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Brokerage capitalises on traineeship incentives

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Reporter 4 minute read

A broking business has taken advantage of the NSW government’s fee-free traineeship incentives to recruit support to meet growing demand for financial services.  

NSW-based brokerage pmw Finance – a division of accounting, business and financial advisory firm pmwPlus – has leveraged the state government’s commitment to provide fee-free traineeships to up to 70,000 businesses, by recruiting support to manage an influx in credit enquiries off the back of the COVID-19 crisis.

The brokerage has recruited Glenn Atkinson, an experienced banker, who enrolled in the Certificate IV in Finance and Mortgage Broking course at TAFE NSW.

“The course allowed Glenn to achieve the level of expertise we required in order to help our clients,” pmw Finance mortgage broker Matt Derham said.

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“Since the outbreak of the pandemic, we’ve seen a steep increase in queries from clients concerned about the current climate and Glenn, thanks to the speed of which he was able to complete the course, has been able to diligently look after those clients.

“Glenn has been a great asset to our team, and the practical skills he’s picked up in his TAFE NSW course along with his knowledge of the industry is shining through in his work.”  

Mr Atkinson, who has worked in the banking sector for eight years, said he capitalised on the NSW government’s initiative to upskill and pursue his passion for property. 

“In times like these, people are in need of financial assistance and advice, and I wanted to help people recover from this COVID pandemic in the best way I know how,” he said.

“TAFE NSW has a great reputation in the industry and my teachers were well-equipped to teach the practical skills I needed.”

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TAFE NSW’s banking, accounting and finance teacher, Debra Anderson, touted the benefits of the traineeship for aspiring mortgage brokers.

“The Certificate IV in Finance and Mortgage Broking not only gives students the minimum qualification to work as a mortgage broker, it also allows accreditation with ASIC to sell tier 2 products like insurance and deposit products, making TAFE NSW one of only a few registered training organisations to offer this,” Ms Anderson said. 

“As well as this, students can enrol in the course at any time in the year, allowing them to be qualified faster and pursue their dream job without delay.” 

[Related: Connective launches broker education series]

Brokerage capitalises on traineeship incentives
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