Acceptance Finance CEO talks about his success story
The rising star has effectively transitioned into a successful mortgage broking career
“It’s a nerve-wracking process to go through, and it’s rewarding to be able to help every step of the way”
“The most satisfying part is when clients have that “Aha!” moment”
Young adviser discusses his unconventional entry into the industry
Adviser says focusing a business around commissions will ensure that it doesn’t last
She turned down almost A$10 million worth of deals last year
He considers it an advantageous time despite sometimes feeling like "meat in the customer-and-bank sandwich"
It issued a notice under the FMA Act when a firm wasn't forthcoming with information
Advisers will be able to use client files to demonstrate practical knowledge
He says focus should now be on supporting small businesses