2021 Sessions

Jason is the Director of Broker Essentials and is a well know figure in the finance industry and sort after media commentator. In 2016 Jason foundered Broker Essentials  and launched a training course for brokers after years of inquiries into the best practices and habits of a high performance business.

Jason was named the 2020 ABA Mentor of the year and Broker Essentials named 2020 AMA Service Provider of the year. Previously Jason was the Managing Director of The Australian Lending & Investment Centre (ALIC) and was instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.

Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence.  Jason’s Broker Essentials Revolution will take you through the behaviours of the nation’s best brokerage focusing on process, business management and the client journey.

Jason has over 30 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.

In 2013, armed with a video camera, Nigel set off on an initiative, solo on his motorbike, to discover ingenious Australians and share their stories. As founder of ‘Ingenious Oz Project’ and author of ‘Game of Inches’, Nigel travels Australia finds the most ingenious business and professional success stories, takes out the key learnings and presents them back to your audience.

Adding to the pool of research and interviews Nigel started a series of interviews with Ingenious Australian’s on how they are surviving and thriving through COVID-19 Nigel Collin CSP works with organisations and their leaders to address these challenges by managing change resistance and creating an achievable process of consistent small steps. His message is simple. Engaging your people to act on change and innovation daily is a ‘Game of Inches’ and not a one-off explosive moment.

He has a passion for understanding why businesses and organisations are successful. Nigel started his first business at the age of 20 and sold it at 21. He then went on to build one of
Australia’s largest creative entertainment design companies within the Business Events Arena.

Nigel is a Certified Professional Speaker (CSP) the highest accreditation Internationally. He is Strategic Advisor to the Board of Meetings and Events Australia. In 2017 was awarded
outstanding contribution to Meetings and Events Australia and is an Associate fellow of Meetings Events Australia (AFEMA).

He is an alumnus of the Disney Institute, a Ted-Xer, and author of three books, (with a fourth on the way). When not speaking, working with clients, writing or riding his motorcycle he
spends his time between Sydney and the rural mid north coast of NSW with his family.

In 2013, armed with a video camera, Nigel set off on an initiative, solo on his motorbike, to discover ingenious Australians and share their stories. As founder of ‘Ingenious Oz Project’ and author of ‘Game of Inches’, Nigel travels Australia finds the most ingenious business and professional success stories, takes out the key learnings and presents them back to your audience.

Adding to the pool of research and interviews Nigel started a series of interviews with Ingenious Australian’s on how they are surviving and thriving through COVID-19 Nigel Collin CSP works with organisations and their leaders to address these challenges by managing change resistance and creating an achievable process of consistent small steps. His message is simple. Engaging your people to act on change and innovation daily is a ‘Game of Inches’ and not a one-off explosive moment.

He has a passion for understanding why businesses and organisations are successful. Nigel started his first business at the age of 20 and sold it at 21. He then went on to build one of
Australia’s largest creative entertainment design companies within the Business Events Arena.

Nigel is a Certified Professional Speaker (CSP) the highest accreditation Internationally. He is Strategic Advisor to the Board of Meetings and Events Australia. In 2017 was awarded
outstanding contribution to Meetings and Events Australia and is an Associate fellow of Meetings Events Australia (AFEMA).

He is an alumnus of the Disney Institute, a Ted-Xer, and author of three books, (with a fourth on the way). When not speaking, working with clients, writing or riding his motorcycle he
spends his time between Sydney and the rural mid north coast of NSW with his family.

Jason is the Director of Broker Essentials and is a well know figure in the finance industry and sort after media commentator. In 2016 Jason foundered Broker Essentials  and launched a training course for brokers after years of inquiries into the best practices and habits of a high performance business.

Jason was named the 2020 ABA Mentor of the year and Broker Essentials named 2020 AMA Service Provider of the year. Previously Jason was the Managing Director of The Australian Lending & Investment Centre (ALIC) and was instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.

Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence.  Jason’s Broker Essentials Revolution will take you through the behaviours of the nation’s best brokerage focusing on process, business management and the client journey.

Jason has over 30 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.

Jason is the Director of Broker Essentials and is a well know figure in the finance industry and sort after media commentator. In 2016 Jason foundered Broker Essentials  and launched a training course for brokers after years of inquiries into the best practices and habits of a high performance business.

Jason was named the 2020 ABA Mentor of the year and Broker Essentials named 2020 AMA Service Provider of the year. Previously Jason was the Managing Director of The Australian Lending & Investment Centre (ALIC) and was instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.

Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence.  Jason’s Broker Essentials Revolution will take you through the behaviours of the nation’s best brokerage focusing on process, business management and the client journey.

Jason has over 30 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.

Jason is the Director of Broker Essentials and is a well know figure in the finance industry and sort after media commentator. In 2016 Jason foundered Broker Essentials  and launched a training course for brokers after years of inquiries into the best practices and habits of a high performance business.

Jason was named the 2020 ABA Mentor of the year and Broker Essentials named 2020 AMA Service Provider of the year. Previously Jason was the Managing Director of The Australian Lending & Investment Centre (ALIC) and was instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.

Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence.  Jason’s Broker Essentials Revolution will take you through the behaviours of the nation’s best brokerage focusing on process, business management and the client journey.

Jason has over 30 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.

I have more than 30 years in Financial Services and have been at Smartmove Professional Mortgage Advisors since January, 2014. Prior to this I was Head of Mortgage Broker Services for the St George Banking Group. 

Smartmove was established in 2003 as a boutique brokerage, specialising in owner occupied and investment lending. We have grown from a single operator to a team of over 20 based in 2 locations in Sydney – Neutral Bay and Rhodes that work alongside our Operations team in Manila which has 25 support staff. We are now one of Australia’s largest independent mortgage broking groups. We are heavily focused on amazing client experiences built around the team’s knowledge, strong processes and relationships.
I am passionate about creating opportunities for our team to prosper, creating a sustainable business and having lifelong trusted relationships with our clients.

Anthony Landahl is Managing Director of boutique finance brokerage Equilibria Finance. Equilibria Finance specialises in partnering with advice and accounting practices in delivering residential, commercial and asset finance solutions to their clients.

Kerry Packer once stated that Mortgage Brokers ‘are in the business of hopes and dreams’, Ruan Burger, former Managing Director of Time Home Loans, Brisbane, and Home Loans Etc, Gladstone, wishes he had created this line as it typified his business philosophy as a Mortgage Broker - helping people achieve The Great Aussie Dream of owning your own home.  
 
 
Ruan landed on Aussie shores in 2005 and quickly forged a career within the Mortgage Broking Industry climbing into Australia’s Top 100 Brokers in the first two years of business and retaining his position in the pack until the sale of Time Home Loans in 2021. He won numerous accolades during his career, and is ready to raise the bar again with Success&Broker.
 
 
“You do not need to reinvent the wheel, you just need to do it better than the competition. The wheel in this instance is service and I believe relationships are the key to providing a standout service. People deal with people; we are but a culmination of our experiences” - Ruan
 
 
Ruan has always aimed to raise the bar with visionary and adaptable businesses, with great purpose and support, delivering an outstanding and individualized service to clients - they say that you cannot be all things to all people, but does that mean you should not try?
 
 
After a long working week Ruan unwinds with his wife and children for quality family time… if it’s a really good day his wife allows him out for a game of golf!

Kristy has been in the real estate and finance industry for the past 20 years having owned and operated her own successful agency in both Real Estate and Mortgage Broking Business. She spent a number of years as the General Manager of Ray White Victoria and 5 years at Loan Market in a National Role specialising in Broker Productivity and performance, so she is no stranger to pulling apart a business to find efficiencies and streamline the business in order to get the best operating Rythm. She believes in having a clear system to allow business owners to scale whilst keeping doing the important stuff and outsourcing tasks to give them back time.

After spending time over the UK looking at the broking market, Kristy met Mortgage Advice Bureau , the leading UK consumer brand for mortgage intermediaries and quickly knew that this company was invested in the future of technology and were very well placed with where the industry was heading. She Joined MAB as head of partnerships to be a part of a winning organising that were ahead of the game and had a different model that she knew would be well received in the Australian market. Having stepped inside hundreds of different broking business, she has certainly seen lots of different models and ways to do things and she takes these wins to help others grow and build a better business.

You may find it hard to get her to stop talking about some of her favourite topics, efficiencies and the actual cost of running a file, a brokers role and handover, the value of a lead and how to nurture it until its ready, getting new team members up to speed quickly and of course Technology - how will consumers take out a loan in 5 years' time and what our financial transactions will really tell us about our clients? Kristy believes in building great referral partnerships to strengthen your business and is always happy to share her tips as to how to help build these relationships.

Kristy is married to a successful mortgage broker and business owner Josh Bartlett so this certainly helps her insight into the day to day running of a business. Juggling her role at Mortgage Advice Bureau she is also mum to 2 boys Zac and Bailey who keep her on her toes.

Jason is the Director of Broker Essentials and is a well know figure in the finance industry and sort after media commentator. In 2016 Jason foundered Broker Essentials  and launched a training course for brokers after years of inquiries into the best practices and habits of a high performance business.

Jason was named the 2020 ABA Mentor of the year and Broker Essentials named 2020 AMA Service Provider of the year. Previously Jason was the Managing Director of The Australian Lending & Investment Centre (ALIC) and was instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014,15,16 and 2017 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards and MFAA in 2016 and 2018.

Jason has created a practical and targeted program for brokers and administration staff that will help them grow their business by focusing on sales through service excellence.  Jason’s Broker Essentials Revolution will take you through the behaviours of the nation’s best brokerage focusing on process, business management and the client journey.

Jason has over 30 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.