2023 Global Best in Mortgage

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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