SPECIAL REPORT MORTGAGE
INTRODUCER
GLOBAL BEST IN MORTGAGE 2023 Recognising the mortgage professionals and companies across Asia-Pacific, North America, and the UK who have excelled and raised the bar
SPECIAL REPORT
TABLE OF CONTENTS 2
Introduction
19
Fast Brokerages
5
5-Star BDMs
20
Global 100 Mortgage Leaders
6
5-Star Lenders
23
Rising Stars
7
5-Star Mortgage Innovators
25
Top Brokers
8
5-Star Mortgage Products
30
Top Brokerages
9
Brokers on Aggregators, Brokers on Banks, and Brokers on Lenders
31
Top Commercial Brokers
33
Top Mortgage Employers
10 Brokers on Non-Banks and Elite Women
1
GLOBAL BEST IN MORTGAGE 2023
GLOBAL BEST IN MORTGAGE 2023 Recognising the mortgage professionals and companies across Asia-Pacific, North America, and the UK who have excelled and raised the bar ALL THROUGHOUT 2023, Key Media’s 30-strong Intelligence Unit researched and produced a series of Special Reports, each showcasing the top-performing mortgage professionals and companies across a number of important professional categories. All of our 172 published reports
over the past 12 months have already attracted 2.4 million online pageviews, as we’ve crowned 5,044 deserving winners globally. In the process, 150,000 readers across Australia, Canada, New Zealand, the UK, and the US have been sent our surveys. The culmination of all that extensive reporting
is our annual Global Best in Mortgage digital edition. The Global Best in Mortgage recognises the mortgage award winners from 2023’s Special Reports and features a combined 992 individuals and companies from the sector. This prestigious list provides a 2
SPECIAL REPORT
definitive annual collection of those who have delivered outstanding results, introduced new initiatives, refined existing working practices, and also acted as a source of inspiration to colleagues. Gavin Richardson, managing director at UK firm Mortgages for Business, says, “We’re delighted to have won Top Mortgage Employer for the second year running. It’s a real testament to the work we’ve put in to make Mortgages for Business the brokerage our clients love working with and our people love working for.” Individual winner Elizabeth
Wood, chief compliance officer and executive vice president at Canadian Mortgages Inc (CMI), adds, “To be named among the Top Mortgage industry leaders making an international impact is a tremendous honour. I’m very proud of the work I’ve done to help build CMI into a market-leading private lender. Even more meaningful is the recognition of my deep commitment to diversity and inclusion at an industry level.” This annual guide was curated and published by Australian Broker, Canadian Mortgage Professional, Mortgage Introducer, Mortgage Professional America, Mortgage
Professional Australia, and NZ Adviser. We also thank all the following industry bodies for their help with our reports: • Canadian Mortgage Brokers Association – Ontario • Financial Advice New Zealand • Association of Short Term Lenders Below is the Global Best in Mortgage. We hope you enjoy discovering those who we believe are shining brightest and building a better future for the mortgage industry.
HOW WE CHOOSE THE BEST Each year, our research team sends out thousands of surveys to the mortgage industry, which it then follows up with phone interviews to find out just who the industry thinks is worthy of recognition. The shortlisted finalists are then put in front of our judging panel to help make a final decision on who to include in the list of award winners.
2,357,286
Pageviews of the 'Best In' page
3
216
Surveys we sent out globally in 2023
172
Special Reports we produced globally in 2023
GLOBAL BEST IN MORTGAGE 2023
HOW MANY REPORTS HAVE THERE BEEN OVER THE YEAR GLOBALLY AND THEN BY COUNTRY?
Asia
6 45
AU
67
CA NZ
12
UK
13 29
US
WINNERS BY REGION
Asia: 96
AU: 1,521
CA: 2,010
NZ: 331
UK: 331
US: 755
4
SPECIAL REPORT
5-STAR BDMs AUSTRALIA
Anil Keskin
Bankwest
Brett Winzer
Herry Tjandrasusilo
Pepper Money ANZ
Cassandra Vella Tony Harmey Earlypay
Phone: 0400 177 007 Email: tony.harmey@earlypay.com.au Website: earlypay.com.au
Cassandra Woodyard
Jenny Zeng
Connective
Chantelle Ball Chris Patsouras
Jodie Hanson
Daisy Yu
Finsure
Danielle Esposito Commonwealth Bank
David Tickle Drew Clegg
Pepper Money ANZ
Joshua Duncan
Ubank
Kelly Mullen
Plenti
Maddie Matthews
Plenti
Malcolm Elias
Macquarie Group
Mayank Nangia
Pepper Money ANZ
St.George Bank
Elyvin Maharaj
Natasha Paszyn
Macquarie Group
Plenti
Beyond Bank
Felicity Wu
Phone: 0409 882 668 Email: tcunningham@beyondbank.com.au Website: beyondbank.com.au
Finsure
ING Australia
Gabrielle Aoun
Nicole Vladich
ORDE Financial
Giselle Stellenberg
Ali Hassan ANZ
Andrew Collins
Apricity Finance
Andrey Tabachnikov
Westpac
5
Jess Stevens
National Mortgage Brokers
Pepper Money ANZ
Tristian Cunningham
NAB
Connective
St.George Bank
Phone: 0447 600 237 Email: craig.nicholas@resimac.com.au Website: resimac.com.au
Jaynesh Nair
Connective
Claire Watts
Resimac
Bank Australia
RedZed
Finsure
Craig Nicholas
Helen Bozikis
St.George Bank
Nicholas Brookes
Mortgage Choice
Omar Ibrahim
HSBC
St George Bank
Grant James
Pasquale Caia
Commonwealth Bank
Greg Durie
Pepper Money ANZ
Harry Stewart
Pepper Money ANZ
Pepper Money ANZ
Rachael Tedesco
Connective
Rob Day
Macquarie Group
GLOBAL BEST IN MORTGAGE 2023
5-STAR BDMs Roohi Kumar
Sokun Tait
Sam Tang
Staci Karas
St.George Bank
Westpac
Samantha Kyriakidis
Westpac
Victor Sem
St.George Bank
Tes Anderson
Zack Raad
Bankwest
Sanjay Chandiramani
Tim Bingham
Simon Adam
Tremaine Pass
Finsure
Finsure
RedZed
Pepper Money ANZ
Mortgage Choice
Van Vu
Bankwest
Homesec Business Finance
Macquarie Group
5-STAR LENDERS UK
Barclays
Nationwide Building Society
Foundation Home Loans
Coventry
Skipton
Phone: 0344 770 8032 Email: enquiries@foundationhomeloans.co.uk Website: foundationforintermediaries.co.uk
Halifax
Together
HSBC
United Trust Bank
more2life
Virgin Money
West One
NatWest
Phone: 0333 123 4556 Email: hello@westoneloans.co.uk Website: westoneloans.co.uk
6
SPECIAL REPORT
5-STAR MORTGAGE INNOVATORS AUSTRALIA
Brighten Home Loans
Bridgit
Pepper Money
Phone: 13 14 88 Email: info@brighten.com.au Website: brighten.com.au
Broker Essentials
Purple Circle Financial Services
Deposit Assure
Ramsey Property Wealth
Finsure
Sherlok
Funding
Shore Financial
Loan Market
Uptick Marketing
Loan Market Group Asset Finance (LMGAF)
Virtus Mortgage Broking
Helia Phone: 0411 151 743 Email: Dimi.bartolillo@helia.com.au Website: helia.com.au
Loans Australia My Mortgage Freedom/ RateTracker Finstreet Phone: 1300 669 007 Email: support@finstreet.au Website: finstreet.au
7
Mynt Financial
Services Yellow Brick Road
GLOBAL BEST IN MORTGAGE 2023
5-STAR MORTGAGE PRODUCTS CANADA
8Twelve Capital
Manulife
Calvert Home Mortgage
MCAP
CMLS Financial
MERIX Financial
Community Trust
Optimum Mortgage
Equitable Bank
RFA
Excalibur
RMG Mortgages
First National Financial
Scotiabank
First Source
Strive Capital
Lendwise
TD Bank
Neighbourhood Holdings Phone: (604) 568 4063 Email: connect@neighbourhoodholdings.com Website: neighbourhoodholdings.com
HomeEquity Bank Phone: 416 925 4757 Email: marketingrequests@heb.ca Website: chipadvisor.ca
MCAN Financial Group Phone: (855) 213-MCAN (6226) Email: hello@mcanfinancial.com Website: mcanfinancial.com
8
SPECIAL REPORT
BROKERS ON AGGREGATORS AUSTRALIA Australian Finance Group (AFG)
Liberty Network Services
Connective
LMG (Loan Market Group)
Finsure
MoneyQuest
National Mortgage Brokers (nMB) outsource Financial
BROKERS ON BANKS AUSTRALIA ANZ
ING
St. George Bank
Bankwest
Macquarie
Westpac
CBA
NAB
BROKERS ON LENDERS CANADA
Canadian Mortgages Inc. (CMI) Phone: 1 888 465 1432 Email: info@thecmigroup.ca Website: canadianlending.ca/brokers
Bridgewater Bank
RFA
CMLS (Aveo)
RMG Mortgages
Hosper Mortgage
Scotiabank
MCAP
TD Bank
MERIX/Lendwise
9
GLOBAL BEST IN MORTGAGE 2023
BROKERS ON NON-BANKS AUSTRALIA Better Choice Home Loans
Liberty
Prospa
Better Mortgage Management
Mortgage Ezy
RedZed
Bluestone
ORDE Financial
Resimac
Firstmac
Pepper Money
Thinktank
La Trobe Financial
ELITE WOMEN AUSTRALIA
Evelyn Clark
Victoria Coster
Chuyu (Kiki) Feng
Senior Mortgage Broker AUSUN Finance
Director and Finance Broker Everlend
Phone: 0416 525 233 Email: sales@creditfixsolutions.com.au Website: creditfixsolutions.com.au
Phone: 0452 579 116 Email: kiki@ausunfinance.com.au Website: ausunfinance.com.au
Phone: 0402 724 003 Email: evelyn@everlend.com.au Website: everlend.com.au
Adele Andrews
Debbie Hutchings
Kristy Clucas
Phone: 0409 099 603 Email: adele@aphl.com.au Website: australianpropertyhomeloans.com
Phone: 0407 314 287 Email: info@refsaustralia.com Website: refsaustralia.com
Founder and Chief Executive Officer Credit Fix Solutions
Director and Mortgage Broker Australian Property Home Loans
Director, Endorsed Mentor and Trainer REFS Australia
Head of Broker Strategy, Partnerships and Performance BOQ Group Phone: 0467 779 270 Email: kristy.clucas@boq.com.au Website: boq.com.au
10
SPECIAL REPORT
ELITE WOMEN Alissa Childs
Director Two Birds One Loan
Nancy Youssef
Business Mentor, Speaker and Author Classic Mentoring Phone: 1300 219 119 Email: nancy@classicfinance.com.au Website: nancyyoussef.com.au
Andrea McNaughton
Group Executive, Residential LMG
Angela Tracey
Director of Broker Success LMG
Anita Hyde
Former Head of Specialised and Private, Commercial Broker NAB
Rachel Farrell
Anja Pannek
Managing Director Bloom Capital
Chief Executive Officer MFAA
Phone: 0403 696 789 Email: rachel.farrell@bloomcapital.com.au Website: bloomcapital.com.au
Ashleigh Pakis
Director Panache Financial Mortgage Specialist
Belinda Gibson
Director TM Finance Group
Kathy Crawford
Director Australian Mortgage Assist Phone: 0404 804 585 Email: kathy@australianmortgageassist. com.au Website: australianmortgageassist.com.au
Carol King
Mortgage Broker LMG
Caroline Jean-Baptiste
Lending Specialist and Owner Mortgage Choice Fortitude Valley
Catherine McFarlane Chief Operating Officer FINSTREET
Deslie Taylor Michelle Bannister
Director – Head of Distribution La Trobe Financial Phone: +61 408 566 518 Email: mbannister@latrobefinancial.com.au Website: latrobefinancial.com.au
Owner-Manager Mortgage Choice Ormeau, Beenleigh and Surrounds
Elouise Dooley
Director and Finance Broker Two Birds One Loan
Emma Cattermole
Director Wealthfolio Financial Services
11
Gordana Bailey
Business Development Manager Allianz Insurance
Gouthami Minupala
Relationship Manager Secure Finance
Heather Gallagher
Head of Training and Education outsource Financial
Helen Avis
Director of Finance – Specialist Finance Specialist Mortgage
Isabella Constantinou Associate Director Simplicity Loans & Advisory
Joanna James
The Artemis Space
Joanne Croft
Owner/Director Mortgage Choice Tweed Coast/Northern NSW
Kat Tunnock
Head of Learning and Development Cinch Loans
Kelly Carter
Owner-Manager Mortgage Choice
Kerri Buurman
Director Buurman Finance Solutions
Kirsty McKinnon Director Flair Finance
Kylie Quenon
Business Owner GO Mortgage
Leanne Johnstone
Owner-Manager Mortgage Choice Lane Cove
GLOBAL BEST IN MORTGAGE 2023
ELITE WOMEN Liz Ford
Nikki Berzin
Director Finestream Capital
Director Cherry Lending + Finance
Louisa Sanghera
Patti Eyers
Madeleine Dart
Pauline Blight-Johnston
Maele Alchin
Preeti Kowshik
Maninder Kaur
Renee Blethyn
Meleah Taylor
Rooma Nanda
Principal Broker Zippy Financial Group
National Brand Manager outsource Financial
Senior Mortgage Broker Hubbl.it
Director Loan Market
Customer Service Manager Foster Ramsay Finance
Melissa Wright
Director and Mortgage Broker Zest Mortgage Solutions
Mhairi MacLeod
Chief Executive Officer First Mortgage Services and First Title
Chief Executive Officer Helia
Senior Mortgage Broker Home Loan Experts
Director All R Loans
Navjeet Kaur
Nicole Tosev
State General Manager Westpac Group
CANADA
Josie Milanetti
Vice President, Underwriting Canadian Mortgages Inc. (CMI) Phone: 1 888 465 1432 Email: josie.milanetti@thecmigroup.ca Website: canadianlending.ca/brokers
Sharon Piening
Director The 500 Group
Sonja Pfitz
Director Pfitz Financial
Susan George
Sales Operations Manager – Aggregation AFG
Business Development Manager Suncorp Group
Nicole Walton
Suzi Trajanovski
Finance Broker Finch Financial Services
Yasmine Shah
Chief Impact Broker Impact Brokers
Sarah Madigan
Sarah Willsallen
Mortgage Broker Everest Loans Melbourne
Vivienne Than
Senior Mortgage Broker Home Loan Experts
Sarah Thomson
Natalie Denyer
Natalie Smith
Tes Anderson
Partnership Manager Bankwest
Director LMG
State Manager, WA/QLD/SA/NT ubank
General Manager, Retail Broker ANZ
Chief Executive Officer outsource Financial
Head of Broker Partnerships NextGen.Net
Managing Director and Principal Broker Astute Ability Group
Mortgage Broker Birdie Wealth
Tanya Sale
National Director, Growth LMG
Kate Wybrow
Vice President, National Sales, Residential Lending Solutions FCT Canada Phone: 416 305 4763 Email: kwybrow@fct.ca Website: fct.ca
12
SPECIAL REPORT
ELITE WOMEN Barbara Cook
Vice President, National Sales Mortgage Centre Canada
Meaghan Hastings
Chief Executive Officer and Principal Broker The Mortgage Coach Phone: 416 371 7922 Email: meaghan@themortgagecoach.ca Website: themortgagecoach.ca
Elena Robinson
Vice President, Residential Sales First National Financial Phone: 416 320 3138 Email: elena.robinson@firstnational.ca Website: firstnational.ca
Christa Mitchell Chief Strategy Officer Pineapple
Christine Buemann
Co-Owner The Collective Mortgage Group
Christine Xu
President and Principal Broker Moneybroker Canada
Tina Trama-Mayol
Fiona Campbell
Phone: 647 290 4676 Email: ttramamayol@mortgagealliance.com Website: mortgagealliance.com
Phone: 289 439 6474 Email: fiona_campbell@manulife.ca
Mortgage Broker and Team Leader Mortgage Alliance
National Director, Mortgage Brokers Manulife Bank
Crystal Mamchur Broker Owner Flare Mortgage Group
Dalia Barsoum
Founder Streetwise Mortgages
Deanne Whelan
Owner and Mortgage Broker East Coast Mortgage Brokers
Alison Lopes
Broker Dominion Lending Centres Phone: 519 897 1608 Email: alopes@dominionlending.ca Website: alisonlopes.ca
Leanne Conroy
Director of Sales, GTA and GVR MCAN Home Phone: 437 350 6085 Email: lconroy@mcanfinancial.com Website: mcanfinancial.com
Denise Laframboise
Chief Operating Officer BRX Mortgage
Elaine Taylor
President Mortgage Alliance
Frances Hinojosa Chief Executive Officer Tribe Financial
Ameera Ameerullah Cheryl Buhs
Vice President, National Sales RFA Mortgage Corporation Phone: 403 612 4717 Email: cheryl.buhs@rfamortgages.ca Website: rfa.ca
Chief Executive Officer Canada Mortgage and Financial Group
Angela Calla
President The Angela Calla Mortgage Team
Ann Marie Drohan
Mortgage Broker East Coast Mortgage Brokers
13
Hali Noble
Founding Member, Director and Senior Vice President Fisgard Asset Management
Isabelle Barbeau
Vice President Mortgage Intelligence
Isabelle Tremblay
Executive Vice President of Human Capital M3 Financial Group
GLOBAL BEST IN MORTGAGE 2023
ELITE WOMEN Jennifer Woodley
Owner and Broker DLC Valley Financial Specialists
Jill Moellering
Mortgage Broker Mortgage Architects
Jill Paish
Pam Pikkert
Licensed Mortgage Broker The Place To Mortgage
NEW ZEALAND
Petra Keller
Director, Partnership and Events Pineapple
Rachelle Gregory
Brooke Reynolds
Vice President, National Sales MERIX Financial
Senior Vice President, Originations MERIX Financial
Director and Financial Adviser Rapson Loans and Finance
Kate Brady
Rosa Bovino
Phone: 021 942 320 Email: brooke@rapson.co.nz Website: rapson.co.nz
Kim McKenney
Sabeena Bubber
President Dominion Media
President and Owner Dominion Lending Centres The Mortgage Source
Krista Valadao
Business Development Manager Home Trust
Kristy-Lynn Maxwell
Regional Vice President, Western Canada Business Relations VERICO Canada
Luisa Hough
Mortgage Professional Xeva Mortgage
Marci Deane
Mortgage Broker Mortgage Architects
Mary Swaffield
Chief Executive Officer Alberta Mortgage Brokers Association
Michelle Crane
Mortgage Specialist Invis
Mortgage Broker Xeva Mortgage
Sarah Strauss
Financial Adviser Loan Market
Susan Thomas
Phone: 027 301 125 Email: linda.eagleton@loanmarket.co.nz Website: loanmarket.co.nz
Executive Vice President, Network Development M3 Financial Group
Tiffany Pedersen
Director, Western Canada Sales Strive Capital
Tina Francis
Regional Business Manager EQ Bank
Tracy Valko
Katherine Kraakman
Director Priority Home Loans
Phone: 02 782 35996 Email: katherine@priorityhomeloans.co.nz Website: priorityhomeloans.co.nz
Brokerage Owner, Founder and Chief Visionary Officer Valko Financial
Ut Yue
Account Manager, Nova Scotia Sagen
National Sales Leader, AVEO CMLS Financial
Michelle Drover
Veronica Love
Vice President, Atlantic Premiere Mortgage Centre
Linda Eagleton
Business Owner and Mortgage Broker The Place To Mortgage
Senior Vice President, Corporate Development TMG The Mortgage Group
Nicole Keane
Mortgage Adviser Priority Home Loans Phone: 021 497 4974 Email: nicole@priorityhomeloans.co.nz Website: priorityhomeloans.co.nz
Natasha Bridgmohan
President and Chief Visionary Officer The Bridg Group of Companies
14
SPECIAL REPORT
ELITE WOMEN Angela Downie
Nishat Zubair
Mortgage Adviser Loan Market Central
Ashlee Wiblin
Karina Reardon
Mortgage Adviser Max Mortgages
Director and Mortgage Adviser The Home Loan Collective
Phone: 027 272 4475 Email: nishat@maxmortgages.co.nz Website: maxmortgages.co.nz
Ashlene Prasad
Business Development Manager Resimac
Carmela Laylo Rachael Alexander
Managing Director and Mortgage and Insurance Adviser Max Money Group Phone: 0800 275 629 Email: rachael.alexander@ maxmoneygroup.co.nz Website: maxmoneygroup.co.nz
Business Development Manager and Financial Adviser Futurisk Insurance
Elyce Peters
Co-Founder and Managing Director The Mortgage Girls
Emma Pullar
Director and Business Operations Manager Roost
Sally Copeland Business Owner NZHL
Phone: 0800 566 577 Email: sally.copeland@nzhl.co.nz Website: nzhl.co.nz
Heather Gail Roney
Director and Mortgage Adviser Mortgage Ladies and Co
Laura Carter
Mobile Mortgage Adviser The Mortgage Girls
Louise Taylor
Mortgage Adviser The Mortgage Girls
Michelaé Reeve
Mobile Mortgage Adviser The Mortgage Girls
Sarah Johnston
Chief Executive Officer Astute Financial Management
Sarah Bloxham
Jenny Zhou
Business Operations Manager Roost
Jenny Campbell
Owner O’Hagan Home Loans and Insurance
Jessica Pronk
Mortgage Adviser Mike Pero Mortgages
Director and Mortgage Adviser Taylored Mortgages
Country Manager Finsure
Registered Financial Adviser The Mortgage Supply Co
15
Kelly Brough
National Manager Link Financial Group NZ
Director and Chief Talker Lets Talk! Mortgages & Insurance
Tapere Hewett
Phone: 027 438 8158 Email: tapere@hewettmortgages.co.nz Website: hewettmortgages.co.nz
Head of Strategic Partnerships mortgages.co.nz
Jen Taylor
Director and Principal Adviser The Mortgage Centre Managing Director and Senior Mortgage Adviser Hewett Mortgages
Jinal Doshi
Director and Financial Adviser Platinum Mortgages New Zealand
Tegan Gawron
Trish Marsden
Zebunisso Alimova
GLOBAL BEST IN MORTGAGE 2023
ELITE WOMEN UK
Alison Houghton-Corfield
National Relationship Director Master Private Finance
Nakita Moss
Joanne Hollins
Head of Intermediary Mortgage Distribution Metro Bank
Chief Executive Officer Butterfield Mortgages
Phone: 0753 839 7633 Email: nakita.moss@twenty7tec.com Website: twenty7tec.com
Amanda Bryden
Phone: 0750 816 5334 Email: joanne.hollins@metrobank.plc.uk Website: metrobankonline.co.uk/ intermediaries
Samantha Herd
Phone: 0161 710 3109 Email: Samantha.Herd@mintpf.co.uk Website: mintpropertyfinance.co.uk
Managing Director – Operations Foundation Home Loans
Charlotte Grimshaw
Head of Intermediary Relations and Mortgage Sales Suffolk Building Society
People and Culture Director Mortgage Advice Bureau
Sophie Mitchell-Charman Commercial Director LendInvest
Phone: 0203 846 6838 Email: sophie.mitchell-charman@ lendinvest.com Website: lendinvest.com/intermediaries
Head of Marketing – Intermediary Mortgages HSBC UK Phone: 07387 247 080 Email: lisa.j.meredith@hsbc.com Website: intermediaries.hsbc.co.uk
Director of Mortgage Proposition and Distribution Hinckley & Rugby for Intermediaries
Claire Smith
Phone: 0344 770 8032 Email: marketing@foundationhomeloans.co.uk Website: foundationforintermediaries.co.uk
Lisa Meredith
Head of Halifax Intermediaries and Scottish Widows Bank Lloyds Banking Group
Carolyn Thornley-Yates
Underwriting Team Leader – Development Mint Property Finance
Kelly Pallister
Alpa Bhakta
National Account Manager Twenty7tec
Clare Beardmore
Director, Mortgage Club Legal & General
Emma Roberts
Head of Intermediary Relationships Connect for Intermediaries
Emma Thomson
Head of Protection and GI Propositions Sesame Bankhall Group
Esther Dijkstra Tiba Raja
Executive Director Market Financial Solutions Phone: 020 706 01234 Email: tiba@mfsuk.com Website: mfsuk.com
Managing Director, Intermediaries Lloyds Banking Group
Francesca Carlesi
Co-Founder and Chief Executive Officer Molo
Hazel Johnston
Market Development Manager Legal & General
16
SPECIAL REPORT
ELITE WOMEN Helen Carter
Head of Channel Engagement Barclays
Jana Chetraru
Commercial Director Paragon Banking Group
Lynette Webb
Mortgage Broker BTJ Mortgages
Director Mortgage Saving Experts
Jane Simpson
Marie Grundy
Managing Director TBMC
Jo Mezzone
Managing Director, Residential Mortgages and Second Charges West One Loans
Marylen Edwards
Business Owner/Mortgage and Protection Specialist Whiteoak Mortgages
Head of Lending – BTL MT Finance
Joanna Streames
Megan Kearney
Julie Gilbert
Melanie Spencer
Managing Director Velvet Mortgage and Insure Services
Owner 1st Mortgage Services
Karen Rodrigues
Director of Sales Smoove
Karina Hutchins Head of Mortgages OpenMoney
Kate Cowan
Chief Financial Officer Hope Capital
Kate Windsor
Regional Business Development Manager Barclays
Kim McGinley
Managing Director VIBE Specialist Finance
Krystle Ward
Mortgage, Protection and Equity Release Adviser The Mortgage Mum
17
Louisa Sedgwick
Mortgage and Protection Adviser Mortgage 1st
Business Development Director and Head of finova Mortgage Services finova
Reetwija Chakraborty
Head of UK Distribution Digilytics AI
Riona Mulherin
Director of Marketing and Operations Paradigm
Roz Cawood
Director of Sales Hope Capital
Sabinder Robinson-Sandhu Director of Operations Avamore Capital
Sally Laker
Managing Director Mortgage Intelligence UK
Sarah Green Retail Director Pepper Money
Sarah Tucker
Monica Bradley
Founder and Managing Director The Mortgage Mum
Natalie Ellis
Head of Intermediary LV=
Owner and Managing Director MB Associates
Licensed Mortgage Broker Mortgage 1st
Nicola Richardson Chief Financial Officer Fleet Mortgages
Nicola Firth
Founder and Chief Executive Officer Knowledge Bank
Nicola Gauntlett
Senior Mortgage Specialist Plus Financial
Nicola Goldie
Head of National Accounts Virgin Money
Sarah Watts
Suzanne Latimer
Head of Lifetime Mortgage Servicing Pure Retirement
Tanya Elmaz
Director of Intermediary Sales – Commercial Finance Together
Toni Smith
Chief Operating Officer PRIMIS Mortgage Network
GLOBAL BEST IN MORTGAGE 2023
ELITE WOMEN US
Abby Polin
Jackie Studdert
Alicia Brisbane
Senior Vice President, Operations Xactus
Senior Vice President of Residential Lending Draper and Kramer Mortgage National Business Development Director Stronghill Capital
Cristy Ward
Executive Vice President and Chief Strategy Officer Mortgage Connect Phone: (423) 956 1898 Email: cward@mortgageconnectlp.com Website: mortgageconnectlp.com
Allycyn Bennett Loan Manager Sandstone Financial
Dee Toal-Brothers
Phone: 07 476 2500 Email: Info@LYNKCapital.com Website: lynkcapital.com
Ashley Wood
Chief Executive Officer AIME
Vice President, Mortgage Verification Services Equifax
Candice McNaught
Senior Vice President of National Sales Supreme Lending
Coco Ke
Dawn Van Nieuwenhuyzen Senior Mortgage Banker Plains Commerce Bank
Deborah Robertson Director of Sales PowerHouse Solutions
Denise Panza
Senior Mortgage Banker Total Mortgage
Heather Devoto
Erica LaCentra
Chief Marketing Officer RCN Capital Phone: 860 432 4782 Email: elacentra@rcncapital.com Website: rcncapital.com
Jane Floyd
Chief Operating Officer Sun West Mortgage
Owner and Chief Executive Officer CMS Mortgage Solutions
Phone: 703 903 4356 Email: donna_spencer@freddiemac.com Website: freddiemac.com
Founder and Chief Executive Officer Clarifire
Annmarie Edwards
Managing Partner and Senior Loan Officer Arbor One Mortgage Group
Corrina Carter
Vice President Servicer Relationship and Performance Management Freddie Mac
Jane Mason
Loan Originator and SE Regional Manager NFM Lending
Treasurer Toorak Capital Partners
Donna Spencer
Jamie Veight
Anne Nauts
Founder and Chief Executive Officer AVE Mortgage
Chief Operations Officer LYNK Capital
Chief Operating Officer Polly
Jennifer Vallinayagam Katie Sweeney Kim Krick
Vice President, Eastern Region Wholesale Division Freedom Mortgage
Laird Nossuli
Chief Executive Officer iEmergent
Lana Izgarsheva
Chief Operating Officer A&D Mortgage
Laura Brandao
Chief Growth Officer and Partner EPM
Leah Goldmintz
Senior Vice President, Capital Markets CoreVest Finance
Leah Sommerville
Senior Account Executive DocMagic
Lesley Alli
Vice President and Branch Manager First Home Mortgage
Chief Investor and Industry Relations Officer Homepoint
Helda Saad
Linda Davidson
Assistant Vice President, Executive Project Manager, and Director of Mortgage Lending Operations First Independence Bank
Branch Manager and Senior Loan Officer Fairway Independent Mortgage
18
SPECIAL REPORT
ELITE WOMEN Lori Lewis
Melissa Wright
Chief Sales Marketing Officer American Pacific Mortgage
Program Manager/Business Architect Tavant
Luisa Bedoya
Melissa Cohn
Stacey Maisano
Branch Manager CrossCountry Mortgage Vice President and Senior Mortgage Planner MSA Mortgage
Maria Moskver
Chief Executive Officer Cloudvirga
Martha-Rosalind Stainton
Co-Founder and Partner Potomac Point Group
Megan Marsh
Co-Founder and Loan Originator Co/LAB Lending
Melinda Wilner
Chief Operating Officer United Wholesale Mortgage
Regional Vice President and Vice President, Mortgage Banker William Raveis Real Estate, Mortgage & Insurance
Natasha Robinson
Vice President of Renovation Lending Guaranteed Rate Affinity
Patty Arvielo
Co-Founder and Chief Executive Officer New American Funding
Shannon Johnson
Director of Business Development Polunsky Beitel Green
Stacy Caprioli
Chief Appraiser Nationwide Appraisal Network
Tawn Kelley
President Taylor Morrison
Tiffany Searcy Wright
Serene Vernon
Vice President/Mortgage Banker Regions Bank
Shana Jones
President-Elect National Association of Mortgage Brokers
President and Shareholder LoanStream Mortgage Vice President The Federal Savings Bank
Valerie Saunders
FAST BROKERAGES AUSTRALIA
NEW ZEALAND
10X Home Lending
Loan Market (Pohutukawa Financial Services)
Birdie Wealth Cinch Loans Loan Market Canberra Marquee Group Marquette Financial
Spring Loans Phone: 0225 266 996 Email: gus.evans@springloans.co.nz Website: springloans.co.nz
Protego Finance Reservoir Finance RL Financial Group Savvy Finance Group
19
NZ Mortgages Ross & Co Home Loans t/a Loan Market Taprobane Finance
Ascend Financial Services Catalyst Financial
Sheel Capital Two Birds One Loan
KP Sidhu Enterprises t/a NZ Mortgages
Kaur Mortgages & Services
Vega
GLOBAL BEST IN MORTGAGE 2023
GLOBAL 100 MORTGAGE LEADERS AUSTRALIA
Adam Brown
Executive, Broker Distribution NAB
Anja Pannek
Sam White
Executive Chairman LMG
Scott McWilliam
Chief Executive Officer MFAA
Chief Executive Officer Resimac
Senior Vice President and Chief Lending Officer La Trobe Financial
Chief Executive Officer, Financial Services and Mortgage Choice REA Group
Anthony Waldron
Simon Bednar
Phone: 1800 818 818 Email: cbannister@latrobefinancial.com.au Website: latrobefinancial.com.au
Daniel Green
Chief Executive Officer outsource Financial
Cory Bannister
Director Green Finance Group
David Bailey
Chief Executive Officer AFG
Peter White, AM
Managing Director Finance Brokers Association of Australia Phone: 07 3847 8119 Email: pwhite@fbaa.com.au Website: fbaa.com.au
David Hyman
Chief Executive Officer Lendi Group
Ian Rakhit
Troy Fedder
Email: troy.fedder@suncorp.com.au Website: suncorp.com.au/banking
Tanya Sale
Wendy Brown
Head of Broker Distribution Macquarie Group
William Lockett
Managing Director Specialist Finance Group
Evelyn Clark
Director and Finance Broker EVERLEND
Acting Executive General Manager, Home Lending Suncorp Bank
Chief Executive Officer Finsure
CANADA
General Manager, Third Party Bankwest
James Boyle
Chief Executive Officer Liberty
Jean-Pierre Gortan
Managing Director Simplicity Loans & Advisory
Ryan La Haye
Mortgage Broker Group RLH – Planiprêt Phone: 450 629 3101 Email: rlahaye@planipret.com Website: hypothequesrlh.com
Mario Rehayem
Warren Shaw
Chief Executive Officer Pepper Money
Phone: 0414 447 542 Email: warren.shaw@westpac.com.au Website: westpac.com.au
General Manager, Retail Broker ANZ
Head of Mortgage Broker Distribution Westpac
Natalie Smith
Razia Khan
General Manager, Third Party Banking Commonwealth Bank
Elizabeth Wood
Chief Compliance Officer and Executive Vice President CMI Financial Group Phone: 1 888 465 1432 ext 748 Email: elizabeth.wood@thecmigroup.ca
20
SPECIAL REPORT
GLOBAL 100 MORTGAGE LEADERS Frances Hinojosa
Founding Partner, Chief Executive Officer and Mortgage Broker Tribe Financial Group
Elaine Taylor
President Mortgage Alliance Phone: 437 219 0800 Email: etaylor@tmacc.ca Website: etaylor@tmacc.ca
Andrew Moor
Chief Executive Officer and President Equitable Bank
Carla Giles
Chief Executive Officer Canadian Mortgage Brokers Association – British Columbia
Chris Turcotte
Chief Operating Officer and President CENTUM Financial Group
Christine Buemann
Co-Owner The Collective Mortgage Group
Christine Xu
Principal Broker and President Moneybroker Canada
Hali Noble
Director Fisgard Asset Management
Country Head Pepper Money
Joseph Fooks
General Manager – New Zealand Resimac
Kristy Maxwell
Chief Executive Avanti Finance
Co-Chief Executive Officer CanWise Financial
Co-Founder Mortgage Automator
Regional Vice President, Western Canada Business Relations VERICO Canada
Fiona Campbell
National Director, Mortgage Brokers Manulife Bank
Luke Jackson
Mark Mountcastle
Sam Burgess
Luc Bernard
Marina Bournas
Director and Chief Adviser iConsult Mortgage Brokers
Chairman and Chief Executive Officer M3 Financial Group
Satyan Mehra
Chief Executive Officer and President RFA Mortgage
Michael Forshee
Ron Swift
Sadiq Boodoo
Chief Executive Officer, President and Principal Broker Approved Financial Services
Shubha Dasgupta
Chief Executive Officer and President Pineapple
Yousry Bissada
Chief Executive Officer and President HomeTrust
21
Campbell Smith
Head of Lending First Mortgage Trust
Daniela Detommaso
President Mortgage Architects
Baden Martin
James Laird
Co-Founder and President Rocket Mortgage Canada
Chief Executive Officer Radius Financial
Dustan Woodhouse
Managing Director Prospa
Head of Mortgage Advisor Distribution ANZ
President Glasslake Funding
President FCT
Adrienne Begbie
Hashem Aboulhosn
Dalia Barsoum
Founder Streetwise Mortgages
NEW ZEALAND
UK Anthony Lark
Chief Executive Officer Spicerhaart
António Simões
Group Chief Executive Officer Legal & General
Charlotte Harrison
Chief Executive Officer – Home Financing Skipton Building Society
Dave Harris
Chief Executive Officer more2life
GLOBAL BEST IN MORTGAGE 2023
GLOBAL 100 MORTGAGE LEADERS David Postings
Rob Clifford
Chief Executive Officer UK Finance
Chief Executive Stonebridge
Eloise Hall
Tanya Elmaz
Head of National Accounts Kensington Mortgages
Joanne Hollins
Head of Intermediary Mortgage Distribution Metro Bank
Director of Intermediary Sales – Commercial and Personal Finance Together
Vic Jannels
Chief Executive Officer ASTL
John Phillips
Group Managing Director, Mortgages and Savings OSB Group
Kelly Pallister
Managing Director – Operations Foundation Home Loans
Leoni Alexandrou
US
Commercial Chief Executive Officer Together
Peter Brodnicki
Chief Executive Officer Mortgage Advice Bureau
Rachel McGovern
Director, Financial Services Brokers Ireland
Richard Whitehouse Managing Director Sancus
Riz Malik
Founder and Director R3 Mortgages
Rob Barnard
Relationship Director Pepper Money
Chief Executive Officer Harris Capital Mortgage Group
Lizy Hoeffer
Chief Experience Officer CrossCountry Mortgage
Mark Jones
Co-Founder and Chief Executive Officer Amerifirst Home Mortgage
Mark Music
Owner and Chief Executive Officer Ruoff Mortgage
Christian Groomes Senior Sales Manager Lima One Capital
Phone: 864 508 0053 Email: cgroomes@limaone.com Website: limaone.com
Chief Operations Officer Karis Capital UK
Marc Goldberg
Lamont Harris Jr
Founder and Chief Executive Officer Cohen Financial
Kate Davies
Executive Director Intermediary Mortgage Lenders Association
Katie Sweeney
Chairman and Chief Executive Officer AIME
Mark Cohen
Chief Executive Officer Spicerhaart
Jon Hall
John Keratsis
Chief Executive Officer and President DeephavenMortgage
Mat Ishbia
Chief Executive Officer and President United Wholesale Mortgage
Melanie Graper
Chief Human Resources Officer loanDepot
Neil Surgenor
Andrew Russell
Owner and Mortgage Loan Officer RCG Mortgage
Chris Dorin
Vice President of Sales RCN Capital
Chris Vinson
Chief Executive Officer Windsor Mortgage
Eddy Perez Jr
Chief Executive Officer EPM
Harish Tejwani
Chief Executive Officer Michael Kent
Physician Loan Specialist TD Bank
Nora Guerra
Affordable Lending Senior Manager Freddie Mac
Tai Christensen President Arrive Home
Valerie Saunders
President-Elect National Association of Mortgage Brokers
Varun Krishna
Chief Executive Officer Rocket Companies
William Fisher
Jamie Cavanaugh
Executive Vice President, Non-QM and Jumbo Lending LoanStream Mortgage
Joel Mathew
Director, Operations wemlo
President Amerifund Home Loans
Chief Executive Officer and President Champions Mortgage
Zabrina Suero
22
SPECIAL REPORT
RISING STARS AUSTRALIA
Alexandra Pappas Intuitive Finance
Asher Benjamin Silove Levitt Smartmove Professional Mortgage Advisors
Daniel Behman
Core Financial Group
Ashlee Como
Innovative Home & Business Finance
Luke Ashby
North Brisbane Home Loans
Luke Simon Rowland
AXTON Finance
Mark Jayson Yu My Expert Finance
Marni McCallum
Baz Khan
MoneyQuest Dubbo
Ben Williams
GSC Finance Solutions
Brendan Carney
Francis Rose Finance
Smartmove Professional Mortgage Advisors
10X Home Lending
Chloe Tobin
Nick Atanasovski
Phone: 0421 390 977 Email: michael.wu@10xhomelending.com.au Website: 10xhomelending.com.au
Diego Aguirre-Davies
Nikolas Gorell
Edward Taffa
Peter Ha
Phone: 0452 113 848 Email: daniel@corefg.com.au Website: corefg.com.au
Mortgage Advice Bureau – Sydney
Mortgage Choice
Michael Wu
MoneyQuest Wollongong
FPW Group
Shore Financial
Mark Kilada
Fareen Rahi
Matthew Turner Nicholas Hakim
Turnkey Finance
Innovative Home & Business Finance
Mortgage Pros
Peter Sreng
Low Rate Home Loan
RateOne Home Loans
Josue Jaramillo
Shuang (Christine) Hong
Power Loans
Phone: 0413 495 921 Email: Mark@powerloans.com.au Website: powerloans.com.au
Legal Home Loans
Justin Shoer
Full Circle Finance
Phone: 0417 292 780 Email: morgan@fullcirclefinance.com.au Website: fullcirclefinance.com.au
Sheel Capital
Jyh Kao
Steven Chan
Kate Sadler
The Broker Society
Ling (Vix) Huang Smart Mortgage
Lucas O’Sullivan
UFinancial
23
Shubham Bhaskar
Mortgage Choice
JD Capital Australia
Morgan Bushell
AUSUN Finance
Home Loan Experts
Steven Tigas
The Finance Family
Zakee Sheriff
Infinity Group
GLOBAL BEST IN MORTGAGE 2023
RISING STARS CANADA
Daniel Pique
Mortgage Agent Real Mortgage Associates Phone: 705 896 5280 Email: daniel.pique@rmabroker.ca Website: rmabroker.ca
Anton Farrage
Harsh Garcha
Ariane Robert
Hasty Kiamehr
Mortgage Broker Sherwood Mortgage Group
Courtier Hypothécaire Représentante Autonome Consortium Hypothécaire
Artin Jalooli
Senior Finance Associate Firm Capital Organization
Atmaram Kubal Mortgage Broker AKAL Mortgages
Baj Selvachandran Lucas Wright
Senior Manager, Residential and Commercial Lending Hillmount Capital Phone: 416 849 0322 ext. 230 Email: katerina@hillmount.ca Website: hillmount.ca
Director, Residential Technology Intellifi
Brennan Trenouth
Director, National Sales Home Trust
Carter Zimmerman
President Lendesk
Charles-Antoine Boudreau Mortgage Broker Planiprêt
Patrick Trinh
Team Leader Mortgage Alliance Phone: 647 403 1388 Email: ptrinh@mortgagealliance.com Website: mortgagealliance.com
Aaron Porcaro
Mortgage Agent Empire Mortgage Group
Ameer Mohamed Mortgage Agent GoldTree Mortgage
Andrew Knee
Mortgage Broker East Coast Mortgage Brokers
Chelsea Bedard
Mortgage Agent Mission35 Mortgages
Chris Kolinski
Mortgage Broker iSask Mortgage Brokers
Cole Hennig
National Sales Director REW
David Clarke
Associate Mortgage Broker TMG Atlantic
Dionne King
Mortgage Broker TMG – King Mortgages
Mortgage Agent Mortgage Alliance
Mortgage Agent The Mortgage Coach
Jacqueline Kean Marketing Manager Home Trust
James Grantis
Director of Investments Hosper Mortgage
James Wu
Broker Relationship Manager Paradigm Quest
Jenny Le
Mortgage Agent Peak Mortgage
Jordan Nunn
Mortgage Agent Empire Mortgage Group
Jordon Mullen
Mortgage Agent Mortgage Architects
Kim Nguyen
Mortgage Associate and Team Leader Vine Group
Leah Zlatkin
Chief Operating Officer and Broker Mortgage Outlet
Liezl Truong
Mortgage Agent YourMortgageYourWay.ca
Manvir Singh Mortgage Broker AKAL Mortgages
Massimo Ianniruberto Founder BluRoot
24
SPECIAL REPORT
RISING STARS Maxime St-Laurent
Nash Malik
Rocky Rikhy
Mayuresan Thavarajah
Nick Atwal
Samantha Power
Michael Oziel
Pankaj Bhardwaj
Samuel Meloche
Michel Elias
Peter Martens
Sarah Schneider
Michelle Farrugia
Philippe Gauvin
Tom Hall
Mussie Girmai
Pierre-Charles Joliceour
Vincent Tong
Director, Sales Support M3 Financial Group
Mortgage Agent Synergy Mortgage Group
Mortgage Agent Sherwood Mortgage Group
Mortgage Broker Multi-Prêts Hypothèques
Mortgage Broker and Director of Sales Mortgage Outlet
Mortgage Agent Clear Trust Mortgages
Mortgage Agent and Team Leader Mortgage Architects
Mortgage Broker Clear Trust Mortgages
Mortgage Broker VERICO Superior Mortgage
Mortgage Professional One Link Mortgage & Financial
Mortage Broker Planiprêt
Mortgage Broker Multi-Prêts Hypothèques
Regional Vice President Citadel Mortgages
Mortgage Agent Rock Capital Investments
Mortgage Broker Multi-Prêts Hypothèques
Vice President, Broker Relations Mortgage Architects
Co-Founder BluRoot
Senior Mortgage Manager Clear Trust Mortgages
TOP BROKERS AUSTRALIA Suvidh Arora
Adam Rakowski
Phone: 0458 872 992 Email: suvidh@cinch.loans Website: cinch.loans
Phone: 0407 455 553 Email: adam.rakowski@ortusfinancial. com.au Website: ortusfinancial.com.au
Cinch Loans
David Thomas
Ortus Financial
Trilogy Funding
Phone: 1300 657 132 Email: david.thomas@trilogyfunding.com.au Website: trilogyfunding.com.au
Jordan Beh
Insight Property Finance Email: Jordan@insightfinance.co.au Website: Insightfinance.com.au
25
Evan Christie
Cape Finance Group Phone: 0417 677 186 Email: evan@capefinancegroup.com.au Website: capefinancegroup.com.au
GLOBAL BEST IN MORTGAGE 2023
TOP BROKERS Cheney Chen Original Wealth
Chris Bates Keith Ho
Tony Bice
Blusk
Phone: 03 8849 0131 Email: keith.ho@jkksolutions.com.au Website: jkksolutions.com.au
Phone: 0404 856 282 Email: tony@firstchoicemortgage.com.au Website: firstchoicemortgage.com.au
Unconditional Finance
JKK Solutions
First Choice Mortgage Brokers
Christopher Raymond Christopher Wilson
Sunshine Coast Financial Solutions
Colin Mason
Mason Finance Group
Damien Roylance Entourage
Kerry Kalendra
Vaibhav Kamlesh Shah
Daniel Gold
MTA Mortgage Brokers
Long Property
Phone: 0411 316 747 Email: kerry@mtamb.com.au Website: mtamb.com.au
Phone: 0420 987 390 Email: vee@mtamb.com.au Website: mtamb.com.au
Daniel Green
MTA Mortgage Brokers
Green Finance Group
Daniel Hustwaite
Aqua Financial Services
Adam Donald Capita
Ming Yang Ming Finance
Phone: 0432 829 830 Email: ming@mingfinance.com.au Website: mingfinance.com.au
Alex Nochar Shore Financial
Alex Veljancevski Eventus Financial
Amelia Pignone Lendx
Andrew Algie
Addisons Advisory Group
Andrew Mirams Intuitive Finance
Thaer Burbar
Greenline Home Loans Phone: 1800 705 505 Email: tburbar@greenlinehomeloans.com.au Website: greenlinehomeloans.com.au
Anthony Alabakov My Mortgage Freedom
Anthony Roddy MortgageWorks
Balpreet Bal
Loan Market Bal & Associates
Ben Hawley Azura Financial
Ben Robinson Inovayt
Charles Hemmings Shore Financial
Daniel O’Brien
PFS Financial Services
Daniel Zarkovic
Loan Market Narellan
David Thurmond Mortgage Choice
Deslie Taylor
Mortgage Choice
Elie Ayoub
Invictus Finance Solutions
Fabio De Castro Oxygen Home Loans
Florence Yuen
Wisdom Finance Consultants
Gerard Tiffen Tiffen & Co
Graeme Holm
Infinity Group Australia
Hank (Hoa) Hong Mortgage Pros
Harry Cui
Mortgage Pros
Hasitha Dharmasena Jett Finance
26
SPECIAL REPORT
TOP BROKERS Jacob Decru
Matt Pongrass
Redom Syed
Jenni Adams
Matthew Oughtred
Richard Khuong
Joe Azzi
Matthew Mannaert
Sakib Manzoor
Jonathan Valentino
Maximillian Harris
Sarah Thomson
Jordan Giltrap-Ryall
Mel Wright
Scott Adams
Josue Jaramillo
Michael Xia
Scott Marshall
Kevin Agent
Natasha Choi
Sean Murphy
Kin Wong
Nathan Aird
Kirsty Dunphey
Nick Jones
Lee Rosenfeld
Nitish Kumar
Louis Kovanis
Onur Kocabay
Luke Camilleri
Paddy O’Sullivan
Luke Coates
Parag Dixit
Luke Mansour
Parth Shah
Marc Ventura
Paul Hixon
Mark Churchill
Peter Corta
Mark Davis
Peter Ha
Loan Market One Network Broking Mortgage Choice Lending Leopard Catalyst Advisers Kelston Capital
Legal Home Loans
The Australian Lending & Investment Centre One Solutions Up Loans
Innovative Home Loans Genius Loan Solutions Mortgage Choice Aussie
Legal Home Loans
Creative Financial Solutions Kizmet Capital
The Australian Lending & Investment Centre
Mark Moenting DPN
Marvin Coleman Mortgage Choice
27
Certe Finance
Francis Rose Finance Acceptance Finance Azura Financial
Zest Mortgage Solutions Mortgage Channel The Australian Lending & Investment Centre Universal Mortgage Experts Aussie
Loan Market Canberra Build Invest Grow Mortgage Choice
Nfinity Financials Jabsons Finance Loan Market New Farm Aussie
Mortgage Pros
Petro Trianta Podium Money
Rajan Khatak Domium
Confidence Finance Simple Easy Finance Secure Finance
Loan Market Geelong City Aussie
The Loan Arranger
My Mortgage Freedom
Sean Wellman Wellman Finance
Sonny Singh
North Coast Financial Solutions
Stephen Michaels Catalyst Advisers
Thomas Hawley Azura Financial
Thomas Jiyun Tang AUSUN Finance
Toby Edmunds Loan Market Razor
Trevor Ryan Aussie
Vikram Kataria Port Group
Vishal Gupta
Unique Finance Services
Youeil Shol
Loan Market Youeil Shol
Zain Peart ZEP Finance
GLOBAL BEST IN MORTGAGE 2023
TOP BROKERS NEW ZEALAND
Adam Shepherd
Brendan Brits
Phone: 022 069 7255 Email: adam@lendingchoice.co.nz Website: lendingchoice.co.nz
Phone: 021 913 302 Email: brendan.brits@loanmarket.co.nz Website: adviser.loanmarket.co.nz/coastto-coast
Lending Choice
Sandeep Khanna
Sandeep Khanna Mortgages Phone: +64212083152 Email: sandeep@skfinance.co.nz Website: skfinance.co.nz
Paulette Trotter
Loan Market Highland Park
Amanda (Mandy) Jordan
The Mortgage Supply Company Invercargill
Phone: 021 820 473 Email: paulette.trotter@loanmarket.co.nz Website: adviser.loanmarket.co.nz
Phone: 027 337 5552 Email: mandy@mortgagesupply.co.nz Website: mortgagesupply.co.nz
Nathan Miglani NZ Mortgages
Brock Shute
The Mortgage Advice Company
Phone: 02 1021 20555 Email: nathan@nzmortgages.co.nz Website: nzmortgages.co.nz
Phone: 027 222 4004 Email: brock@mortgageadvice.co.nz Website: mortgageadvicecompany.nz
Cameron Muggeridge Satyan Mehra iConsult
Phone: 021 157 0404 Email: satyan@iconsult.nz Website: iconsult.nz
Loan Market Coast to Coast
Jeff Royle iLender
Phone: 0800 536337 Email: help@ilender.co.nz Website: ilender.co.nz
Jaz Bedi
The Mortgage & Loan Guru Phone: 021 027 93704 Email: jaz@tmlguru.co.nz Website: tmlguru.co.nz
Loan Market Central
Sanjeev Jangra
Phone: 027 687 5785 Email: cameron.muggeridge@loanmarket. co.nz Website: adviser.loanmarket.co.nz/loanmarket-central
Phone: 021 236 6777 Email: sanjeev.jangra@loanmarket.co.nz Website: adviser.loanmarket.co.nz
Loan Market Manukau
28
SPECIAL REPORT
TOP BROKERS Dave Williams
Logan Reardon
Dimuthu Liyanage
Madhav Bhandari
Dylan Ferreira
Malcolm Knight
Edgar Mahon
Megin Wilton
Eugene Bartsaikin
Mikey Smith
Loan Market Oceanside
Connor Ward
Financing Futures Phone: 035 479 333 Email: connor@financingfutures.co.nz Website: financingfutures.co.nz
Taprobane Finance
Vega Mortgages
The Lending Department
Twine Financial Advisers
Raj Mehta KHL Finance
Phone:022 368 3240 Email: raj@khlfinance.co.nz Website: khlfinance.co.nz
Alex Wang
Alex Wang Consulting
Angela Wanoa NZ Mortgages
Ben Mune
Ascend Financial Services
Brenda Murney Vega Mortgages
Bruce Patten Loan Market
Cameron Marcroft Loan Market Central
Dallas Roberts Loan Market Agile
Daniel (Jui Chun) Kuo NZ Mortgages
Daniel Lipman mortgagehq
Glen McLeod Edge Mortgages
Grant Patten
Loan Market – Patten Financial Solutions
Jack Dray mortgagehq
Jason Longo
Buddy Mortgages
Jen Taylor
Taylored Mortgages
Jessica Pronk
The Mortgage Supply Titirangi
Johnny Ang Mortgage Lab
Jordan Cameron Total Mortgages
Karen Tatterson Loan Market
Kaushal Patel
Onelife Financial Services
Kris Pedersen
Kris Pedersen Mortgages
Linda Eagleton Loan Market
29
Loan Market
mortgagehq
Advice Knight
Loan Market
Guardian Smith Mortgage and Financial Services
Nick Berry
Loan Market Oceanside
Nick Kotze
Loan Market Howick
Nigel Ho
Agile Financial Services
Philip John Caldwell The Lime Group
Rajat Khurana
Yellow Rooster Mortgages
Rodney King
Loan Market Agile
Ryan Smuts
Kris Pedersen Mortgages
Sarah Bloxham
Lets Talk Mortgages & Insurance
Scott Jackson
Mike Pero Mortgages – Nelson & Tasman
Thi Ngoc Hoa Do (Hannah Do) Vega Mortgages
Zebunisso Alimova
Mike Pero Mortgages Wellington
Zhiyang Cheng mortgagehq
GLOBAL BEST IN MORTGAGE 2023
TOP BROKERAGES AUSTRALIA
Better Choice Mortgage Services Cinch
Mortgage Choice Glenelg Mortgage Choice in Belmont
Clarity Financial Group
Mortgage Choice in Indooroopilly
DPN
Mortgage Domayne
Empower Wealth
My Mortgage Freedom
Entourage Finance
Pivotal Financial
FINANCIA
Podium Money
Green Finance Group
Reservoir Finance
Inovayt
Rethink Financing
InReach Finance
Shore Financial
Invest Blue
Simplicity Loans and Advisory
Absolut Financial
Keylend
Acceptance Finance
Loan Gallery Finance
Smartmove Professional Mortgage Advisors
Aqua Financial Services
Loan Market One Network Broking
Tiffen & Co Phone: 02 6260 7880 Email: reception@tiffenandco.com Website: tiffenandco.com
Infinity Group Australia Phone: 07 5661 9745 Email: info@infinity.com.au Website: infinity.com.au
Aussie Belmont Aussie Launceston Aussie Prospect Ausun Finance Axton Finance Ayers Financial Group
Loan Market Razor M8 finance Mason Finance Group Masters Broker Group Mortgage Choice Brisbane City and Sunnybank
The Australian Lending & Investment Centre The Financiers Group The Loan Company Top One Finance UFinancial Uniq Finance XIN Mortgage
Azura Financial
30
SPECIAL REPORT
TOP BROKERAGES NEW ZEALAND
EverBright Finance Phone: 0800 798 815 Email: info@everbright.co.nz Website: everbright.co.nz
Guardian Smith Mortgage and Financial Services Phone: 0210 318 160 Email: Mikey@guardiansmith.co.nz Website: guardiansmith.co.nz
Alex Wang Consulting
Roost
Ascend Financial Services
TAG The Advice Group
Catalyst Financial
Taprobane Finance
Fundmaster
The Lime Group
iConsult
The Mortgage Advice Company
Loan Market Highland Park
The Mortgage Centre
Mortgage Link Wellington Central
The Mortgage Girls
mortgagehq
Total Mortgages
MW Finance T/A Loan Market NZ Mortgages
TOP COMMERCIAL BROKERS AUSTRALIA Son Pham
Director and Principal Broker Rethink Financing Phone: 02 9821 3483 Email: son@rethinkfinancing.com.au Website: rethinkinvesting.com.au
Jean-Pierre Gortan
Cameron Perry
Director, Perry Finance Chief Executive Officer, Melbourne Finance & Equity Group Phone: 0391 018 517 Email: info@perryfinance.com Website: perryfinance.com.au
Managing Director – SLA Group Simplicity Loans & Advisory Phone: 0484 555 222 Email: jp@simplicity.net.au Website: simplicity.net.au
31
Kevin Wheatley
Managing Director Bayside Residential and Commercial Mortgages
Isabella Constantinou
Phone: 0407 925 956 Email: kevin@baysidecm.com.au Website: baysidecm.com.au
Phone: 0460 555 111 Email: izzy@simplicity.net.au Website: simplicity.net.au
Associate Director Simplicity Loans & Advisory
GLOBAL BEST IN MORTGAGE 2023
TOP COMMERCIAL BROKERS Dale Sparke Director STAC Capital
David Pruscino
Danny Alvarez
Phone: 0482 444 111 Email: dpruscino@simplicity.net.au Website: simplicity.net.au
Phone: 0482 999 555 Email: danny@simplicity.net.au Website: simplicity.net.au
Associate Director Simplicity Loans & Advisory
Associate Director Simplicity Loans & Advisory
Daniel Zadnik
Director McLean Delmo Bentleys
David White
Managing Director David White Finance Solutions
George Sha
Executive Director Balanz Banking Solutions
Anthony Arida
David R. Sutantyo
Phone: 0405 481 658 Email: anthony@simplicity.net.au Website: simplicity.net.au
Phone: 0413 505 402 Email: david@twelvegrainscapital.com Website: twelvegrainscapital.com
Commercial Finance Broker Simplicity Loans & Advisory
Founder and Director Twelve Grains Capital
Hamish McIntosh
Director, Finance and Lending Bentleys Queensland
James Macfarlane Director HLB Debt Advisory
Larry Zhou Abdul Osman
Director Balanz Banking Solutions
Stuart Morrow
Director Central West Finance Solutions Phone: 0459 751 221 Email: stuart@centralwestfinance.com Website: centralwestfinance.com
Adam Keen
Director Homestead Agribusiness
Andrew Sterling
General Manager – Property Finance QPF Finance Group
Angus Chrisp
Finance Broker and Debt Specialist Balanz Banking Solutions
Andrew Soo
Director GM Capital Solutions Phone: 0408 251 793 Email: andrew@gmcapitalsolutions.com.au Website: gmcapitalsolutions.com.au
Ashley Johns Director Portfolio Finance
Craig Laws
Managing Director Nexus Capital Partners
Managing Partner Link Capital Finance
Luke Radford
Director Homestead Agribusiness
Mark Churchill
Director – Banking and Investment Kizmet Capital
Marwan Rahme Director Kanebridge Capital
Stephen Corbett
Shareholder Balanz Banking Solutions
Stuart Wilson
Director Commercial Finance Partners
Tony Rickards
Director Quintessential Finance
32
SPECIAL REPORT
TOP MORTGAGE EMPLOYERS AUSTRALIA
Liberty Mortgage Ezy outsource Financial
Finance Brokers Association of Australia (FBAA)
Prime Capital
Phone: 07 3847 8119 Email: pwhite@fbaa.com.au Website: fbaa.com.au
Resimac Rise High Financial Solutions The LA Group (Lending Association)
RFA Phone: 647 259 7873 Email: communications@rfamortgages.ca Website: rfa.ca
AKAL Mortgages Alta West Capital Approved Financial Services Blue Pearl Mortgage Group
La Trobe Financial Phone: 13 80 10 Email: hr@latrobefinancial.com.au Website: latrobefinancial.com.au
Bridgewater Bank
CANADA
Calvert Home Mortgage Flare Mortgage Group Lend At Ease
1st Street Financial Atelier Wealth Mortgage Brokers
HomeEquity Bank Phone: 416 925 4757 Website: chipadvisor.ca
Build Invest Grow
Mortgage Savvy MCAN Financial Group Phone: (855) 213-MCAN (6226) Email: hello@mcanfinancial.com Website: mcanfinancial.com
Cinch Loans
Inovayt
33
Mortgageline – Mortgage Architects North East Real Estate & Mortgage Agency OMAC Mortgages powered by TMG
Finsure Funding.com.au
Mortgage Alliance Mortgage Outlet
Australian Lending & Investment Centre Birdie Wealth
M3 Financial Group
MCAP Website: mcap.com
Oppono Lending Company Orbis Mortgage Group
GLOBAL BEST IN MORTGAGE 2023
TOP MORTGAGE EMPLOYERS Pineapple
US
Ratehub.ca RESCO Group of Funds RiverRock Mortgage Investment
Quantum Mortgages Phone: 0190 890 9650 Email: brokersupport@ quantummortgages.co.uk Website: quantummortgages.co.uk
Sherwood Mortgage Group Strive Tango Financial Tribe Financial Group Verico Financial Group Xeva Mortgage Westboro Mortgage Investment
UK
Advantage Financial Solutions
Coast2Coast Mortgage
HLPartnership
Fairway Independent Mortgage Corporation
Hope Capital Keystone Property Finance Landbay LDN Finance
Phone: 0125 236 5205 Email: joanne.tripp@chl.org.uk Website: landmarkmortgages.com
iLoan Mann Mortgage Mattamy Home Funding
Master Private Finance
Midwest Family Lending
Mortgage 1st
NEXA Mortgage
Nationwide Building Society
OneTrust Home Loans
Phoebus Software
Premier Nationwide Lending
Skipton International
Supreme Lending
SPF Private Clients Landmark Mortgages
American Financial Network American Financial Resources
Rock Capital Investments SafeBridge Financial Group
Advisors Mortgage Group
Taylor Morrison Home Funding
The Mortgage Mum TMG Mortgage Network Twenty7tec Watts Mortgage & Wealth Management
Mortgages for Business Phone: 0345 345 6788 Email: enquiry@mortgagesforbusiness.co.uk Website: mortgagesforbusiness.co.uk
Yellow Brick Mortgages
34
SPECIAL REPORT
SUPPORTING ASSOCIATION
ABOUT THE
CANADIAN MORTGAGE BROKERS ASSOCIATION – ONTARIO CMBA is an inter-jurisdictional umbrella association consisting of provincial mortgage broker associations in Canada. The mandate of CMBA is to strengthen the efficiencies of provincial mortgage broker associations and enable them to focus on providing regional services to their members while sharing certain cross jurisdictional costs, programs and advocacy initiatives among provincial associations. CMBA provides mortgage broker profes-
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sionals with a forum to work cooperatively; better share resources, branding initiatives, programs and information; and coordinate the engagement of members to identify trends and develop solutions to common industry and regulatory issues. At CMBA, we also offer education for all levels of experience. From the mortgage agent course for newcomers to the industry to continuing education for those renewing their license or wanting to enhance their key skills
through our national library, we have education options that suit your needs. All provincial mortgage broker associations belonging to CMBA have adopted the mark of membership for their members – MB. CMBA and its provincial mortgage associations promote the MB logo to mortgage consumers to let them know that their best mortgage advice comes from a mortgage broker and to look for the mark of membership to find a mortgage broker.
GLOBAL BEST IN MORTGAGE 2023
SUPPORTING ASSOCIATION
ABOUT THE
FINANCIAL ADVICE NEW ZEALAND FINANCIAL ADVICE NEW ZEALAND is the professional body for financial advisers and represents the interests of the public and financial advisers, and strive to help New Zealanders, and New Zealand as a whole, be financially better-off. Representing the interests of the public: For New Zealanders, you can count on us to make their interests the priority in any initia-
tive, change or discussion. You can count on us to be the voice for quality advice; to support quality advisers; and to make a stand when your interests could be better served. Representing the interests of financial advisers: For financial advisers, you can count on us to champion the role of quality advice. You can count on us to invigorate pride and trust in the financial advice profes-
sion, and to drive widespread awareness of the value financial advisers offer. The most essential element of financial wellbeing is quality financial advice. By helping financial advisers do what they do best, and helping more people access quality advice, together we’ll help New Zealanders transform their financial health, wealth and wellbeing.
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MORTGAGE
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