NAVIGATION

Education

BECOMING AN ACCREDITED MORTGAGE CONSULTANT – SIMPLIFIED!

Below is a step by step guide of what you need to do to become a Mortgage Consultant in Australia:

  1. Complete a Certificate IV in Financial Services (Finance/Mortgage Broking)
  2. Complete an Anti-Money Laundering Course
  3. Obtain an original certified copy of your National Police Check
  4. Obtain an original certified copy of your Credit Check
  5. Obtain an original certified copy of your Drivers License
  6. Provide your Resume
  7. Obtain Professional Indemnity (PI) Insurance
  8. Elect a mentor – outsource financial
  9. Join an external dispute resolution scheme e.g. Credit and Investment Ombudsman (CIO) or Finance Ombudsman Service (FOS)
  10. Join an industry body e.g. Finance Brokers Association of Australia (FBAA) or Mortgage and Finance Association of Australia (MFAA)

What do we offer industry newcomers?
If you are only just becoming a Mortgage Consultant, outsource financial can provide you with the support mechanisms needed to create a successful business.  For example, our intensive Lending Modules assist to solidify the information you learnt in your courses, if you do not have a business plan we will assist you to create one, our Strategy Modules also assist you to learn how to successfully operate your new self-employed business and there is much more.  With outsource financial you will not feel alone out there on your new venture!