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  • New Broker Academy 2017

    LOCATIONS

    Brisbane 3 October
    Sofitel Brisbane Central

    Perth 5 October
    Novotel Perth Langley

  • New Broker Academy 2017

    The Adviser’s New Broker Academy is an intensive bootcamp designed to equip you with REAL knowledge and the skills you need to become tomorrow’s elite broker

Highlights

WHY YOU NEED TO ATTEND

UNLOCK THE SKILLS AND EXPERTISE TO FUTURE-PROOF YOUR CAREER!

 

The Adviser's New Broker Academy is designed to equip you with REAL insight and the skills you need to become tomorrow’s elite broker.  

 

Why you need to attend:
  • Learn how to plan your year efficiently to ensure you achieve maximum volumes  
  • Take away strategies around budgeting and transitioning from a salaried job to a commission-based career in finance 
  • Discover tactics and tools for achieving "quick wins" in your first 18 months 
  • Gather sales and marketing fundamentals to help you build your client base, generate leads and retain current customers
  • Gain insights from successful brokers on how they succeeded in their first year in broking 
Is this for me? 

This full day bootcamp is designed for brokers in the first two years of the profession or for anyone seeking a career in broking or looking to add mortgage broking to their client offering. 

 

This event is FREE for new brokers so book today to secure your seat! 

 

Speakers

Deena Janes 

Multiple business owner Deena Janes, is a regular presenter and keynote speaker at aggregation and industry professional development days sharing her knowledge and marketing strategies with over 1,000 business owners in the finance industry every year.

Her main business of over 12 years, Your Client Matters, delivers marketing services to mortgage and finance brokers, aggregators, financial planners, real estate agents and accountants, with the sole purpose to educate their clients - home owners, potential home owners, and investors - through the Finance Matters marketing program. 

Using a combination of print and electronic communication, website and social media strategies, Your Client Matters is considered not only the best but also the most comprehensive marketing specialist in Australia for the finance sector.

Glen Coutinho 

Glen Coutinho is one of the most decorated real estate agents in Australia finishing in the Top 10 Agents in the country over the past four years running. With almost 30 years’ experience in real estate, Glen’s customer service skills are widely recognised as being the best in the business.

Before entering real estate Glen spent many years in finance and money markets, working with Westpac and Coles Myer.

“A good estate agent understands markets and will do his best to ensure owners' expectations are met when their property goes to market" This approach has served Glen well during his time in real estate. He has established himself as a major force in the Boroondara area and has become widely recognised as one of the leading staff trainers in Australia and New Zealand.

Julie Meek 

It’s this link between performance and success that inspired Julie to discover what some of the world’s top performers do to enable them to be the best in their fields. Innate talent and motivation are common threads, but more often it’s the tactics and strategies they’ve developed and honed over the years that allow them to gain an advantage and stay at the top of their game.

Julie Meek is a thought leader and keynote speaker in peak performance. She inspires leaders to achieve personal success by utilising the strategies of world class athletes and performers at the top of their game. In sport, some of Julie’s high-profile clients include the Fremantle Dockers Football team, the champion Perth Wildcats team and many Olympic athletes across all sports at the Western Australian Institute of Sport. She brings the attributes of elite athletes to business to assist leaders and their teams in achieving high performance. Julie is known for her signature no-nonsense approach and unique ability to inspire immediate action.

Over the past 20 years, Julie has partnered with many top performers across business, elite sport, politics, health, medicine, arts and culture, property, philanthropy and many other industries, helping them achieve the highest levels of professional and personal success. She is a coach, qualified Sports Dietitian and degree qualified in Health Promotion.

 Julie Meek is also the author of truth, lies and chocolate (Finalist in the World Food Media Awards) and ‘Ready, Set…Go’. She is the resident performance expert on a top rating Australian radio station and her expertise is sought across all media channels. Julie loves to challenge herself by running marathons.


 

 

 

Sam Makhoul 

Sam Makhoul was born and raised in Beirut, Lebanon. He is a ‘70s child with the progressive mindset of a Gen Y. He holds a Master of Laws degree (major in finance law) from the UNSW, and is a director of MSA National, a law company specialising in mortgage processing.

He has advised and acted for the ‘who’s who’ of financial institutions, both domestic and international and holds particular insight into the mortgage process developed and refined throughout his career. He has a strong empathy for the customer experience and is credited with designing some of the most effective strategies in volatile market conditions.

When he is not practicing law, Sam is a keynote speaker and author of 'A Higher Branch'. He is also the Wellness Warrior at MSA National where he continually mentors his leadership team on wellness and peak performance.

Sam is an associate member of the National Speakers Association of Australia and an accredited mentor with Thought Leaders Global. 

Stuart Donaldson 

Stuart Donaldson, founder and owner of Banyan Co, is an experienced banking and finance executive, educator, business coach and financial advocate for owners of small-to-medium enterprises. He established the Business Advisory division of a major bank and was personally responsible for bringing the best available financial management tools to SMEs, including the highly acclaimed Beyond Survival financial education series. As a facilitator, Stuart has conducted hundreds of seminars, workshops, and keynote addresses across Australia, New Zealand, the Pacific region and Singapore. He has worked alongside scores of business owners, franchise groups, industry associations and professionals and has earned an enviable reputation. This is supported by consistently receiving outstanding feedback scores.
Stuart is driven by his unique ability to transform an audience's view of financial concepts from confusing and complex to simple and intuitive. As a frequent surfer, Stuart appreciates that wipeouts can occur in business too. With structure and discipline these can be avoided and businesses can thrive. Stuart has a Bachelor of Business (Accounting) degree and an Advanced Diploma in Financial Services.



PARTNERS

The Adviser would like to thank the following partners for their support:

PRINCIPAL PARTNER

Heritage Bank

 

Heritage is Australia's largest mutual bank, serving the best interests of customers and their communities since 1875.

As a mutual bank, Heritage focuses on delivering great value to customers, rather than maximising profits. its customer-centred proposition closely matches that of the mortgage broker sector, which Heritage has been involved with for the past 20 years. 

Heritage proudly partners with mortgage brokers to help Australians achieve their home ownership dreams. 

Find out more:
visit heritage.com.au

GOLD PARTNER

Bluestone

Bluestone was established in early 2000 in Sydney, Australia and steadily expanded from a mortgage origination and securitisation platform to become a multi-national Lending and Asset Management business with offices in the UK, Ireland, Australia and the Philippines.

Since 2000, Bluestone has developed a suite of industry best practice systems and processes supported by extensive management expertise with a strong reputation for high quality asset management and servicing capabilities.

Bluestone currently operates in five countries, with over 260 employees and a total of $6.2 billion of assets under management. In Australia specifically, the group has operated a successful mortgage lending platform for over 15 years, and currently has A$400 million in aggregate warehouse funding and capital markets support from both the CBA and Macquarie Bank. This was most recently evidenced with the successful RMBS issuance of Sapphire 2016-1 with CBA and Macquarie acting as joint lead managers.

Bluestone is owned by a mix of private and institutional shareholders including Lloyds Development Capital (LDC), the UK’s leading mid-market private equity house owned by Lloyds Bank, and Macquarie Bank. Bluestone operates three core divisions: Mortgages, Lending Services and Capital Management.

As a non-ADI organisation, Bluestone Australia is subject to oversight and regulation from ASIC.

Find out more:
visit bluestone.com.au

FBAA

The Finance Brokers Association of Australia Limited (FBAA) was established in 1992 and today is “changing the game". The FBAA not only insists on the highest levels of professionalism, ethics and standards from its members, but has become the industry association of choice by finance broker professionals.

The FBAA philosophically stands to ensure there is always a choice of industry bodies within the sector and that brokers' rights and future are preserved and well protected.

Find out more:
visit fbaa.com.au

Fundamental Business Finance

Fundamental Business Finance’s purpose is to partner with small and medium business owners to provide advice, capital and finance strategies to grow sustainable businesses across Australia. The company has quickly become a trusted brand and leader in the niche SME market with a national network of Business Finance Specialists.

Our team is equipped and trained with one of the largest lender panels across all areas of finance assisted by customised tools and systems. The Fundamental model is based on building strong and enduring client relationships by providing advice and solutions under the five pillars of our business:

  • Commercial & Business Lending
  • Asset Finance
  • Cash Flow Finance
  • Residential Lending
  • Insurance - Protection & Risk

Fundamental is growing rapidly and always on the lookout for motivated and positive brokers to partner under our model, featuring multiple income streams, ownership of trail book and specialised mentoring and support.

Find out more:
visit fundamentalbusinessfinance.com/

Pepper Money

Pepper Money is an Australian owned, people focused lender providing home loans, car loans and equipment finance and personal loans.

Whatever your client’s circumstances, we take a uniquely flexible, human approach assessing each situation individually.

We’ve been awarded Best Specialist Lender four years in a row and Best Self-Employed Lender for two years in a row.

At Pepper Money we’re about discovering new ways to finance ambition. Talk to us today about what you want to achieve.

Find out more:
visit pepper.com.au

Smartline

Smartline was established in 1999 with the goal of building Australia’s best mortgage broking business and putting people, not banks, in control of their loan options.

We never set out to create Australia’s biggest or most well-known mortgage broking business. Our goal was to give people the right loan advice and help them get ahead – be it buying a home, paying off their loan sooner or growing their property portfolio.

So we created a franchised business, with smarter software, and recruited the most experienced and knowledgeable advisers from the banking world.

Instead of advertising to the masses, we focused our energy and resources on providing remarkable service to every single one of our clients.

As a result, the Smartline business has grown rapidly, and almost exclusively, on referrals and repeat business. We have become one of Australia’s most respected mortgage broking groups amongst Australian property buyers and our industry peers.

Find out more:
visit smartline.com.au

Spectrum Wealth Advisers

Spectrum Wealth Advisers is a financial services provider supporting finance professionals across Australia. December 2016 was a milestone for Spectrum Wealth Advisers who listed on the ASX under the parent company Freedom Insurance Group.

Spectrum Wealth are specialists in providing additional revenue streams to mortgage brokers both with upfront commissions and the ability to build a trail book estimated value 4-4.5 times.

For brokers looking to grow their income with minimum effort and maximum effect, Spectrum Wealth Advisers has a proven track record of increasing brokers’ wealth through the very simple and obvious strategy of diversification.

Find out more:
visit spectrumwealth.com.au/broker-registration

Vow Financial

Vow Financial provides lending professionals with support and guidance to run their business, their way. Its flexible commission models allow business owners grow sustainably and profitably. Vow provides the most comprehensive lending panel in the industry, ensuring brokers have plenty of ways to maximise their revenue. Vow is also a leader in broker education, offering a range of ways to learn – from PD Days through to bite-sized workshops with lenders, as well as a cutting-edge online learning hub. 

Find out more:
visit vow.com.au

Yellow Brick Road

Yellow Brick Road provides lending and wealth services to a broad range of Australians, through an extensive network of branded franchisee branches. With a diversified business focused on both lending and wealth, YBR is uniquely positioned to provide end-to- end financial services for clients, whatever their life stage. Yellow Brick Road’s highly recognisable brand and expert support services give lending professionals the tools, guidance and products they need to build a successful business of their own.

Find out more:
visit ybr.com.au

Your Client Matters

YCM is Australia’s leading marketing specialist for the finance industry.

Since 2003, YCM have been helping brokers build profitable and sustainable broking businesses through their diverse marketing program, education and support services.

Having all used mortgage brokers, the YCM team knows exactly what clients want from their broker and how they should be educated and marketed to.

Not only are their programs the best client communication system around for brokers, their program is also an excellent lead generator to qualify and build your database.

Whether you need a new website or direct and digital marketing solutions, or a social media program you are best to chat to the YCM team first, before burning your money on marketing that doesn’t work.

Find out more:
visit yourclientmatters.com.au

TECHNOLOGY PARTNER

NextGen.Net Pty Ltd

NextGen.Net Pty Ltd is Australia's leading technology solution provider to the lending industry, focused on delivering quality products and services to a range of banks, non-bank lenders and brokers.

It's objective is to provide smarter solutions for now and what’s next - delivering best-in-class Software as a Service (SaaS) and leading the market in quality management and processing efficiencies.

Find out more:
visit nextgen.net

EVENT PARTNER

MyBusiness

My Business is Australia’s pre-eminent digital platform dedicated to equipping ambitious small to medium enterprise business owners with the knowledge and inspiration they need to grow their business.

Recognised as a trusted advisor to SME owners for 24 years, My Business provides innovative business strategies, practical tips and expert advice that Australia’s two million SME owners can use in their day-to-day operations.

Find out more:
visit mybusiness.com.au

REGISTER NOW

CONTACT

General enquiries
Rebecca Downie - Event Coordinator  
Phone: 02 8866 2405
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Sponsorship enquiries
Michael Magee 
Phone: 02 8045 2004
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