Brokers and accountants share similar goals, where both help their clients optimise their financial situation and take advantage of opportunities to grow wealth.
In this session, we’ll explore the value of a successful accountant and broker relationship and learn more about how accountants can unlock more opportunities for their clients by partnering with a broker.
Head of Northern Region, FAST
Rob has been in the financial services industry for over 23 years, with exposure to Business Banking, Retail Banking, Private Banking, Credit/Risk and Loans Administration. An early entrant to the Third Party Broker Industry, Rob has been in the broker channel for over 18 years as a lender, commencing with BNZ in 1995. He has seen the evolution of the broker industry, and been part of the ever growing segment of third party distribution of home loans.
The past eight years has seen Rob in sales and distribution, including leadership roles in Mortgage Manager Homeloans Limited and Westpac. Rob has worked in state leadership roles for NAB Broker in WA and NSW, with his most recent role being the National Manager for the phone based BDM team in NAB Broker and Advantedge, leading a team of three Team Leaders and twenty four BDMs. The primary function of this role involved people leadership, as well as strategy, design and implementation of an operating model that spanned the two distribution businesses of NAB Broker and the Advantedge white label business.
Rob has a passion for the industry and strongly believes that the mortgage broker industry will continue to grow in share as they provide quality service to their customers.
Rob is excited to be the Regional Manager, North covering NSW, ACT and QLD for FAST, and to be part of a recognised and successful business that offers a broad range of products and quality service to finance brokers looking to diversify and grow their businesses.
FAST (Finance & Systems Technology) is one of the major wholesale aggregation groups in Australia. FAST fosters a culture of diversity and commercial acumen through broker businesses to lead innovation and shape the industry. FAST is committed to investing and delivering a high-value platform, best in market insights, professional development and access to diverse quality financial solutions and business support, enabling growth and success in new and existing markets.