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Aggregator beefs up broker support

Staff Reporter 4 minute read

By: Jessica Darnbrough

PLAN Australia has reaffirmed the commitment it has to its broker members by creating a new manager national brokers group position.

ING DIRECT’s former head of mortgage management, Brett Mansfield, was appointed to the newly created role.

PLAN chief executive officer Ray Hair told The Adviser that the new role will be of particular importance heading into 2011, with the introduction of broker regulation in the industry and rollout of the aggregator’s new broker software and CRM system.


“Brett will be responsible for managing our broker relationships, rolling out regulation and our new broker software to our national broker groups. He will also assist in identifying opportunities for recruitment,” Mr Hair said.

“PLAN Australia’s philosophy is that we help our members grow their business; they own their clients and their trail commissions. This continues today as part of our core value proposition. As we currently experience changing times in the industry, our approach to NCCP of supporting both models of credit licence holders and credit representatives reaffirms our commitment to giving brokers control over their own businesses and will appeal to those who are seeking choice and support to transition their business confidently through regulation and beyond.”

Brett Mansfield agreed that with the introduction of NCCP, the coming 12 months would be a dynamic period for the aggregator and said he was pleased to be a part of PLAN once more.

“I first did business with PLAN Australia in 2001 and over the years built a strong rapport with the team in Victoria. During this period, I also got to know a lot of the Victorian PLAN Australia members and established good relationships with them,” Mr Mansfield told The Adviser.

“With accountability for the performance and relationship management of PLAN Australia’s national broker groups, I will provide our members with an additional resource to identify opportunities and assist with the introduction and implementation of initiatives.”


Aggregator beefs up broker support
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