Broker

The Better Business Summit 2022

By Annie Kane8 minute read

Over the course of April to June, The Adviser hosted its “silent disco” conference, the Better Business Summit and glittering awards program, the Better Business Awards, in partnership with NAB. We take a look back at some of the highlights

Partnered by NAB

 

A word from NAB

On behalf of NAB, congratulations to all the finalists and special congratulations to all the winners across the country.

It’s great recognition for all those industry leaders across each state to be recognised in that way by the judges and by their peers.

As the bank behind the broker and as a partner, we want to be there to recognise the excellence that’s continuing to improve. It’s important for us as financiers to support those businesses and what those businesses are doing for customers.

We support the Better Business Awards because we think it’s a really good broker outcome in terms of the support that they’re providing customers.

The message which we’ve been conveying at the Better Business Summit and the Better Business Awards, is: continue to lift the bar.

Regards,

Phil Waugh

executive, broker distribution

NAB

Find out more about the Better Business Summit and Awards – and NAB’s key takeaways from the event roadshow – in the In Focus podcast episode, In Focus: Better Business Summit and Awards 2022, out now:

  

The Adviser’s Better Business Summit, run in partnership with principal partner NAB, was back with a bang for 2022, visiting five states across April and June.

More than 4,000 members of industry eager to learn, network and celebrate with colleagues and peers registered to attend the conference and awards for its ninth annual roadshow – marking the biggest-ever turnout for the Better Business Summit & Awards.

After two years of remote learning and embracing technology, the 2022 summit took inspiration from the changes that have been made in mortgages this decade – and what’s on the horizon – harnessing the theme of DIGITAL BROKER.

For the first time this year, the Better Business Summit 2022 was delivered by headsets for a “silent disco” conference. The wireless headsets enabled delegates to consume content their own way; whether they were listening to the TED Talk-style presentations while answering emails, taking it all in while finding a quiet corner, or listening to the Elite Broker podcast channel with Better Business Award finalists while perusing partner stands.

All of the content for the summit this year also had a digital bent, demonstrating how technology is transforming the way clients choose to interact with brokers and lenders, and how brokers can service their evolving requirements.

Catriona Wallace, leading writer, speaker and adviser on responsible technology, ethics and the future of work and Nick Abrahams, global futurist, innovator & author (Western Australia only), explored how AI, the metaverse and emerging tech will change financial services, including through “metaverse” property and how the industry can ensure that it is engaging in an ethical and responsible manner in a new (and unregulated) space.

Meanwhile Luke Matias, founder of AI-backed finance company Matias Group, explored how crypto and blockchain are set to revolutionise the real estate sector and transform how brokers interact with customers. Mr Matias focused on how blockchain is set to reduce property transaction times, decentralise processes, protect investors and increase accessibility for new home owners, too.

Brokers were later treated to a show-and-tell session on open banking, and how it will help brokers save time and safeguard client data. Renee Blethyn, head of broker partnerships at NextGen, welcomed several volunteers to demonstrate how the new “trusted adviser” rules work for brokers, and how open banking and the consumer data right will enable instant access to a comprehensive, verified and up-to-date view of borrowers’ finances.

Protecting financial data is a key concern for the financial services space at the moment, as more and more cyber attacks, ransomware attacks and email cloning scams target the boom in property buying. In an eye-opening and (somewhat terrifying) session, Major General (Ret’d) Dr Marcus Thompson AM, PhD, former head of the Department of Defence’s Information Warfare Division and current director of Cyber Compass discuss how businesses can manage the growing financial risk of cyber penetration.

In his session and following Q&A, brokers heard how business, government and Australia’s Defence Force are combating the rising threat of cyber attacks as Australia drives forward in its transition to a digital future. His range of top tips on how to better prepare brokerages for penetrations helped provide practical solutions, too.

In the afternoon, the Better Business Summit turned its attention to marketing in the digital age.

TV and film producer and author Maz Farrelly – who has worked on a number of reality shows and was one of the creators of the ABC current affairs show, Q&A – presented an entertaining and informative keynote address on discovering the art of sticky communication and how to stand out in an increasingly crowded (online) crowd.

A run-down of take-home tips and solutions to creating better video content was delivered to eager broker delegates too, as specialists Jenny De Lacy (content marketing & social video expert, Talking Digital), Jane Clarke (VIE Marketing owner and senior marketing consultant), Dylan Webber (director of Video Domain) and Chris Schwager (video marketer from Ridge Films) provided insights into the secrets to success.

The final session of the day, partnered by Sherlok, heard from broker delegates themselves – as they took to the stage to share the digital tools and solutions they are using to help make their lives easier in an increasingly busy environment.

Thank you to all of our speakers and partners who helped make the DIGITAL BROKER theme of the Better Business Summit 2022 come to life.

The winners

Following the successful Better Business Summit earlier in the day, the Better Business Awards saw thousands of members of the broking industry join to celebrate the achievements of brokers, business development managers (BDM), loan administrators, brokerages, and other finalists from across the country.

Taking place across Brisbane, Sydney, Adelaide, Perth and Melbourne, there was no shortage of laughter and merriment during the evening, as comedians provided entertainment throughout the event, while finalists battled it out for the individual and group awards, including the prestigious Broker of the Year award and Editor’s Choice award.

Thank you to all of our judges for helping select the leading lights of the broking industry across each state and territory.

And the winners are…

Queensland

Sofitel Brisbane Central

28 April

BROKER OF THE YEAR QLD 2022

Paul Hixon
Loan Market

Individual Awards

BEST AGGREGATOR BDM

Patrick Moore
Loan Market

BEST LENDER BDM (BANK)

Ashleene Rennie

Macquarie Bank

BEST NEWCOMER

Melissa Wright

Zest Mortgage Solutions

MENTOR OF THE YEAR

Jinping Huang

Smart Mortgage Corp

BEST CUSTOMER SERVICE (INDIVIDUAL)

Jason Cuerel

Mortgage Innovatio

BEST LENDER BDM (NON-BANK)

Simon Winters

Shift

BEST REGIONAL BROKER

Ryan Baddock

RB finance

Thought Leader of the Year

Ewan Ramsey

Ramsey Property Wealth

Best Finance Broker

James Kelder

Green Finance Group

Best Loan Administrator

Kelly Paterson

Professional Lending Solutions

BEST RESIDENTIAL BROKER

Paul Hixon

Paul Hixon Loan Market

EDITOR’S CHOICE

Emma Cattermole

Wealthfolio Financial Services

Group Awards

BEST BRANDED OFFICE

IQ Capital Group

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)

Finance Industries Australia

BEST COMMUNITY ENGAGEMENT PROGRAM

Loan Market Greater Springfield

BEST NEW OFFICE

Mason Finance Group

BEST CUSTOMER SERVICE (OFFICE)

IQ Capital Group

BEST REGIONAL OFFICE

Mortgage Innovations

 

New South Wales/Australian Capital Territory

Australian Turf Club, Royal Randwick Racecourse

5 May

BROKER OF THE YEAR NSW/ACT 2022

Christian Stevens
Shore Financial

Individual Awards

BEST AGGREGATOR BDM

Haley Bellamy
AFG

BEST LENDER BDM (BANK)

Nicholas Ganis
Macquarie Bank

BEST NEWCOMER

Blake Edwards
BE Astute

MENTOR OF THE YEAR

Anthony Zveglic

Finsure Finance & Insurance

BEST CUSTOMER SERVICE (INDIVIDUAL)

Alycia Inglis

Stoneturn

BEST LENDER BDM (NON-BANK)

Lydia Li
Prime Capital

BEST REGIONAL BROKER

Brenden Lowbridge
Money Links

Thought Leader of the Year

Nancy Youssef

Classic Mentoring & Coaching

Best Finance Broker

Tony Bice

First Choice Mortgage Brokers

BEST LOAN ADMINISTRATOR

Shikha Shah
Scarlett Financial

BEST RESIDENTIAL BROKER

Christian Stevens
Shore Financial

WELLNESS ADVOCATE OF THE YEAR

Colin Lee
Inspire Realty

EDITOR’S CHOICE

Peita Davies
MoneyQuest Penrith & Blue Mountains

Group Awards

BEST BRANDED OFFICE

Loan Market Double Bay

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)

Zippy Financial

BEST COMMUNITY ENGAGEMENT PROGRAM

Birdie Wealth

Best Independent Office (more than 5 brokers)

Home Loan Experts

BEST CUSTOMER SERVICE (OFFICE)

Home Loan Experts (Rhodes)

BEST NEW OFFICE

Mortgage Advice Bureau Sydney

BEST REGIONAL OFFICE

Wisebuy Group

 

SOUTH AUSTRALIA/NORTHERN TERRITORY

Adelaide Convention Centre

12 May

BROKER OF THE YEAR SA/NT 2022

James Schulze
Rise High Financial Solutions

Individual Awards

Best Customer Service (Individual)

Gene Ge
Keylend

BEST LENDER BDM (NON-BANK)

Kathryn Skok
Suncorp (formerly Moula)

BEST REGIONAL BROKER

Sharyn Gommers
Hamptons Advisory

Thought Leader of the Year

Liz Trotter
High Heel Investor

Best Finance Broker

Jason Boccaccio
Adelaide Commercial Finance

BEST LOAN ADMINISTRATOR

Yvonne Ha
Loan Market Norwood

BEST RESIDENTIAL BROKER

James Schulze
Rise High Financial Solutions

EDITOR’S CHOICE

Caroline Mundey
Directional Finance

BEST LENDER BDM (BANK)

Maria-Ceres Parreno Macquarie Bank

BEST NEWCOMER

Nathan Martin
Mobile Mortgage Advice

MENTOR OF THE YEAR

Corey Drew

Aussie

Group Awards 

Best Branded Office

Aussie Prospect

Best Independent Office (5 brokers or Less)

Crown Money SA

Best Community Engagement Program

Rise High Financial Solutions

Best Independent Office (more than 5 brokers)

Rise High Financial Solutions

Best Customer Service (Office)

Mobile Mortgage Advice

Best New Office

Protego Finance

Best Regional Office

Preferred Finance

 

WESTERN AUSTRALIA

Crown Towers Perth

19 May

BROKER OF THE YEAR WA 2022

Adam Burstein
Core Finance Co

Individual Awards

BEST AGGREGATOR BDM

Shelley Tetlaw

Loan Market

BEST LENDER BDM (BANK)

Blake Hauber

Westpac 

BEST NEWCOMER

Nathan Bennett

The Loan Company

Thought Leader of the Year

Harry Bozin

Harken Finance

BEST CUSTOMER SERVICE (INDIVIDUAL)

Steve Cramphorn Complete Mortgage Solutions

BEST LENDER BDM (NON-BANK)

Stephen Davis
Pepper Money

BEST REGIONAL BROKER

Michelle Towner

Towner Finance

EDITOR’S CHOICE

Sarcha Sagisaka

Success Finance Solutions

BEST FINANCE BROKER

Casey Stein

Pascoe Partners Finance

BEST LOAN ADMINISTRATOR

Vima Moorghen Momentum Wealth

Best Residential Broker

Adam Burstein

Core Finance Co

Group Awards

BEST BRANDED OFFICE

Mortgage Choice Perth

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)

Towner Finance

BEST CUSTOMER SERVICE (OFFICE)

Resolve Finance

BEST REGIONAL OFFICE

Loan Market Geraldton

BEST INDEPENDENT OFFICE (MORE THAN 5 BROKERS)

The Loan Company

BEST NEW OFFICE

Reward Financial Services Australia

 

VICTORIA/TASMANIA 

Crown Towers Melbourne

2 June

BROKER OF THE YEAR Vic/Tas 2022

Josh Bartlett
Mortgage Advice Bureau Melbourne

Individual Awards

BEST AGGREGATOR BDM

Richele Janjatovic  
AFG

BEST LENDER BDM (BANK)

Gerard Rolfs

CBA

BEST NEWCOMER

Ajay Kathpal

A4 Finance Group

BEST RESIDENTIAL BROKER

Josh Bartlett

Mortgage Advice Bureau, Melbourne

BEST CUSTOMER SERVICE (INDIVIDUAL)

Jonathon Coleman

One Stone Finance

BEST LENDER BDM (NON-BANK)

Matt Hall

Liberty Financial

BEST REGIONAL BROKER

Liz McRae

Loan Market

Thought Leader of the Year

Jason Back
Broker Essentials

BEST FINANCE BROKER

Emmanuel Marios Derwent Finance

BEST LOAN ADMINISTRATOR

Gavin Hepponstall Elephant Advisory

MENTOR OF THE YEAR

Jason Back
Broker Essentials

WELLNESS ADVOCATE OF THE YEAR

Katherine Persoglia Property Before Prada

EDITOR’S CHOICE

Katrina Lagos

Vision Finance Australia 

Group Awards 

BEST BRANDED OFFICE

Mortgage Choice Williamstown

BEST INDEPENDENT OFFICE (MORE THAN 5 BROKERS)

Entourage Finance 

BEST COMMUNITY ENGAGEMENT PROGRAM

MTA Mortgage Brokers

BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)

Aussiewide Financial Services

BEST CUSTOMER SERVICE (OFFICE)

Own Home Loans

BEST NEW OFFICE

Marquee Group 

BEST REGIONAL OFFICE

Loan Market Geelong 

 

 

The Better Business Summit 2022
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Annie Kane

Annie Kane

AUTHOR

Annie Kane is the editor of The Adviser and Mortgage Business.

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