Profiles for Mortgage and Finance Industry - The Adviser

profiles

Elite Broker Q&A: Ben Finis, FINANCIA

by Will Paige • 28 Jan 2025

Banker-turned-broker Ben Finis reveals how he finds new leads and his business goals for 2025.

New Broker Q&A: Cathie Gandy, Madd Loans

by Ben Squires • 20 Jan 2025

Cathie Gandy has come a long way in a short amount of time – she wrote $87 million in her first financial year and is... READ MORE

Elite Broker Q&A: Ray Chamberlain, Chamberlain + Co

by Will Paige • 6 Jan 2025

At the end of the 2024 AFL season, umpire ‘Razor Ray’ hung up his whistle and made the switch from top-level sport... READ MORE

Elite Broker Q&A: Joel Archer, Ascension Finance

by Will Paige • 1 Jan 2025

Find out how the founder of home loan brokerage Ascension Finance is using technology to stay ahead and his top tip for... READ MORE

Elite Broker Q&A: Deslie Taylor, Mortgage Choice Ormeau and Yarrabilba

by Annie Kane • 16 Dec 2024

Among the many incredible women celebrated at the Women in Finance Awards 2024, Deslie Taylor was one of the standouts,... READ MORE

Elite Broker Q&A: Son Pham, Rethink Financing

by Will Paige • 2 Dec 2024

Find out how the head of Rethink Investing’s broking arm is growing the business and what his top tips are for... READ MORE

New Broker Q&A: Samantha Barnett, Loan Market Scenic

by Ben Squires • 12 Nov 2024

They say the first year in broking is the hardest, but during her first 12 months, Loan Market Scenic director Samantha... READ MORE

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

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