Jason is the director of Broker Essentials and is a well-known figure in the finance industry and a sought-after media commentator. In 2016, Jason founded 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 the managing director of The Australian Lending & Investment Centre (ALIC) and has been instrumental in taking ALIC to the forefront of the mortgage broking industry. In 2014 to 2017, ALIC was voted as the top independent brokerage of the year by Mortgage Professional Australia, Australia’s best brokerage in 2014 and 2015 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 will take you through the behaviours of the nation’s best brokerages, focusing on process, business management and the client journey.
Jason has over 27 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.