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ISCOVER
Over the course of April to June, The Adviser hosted its “silent disco” conference, the Better Business Summit and glittering awards program, the Better Business Awards, in partnership with NAB. We take a look back at some of the highlights
Partnered by NAB
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A word from NAB On behalf of NAB, congratulations to all the finalists and special congratulations to all the winners across the country. It’s great recognition for all those industry leaders across each state to be recognised in that way by the judges and by their peers. As the bank behind the broker and as a partner, we want to be there to recognise the excellence that’s continuing to improve. It’s important for us as financiers to support those businesses and what those businesses are doing for customers. We support the Better Business Awards because we think it’s a really good broker outcome in terms of the support that they’re providing customers. The message which we’ve been conveying at the Better Business Summit and the Better Business Awards, is: continue to lift the bar. Regards, Phil Waugh executive, broker distribution NAB Find out more about the Better Business Summit and Awards – and NAB’s key takeaways from the event roadshow – in the In Focus podcast episode, In Focus: Better Business Summit and Awards 2022, out now: |
The Adviser’s Better Business Summit, run in partnership with principal partner NAB, was back with a bang for 2022, visiting five states across April and June.
More than 4,000 members of industry eager to learn, network and celebrate with colleagues and peers registered to attend the conference and awards for its ninth annual roadshow – marking the biggest-ever turnout for the Better Business Summit & Awards.
After two years of remote learning and embracing technology, the 2022 summit took inspiration from the changes that have been made in mortgages this decade – and what’s on the horizon – harnessing the theme of DIGITAL BROKER.
For the first time this year, the Better Business Summit 2022 was delivered by headsets for a “silent disco” conference. The wireless headsets enabled delegates to consume content their own way; whether they were listening to the TED Talk-style presentations while answering emails, taking it all in while finding a quiet corner, or listening to the Elite Broker podcast channel with Better Business Award finalists while perusing partner stands.
All of the content for the summit this year also had a digital bent, demonstrating how technology is transforming the way clients choose to interact with brokers and lenders, and how brokers can service their evolving requirements.
Catriona Wallace, leading writer, speaker and adviser on responsible technology, ethics and the future of work and Nick Abrahams, global futurist, innovator & author (Western Australia only), explored how AI, the metaverse and emerging tech will change financial services, including through “metaverse” property and how the industry can ensure that it is engaging in an ethical and responsible manner in a new (and unregulated) space.
Meanwhile Luke Matias, founder of AI-backed finance company Matias Group, explored how crypto and blockchain are set to revolutionise the real estate sector and transform how brokers interact with customers. Mr Matias focused on how blockchain is set to reduce property transaction times, decentralise processes, protect investors and increase accessibility for new home owners, too.
Brokers were later treated to a show-and-tell session on open banking, and how it will help brokers save time and safeguard client data. Renee Blethyn, head of broker partnerships at NextGen, welcomed several volunteers to demonstrate how the new “trusted adviser” rules work for brokers, and how open banking and the consumer data right will enable instant access to a comprehensive, verified and up-to-date view of borrowers’ finances.
Protecting financial data is a key concern for the financial services space at the moment, as more and more cyber attacks, ransomware attacks and email cloning scams target the boom in property buying. In an eye-opening and (somewhat terrifying) session, Major General (Ret’d) Dr Marcus Thompson AM, PhD, former head of the Department of Defence’s Information Warfare Division and current director of Cyber Compass discuss how businesses can manage the growing financial risk of cyber penetration.
In his session and following Q&A, brokers heard how business, government and Australia’s Defence Force are combating the rising threat of cyber attacks as Australia drives forward in its transition to a digital future. His range of top tips on how to better prepare brokerages for penetrations helped provide practical solutions, too.
In the afternoon, the Better Business Summit turned its attention to marketing in the digital age.
TV and film producer and author Maz Farrelly – who has worked on a number of reality shows and was one of the creators of the ABC current affairs show, Q&A – presented an entertaining and informative keynote address on discovering the art of sticky communication and how to stand out in an increasingly crowded (online) crowd.
A run-down of take-home tips and solutions to creating better video content was delivered to eager broker delegates too, as specialists Jenny De Lacy (content marketing & social video expert, Talking Digital), Jane Clarke (VIE Marketing owner and senior marketing consultant), Dylan Webber (director of Video Domain) and Chris Schwager (video marketer from Ridge Films) provided insights into the secrets to success.
The final session of the day, partnered by Sherlok, heard from broker delegates themselves – as they took to the stage to share the digital tools and solutions they are using to help make their lives easier in an increasingly busy environment.
Thank you to all of our speakers and partners who helped make the DIGITAL BROKER theme of the Better Business Summit 2022 come to life.
The winners
Following the successful Better Business Summit earlier in the day, the Better Business Awards saw thousands of members of the broking industry join to celebrate the achievements of brokers, business development managers (BDM), loan administrators, brokerages, and other finalists from across the country.
Taking place across Brisbane, Sydney, Adelaide, Perth and Melbourne, there was no shortage of laughter and merriment during the evening, as comedians provided entertainment throughout the event, while finalists battled it out for the individual and group awards, including the prestigious Broker of the Year award and Editor’s Choice award.
Thank you to all of our judges for helping select the leading lights of the broking industry across each state and territory.
And the winners are…
Queensland
Sofitel Brisbane Central
28 April
BROKER OF THE YEAR QLD 2022
Paul Hixon
Loan Market
Individual Awards
BEST AGGREGATOR BDM
Patrick Moore
Loan Market
BEST LENDER BDM (BANK)
Ashleene Rennie
Macquarie Bank
BEST NEWCOMER
Melissa Wright
Zest Mortgage Solutions
MENTOR OF THE YEAR
Jinping Huang
Smart Mortgage Corp
BEST CUSTOMER SERVICE (INDIVIDUAL)
Jason Cuerel
Mortgage Innovatio
BEST LENDER BDM (NON-BANK)
Simon Winters
Shift
BEST REGIONAL BROKER
Ryan Baddock
RB finance
Thought Leader of the Year
Ewan Ramsey
Ramsey Property Wealth
Best Finance Broker
James Kelder
Green Finance Group
Best Loan Administrator
Kelly Paterson
Professional Lending Solutions
BEST RESIDENTIAL BROKER
Paul Hixon
Paul Hixon Loan Market
EDITOR’S CHOICE
Emma Cattermole
Wealthfolio Financial Services
Group Awards
BEST BRANDED OFFICE
IQ Capital Group
BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Finance Industries Australia
BEST COMMUNITY ENGAGEMENT PROGRAM
Loan Market Greater Springfield
BEST NEW OFFICE
Mason Finance Group
BEST CUSTOMER SERVICE (OFFICE)
IQ Capital Group
BEST REGIONAL OFFICE
Mortgage Innovations
New South Wales/Australian Capital Territory
Australian Turf Club, Royal Randwick Racecourse
5 May
BROKER OF THE YEAR NSW/ACT 2022
Christian Stevens
Shore Financial
Individual Awards
BEST AGGREGATOR BDM
Haley Bellamy
AFG
BEST LENDER BDM (BANK)
Nicholas Ganis
Macquarie Bank
BEST NEWCOMER
Blake Edwards
BE Astute
MENTOR OF THE YEAR
Anthony Zveglic
Finsure Finance & Insurance
BEST CUSTOMER SERVICE (INDIVIDUAL)
Alycia Inglis
Stoneturn
BEST LENDER BDM (NON-BANK)
Lydia Li
Prime Capital
BEST REGIONAL BROKER
Brenden Lowbridge
Money Links
Thought Leader of the Year
Nancy Youssef
Classic Mentoring & Coaching
Best Finance Broker
Tony Bice
First Choice Mortgage Brokers
BEST LOAN ADMINISTRATOR
Shikha Shah
Scarlett Financial
BEST RESIDENTIAL BROKER
Christian Stevens
Shore Financial
WELLNESS ADVOCATE OF THE YEAR
Colin Lee
Inspire Realty
EDITOR’S CHOICE
Peita Davies
MoneyQuest Penrith & Blue Mountains
Group Awards
BEST BRANDED OFFICE
Loan Market Double Bay
BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Zippy Financial
BEST COMMUNITY ENGAGEMENT PROGRAM
Birdie Wealth
Best Independent Office (more than 5 brokers)
Home Loan Experts
BEST CUSTOMER SERVICE (OFFICE)
Home Loan Experts (Rhodes)
BEST NEW OFFICE
Mortgage Advice Bureau Sydney
BEST REGIONAL OFFICE
Wisebuy Group
SOUTH AUSTRALIA/NORTHERN TERRITORY
Adelaide Convention Centre
12 May
BROKER OF THE YEAR SA/NT 2022
James Schulze
Rise High Financial Solutions
Individual Awards
Best Customer Service (Individual)
Gene Ge
Keylend
BEST LENDER BDM (NON-BANK)
Kathryn Skok
Suncorp (formerly Moula)
BEST REGIONAL BROKER
Sharyn Gommers
Hamptons Advisory
Thought Leader of the Year
Liz Trotter
High Heel Investor
Best Finance Broker
Jason Boccaccio
Adelaide Commercial Finance
BEST LOAN ADMINISTRATOR
Yvonne Ha
Loan Market Norwood
BEST RESIDENTIAL BROKER
James Schulze
Rise High Financial Solutions
EDITOR’S CHOICE
Caroline Mundey
Directional Finance
BEST LENDER BDM (BANK)
Maria-Ceres Parreno Macquarie Bank
BEST NEWCOMER
Nathan Martin
Mobile Mortgage Advice
MENTOR OF THE YEAR
Corey Drew
Aussie
Group Awards
Best Branded Office
Aussie Prospect
Best Independent Office (5 brokers or Less)
Crown Money SA
Best Community Engagement Program
Rise High Financial Solutions
Best Independent Office (more than 5 brokers)
Rise High Financial Solutions
Best Customer Service (Office)
Mobile Mortgage Advice
Best New Office
Protego Finance
Best Regional Office
Preferred Finance
WESTERN AUSTRALIA
Crown Towers Perth
19 May
BROKER OF THE YEAR WA 2022
Adam Burstein
Core Finance Co
Individual Awards
BEST AGGREGATOR BDM
Shelley Tetlaw
Loan Market
BEST LENDER BDM (BANK)
Blake Hauber
Westpac
BEST NEWCOMER
Nathan Bennett
The Loan Company
Thought Leader of the Year
Harry Bozin
Harken Finance
BEST CUSTOMER SERVICE (INDIVIDUAL)
Steve Cramphorn Complete Mortgage Solutions
BEST LENDER BDM (NON-BANK)
Stephen Davis
Pepper Money
BEST REGIONAL BROKER
Michelle Towner
Towner Finance
EDITOR’S CHOICE
Sarcha Sagisaka
Success Finance Solutions
BEST FINANCE BROKER
Casey Stein
Pascoe Partners Finance
BEST LOAN ADMINISTRATOR
Vima Moorghen Momentum Wealth
Best Residential Broker
Adam Burstein
Core Finance Co
Group Awards
BEST BRANDED OFFICE
Mortgage Choice Perth
BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Towner Finance
BEST CUSTOMER SERVICE (OFFICE)
Resolve Finance
BEST REGIONAL OFFICE
Loan Market Geraldton
BEST INDEPENDENT OFFICE (MORE THAN 5 BROKERS)
The Loan Company
BEST NEW OFFICE
Reward Financial Services Australia
VICTORIA/TASMANIA
Crown Towers Melbourne
2 June
BROKER OF THE YEAR Vic/Tas 2022
Josh Bartlett
Mortgage Advice Bureau Melbourne
Individual Awards
BEST AGGREGATOR BDM
Richele Janjatovic
AFG
BEST LENDER BDM (BANK)
Gerard Rolfs
CBA
BEST NEWCOMER
Ajay Kathpal
A4 Finance Group
BEST RESIDENTIAL BROKER
Josh Bartlett
Mortgage Advice Bureau, Melbourne
BEST CUSTOMER SERVICE (INDIVIDUAL)
Jonathon Coleman
One Stone Finance
BEST LENDER BDM (NON-BANK)
Matt Hall
Liberty Financial
BEST REGIONAL BROKER
Liz McRae
Loan Market
Thought Leader of the Year
Jason Back
Broker Essentials
BEST FINANCE BROKER
Emmanuel Marios Derwent Finance
BEST LOAN ADMINISTRATOR
Gavin Hepponstall Elephant Advisory
MENTOR OF THE YEAR
Jason Back
Broker Essentials
WELLNESS ADVOCATE OF THE YEAR
Katherine Persoglia Property Before Prada
EDITOR’S CHOICE
Katrina Lagos
Vision Finance Australia
Group Awards
BEST BRANDED OFFICE
Mortgage Choice Williamstown
BEST INDEPENDENT OFFICE (MORE THAN 5 BROKERS)
Entourage Finance
BEST COMMUNITY ENGAGEMENT PROGRAM
MTA Mortgage Brokers
BEST INDEPENDENT OFFICE (5 BROKERS OR LESS)
Aussiewide Financial Services
BEST CUSTOMER SERVICE (OFFICE)
Own Home Loans
BEST NEW OFFICE
Marquee Group
BEST REGIONAL OFFICE
Loan Market Geelong
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