti-Apartheid leader, he was forced to leave the country of his birth. After 3 years of living in the Middle East, he has been calling Australia home since 1983.
He has a background in broadcasting and marketing, before setting up his Training & Education business in 1989.
He is the recipient of the Australian Educator of the Year, 2008, and, last year, he was awarded the Australian Keynote Speaker of the Year, 2019. Last year he was also rated the number one Speaker globally by Gartner Events.
Stone Business Coaching.
Donna Stone is an entrepreneur, multi award winning business coach and published writer. She grew her own business from a garage to five locations around Australia before successfully selling it. She has been business coaching for over a decade and just had her sixth book published. Her business is called Stone Business Coaching.
Whilst she has formal qualifications, it’s her 30+ years of real world experience which has allowed her to become an expert in her field. She has previously judged awards and funding applications in both Sydney and Brisbane and sits on a number of Boards and Committees.
When you think Property Management in Australia it’s no surprise that the name Fiona Blayney comes to mind. At the coalface through to the international stage, Fiona is renown for her insights into how highly functioning business and professionals operate and what it takes to get there in any size business. Her team at Real+ support the Property Management community through training, consultancy, recruitment and outsourced services across Australia, New Zealand, the UK and the USA. Fiona is the Founder of the Real+ Community a home for the industry to Join, Share, Engage and Learn. Together with TRET she also delivers the annual ARPM conference.
With a love of challenging the status quo and in general breaking things, Fiona Blayney gets into the nitty gritty of what is driving her clients and their businesses to uncover the true goal and develops a definitive plan to get them there.
Engaging, captivating, motivating and raw are all words used to describe this pocket rocket . There is no doubt Fiona is a leader in our industry and one of the best business strategy, talent and growth specialists around.
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.
Jeff Zulman is one of Australia’s leading M&A specialists, with expertise in the mortgage broking and financial intermediary industries. Jeff’s market knowledge and savvy insights have been gained over a 25-year period, from executive roles at Goldman Sachs on Wall Street and in London, to managing financial institutions in Sydney. Jeff also understands what it takes to successfully start, manage, buy and sell businesses, as he has done so with several of his own businesses.
As the Founder and Managing Director of Trailblazer Finance, Jeff offers finance, brokerage and consulting to mortgage brokers, financial planners, accountants, equipment rental brokers, real estate agents and strata managers. Jeff and Trailblazer Finance provide the loans that banks can’t or won’t provide.
Jeff is sought-after in the finance industry as a speaker, writer, commentator and awards judge. Jeff studied at the University of Witwatersrand, South Africa, read law at Oxford University, England, and studied Tax Law at Sydney University.
The Banking and Finance Oath
Jodi has over 15 years of experience in corporate and internal communications across financial services, health, government, retail and media. She is passionate about strategic communications and organisational culture, and an advocate of purpose-driven communications for the benefit of connecting people to business, and finds the psychology behind employee engagement particularly fascinating. The depth of her experience includes internal and external communications across various digital and traditional channels, CEO and leadership communications, diversity and inclusion, storytelling and corporate narrative, and corporate social responsibility. Jodi has worked with a number of strong global and national brands including IKEA, HCF, APRA and written for Australian Associated Press (AAP), Reader's Digest, and Express Publications. Jodi has found her tribe at The Banking and Finance Oath, working for a unique, independent organisation that seeks to support individuals working in financial services to strengthen the moral and ethical foundation beyond regulation, compliance and any professional standards, and by broadening expectations and discussions to include ethics, integrity and honesty.
several real estate offices in Christchurch
Kevin worked in radio as General Manger of various east coast radio stations. He started in real estate in 1988 and was ranked in the Top 10 Salespeople in the state until he was appointed as State CEO 1992.
He operated a number of real estate offices as business owner and was General Manager of several real estate offices in Christchurch.
He now hosts a real estate show on Radio 4BC and a weekly podcast at www.realestatetalk.com.au . He is the host of a daily 7 to 10 minute podcast show for real estate professionals at www.reuncut.com.au
Former CEO, Financial Commentator, Consumer Advocate
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.
Mark McCrindle is a social researcher with an international following. He is recognised as a leader in tracking emerging issues and researching social trends. As an award winning social researcher and an engaging public speaker, Mark has appeared across many television networks and other media. He is a best-selling author, an influential thought leader, TEDx speaker and Principal of McCrindle Research.
His advisory, communications and research company, McCrindle, count among its clients more than 100 of Australia’s largest companies and leading international brands. Mark’s highly valued research and reports, presented through infographics, data visualisations, videos, media input, resources, and blogs, have developed his regard as an expert demographer, futurist and social commentator.
Mark brings a fresh approach to his research based boardroom briefings, executive workshops, strategy sessions and keynotes. Armed with the latest findings and presented in a customised and innovative way, Mark is an in-demand communicator.
Mark McCrindle, BSc (Psychology), MA, is the author of three books on emerging trends and social change. The ABC of XYZ: Understanding the Global Generations, Word Up: A Lexicon and Guide to Communication in the 21st Century and The Power of Good.
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.
School of Accounting
Dr Maryam Safari is a lecturer in accounting in the School of Accounting, Information systems and Supply Chainat RMIT University, Melbourne. Maryam's PhD research focused on Australian corporate governance and financial reporting quality. Maryam’s current research focuses on corporate social responsibility, diversity and inclusion, and social and human capital. She has a particular interest in these issues in corporate governance contexts. Maryam's teaching experience spans a range of subjects in financial accounting at undergraduate and postgraduate levels.
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.
RMIT University, Victoria
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.
Nicholas Young – As the founder of Trail Homes, National Lending Group and NLG leasing, and with prior experience in stockbroking and investment banking Nick has enjoyed a long and varied career in the financial services industry. Today, as well as continuing to drive the businesses that he founded, Nick enjoys helping other people achieve their goals whether it be by advice or funding. Nick holds an Bachelor of Economics, and a Masters of Business Administration.
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.
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
Founder and Director
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.
Simon is the principal of Conscious Futures, a foresight and strategic business helping businesses plan and develop initiatives for the future. Simon has spent nearly 30 years working in the financial industry, much of which has been working with mortgage brokers. Simon, until recently was a senior executive on the Mortgage Choice Ltd executive team, he has also held senior positions with General Electric, Challenger Financial Services and Westpac. During his career, he was the CEO of a subsidiary business owned by Mortgage Choice Ltd. Simon’s education includes a Master of Entrepreneurship and Innovation, Master of Strategic Foresight, Diploma Financial Services, Diploma Financial Planning and a Diploma Human Resource Management. He is also currently studying for his Master in Design Strategy and Innovation. Simon was also a guest speaker in New York, at the GE Money Global Mortgage Conference and has presented at numerous conferences on sales force effectiveness.
Founder and Owner
Founder and owner of Banyan Co, Stuart Donaldson is an educator, business coach and financial advocate for business owners.
As a facilitator Stuart has conducted hundreds of seminars, workshops, and keynote addresses across USA, Australia, and New Zealand. He has worked alongside scores of business owners, franchise groups, industry associations and professionals.
Stuart is a frequent keynote presenter for the mortgage broking profession. This includes engagements with The Adviser, FBAA, MFAA and Aggregators, conducting workshops at industry events and national road shows.
As a consultant to the industry Stuart has considerable experience and knowledge gained over many years.
Throughout a corporate and executive career that spanned more than 25 years, Tim has focussed the alignment of leadership, strategy and culture. He has led a diverse range of businesses spanning small and complex teams in global organisations to large divisions of commercial banks with more than 500 people and $500m in revenue. Tim also has many years of experience working with customers of all sizes finding solutions to their largest challenges.
Tim has specific experience with mortgage and commercial finance brokers in his leadership of banking businesses. These include consumer and business/corporate banking divisions as well as specialty vehicle and equipment finance. since retiring from banking he has delivered consulting, training and development services to a large number of lenders, brokers and aggregators.
Tim works with senior executives and their teams to develop leadership capability,
communication & influence and practical commercial instincts and behaviour. His experience in corporate leadership equip him to provoke, partner and support others as they face into the challenges and opportunities of their positions.
Tim is values and purpose-led. He believes these themes are the path to realising the potential that exists in leaders and teams. Accordingly, his coaching emphasises where leaders are heading, why they are heading there and who they want to be while they are doing it. Sustainable growth and performance is the product of purposeful thought, feelings and actions.
Tim’s coaching work often focusses on leaders responsible for driving improved performance, launching a new strategy or stretching into a role involving increased responsibility. He also partners with Erica Bagshaw and Colin James to deliver a variety of high impact, bespoke leadership development programs to companies, across Australia and around the world.
Head of Valuations & Advisory - NSW
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.