Rob Roper is the Founder and Director of Trusted Finance with an obsession for high quality lead generation and engaging marketing strategies.

Rob motivates small business owners, key company stakeholders and decision makers to take control of lead generation, increasing their bottom line.

He has built a following of over 1,200,000 people across Facebook, TikTok, Instagram, You Tube, LinkedIn and Snapchat, making Trusted Finance the most followed Australian Company across the Finance and Real Estate industries. In only 24 months, Rob has gained over 30,000 Home Buyer leads, converting to over $700,000,000 in settled mortgages, without spending even $1 on advertising.

As a leader in the field of social media marketing, Rob’s innovative approach is based on proven educational practices designed to engage, enhance and encourage the consumer to take action. Rob enables companies to generate more revenue by revealing the secrets that will build their brand awareness on social media, from boutique professional services, through to large multinationals.

Rob is an expert at forging the shift in mindset needed to engage consumers organically. His energetic approach coupled with his passion for education makes for a highly practical session.

Before founding Trusted Finance, Rob spent 10 years as a Secondary Mathematics Teacher, refining his ability to motivate, educate and inspire. This led him to build his first business, a successful tutoring company, which sparked his passion for marketing. Learn more at www.robroper.com.au.

Steve Cachia, a tech visionary from Melbourne, is synonymous with innovation and entrepreneurship. At 15, he was already entrepreneurial, assembling and selling computers, with his school becoming his first big client. By 21, he revolutionised a real estate chain's online strategy, increasing their sales by 20% through an innovative website.

In his 30s, Steve founded a Real Estate CRM company, significantly impacting the industry and eventually selling the company successfully. Now, in his early 40s and a father of two, Steve is pioneering a new venture, CAPTR, aiming to redefine lead generation. With a proven track record and a knack for disruption, Steve's latest endeavor is set to be a game-changer in the tech world, showcasing his continued commitment to innovation and excellence.

As the Founder and CEO at LoanOptions.ai, Australia's first AI powered loan comparison tool and broker, Julian Fayad leads the development and growth of a leading-edge platform and a laser-focused team that is streamlining the loan application process for lenders and borrowers alike. With the innovative use of advanced proprietary technology that can be embedded and white labelled to provide revolutionary finance solutions, LoanOptions.ai is reducing the loan application process to as little as five minutes. Julian's 12 years of experience in the finance and automotive industries gives him a deep understanding of the challenges and opportunities in the loan market and inspire his passion for creating solutions that benefit both lenders and borrowers.

Adam Franklin is the author of Web Marketing That Works — an Amazon #1 best seller. He is a professional speaker, marketing coach and CEO of Bluewire Media. Accolades include being named Australia’s #1 business blog, #7 LinkedIn Expert in Asia Pacific and #9 on Entrepreneur magazine’s top marketing podcasts. Adam’s work has featured in Forbes, Huffington Post, Entrepreneur, The Australian, and the Sydney Morning Herald. Adam helps businesses win high-value clients via LinkedIn. He teaches 1000s of students via his online courses and coaching programs and his weekly ‘Bluewire News’ email goes out to over 35,000 business owners worldwide.

Deena and her team have been delivering client communication and lead generation programs and strategies for the finance industry since 2004. Supporting mortgage and finance brokers, accountants, property specialists and the financial planning industry, their diverse and quality content is far superior to any other in the market.

Delivered via a range of marketing platforms, Your Client Matters (YCM) is the only marketing provider of their kind in our industry. With direct mail, email marketing, websites, social media and lead generation solutions, YCM can look after all your marketing needs in one place at a fraction of the cost of doing it yourself.

Sitting in the shoes of YOUR client, her team delivers relevant and interesting content branded on your behalf to your clients. They support you with a team of marketing professionals to help you implement their proven systems and strategies and work with you via one-on-one consultations, online and face to face training sessions.

Their lead generation and qualification strategies deliver outstanding results for those who are keen to try a few new things that work.

Client communication, relevant education and proactive engagement is critically important to maintain client retention and loyalty, to achieve long term sustainability, and to run an ongoing profitable business.

You won’t survive without it.

After all Your Clients Matter.

Aaron joined REA in 2019 working within Finance and Financial services on a range of projects including the integration of REA home loan brokers into Smartline where he worked closely with the team.

In October 2022, Aaron was appointed to his current role of General Manager, Distribution responsible for the sales network supporting our Mortgage Choice brokers.

Aaron is a highly regarded executive with extensive international experience in the media, digital, ecommerce, telecoms and financial services industries. Prior to REA and Smartline, Aaron has held senior finance and operational roles at Australia Post, Telstra, Lonely Planet and Walt Disney.

Founder and CEO, Effi Technologies

Mandeep Sodhi is CEO and founder of Effi – AI-powered SaaS platform for mortgage brokers helping them reduce their admin time by half and double their revenue.

Mandeep was selected as one of the top 100 coolest people in Australian tech by Business Insider in October 2016, awarded Young Business Leader by IABCA in 2017 and nominated as a Finalist for 2017 Young Business Leader of the Year award by Optus. For his contribution to Australia as a successful migrant, Mandeep’s name was added to the 79th Bronze Panel of the Welcome Wall in 2018. Prior to embarking on the start-up journey, Mandeep worked in the financial services sector for over a decade and added an Executive MBA with Distinction average from Sydney Business School in 2014 to his academic profile.

Prior to starting Effi in 2020, Mandeep founded online marketplace called HashChing in 2015 connecting borrowers to a local mortgage broker and exited in 2019 after settling $2bn worth of home loans. Mandeep has over 15 years of banking working at Westpac, CBA and AMP on various strategic projects.

Contact:
0401 380 864
[email protected]
https://www.linkedin.com/in/mandeepsodhi/

A seasoned relationship manager, Chris is dedicated to transforming the mortgage broker industry through innovative tech solutions. With a decade of experience in building strong client relationships, he specializes in crafting tailored solutions for mortgage professionals. Skilled in developing scalable applications, Chris thrives on addressing industry pain points and enhancing operational efficiency. Passionate about staying updated on industry trends, he is committed to delivering results that exceed expectations. Eager to collaborate with peers in the mortgage broker community, Chris aims to make a positive impact together.