Credit, mortgage and insurance broking

A mortgage broker is a type of financial adviser who acts as the go-between a customer and a bank when choosing and applying for a home loan.

They assess your financial needs, compare home loan products from a number of different lenders on your behalf and manage the mortgage application process all the way to settlement and beyond.

An insurance broker sells, solicits, or negotiates insurance for compensation. All insurance brokers are required to be licensed by ASIC.

Reputable and experienced insurance brokers will generally also hold additional qualifications such as a certificate or diploma in financial services.

There are also a number of industry bodies that issue professional accreditations to members that comply with the best standards of professional practice and maintain up to date skills. 

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