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The Adviser Knowledge Center

Tag / Elite Broker

Paul Wright
Podcasts

Why this BDM-turned-broker set up his own franchise

by Knowledge Centre

Paul Wright started out in the finance world working at a bank when he was only 16. After finding his feet, he made the switch to broking and set up a MoneyQuest franchise office in Wollongong in 2007.

Cathy Anderson
Podcasts

Australia’s Residential Broker of the Year shares her top tips for success

by Knowledge Centre

Earlier this month, Cathy Anderson was crowned Residential Broker of the Year at the Australian Broking Awards 2020.

Andrew Kelly
Podcasts

How this Broker of the Year builds trust with clients and referral partners

by Knowledge Centre

Andrew Kelly from Anasta Finance Consulting believes that being a successful broker is as much about finding fulfillment in one’s personal life as it is about achieving great outcomes for customers.

Anthony
Podcasts

How clear goal setting has provided this broker with more flexibility

by Knowledge Centre

According to Equilibria Finance’s Anthony Landahl, brokers need to establish early on whether they intend to remain a broker practitioner or become a business manager, as each objective requires a different decision-making process.

Marc Barlow
Podcasts

How this broker streamlines his processes to maximise efficiency

by Knowledge Centre

As the director of a team of six other brokers at Mortgage Broker Melbourne, Marc Barlow is an advocate for tools that free up brokers’ time in order to provide the most valuable service to their clients.

Zac Goodman
Podcasts

How this newcomer provides valued service to home buyers and SME clients

by Knowledge Centre

Former business banker Zac Goodman established his Brisbane-based brokerage Mortar Finance two years ago and was recently awarded Queensland’s Best Newcomer at this year’s Better Business Awards.

Monica Wandel
Podcasts

How this award-winning broker is helping SMEs when they need it most

by Knowledge Centre

Recently crowned SA/NT Finance Broker of the Year at this year’s Better Business Awards, Monica Wandel of SA Finance Hub, credits her success to her breadth of experience in the property and finance space.

Ruan Berger
Podcasts

How this broker has been growing his business during the lockdown period

by Knowledge Centre

While times are tough for many businesses right now, others are experiencing even more demand than usual. One such business is Time Home Loans, whose founder, Ruan Burger, attributes the growth to building good relationships.

Kris Menon
Podcasts

How professional development and training equipped this broker with the skills to succeed

by Knowledge Centre

Kris Menon – NSW’s recently crowned Best Customer Service (Individual) broker at the Better Business Awards 2020 – credits his confidence and aptitude as a broker to his investment of time and money into ongoing professional development and training.

Craig Vaughan
Podcasts

How this broker maintains work/life balance while managing two businesses

by Knowledge Centre

Tired of the lifestyle that came with working as a lawyer, Craig Vaughan switched career paths and became a broker, establishing his own brokerage MAP Home Loans, and later, broker platform BrokerEngine.

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