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opinion opinion opinion Compliance
Does remote VOI pass the reasonable steps test?
by Sam Makhoul • 27 Mar 2017
VOI rules require that mortgage brokers take reasonable steps to verify the identity of their clients.
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“I just don't have enough time...”
by Hank Hong • 20 Mar 2017
The catchcry heard all too often… “I don’t have enough time!”
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Insight: Frank Crombie, NLG Leasing - MARCH 2017
by Tamikah Bretzke • 13 Mar 2017
The Adviser talks to NLG Leasing’s Frank Crombie about the business’ point of difference in the broking industry,...
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The importance of advising life insurance to clients applying for a...
by David Ryman • 13 Mar 2017
There are many things an average household can live without, but for those considering purchasing property, life...
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When a sum isn’t greater than its parts
by Nick Young • 6 Mar 2017
2016 was an interesting year and the Trail Book industry was no exception.
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How easily referable are you?
by Jane Anderson • 3 Mar 2017
Your networks provide you with your most powerful sales source: inbound referrals.
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The bankrupt broker: what happens to their commission?
by Meena Hanna & Matthew Bransgrove • 1 Mar 2017
The question of whether or not an undischarged bankrupt broker is entitled to receive upfront or trail commission is...
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The two areas where mentees fail in their broking careers
by Graeme Salt • 1 Mar 2017
Fear and excitement are the two emotions that I often see on the faces of the Walker and Miller Cert IV and I find that...
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Insight: Nick Young, Trail Homes - Feb 2017
by Tamikah Bretzke • 27 Feb 2017
Trail Homes’ Nick Young talks to The Adviser about his advice to brokers looking to retire, his thoughts on the tax...
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Using data and niches to find your goldmine of clients
by Matt Mitchener • 23 Feb 2017
It’s important to understand your territory like the back of your hand and hone in on your target market.
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Doing the right thing
by • 20 Feb 2017
The rise of the mortgage broking industry to become the major distributor of mortgages is due to a public vote of...
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Tips and traps for referral partnerships
by • 14 Feb 2017
It’s hard to find new clients, and even harder to find clients who are worth having, therefore the art of referrals...
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Insight: Tanya Sale, Outsource Financial
by Tamikah Bretzke • 13 Feb 2017
Outsource Financial CEO Tanya Sale talks to The Adviser about her plans for the business, why she believes ASIC is...
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Things to consider if looking for a move in 2017
by Zak Wilford • 13 Feb 2017
There’s movement in the market and I’m seeing more people open to new opportunities than ever before.
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New year, new aggregator
by Hank Hong • 6 Feb 2017
When I decided to strike out alone as an individual broker, the biggest decision I had was which aggregator was I going...
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Insight: Tim Lawless, CoreLogic RP Data - Jan 2017
by Tamikah Bretzke • 30 Jan 2017
Tim Lawless talks to The Adviser about trends in Melbourne’s property market, his views on recent rate hikes and the...
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LJ Hooker boss outlines affordability solution
by Grant Harrod • 27 Jan 2017
The real estate giant has surveyed thousands of property owners and come up with three ways to solve what CEO Grant...
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Two steps to mastering the commercial client interview
by John Kolyvas • 25 Jan 2017
While the fundamentals of lending and assessing a loan application are the same whether you’re looking at a home loan...
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Filtering out the fintech hype
by Ian Dunbar • 23 Jan 2017
Fintech, wealthtech, insuretech, digitalmortgages, P2P lending, crowdfunding, cryptocurrencies and so on.
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Insight: Nicole Cannon, Pink Finance - Jan 2017
by Tamikah Bretzke • 16 Jan 2017
Nicole Cannon from Pink Finance talks to The Adviser about her experience at the UK Study Tour, the importance of...
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Two steps to mastering the commercial client interview
by John Kolyvas • 16 Jan 2017
While the fundamentals of lending and assessing a loan application are the same whether you’re looking at a home loan...
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5 essential guidelines to the perfect business shirt
by Fiona Anchal • 9 Jan 2017
For the professional landscape, choosing a business shirt goes beyond selecting the right colours and prints.
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Insight: Joel Wyld, Peasy
by Tamikah Bretzke • 3 Jan 2017
Peasy's Joel Wyld chats to The Adviser about his thoughts on competition within the broking industry, the biggest...
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Fixed rates on the rise - Jan 2017
by Jeremy Fisher • 3 Jan 2017
Interest rates have been at record lows for the last few years and during this time there has been much discussion...
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Attracting specialist lending clients - Matt Mitchener
by Matt Mitchener • 2 Jan 2017
Marketing strategist Matt Mitchener provides some invaluable insights into the different types of specialist customers...
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