The former FBAA chief has secured a new leadership role with a property investment business.
Former Finance Brokers Association of Australia (FBAA) managing director Peter White has been appointed chief executive of Bull Invest, an Australian accountant-led property investment business working predominantly with mortgage brokers.
The appointment follows White’s departure from the FBAA nine months ago and his October appointment as chairman of Adelaide-based asset finance aggregator Optimise Aggregation’s advisory board.
That board was established earlier this year to support the aggregator’s national expansion.
White brings more than 45 years of experience in financial services, including 23 years with the FBAA.
His earlier career included becoming Wizard Home Loans’ inaugural CEO and helping establish the RAMS branch network.
Bull Invest has also named Julian Wills as head of governance and risk, while the company’s founder John Zada will take on the managing director position, retaining oversight of the company’s strategic direction.
Broker relationships underpin leadership appointment
Zada said White’s understanding of broking businesses and the relationships underpinning them would be important as Bull Invest continued to develop its offering.
“Peter has spent decades earning the trust and respect of mortgage brokers across Australia. He understands their businesses, the challenges they face and the importance of protecting client relationships. That experience will be invaluable as we continue developing services that genuinely support brokers and their clients,” Zada said.
Bull Invest’s proposition centres on connecting the lending discussion with accountant-led property investment strategy.
The business already holds a place on Yellow Brick Road’s preferred services panel.
White framed the move as a continuation of his work supporting the industry, with an emphasis on business diversification and client service.
“I’ve spent much of my career working to strengthen the mortgage broking industry. What attracted me to Bull Invest is the opportunity to continue supporting brokers in a new way, helping them diversify their businesses while delivering meaningful value to their clients,” White said.
He described the service as complementing brokers’ lending role by helping clients assess investment property purchases through strategy and research.
“Brokers help clients understand what they can borrow. Bull Invest helps their clients determine what to buy and why, backed by accountant-led strategy and data-driven property research. It’s a practical, compliant way for brokers to offer more,” he said.
Governance experience added alongside new CEO
The leadership changes also bring an executive with aggregator compliance experience into Bull Invest’s governance function.
Announcing Wills’ appointment as head of governance and risk, the company said he brought “extensive experience in financial services governance, compliance and risk management.”
Wills previously held two senior positions at major aggregator Finsure, serving as head of compliance from 2017 to 2021 before becoming head of governance and regulatory change between 2021 and 2023.
Before joining Finsure, he was the compliance manager at QED Risk Services from 2015 to 2017.
[Related: FBAA expands executive team for next growth phase]
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