Profiles

Legacy Finance Partners – your trusted finance partner
by Legacy Finance Partners • 19 Aug 2025
How did you start down this career path? We (Justin Booker and Joel Ramdhari) are both experienced ex-bankers. We... READ MORE

Founding partner Q&A - Todd O’Reilly, MedX Finance

by MedX Finance • 23 Jul 2025
Todd O’Reilly, Founding Partner at MedX Finance: From banking to securing a $100m a month through MedX Finance,... READ MORE

Jay Coakley – Learning Through Chaos, Thriving Through Connection
by Luxe Finance • 12 May 2025
How did you start down this career path?I graduated in 2010 with a Bachelor of Commerce majoring in Finance. At the... READ MORE

Pave Financial Solutions - Bank Executives to Hands On Brokers
by Pave Financial Solutions • 17 Feb 2025
How did you start down this career path? Peter: I joined NAB on their graduate programme back in 02/03 after... READ MORE

Derry Tanzil – From Protecting the Ocean to being Nominated as the...
by derryandco.com.au • 28 Jan 2025
How did you start down this career path? I never expected myself to work as a mortgage broker. I used to work in a... READ MORE

Andrew Hadjidemetri’s Path to Success: Exclusive Q&A with the...
by AFMS Group • 6 Sep 2024
How did you start down this career path? I began my career as a financial planner at Commonwealth Bank of... READ MORE

Bec Farnsworth- Director & Mortgage Broker at Farnsworth Financial
by Farnsworth Financial • 22 Aug 2024
How did you start down this career path? Prior to establishing Farnsworth Financial I spent almost 12 years in the... READ MORE

Khalil Sader – It’s Never Business it’s always Personal:...
by Perseus Finance • 19 Aug 2024
How did you start down this career path? Prior to Perseus Finance, I spent over 17 years in the motor industry... READ MORE

Elite Broker Q&A: Grace Green, Loan Market
by Charlotte Humphrys • 27 Jun 2024
How and why did you become a broker? I was an accountant for corporate firms. I started with BHP in the mining... READ MORE

New Broker Q&A: Tayla Phillips, Resolve Finance

by Charlotte Humphrys • 21 Jun 2024
How and why did you become a broker? I went through the process of purchasing my home when I was quite young and I... READ MORE

Elite Broker Q&A: Julian Fayad, LoanOptions.ai
by Charlotte Humphrys • 11 Jun 2024
How and why did you become a broker? I was studying website and app development full-time and working full-time and... READ MORE

Elite Broker Q&A: Rick Garner, Crew Financial
by Charlotte Humphrys • 5 Jun 2024
How and why did you become a broker? Financial services … was actually part of my aviation life. I had a mentor... READ MORE

New Broker Q&A: James Cerolini, Simplify Asset Finance, ROAM Finance
by Charlotte Humphrys • 14 May 2024
How and why did you become a broker? My journey started nine years ago in the aggregation space. I worked as an... READ MORE

MakesCents.com.au began as an idea to deliver competitive quotes from...
by MakesCents.com.au • 3 May 2024
From 2018 up until 2020 it was doing exactly that. Working with household brand-name service providers to deliver... READ MORE

Elite Broker Q&A: Lisa Bridgett, Stellar Finance Group
by Charlotte Humphrys • 24 Apr 2024
How and why did you become a broker? My professional journey started [when I did] a bachelor’s degree in exercise... READ MORE
theadviser logo

OUR PLATFORMS AND BRANDS

EVENTS AND SUMMITS

LEARNING AND EDUCATION

MOMENTUM MARKETS NETWORK

LINKS

STAY CONNECTED

Become a free member to receive breaking news direct to your inbox each day.