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New Broker Academy extended to Brisbane and Perth

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staff reporter 5 minute read

Due to popular demand, The Adviser’s New Broker Academy will visit Perth and Brisbane in October to equip new brokers with the knowledge and skills to help them become tomorrow’s elite brokers.

Following on from its massive success in Melbourne and Sydney, the must-attend event - partnered by Heritage Bank - is specifically designed for all brokers in the first two years of their career. 

Visiting Sofitel Central on 3 October and Novotel Perth Langley on 5 October, The Adviser's New Broker Academy will bring together the top brokers, education providers and brokerages to reveal the tips, tricks and training necessary to get the most out of your time and energy, and help your business thrive. 

Speakers will include Stuart Donaldson, founder of the Banyan Co, who will outline in a practical session what new brokers can expect to confront in the first two years of their journey, and how to create an effective blueprint and plan for their business, while Deena Janes, managing director of Your Client Matters, will reveal what clients look for in their brokers and the secrets to winning referrals and keeping clients loyal.


Glen Coutinho, director, auctioneer and licensed estate agent at RT Edgar Boroondara, will unveil in an entertaining and information session how he stays front of mind and delivers unrivalled customer service, while some of The Adviser’s elite business writers will reveal the risks and rewards of broking, how choosing the right mentor and being a dedicated mentee can pay off and how they survived the critical first two years of their careers.

Michael Trencher, head of broker distribution at Heritage Bank, said that the bank was "delighted to be the Principal Partner of the New Broker Academy program and to welcome brokers to this dynamic and exciting industry".

He added: "Heritage is Australia’s largest customer-owned bank and boasts a 20-year involvement with the mortgage broker sector. Our “people first” philosophy extends as much to our mortgage broker partners as it does to our home loan customers. We pride ourselves on providing personal, people-based service to everyone we deal with.

"We understand that starting out in a new industry is challenging for everyone. By sponsoring the New Broker Academy, we’re doing our bit to help brokers quickly become comfortable and proficient in an industry we’re proud to support.

"Heritage is only too happy to help kick-start your broking career and to continue working with you as you build your profile in the broker sector. All the best as you tackle this exciting new challenge," Mr Trencher concluded. 


Places are limited, so be sure to register to secure your spot now.

New Broker Academy extended to Brisbane and Perth
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The not-to-be-missed Accountants Daily Strategy Day will travel through Melbourne and Sydney in August to equip accounting professionals with the latest industry updates and tips for modern practice management as well as the latest cutting-edge technology, processes, strategies and trends shaping the future of accounting. Visit the website for more information: www.accountantsdaily.com.au/strategy-day



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