Industry insights

Finance and mortgage broking industry insights

Employment/positions projection 19% growth to 2020
Earnings (Average full time earnings) $1400 per week
Full time vs part time 81% full time

Finance and Mortgage Broking – A growing industry

Nearly half of all Aussies with mortgages don’t understand basic terms and features to do with their loan. In the last period on record, around 20% made an investment loss they couldn’t afford. To put it simply, most Aussies don’t understand financial products. This means brokers have a huge role to play in making sure people get the right loans, investments and other products to meet their needs. To make the best possible recommendations for your clients, you need to be prepared. That’s where we step in.

Your future in the finance and mortgage broking industry is bright. Whether you’re new to the field, or getting accredited to start providing advice, you’ll love learning with Monarch Institute.

 

 

 

Sources: Gateway Credit Union, Mortgage Holder Sentiment Report 2017: gatewaycu.com.au; Australian Financial Attitudes and Behaviour Tracker, Wave 5: March 2017: financialliteracy.gov.au; joboutlook.gov.au

Meet your trainers

You'll be guided and supported by experts and thought leaders
Kevin Conlon
Trainer
"Twenty years from now you will be more disappointed by the things that you didn’t do than by the ones you did do, so throw off the bowlines, sail away from safe harbour, catch the trade winds in your sails. Explore, Dream, Discover."
– Mark Twain

In a career spanning three decades, I have participated at every level of the Australian financial markets. I have remained at the forefront of professional development and training in the mortgage broker industry since its inception. I’ve held a number of senior positions, including MFAA Head of Education and Chief Executive of both the Council of Mortgage Lenders (CML) and the Seniors Equity Release Association of Lenders (SEQUAL).

I have successfully coached thousands of mortgage brokers, and I’m proud to be acknowledged for having raised practitioner professional standards through the design and delivery of highly acclaimed training programs, both within Australia and overseas.

Josh Wilson
Mentor
"Limitations live only in our minds. But if we use our imaginations, our possibilities become limitless."
– Jamie Paolinetti

I am a qualified financial planner with tertiary and vocational qualifications in financial planning. I’ve had 17 years of experience in the financial planning and wealth management industry. I have worked as a financial planner for a large Australian bank and boutique wealth management firm for over 10 years, and prior to that, as a fund accountant for a London-based asset manager.

What makes me jump out of bed each morning?

I am usually woken up by my two girls first! I get excited to see my heirloom tomatoes growing strongly in spring. I love cooking at home on the weekend, hanging out in the park with my wife and two girls, and I’m a mad (suffering) Carlton supporter.

Cynthia Shannon
Mentor
"If you look at what you have in life, you’ll always have more. If you look at what you don’t have in
life, you’ll never have enough."
– Oprah Winfrey

I hold a Bachelor of Economics (Monash) and a Master of Commerce (Hons) (Uni Melbourne). I’ve lectured at the AGSM, University of Melbourne, RMIT University and Whittier College in California over a period of 35 years. I’ve taught accounting and finance in Australia, Hong Kong, Singapore and Malaysia, and financial planning in Australia and Singapore. I have worked for BBL Funds Management Ltd, a specialist index fund manager, providing training and education support to financial planners. To top that all off, I’ve also held a Certified Financial Planning (CFP) designation while practising as a financial planner.

I am currently the Head of Teaching and Learning at Monarch Institute. As a trainer, I hold a Certificate IV in Training and Assessment. I have written a chapter for an Australian text book titled Personal Finance, first published by John Wiley and Sons in 2001. My other publications include written course materials for the RMIT Master of Finance and Monarch Institute.

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Finance and mortgage broking courses.
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What finance and mortgage broking course would you like to study?

Looking for a career path with great future growth prospects? You’ve come to the right place! Becoming a finance broker isn’t just about helping people grow businesses. Or protect their families. Or get in to their dream homes. It’s about balancing great outcomes for your client with your regulatory responsibilities. Your dedicated trainer will be with you every step of the way to make sure that when you graduate, you can do both.

Explore your course of choice below to get a feel for what you’ll be learning. Not sure where to start? Get in touch with a course consultant today.

Finance and mortgage broking courses

Monarch Institute delivers highly practical nationally-recognised training for the finance and mortgage broking profession. Today, we’re changing the way that new brokers (and seasoned veterans) get ahead in their practice. You’ll benefit from the leadership of experienced industry educators. Like Kevin Conlon, former Head of Education for the Mortgage and Finance Association of Australia, head of the Council of Mortgage Lenders, and current Chief Executive of the Equity Release Industry Council.

Your Monarch Institute qualification isn’t just a piece of paper you get to tick a box for compliance. It’s your ticket to a stellar career in brokerage. You’ll be taught by experienced brokers, so you’ll learn the ins and outs of the industry. The insider info you can only get when you’re fully supported in your learning by people who really know their stuff. It’s more than just theory and textbooks. It’s an investment in your future – on your terms.

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