Profiles for Mortgage and Finance Industry - The Adviser

profiles

Elite Broker Q&A: Craig Parry, Crown Money

by Ben Squires • 4 Nov 2024

The breathless end-to-end action of elite Australian rules football is not for the faint of heart and there are times...READ MORE

Elite Broker Q&A: Vaughan Clark, Clark Finance Group

by Reporter • 1 Nov 2024

Vaughan Clark started his Melbourne-based brokerage in 2016 after witnessing his friends’ frustration with the... READ MORE

New Broker Q&A: Aimee Bergan, APC Home Loans

by Ben Squires • 16 Oct 2024

After making the leap from banking to broking, Aimee Bergan hasn’t looked back, settling $20 million in her first... READ MORE

Elite Broker Q&A: Ben Walker, First Finance Solutions

by Ben Squires • 30 Sep 2024

Having access to an established broker when you’re first starting in the broking industry is invaluable. If that... READ MORE

New Broker Q&A: Lucas Barrett, Mortgage Choice Sandringham

by Ben Squires • 2 Sep 2024

Find out how Lucas Barrett and his brother Elijah have followed in their father’s footsteps as Mortgage Choice... READ MORE

Elite Broker Q&A: Craig Walker, First Finance Solutions

by Ben Squires • 30 Aug 2024

Plenty has changed since Craig Walker’s broking journey began more than 30 years ago, but his passion for the... READ MORE

New Broker Q&A: Mitch Bath, The Lending Alliance

by Ben Squires • 15 Aug 2024

Find out how this former podiatrist to elite athletes found his feet in the broking industry.... READ MORE

New Broker Q&A: Dan Cooke, Mortgage Choice Newstead

by Ben Squires • 31 Jul 2024

Find out how this broker made his debut into broking as a franchise owner and how he uses his gym connections to... READ MORE

Elite Broker Q&A: Grace Green, Loan Market

by Charlotte Humphrys • 27 Jun 2024

Find out how this Victorian-based commercial broker establishes her fees and how she sets up her referral... READ MORE

New Broker Q&A: Tayla Phillips, Resolve Finance

by Charlotte Humphrys • 21 Jun 2024

Find out how this broker uses social media to set up her referral partnerships and her top tips for new... READ MORE

New Broker Q&A: James Cerolini, Simplify Asset Finance, ROAM Finance

by Charlotte Humphrys • 14 May 2024

This broker reveals why he made the move from aggregator BDM to broker and his process for getting a loan... READ MORE

Elite Broker Q&A: Jill Fleck, Nu-Age Vehicle & Asset Finance

by Charlotte Humphrys • 6 May 2024

This leading asset finance broker reveals how she dominated a male-dominated space, how she formed her referral partner... READ MORE

Elite Broker Q&A: Lisa Bridgett, Stellar Finance Group

by Charlotte Humphrys • 24 Apr 2024

How this broker made the move from sports science to broking and her top tips for brokers.

Elite Broker Q&A: Katherine Persoglia, Property Before Prada

by Charlotte Humphrys • 22 Apr 2024

This broker reveals why she created The Brokers’ Bible and her top tips for new brokers.

Elite Broker Q&A: Joshua De Buelle, FiNEXT

by Charlotte Humphrys • 8 Apr 2024

The Western Australia-based broker delves into how he became a broker, how he manages his wellbeing, and his goals for... READ MORE

Elite Broker Q&A: Kieran Jefferies, Olleh Lending

by Charlotte Humphrys • 5 Apr 2024

This high-performing senior broker explores how he got into mortgage broking and his top tips for new brokers.

Elite Broker Q&A: Scott Rumble, Yakka Finance

by Charlotte Humphrys • 29 Mar 2024

The Best Finance Broker recipient from The Adviser’s Better Business Awards NSW/ACT unpacks how he stays on top of... READ MORE

New Broker Q&A: How Lee Pattison tests his limits

by Charlotte Humphrys • 25 Mar 2024

This Ironman broker shares his top tips for new brokers and reveals how he tests his limits both physically and... READ MORE

Elite Broker Q&A: Top customer service tips from Lee Barron

by Charlotte Humphrys • 15 Mar 2024

The founder of Fox Financial Solutions shares how he became a broker and how he curated his award-winning customer... READ MORE

Elite Broker Q&A: How Gary Rock runs a thriving brokerage

by Charlotte Humphrys • 6 Mar 2024

This chef-turned-broker explains how generating new business is the ‘easiest’ part of his job and what his biggest... READ MORE

New Broker Q&A: Alex Gee, Kingfisher Finance Group

by Annie Kane • 29 Feb 2024

Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic,... READ MORE

Elite Broker Q&A: Advice for new starters from elite broker Luke...

by Charlotte Humphrys • 13 Feb 2024

This Sydney-based broker explores the impact of new tech, the importance of referral partnerships, and his advice for... READ MORE

Elite Broker Q&A: Top tips from leading asset finance broker Brendan...

by Charlotte Humphrys • 9 Feb 2024

Basketballer-turned-broker Brendan Scotter has been building his business Commercial Point Finance rapidly. He sat down... READ MORE

Australia’s leading asset finance broker reveals top tips for...

by Malavika Santhebennur • 24 Jan 2024

The Asset Finance Broker of the Year 2023 has revealed how brokers can best service their clients requiring asset... READ MORE

New Broker Q&A: Sam Neville, Mortgage Choice Adelaide

by Adrian Suljanovic • 18 Jan 2024

After earning the moniker of “Adelaide’s TikTok mortgage broker”, Sam Neville has been making waves with her... READ MORE

Elite Broker Q&A: How Rishi Bhatia is tapping into new areas of...

by Reporter • 15 Jan 2024

In the rapidly evolving lending landscape, Rishi Bhatia has been moving with the times and expanding his service... READ MORE

New Broker Q&A: Ben Williams, Mortgage Choice, South Melbourne

by Annie Kane • 5 Jan 2024

Following in the footsteps of his father, Ben Williams reveals his journey in shaping his distinct path toward... READ MORE

New Broker Q&A: Nick Ash, Entourage

by Annie Kane • 27 Dec 2023

With a background steeped in commercial banking, new broker Nick Ash joined the team at Entourage focusing on... READ MORE

Broker flooded with phone calls from anxious borrowers

by Malavika Santhebennur • 18 Dec 2023

The Victorian broker has said she is receiving an influx of calls from borrowers facing financial hardship as they roll... READ MORE

New Broker Q&A: Tom Rockliff, Commercial Point Finance

by Adrian Suljanovic • 4 Dec 2023

From the footy field and into commercial finance, former Brisbane Lions and Port Adelaide AFL player Tom Rockliff sat... READ MORE