Jason Back

Jason Back

Managing Director
The Australian Lending & Investment Centre (ALIC)

Jason Back

Managing Director
The Australian Lending & Investment Centre (ALIC)

Jason is the Managing Director of The Australian Lending & Investment Centre (ALIC) and has been instrumental in taking ALIC to the forefront of the mortgage brokering industry. In 2014/2015 and 2016 ALIC was voted the top independent brokerage of the year by Mortgage Professional Australia and Australia’s best brokerage in 2014 & 15 at the Australian Mortgage Awards.

Jason has over 25 years’ experience in the finance sector, having worked in senior sales, distribution and management roles for ANZ and having provided financial advice and services on behalf of financial planning, equity trading platforms, private banking, lending and retail distribution brands.

As a well know figure in the finance industry and sort after media commentator, Jason has recently launched the highly anticipated Broker Essentials course after years of inquiries into the best practices and habits of a high performance business.

Jason has created a practical and targeted program for new brokers and administration staff that will help them grow their business by focusing on sales through service excellence.  Jason’s Broker Essentials will take you through the behaviors of the nation’s best brokerage focusing on process, business management and the client journey.

Jason’s qualifications: Certified Financial Planner, Diploma of Financial Planning, Diploma in Management and a Bachelor of Commerce Finance/Marketing.

More details can be found on LinkedIn https://au.linkedin.com/in/jason-back-alic and at Broker Essentials www.brokeressentials.com.au

Rhonda Brighton-Hall

Founder & CEO
MWAH : Making Work Absolutely Human

Rhonda Brighton-Hall

Founder & CEO
MWAH : Making Work Absolutely Human

Former HR Leader of the Year, Telstra Businesswoman of the Year, and HRD Magazine Hall of Fame inductee, Rhonda is CEO and Co-Founder of mwah. Making Work Absolutely Human. She is also a Director of AHRI, Chair of FlexCareers, A Rare Birds Ambassador, Director of Feel the Magic, and a passionate and lifelong advocate for diversity, inclusion and humanity.

Before mwah., Rhonda’s career spanned senior executive roles in corporate giants BHP, Sara Lee, Luxottica and CBA (Commonwealth Bank of Australia), as she lived and worked in Europe, Asia, the USA and her home, Australia.  That journey, left her recognised as one of Australia’s foremost experts in the human side of business. Specialising in culture, leadership, inclusion, and the future design of work and workplaces, she is applauded for both her strategic insight and the simplicity she brings to getting the people side of businesses right. Her fundamental belief is that inclusion and good leadership are not only foundational for high performing businesses, but equally for more equitable and prosperous economies and communities across the globe.

With an undergraduate degree from UNSW and post-grad from UTS and London Business School, Rhonda guest lectures around the world, and is the on-call coach for many NFP’s who work with disability, the Indigenous community, and other groups often structurally excluded from work.

As CEO and Co-Founder of mwah.live, Rhonda has built a unique organisation – part practical toolkit, part think tank, and part bespoke consultancy – all designed as the most accessible ‘how to’ knowledge base on the planet for making work absolutely human. 

www.mwah.live

Michael Burke

Head of Sales

OnDeck

 

Michael Burke

Head of Sales

OnDeck

With more than 15 years of sales and leadership experience, Michael has a strong commercial acumen within the financial services industry and has managed large teams of up to 100 people. Prior to joining OnDeck Michael spent time with FlexiGroup. He also spent 14 years with GE Capital, rounding out his time there in the role of General Manager- Equipment Finance Australia. He has extensive experience in all facets of commercial finance, having held a number of senior positions. Michael has a proven track record of building a customer centric culture through optimization of sales force effectiveness while ensuring delivery of shareholder return.

 

Alex Brgudac

Head of Partnerships

Prospa

 

Alex Brgudac

 Head of Partnerships

Prospa

Alex brings almost two decades of diverse experience across the financial services industry to his role in building and leveraging a national partnership network for Prospa.

Working with industry associations, aggregators and other stakeholders, Alex looks to build mutually beneficial partnerships that will help provide small business owners with better access to finance.

Speaker contact info

Alex Brgudac

E: Alex.b@prospa.com

 

Theo_Chambers

Theo Chambers

CEO
Shore Financial

Theo Chambers

CEO
Shore Financial

Theo is the co-founder of Shore Financial. Shore Financial was established following Theo’s success in the finance industry at McGrath’s Oxygen Home Loans and The Commonwealth Bank. During Theo’s tenure at Oxygen, he was consistently one of the top three mortgage brokers.

Theo and his partner Alex Nochar started Shore Financials three years ago with 3 staff members, Theo’s ambition and holistic view of what makes a broker successful has grown Shore Financial rapidly to now operate with 52 staff members and is on target to double in numbers by 2017. Last year alone Shore Financial mortgage sales were in excess of 1.5 billion.

Theo has managed to achieve the following awards Editor’s Choice Broker of the Year 2014, Broker of the Year 2014 Finalist 2014, Residential Mortgage Broker of the Year 2013 Finalist, Top 40 Mortgage Broker NSW 2012, 2013 & 2014

Mark Churchill

Mark Churchill

Managing Director
ALLFIN Financial Services

Mark Churchill

Managing Director
ALLFIN Financial Services

After 18 years working in broking firms and senior roles in the healthcare divisions of National Australia Bank and Commonwealth Bank, I created Allfin to focus on financing the healthcare industry.

My career has been built on strong relationships. My clients appreciate the transparency of our process, and our proactive approach to regular reporting. They are reassured by my ability to offer financial advice specific to their industry. They don’t have time to explain their industry to their advisers, and nor should they have to.

I thrive on the satisfaction of knowing I have given my clients the best financial foundation for their business. For me, this is less about the interest rate and more about the complete package. It needs to offer realistic and achievable terms that empower my client to reach their business dream.

In collaboration with other commercial brokers and Macquarie Business Banking, I am proud to be a founding partner of Kubio, cloud-based platform that processes loans from start to finish. This will improve the experience of brokers and their clients.

Justin Doobov

Justin Doobov

Director
Intelligent Finance Pty Ltd

Justin Doobov 

Director
Intelligent Finance Pty Ltd

Justin Doobov and his company Intelligent Finance have been used as a benchmark in the mortgage industry.

He has degrees in Finance and Accounting, and is a qualified Engineer. He’s been in the mortgage industry since 2001 and set up Intelligent Finance in 2003. He’s consistently been one of the top home loan writers in Australia and last year settled over $300m in residential home loans, plus settled a large volume in commercial loans and insurances.

He has won most of the major industry awards, most recently:

  • Credit Advisor of the Year at the MFAA Awards
  • #1 Mortgage Broker in Australia at the Australian Mortgage Awards
  • Best Brokerage of the Year at the Australian Mortgage Awards
  • Finance Broker of the Year at the Australian Broker Awards
  • Elite Business Writer from the Adviser magazine for biggest volume of loans in Australia
  • And at the inaugural Better Business Awards he won all 3 categories plus the major award of the evening.

Otiena Ellwand

Editor
MPA

Otiena Ellwand

Editor

MPA

Otiena Ellwand is the editor of MPA. She was previously the editor of Australian Broker. Prior to moving to Sydney in March 2017, she was a staff reporter at the Edmonton Journal in Canada where she primarily covered breaking news and crime.

Contact:

Otiena.ellwand@keymedia.com

 

 

Andrew Ford

Chief Executive Officer
Heartland Seniors Finance

 

Andrew Ford

Chief Executive Officer

Heartland Seniors Finance

As CEO of Heartland Seniors Finance, Australia’s leading reverse mortgage provider, Andrew has a deep knowledge of the reverse mortgage market.  He is passionate about reverse mortgages and has experience in New Zealand and Australia, and studied the market extensively internationally. Andrew sees great opportunities for brokers to diversify and expand their businesses in this growing market.

Kim Horan

Mortgage Broker and Advisor
Aussie Franchisee – St. Marys

Kim Horan

Mortgage Broker and Advisor

Aussie Franchisee - St. Marys

Kim joined Financial Services in 2000 and began her Mortgage Broking career with Aussie in 2008.  With a background in Sales and a passion for customer service, Kim moved into the corporate sales team at Aussie in 2010 where she spent three and a half years developing and delivering Sales training and mentoring to new Aussie Brokers nationally and was also a Mobile Sales Leader, managing a regional team of Aussie Mobile Brokers.

 

Having dedicated her career to sharing her knowledge and helping other brokers build their broking businesses with Aussie, Kim made a move back into Mortgage Broking with Aussie in November 2013 before opening the Aussie St Marys store in 2015.  Kim now leads a dedicated support team that has helped her achieve impressive results and this year, and received the honour of being inducted into the Aussie Chairman’s Club which recognizes the efforts of Aussie’s elite brokers.

 

Kim has established her business on providing genuine service to her customer’s and intentionally creating a culture of excellence and fun within her team, and believes this is the fundamental foundation required for building a sustainable business within such a dynamic industry.

 

 

Graeme Holm

Director
Infinity Group Australia

Graeme Holm

Director

Infinity Group Australia

Specialising in Lending exceeding 15 years Graeme comprehends all clients from first home buyers to Sophisticated investors holding portfolios exceeding 5 properties.

Graeme’s true passion ensures clients adhere to a budget paying down debt as quickly as possible, Graeme’s not just a broker but, industry leading Financial Coach in every sense of the title.

 

Shaun Gibson

Liberty Financial Pty Ltd

 

Shaun Gibson

 

Liberty Financial Pty. Ltd.

 

 

George Karam

George Karam

Director
BF Money

George Karam

Director

BF Money

BF MONEY is a commercial finance broker and residential mortgage manager that specialises in high networth and aspirational clients with their property finance needs.  George has won various industry awards including MPA’s # 1 commercial broker in 2015 & 2016, MFAA 2016 NSW & National commercial broker winner as well as other awards and nominations.  George is currently a board member of CAFBA.

 

Brenden Lowbridge

Associate Director & Finance Strategist
Money Links

Brenden Lowbridge

Associate Director & Finance Strategist

Money Links

I am a property enthusiast..... and have been working in the property industry for a decade (since I left school), after one year of property sales for a large private developer, I decided that property finance was my calling.

9 years on and I am an associate director of Money Links, which is a Newcastle based finance brokerage that assists clients with all of their property financing needs. I am also an active property investor myself.

Essentially our passion at Money Links is to help our customers create wealth through property and give them both financial security and choices.... It is something that we have both done and actively continue to do and we enjoy going on the same journey day to day as all of our amazing customers. 

Darren Liu

Darren Liu

Sales Director
My Home Loan

Darren Liu

Sales Director
My Home Loan

Darren is in charge of Partnership Development at My Home Loan, where he manages the marketing and operations to improve the growth of the business.

He has been in mortgage industry for nearly 6 years and has been awarded 30 Under 30 Young Broker of the Year 2014 and Top 100 MPA Broker 2017.

Darren is passionate about Tech and Internet, he loves technology and tools to improve the workflow and drive the productivity of daily jobs. Combining the software and CRM, it helps to get not only the team working flawlessly but also allows the clients to be connected to My Home Loan community.

Tony MacRae

General Manager, Third Party Distribution, Consumer Bank
Westpac Group

 

Tony MacRae

General Manager, Third Party Distribution, Consumer Bank

Westpac Group

Tony was appointed General Manager Third Party Distribution on 20 July 2015.  In this role Tony is responsible for the strategic direction, implementation, marketing, sales and operational management of Westpac Group’s ongoing mortgage broker distribution initiatives. Tony also has the primary responsibility for the development and relationship management of key strategic business partnerships and the demand of Westpac Group’s mortgage products in the Australian financial broker mortgage market.  Tony also currently holds the position of Treasurer and Board member for the Royal Flying Doctor Service, South Eastern Section.

 

Tony’s leadership of sales and distribution channels within the Australian financial banking and services industry spans more than 20 years.  He has held key positions including GM Mortgage Broking Westpac, NSW State General Manager South, Westpac Commercial Banking, Acting CEO of RAMS and General Manager of Westpac Third Party Distribution. At RAMS, Tony led the On-line Distribution and Broker Business. Prior to RAMS, Tony held senior roles with PMI Mortgage Insurance, Virgin Money and AXA/Ipac. He has also conducted his own strategic consultancy business.

 

Tony holds a Bachelor of Economics from Macquarie University.  He is married to Belinda and has a 18 year old son Lachlann.

Sam Makhoul

Managing Director and Chief Legal Officer
MSA National

 

Sam Makhoul

Managing Director & Chief Legal Officer

MSA National

Sam Makhoul holds a Master of Laws degree (major in finance law) from the University of NSW, and is the founder and managing director of MSA National, a law company specialising in banking and finance.

He has advised and acted for the ‘who’s who’ of financial institutions, both domestic and international and holds particular insight into the mortgage process developed and refined throughout his career. He has a strong empathy for the customer experience and is credited with designing some of the most effective and innovative strategies for managing volatile market conditions.

When he is not practicing law, Sam is a keynote speaker and author of “A Higher Branch”. He is also the Chief Wellness Officer at MSA National where he continually mentors his leadership team on peak performance and caring for people in their team.

Sam is an associate member of the National Speakers Association of Australia and an accredited mentor with Thought Leaders Global. He is also the father of three amazing thinkers who inspire and challenge him daily. Being a loving and supportive father is his greatest achievement.

Connect with Sam

Email: sam.makhoul@msanational.com.au           

Website: www.sammakhoul.com or www.msanational.com.au

LinkedIn: http://au.linkedin.com/in/smakhoul

 

John Manciameli

John Manciameli

Director

Slipstream Australia

John Manciameli

Director

Slipstream Australia

John is arguably Australia’s leading mortgage broker in the investment property space.

Starting out with a successful Mortgage Choice franchise over 15 years ago, John became the primary catalyst for Mortgage Choice to establish a panel of property research houses that the franchisees could refer to.  This model is still running successfully today.

John left the franchise in 2013 to establish his own brand, Hunterwood Solutions, so that he could assist his clients with a diversified approach that included accounting, financial planning, finance and investment property solutions.  Hunterwood is now a multi-award winning practice with a database of loyal, happy clients who keep referring more business.

In 2015, John founded Slipstream, which is now Australia’s first independent aggregator of Investment Property Research Houses and Buyers' Agents.  Slipstream developed a model that enables finance professionals to assist their clients build investment property portfolios.  For the first time, a system has been developed that provides both investors and referrers peace of mind within an unregulated property market.

John is a proactive investor himself and is passionate about raising the standards of the property investment industry for investors and advisors. 

John is also an Italian car enthusiast, a squash and exercise junkie, loves to fish “and is married to a wonderful wife, with the 3 best sons a father could ever ask for.

Darren Moffatt

Darren Moffatt

Director Strategy & Content Marketing
WebBuzz

Darren Moffatt

Director Strategy & Content Marketing

WebBuzz

Darren Moffatt is an ex-banker turned award-winning entrepreneur, with a proven track-record of online success. He is unique in that he is both a mortgage broker and a digital marketer, running two successful companies across different industries. Darren launched his first business, Seniors First, in 2006. 

In 2013 he launched Webbuzz, a leading Sydney digital marketing agency. In 2016, Webbuzz created Wealthify which is a lead generation provider to mortgage & finance industry. In his capacity as director for Webbuzz he is a regular a keynote speaker for MPA magazine, the MFAA, and The Adviser and aggregators.

E: info@webbuzz.com.au

P: 1300 41 00 81

W: www.webbuzz.com.au 

John Mohnacheff

National Sales Manager

Liberty Financial Pty Ltd

John Mohnacheff

National Sales Manager

Liberty Financial Pty Ltd

John Mohnacheff, National Sales Manager at Liberty Financial is responsible for increasing productivity and growth through his management of Liberty’s Business Development and State Sales Managers. During his time at Liberty he has been instrumental in the national and international expansion of the business and has overseen the generation of assets in excess of $5 billion.

John has over 35 years’ experience in the finance and insurance sectors, progressing from business development roles through to senior management and directorial positions. Prior to joining Liberty Financial in 2000, John was with the merged Westpac/Bank of Melbourne group where he most recently held the positions of Group Sales Manager for Victoria, Tasmania, South Australia and Northern Territory and State Manager, Business Development and Insurance.

He holds several formal qualifications, all relating to his passion for Sales and Marketing.
Outside of his professional pursuits, he has a real love of family, wine, travel and art. He stills loves to surf, but age is not on his side!

Cameron Price

Cameron Price

Owner Partner
Mortgage Choice

Cameron Price

Owner Partner 
Mortgage Choice

Coming towards the end of my 12th year being a mortgage broker with Mortgage Choice and I certainly didn’t expect to be in this position coming from the telecommunications industry but playing football with an existing franchisee changed everything! I’ve been a partner with Stephen Zamykal at Mortgage Choice Melbourne for 10 years now and during that time we’ve been fortunate enough to be consistently ranked in the top 5 Mortgage Choice franchises Australia wide. We’re also partners in a Mortgage Choice Financial Planning franchise and a National Property Advisory business. I’ve been lucky enough to work with and alongside some excellent people which has enabled me to improve my skills and understand the client more and try and provide the best experience possible. I’m married with a young son and love to travel, which is fortunate seeing as my wife’s from Italy and I don’t have a lot of say in it! Completing a legal studies degree and working in several fields prior to joining mortgage broking has assisted me in developing a wider senses of what a business needs, where it can improve and why our clients refer and along with our staff are the backbone of any business.

Ian Robinson

Founding Director – Agribusiness and Corporate Finance
Robinson Sewell Partners

Ian Robinson

Founding Director - Agribusiness and Corporate Finance

Robinson Sewell Partners

Ian has had over 20 years of banking experience across a broad range of commercial disciplines in Australia with a strong agribusiness focus including considerable expertise in domestic and international investment banking. 

Ian grew up on a sheep station near Hay which drives his passion in assisting farmers negotiating with the banks.  Ian founded Robinson Sewell Partners with Brad Sewell in 2010 and now has 5 office locations in three states.

Gail Stevens

Principle and Director, Training and Development

GLS Management Pty Ltd

 

Gail Stevens

Principle and Director, Training and Development

GLS Management Pty Ltd

For over 15 years Gail has been a well-known member of the Australian mortgage broking industry.  As an accomplished speaker, trainer, mentor and coach she has assisted leading brokers and large aggregators achieve phenomenal results through her “Untapped” program which focuses on their clients’ diverse needs.

If you are a broker who wants to be “indispensable” to your customers, Gail’s new book “Stop Chasing Strangers” has the answers.  Pre-sale registration is available today.

Connect - Grow - Enjoy

Contact:

Gail Stevens

W: GailStevens.com.au

 

Peter Vala

Head of Sales and Distribution

Think Tank

 

Peter Vala

 Head of Sales and Distribution

Think Tank

 

Liz Wilson

Director
Wilson Financial

Liz Wilson

Owner

Wilson Financial

Having worked as a mortgage broker for 15 years Liz now runs a fully diversified office with eight staff. With a core business of brokers she has diversified into equipment finance and financial planning successfully.

 

PARTNERS