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  • THE ADVISER BOOTCAMP DIGITAL MARKETING

    Invest just one day in a high-impact, practical session and help grow your sales and digital marketing capabilities the right way.

    LOCATIONS

    Brisbane 22 August

    Brisbane Convention and Exhibition Centre

    Sydney 24 August

    Doltone House Jones Bay Wharf

    Melbourne 29 August

    Melbourne Convention and Exhibition Centre

    Book Now
  • LOCATIONS

    Adelaide 8 November 2016 – Adelaide Oval
    Perth 10 November 2016 – Parmelia Hilton Perth

    Book Now

Principal Partner

At Bankwest, we understand that everyone is working towards a goal. Big goals, small goals, and everything-in-between goals. And every single step is hugely important.

Whether your customer is a first homebuyer, a seasoned property investor, or looking to release the equity in their home, there’s a Bankwest home loan that’s right for them.

As a broker, we’re dedicated to you - finding ways to make your job that little bit simpler and easier. We’re making big strides in our digital capabilities, with the most recent launch of our Home Lending Portal allowing brokers to track real-time status and critical information on current home loan applications as well as monitor existing loans and access a range of other helpful information.

Feel comfortable knowing you’re being backed by the bank that’s small enough to care, but big enough to cope.

We’re working hard for your hard earned reputation.

For more information visit: www.bankwest.com.au

Platinum Partner

When Connective entered the industry in 2003, we started with a vision: to create a business model that allows mortgage brokers to make substantially more profit. We set out to develop an aggregation model that we, as mortgage brokers ourselves, would see the value of joining and be proud to be a member of. What makes us different is our unique business model operating on a fair and transparent flat monthly fee, as opposed to commission sharing of the outdated aggregators.

Uniquely, you ‘own’ your trail book, and you are free to leave at any time without penalty. Without ‘handcuff’ agreements, we must always deliver exceptional support and business services that help you succeed, and this underpins all we do. All of this and more is why more than 2,800 leading mortgage brokers have chosen to join Connective to help them achieve their business goals.

For more information visit: www.connective.com.au

Gold Partner

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 5 countries, with over 260 employees and a total of $6.2bn of assets under management. In Australia specifically, the group has operated a successful mortgage lending platform for over 15 years, and currently has A$400m 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. Bluestone Mortgages was recently voted Australia’s No.1 Specialist Lender by Momentum Intelligence's Third Party Lending Report: Non-Bank Lenders 2017 Survey.

For more information visit: www.bluestone.com.au

Ensurance Now is a leading online insurance platform that enables financial services professionals direct access to a range of leading Australian and international insurers and policies. The platform is a genuine multi-insurer provider, that it is fully automated and compliant - meaning that a client’s general insurance can be processed on the spot in real time. Ensurance Now is part of Ensurance Limited (ENA), an established ASX-listed company that specialises in providing insurance, originating IT solutions and underwriting the corresponding products. Since 1991, the company has been dedicated to providing unique insurance solutions throughout Australia.

For more information visit: www.ensurance.com.au

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 our sector and that brokers' rights and futures are preserved and well protected.

For more information visit: www.fbaa.com.au

Financial Mappers PRO is a financial modelling tool that provides a platform for Mortgage Brokers to easily capture and assess their clients’ entire financial situation, and the impact of loan structuring on that complete situation. Consideration can be given to the long term outcomes required by clients, and which investment borrowing options will optimally deliver those outcomes. Shared access to the Financial Mappers platform means that client goals and preferences can be entered and adjusted by client and/or broker, and they can clearly see the modelled future outcomes of entered strategies. Financial Mappers provides instant graphs, charts, and reports on the screen, showing the entire impact of single investing and borrowing decisions on clients’ future financial outcomes.

For more information visit: www.financialmappers.com.au

Loan Market is one of Australasia’s largest mortgage and insurance broking businesses. Over the last 20 years we’ve helped service over $50 billion of finance for our customers and we’re committed to helping people achieve their financial and lifestyle goals.

Our brokers are connected with a panel of over 30 lenders and thousands of loan products to make sure our customers find the right deal to suit their needs. The proof is in 95 per cent customer satisfaction rating. Proudly family-owned and led, Loan Market is one of the few mortgage broker businesses in Australia not owned - or partially owned - by a bank

For more information visit: www.loanmarket.com.au 

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.

For more information visit: yourclientmatters.com.au/ 

Event Partner

Mortgage Ezy is a dynamic, innovative Non-Bank Lender operating throughout Australia. Bursting onto the highly competitive finance scene in 2001, it has for over 15 years shaken up the mortgage market, exceeding even its own aggressive forecasts to deliver highly innovative, home loan solutions. Mortgage Ezy understands what it means to really be an individual, relating to the wide variety of brokers and customers that we support. By recognising their individual needs Mortgage Ezy achieves its lofty goals by helping others achieve theirs - Too Ezy!

For more information visit: www.mezy.com.au

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.

For more information visit: www.mybusiness.com.au

Ridge Films is an Inbound Video Marketing and Production Company based in Sydney. Since 2002 the team have helped 100’s of financial services clients improve ROI and simplify the endless variables of video production marketing. Services Including Video Marketing Strategy, Production Management, Video Script Writing, On-Camera Training, Video Production, Video Implementation & Measuring Video Results to increase your bottom line.

For more information visit: www.ridgefilms.com.au/

With dynamic marketplace technologies that match business loan seekers to the credit criteria of over 40 lenders, Valiant short cuts the time and effort in finding and locking in your SME client’s best business loan. In 2-5 minutes on Valiant’s platform (or on the phone) your client’s business loan can be sense checked, matched and connected to a lender - increasing your client’s ability to gain the most appropriate level of funding.

For more information visit: valiant.finance/

“Wealthify.com.au is an independent Mortgage Lead Generator, and emerging leader in financial services marketing. Launched in early 2016 by digital marketing agency Webbuzz, the Wealthify online platform offers brokers, lenders & aggregators a monthly subscription model for branded lead generation.

All leads are fresh, generated in real-time, and subscribers enjoy 100% exclusive lead ownership. CEO Darren Moffatt is an award-winning mortgage broker himself, and is a regular speaker for the MFAA on digital disruption & online marketing.”

For more information visit: wealthify.com.au/mortgage-lead-generation

Coffee Cart Partner

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.

Our 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.

For more information visit: nextgen.net

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