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.