How this year's #11-100 top brokers became more efficient, productive and customer-centric
How this year's #11-100 top brokers became more efficient, productive and customer-centric
32 Paul Wright
MoneyQuest
NSW
Total value of residential loans FY2017/18: $91,399,721.00
Total number of residential loans FY2017/18: 379
A broker since 2002, Paul Wright knows how important it is to strive for growth and embrace opportunities for change. Last year he did just that by launching a new MoneyQuest franchise in Wollongong. “I always work on a yearly target, and I increase it by a minimum of 10% each year,” he says. His team remains in constant contact, communicating with every client and prospect at least 17 times a year.
38 Daniel Pym
Loan Market Double Bay
NSW
Total value of residential loans FY2017/18: $84,861,802.97
Total number of residential loans FY2017/18: 92
By combining his mortgage broking and financial planning qualifications, new Top 100 entrant Daniel Pym has found success in Sydney's Eastern Suburbs. In 2017, his firm was a finalist for best brokerage of the year at the Australian Mortgage Awards. Pym may share turf with this year's No. 1 broker, but he's carved out his own niche.
48 Keith Caine
Mortgage Choice Glenelg
SA
Total value of residential loans FY2017/18: $78,636,839.00
Total number of residential loans FY2017/18: 270
Keith Caine and his Adelaide team have had a great year of winning deals – and competitions. Not only did he, as an individual, make it onto this year’s Top 100, but his Mortgage Choice Glenelg franchise came in fourth in the MPA Top 10 Brokerages contest, with the largest loan book, $1.1bn, among its rivals. He chalks up his success to longevity in the market and excellent customer service.
58 Leon Spadavecchia
Financia
SA
Total value of residential loans FY2017/18: $75,525,333.00
Total number of residential loans FY2017/18: 143
It was a big year of change for Leon Spadavecchia, who merged his SA brokerage with Angelo Benedetti’s last October to form Financia. Bringing together expertise, a vibrant team and their databases of thousands of contacts has given this new brokerage a wider footprint in the Kent Town region. The group has been able to grow its broker numbers and add a financial planning arm as well as a corps of support staff.
80 Thomas Jiyun Tang
AUSUN Finance
VIC
Total value of residential loans FY2017/18: $68,000,000.00
Total number of residential loans FY2017/18: 100
AUSUN Finance property portfolio manager Thomas Tang applies an unusual strategy to broking: “I treat my business like McDonald’s. I break down each small step of the loan application, and systemise the process. Then, lastly, I develop its efficiency and accuracy.”
Tang has used this technique to train casual staff and free up hours of his time to focus on the customer, business development and policy research.
The technique seems to be working, allowing Tang to crack the Top 100 list for the first time.
99 Redom Syed
Confidence Finance
NSW
Total value of residential loans FY2017/18: $64,557,229.00
Total number of residential loans FY2017/18: 213
Confidence Finance director Redom Syed has made his second appearance on the Top 100 list, and for good reason. The innovative young broker recently launched MoneyBRAINS, a free online tool that provides instant insight and analysis into one’s household fi nances and risk position. “Today’s marketplace is characterised by high levels of household debt, a stock of interest-only loans that are due to mature inside the next three years, and relatively poor levels of financial literacy standards,” Syed says. “MoneyBRAINS is ‘robo-advice’ designed to help educate users about their debts and what level of risk their households’ finances are actually in.”