Profiles for Mortgage and Finance Industry - The Adviser

profiles

Elite Broker Q&A: Caroline Mundey, Directional Finance

by Adrian Suljanovic • 20 Jun 2022

Caroline Mundey, recent winner of the Editor’s Choice Award from the Better Business Awards in South Australia, sat...READ MORE

Elite Broker Q&A: Peita Davies, MoneyQuest Penrith/Blue Mountains

by Adrian Suljanovic • 14 Jun 2022

In her 20th year of broking, we catch up with Peita Davies to find out all the tricks of the trade she’s picked up... READ MORE

Elite Broker Q&A: Paul Hixon, Loan Market New Farm

by • 13 Jun 2022

In the wake of his Queensland BBA double win, we speak with Paul Hixon on his journey to become Broker of the Year and... READ MORE

Elite Broker Q&A: Janine Leafe, PKF

by Annie Kane • 15 Feb 2022

We speak with Janine Leafe, who has been a senior mortgage broker at the chartered accounting firm PKF Perth since... READ MORE

Top 25 Brokerages 2022: What makes them successful?

by Annie Kane • 8 Feb 2022

The Top 25 Brokerages ranking 2022 shows that brokers have been busier than ever writing loans and delighting... READ MORE

Elite Broker Q&A: Liz Wilson, Wilson Financial

by Annie Kane • 25 Jan 2022

We speak with Ms Wilson about the people she’s working with, the significance of empathy, and the need to accept... READ MORE

Elite Broker Q&A: Damien Roylance, Entourage Finance

by Reporter • 18 Jan 2022

We speak with Mr Roylance about his move into broking, why the right person is more important than the right time, and... READ MORE

Elite Broker Q&A: Ian Robinson, Robinson Sewell

by Annie Kane • 11 Jan 2022

We find out how Mr Robinson entered the agribusiness loan industry, the necessity in understanding your clients, and... READ MORE

Broker head cycles 332 km to raise funds for suicide prevention

by reporter • 6 Jan 2022

Natalie Sheehan, the head of distribution at non-bank lender Brighten Home Loans, has cycled 332 kilometres to help... READ MORE

First female ACCC chair announced

by • 24 Dec 2021

The federal government has announced Gina Cass-Gottlieb as the new chair to head the ACCC for the next five... READ MORE

Elite Broker Q&A: Dan Holden, HoldenCAPITAL

by Annie Kane • 21 Dec 2021

We speak with Mr Holden about the rise of construction finance, the impetus to establish a lending arm, and advice for... READ MORE

Elite Broker Q&A: Louisa Sanghera, Zippy Financial

by Annie Kane • 14 Dec 2021

We speak to Ms Sanghera about her transition to mortgage broking, the value of a local community, and the multi-pronged... READ MORE

What winning means to me: ABA winners 2021

by Annie Kane • 3 Dec 2021

Australia's leading brokers on what winning the Australian Broking Awards 2021 means to them.

Elite Broker Q&A: Thuy Hook, EZ Finance

by Annie Kane • 30 Nov 2021

We find out why Ms Hook entered broking, the value of maintaining customer service, and how she responded when a former... READ MORE

Elite Broker Q&A: Jennifer Richardson, 123 Financial Group

by Annie Kane • 23 Nov 2021

We find out why Ms Richardson decided to enter the industry, how she manages to do everything at once, and the... READ MORE

Elite Broker Q&A: Alycia Inglis, Stoneturn

by Annie Kane • 2 Nov 2021

We find out the reasons why Ms Inglis established her online platform, her background with broking, and what else needs... READ MORE

Elite Broker Q&A: Xia Xia Yu, Smartline

by Annie Kane • 19 Oct 2021

We find out why Ms Yu embraced the broking industry, how she managed to build an award-winning franchise, and how... READ MORE

Elite Broker Q&A: Marvin Coleman, Mortgage Choice Oakleigh

by Annie Kane • 24 Aug 2021

We speak with the Mortgage Choice Oakleigh broker about how a home loan led to him becoming a broker, and how backing... READ MORE

Elite Broker Q&A: Robert Trewin, Trewin Mortgage Broking

by Annie Kane • 20 Aug 2021

We find out how Mr Trewin switched to broking, what it means to service a regional community, and what supporting your... READ MORE

Elite Broker Q&A: Nicola Tucker, Surf Coast Finance

by Annie Kane • 3 Aug 2021

We find out how Ms Tucker entered the industry, how best to build your own brokerage and how a new broker can best... READ MORE

Elite Broker Q&A: Michelle Towner, Towner Finance

by Annie Kane • 13 Jul 2021

We find out how Michelle Towner's brokerage is growing, why best interest duty prompted a change in her business, and... READ MORE

Elite Broker Q&A: Jason Boccaccio, Adelaide Commercial Finance

by Annie Kane • 29 Jun 2021

We find out how Jason Boccaccio established himself in SME finance, why he started a mortgage broking business, and... READ MORE

Leading brokers offer free mentoring support

by Annie Kane • 12 May 2021

Brokers Adrian Lee and Stephen Michaels of Catalyst Debt Capital are offering free mentoring advice for brokers looking... READ MORE

Thriving in the outback

by Francesca Krakue • 10 Apr 2017

When you think of the finance firms that are at the top of their game, chances are, you’d expect to find them in the... READ MORE

Sneak peek!

by Reporter • 10 Apr 2017

When Adelaide Bank launched its SmartSuite Commercial product range for investors and business operators, brokers were... READ MORE

Montana Consortium

by Reporter • 10 Apr 2017

For some SMEs, like Ed Younis’ construction and project management company, a broker is not just a means of finding... READ MORE

Judo: Purpose-built for brokers and SMEs

by James Mitchell • 10 Apr 2017

A new lender is set to launch this year; Judo Capital. Co-founder Chris Bayliss tells SME Adviser why brokers will be a... READ MORE

The construction specialist

by James Mitchell • 17 Feb 2017

It’s an exciting time to be a broker in the property development space. The SME Adviser catches up with Daniel Holden... READ MORE

SME profile: Tiger Coffee

by Reporter • 25 Jan 2017

When George Miller began importing and supplying coffee machines from Europe to businesses in Australia, he needed some... READ MORE

Aggregator profile: FAST

by James Mitchell • 25 Jan 2017

FAST has built a sturdy reputation as one of the largest aggregation groups operating in the SME finance space. Chief... READ MORE