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Our People

Our team are dedicated and committed in assisting our clients find the lender and product suitable to their overall needs.

They are set high targets in service standards and our specific expectations include honesty and high ethics, passionate about what they do, goal orientated to get the job done, adaptable and creative.

Other requirements and expectations include the following:

Training

Initial training to become a member of our team includes an in-depth education regime that lasts several months under the direct control of management. Once completed they commence a 2-year mentoring trial monitoring their activities including supervision and support of their dealings.

Our team are under a constant ongoing training regime, usually weekly to continually update their knowledge and skills necessary to be an effective, efficient and professional mortgage broker.

Meetings with lenders and other industry linked skilled individuals are continually arranged to ensure a broad-based knowledge of the finance industry and other related industries.

Qualification Requirements

Our team are required to have the following

  • Certificate in Mortgage Lending
  • Certificate 4 in Financial Services (Finance / Mortgage Broking)
  • Certificate in Anti Money Laundering / Counter Terrorism Finance
  • Diploma of Finance and Mortgage Broking Management

Skills

Members of the team are carefully selected from a range of technical skills and personal qualities including;

  • Empathy, understanding, caring and tolerance
  • Analytical capability, problem identification and resolution
  • Communication (oral and written), listening and questioning
  • Decision making
  • Time management and detail orientated
  • Software expertise

Accreditations with Lenders

Our team are required to have accreditations with many lenders to whom they submit deals.

However, the lenders on our panel number around 50 and this would be most difficult to maintain such a vast accreditation list. So should any member of the team have a deal to go to a lender with which they do not have an accreditation, then the deal is supported by another member of our team who does hold that lenders accreditation.

This way we do not limit the choice of lenders to our clients.  

Association Memberships Requirements

All members of our team are required to be members of the following associations
Financial Ombudsman of Australia
Finance Brokers Association of Australia

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