What pushes a retail banker of 10 years to leave the branch and launch an independent brokerage from scratch? For Nick Lissikatos, it came down to being sick and tired of telling clients “no”.
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After a decade at Commonwealth Bank of Australia and St George Bank, the new broker and director of Sydney-based Trelos Finance made the jump to broking, going from casting a wide net across multimillion-dollar development sites to mastering a focused core of first home buyers and mum-and-dad investors.
Here, he chats to host Charlie Tchetchenian, senior journalist at The Adviser, to break down how he’s built his brokerage over the past three years, his digital-first approach to client communication, and why he believes new operators should invest in outsourcing admin and credit analysis long before they reach breaking point.
Tune in to find out:
- How he built up a steady pipeline through educational social content and direct outreach.
- Why he chose a boutique aggregator over a major brand.
- His perspective on first-party lender competition and blanket clawback policies.
And much more!
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