the adviser logo

Why this award-winning broker is focused on financial wellness

by reporter3 minute read

mikaela patterson mikaela patterson

Being financially secure plays a large part in our overall wellness, according to the recently crowned Wellness Advocate of the Year, Mikaela Patterson. Tune in to hear how she has been working to improve financial wellness across Australia.

In July of this year, Entourage Finance's Mikaela Patterson was named Wellness Advocate of the Year at the Australian Broking Awards 2020 for her work in delivering a financial wellness program to corporate Australia.

In this episode of Elite Broker, Mikaela joins host Annie Kane to outline what financial wellness actually is, why she is passionate about improving financial literacy in Australia, and why she believes the broker channel is well placed to take a leading role in improving financial literacy.

Tune in to find out: 

  • Why she worked with a confidence coach before starting her public speaking
  • How her background in loan processing helped accelerate her broking career
  • What tools and processes she is using to manage broking while in lockdown.

And much more!

Make sure you never miss an episode by subscribing to us now on iTunes!

Did you like this episode? Show your support by rating us or leaving a review on Apple Podcasts (Elite Broker) and by following The Adviser on social media: FacebookTwitter and LinkedIn. If you have any questions about what you heard today, any topics of interest you have in mind, or if you’d like to lend your voice to the show, email This email address is being protected from spambots. You need JavaScript enabled to view it. for more insight!

Articles of interest:

Revealed: Australia’s top brokers!
Financial stress affecting 2 in 5 employees
Utilising technology to build a relationship-based business

Why this award-winning broker is focused on financial wellness
mikaela patterson
TheAdviser logo
mikaela patterson


Paul Moses Stewart Saunders Heritage Bank TA

New broker head for Heritage Bank amid leadership shuffle

Heritage Bank’s NSW and ACT state manager Paul Moses is set to become its new head of broker experience, replacing...

James Angus ta

Bluestone boosts non-prime support for brokers

As part of Bluestone’s senior underwriters, the “broker credit coaches” will have new responsibilities added to...

ron Galvin and John eid

Prime welcomes new BDMs amid SME lending boom

Prime Capital has welcomed former MyState Bank BDM Ron Galvan and former Archer Wealth BDM John Eid to its team of...

Read the latest issue of The Adviser magazine!
The Adviser is the number one magazine for Australia's finance and mortgage brokers. The publications delivers news, analysis, business intelligence, sales and marketing strategies, research and key target reports to an audience of professional mortgage and finance brokers
Read more