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Heritage praises third-party team following strong growth

heritagebank  heritagebank
James Mitchell 5 minute read

Mutual lender Heritage Bank has recognised its broker distribution team with an award for best overall performance at the group’s annual Retail Awards this month.

The broker distribution team was named the best performer for the year from among Heritage’s retail teams, which included the branch network, the contact centre, the business banking team and the retail support division.

The bank’s head of broker distribution, Michael Trencher, said that he was delighted to accept the award on behalf of the team, which is spread out across Brisbane, Sydney, Melbourne, Adelaide and Perth.

“We achieved ambitious loan growth of 40 per cent in the 2016/17 financial year and set about reinvigorating Heritage’s presence in the broker market,” Mr Trencher said.


“We have a fantastic team with some of the most professional and hard-working people I’ve ever been involved with, and this award is well-deserved recognition of the outstanding work they do to support our broker partners.”

Heritage Bank is the principal partner of The Adviser’s New Broker Academy, which 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 is specifically designed for all brokers in the first two years of their career.

"We understand that starting out in a new industry is challenging for everyone,” Mr Trencher said. "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 kickstart 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.”


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

[Related: New broker academy extended to Brisbane and Perth]

Heritage praises third-party team following strong growth
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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

James Mitchell

James Mitchell

James Mitchell has over eight years’ experience as a financial reporter and is the editor of Wealth and Wellness at Momentum Media.

He has a sound pedigree to cover the business of mortgages and the converging financial services sector having reported for leading finance titles InvestorDaily, InvestorWeekly, Accountants Daily, ifa, Mortgage Business, Residential Property Manager, Real Estate Business, SMSF Adviser, Smart Property Investment, and The Adviser.

He has also been published in The Daily Telegraph and contributed online to FST Media and Mergermarket, part of the Financial Times Group.

James holds a BA (Hons) in English Literature and an MA in Journalism.



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