David Robertson Email & Phone Number

Perth, Western Australia, Australia

Perth, Western Australia, Australia

This role is accountable for the maintenance and retention of the P&N Brand home loan portfolio.To Lead and drive sales and service performance of Member Solutions team to assist members in fulfilling their banking and ancillary product requirements through embedding Enrich sales framework and leadership routines. Creating a high-performing culture within the team while ensuring member experience, and beneficial customer outcomes are prioritised. Support P&N Brand retail network with activities to drive improved outcomes for existing home loan customers.

Perth, Western Australia, Australia

Boomer is an Australian-based fintech committed to providing fast, flexible home loan services for over 55s and launching in 2022My role with Boomer is to assist the Head of Third Party with the ground up build for Boomer to engage with the Broker Third Party Introducer Markets. Managing Projects and developing processes with key stake holders and external digital platforms to deliver a ‘Best Practice’ broker/client experience.

Perth, Western Australia, Australia

Finstro is a technology enabled Trade focused provider of business credit and payment solutions. We use innovative thinking and technology to deliver solutions that support business to business trade. Implementation of our Proprietary and award-winning technology, we can Integrate and open-loop business trade credit and payments strengthening business to business trade.With configurable solutions to suit different businesses and industries, as a Partner Sales Executive I can tailor an accessible solution that support business trade and inspire growth.

Perth, Western Australia, Australia

Finstro provide your small business clients with the best cashflow and payments solutions in the market. Fit for Purpose SolutionsThe best range of payment and finance solutions tailored to your client’s specific needs.Apply online in as little as 5 minutes. Same day approvals and funding available in as little as 24 hours.Dedicated SupportWith dedicated partner support and direct access to credit assessors and decision makers.Partner PortalAll your referrals in one place to track leads, approvals and commissions in real time.Merchant and EnterpriseIncrease your sales, remove your default and late payment risk, and get paid faster. The Finstro Trade account offers your customers total control over their trade payments, with extended terms and flexible repayments, whilst you get paid instantly with no residual risk.Increase SalesIncrease revenue and your competitive advantage by offering extended trade terms and interest-free instalments to your business customers.Contact me for for more details.

Perth, Australia

Prospa is a provider of Unsecured Business loans to Australian small businesses.We service customers nationally through intermediaries, strategic channel partners and vendors. My role is to assist our WA channel partners to identify and grow their cash flow business whilst managing Local State Aggregator and Industry body relationships.Our smart technology and online application process provides a fast and easy way to access small business financing and we’ve already helped thousands of Australian small businesses to grow. Strategy, Delivery and Management of projects, marketing and presentations being a predominant part of the day to day operations of this vastly diverse role.

Karrinyup, Perth, Western Australia

Bringing together 17 years of financial services experience in Lending, Mortgages and Finance, Mortgage Advice Australia will provide its clients with a knowledgeable, educational and service driven experience.Whether you are looking at, or thought about property purchases, refinancing, upgrading your present residence, property investing, debt consolidating or just checking if you have the right structure in place for your finances. Contact me – David Robertson – on 0419 193 610 or email me at david@mortgageadviceaustralia.com.au for a confidential discussion to assist you now.Your full financial situation will need to be reviewed prior to acceptance of any offer or product.At Mortgage Advice Australia, we are committed to protecting your privacy in accordance with the Privacy Act 1998 (Cth). This Privacy Policy describes our current policies and practices in relation to the handling and use of personal information.

Cbd, Perth Wa

Building and developing the Choice Aggregation business in WA for its current members whilst growing market-share by engaging new to business recruits. Identify and recruit productive new mortgage broking businesses to both Choice Aggregation & Choice Home Loans models.Manage retain and grow a profitable portfolio of members to achieve and exceed business growth objectives.Influence members to integrate Podium software into their businesses.Meet volume and group product sales targets.Develop and implement sales strategy to maximise growth for the whole of the State market.Develop a sound understanding of the Brokers business to identify product and service opportunities and to assist them in running a better business that is aligned to our offerings.Conduct Broker Accreditation workshops and Market Education Program sessions to ensure the Choice value proposition is realised.Manage and leverage internal relationships to deliver a comprehensive, competitive and quality service experience to broker businesses.Conduct regular ongoing reviews with other NAB relationship managers regarding group performance with aggregators and broker groups where multiple relationship managers are involved in an overall relationship.Strategic Consulting, including business plan & sales strategy development for Choice members.Advising new businesses on formation of Centers of Influence, referral partners and business structures.

Perth Cbd

Manage and develop a portfolio of high value and/or complex client relationships with the financial planning and StockBroking sectors, in order to maintain and enhance profitability, customer satisfaction and credit risk profile consistent with NEL Partners objective.Meet financial targets by developing, promoting and selling a range of tailored and unique Margin Lending solutions incorporating Bank products and services to meet client and prospect needs and maximize Bank earnings.Work with a wide range of NAB specialists to provide clients and prospects with tailored solutions to meet their current and future objectives with gearing being the core structure.Be a trusted partner for clients by demonstrating a thorough understanding of their business, their industry and objectives, challenges and opportunities, and presenting alternative strategies to achieve these objectives.Expand/strengthen relationships at multiple levels between the Bank and client to enhance the Bank’s understanding of their business, opportunities to add value and enhance the client.Develop and maintain a strong network of market advocates (key market players, professionals and intermediaries) who focus on Margin Lending and to develop advocacy for business referrals and to source market specific Investment / gearing knowledge.Maintain a high level of awareness of industry activities, events and developments in the domestic market. Monitor externally generated economic information to be able to keep abreast of the market and add value to communications with the client and advocate network, and to assist in the management of economic exposure.Maintain a high level awareness of competitor strategies and develop effective responses to ensure client specific strategies, including pricing, are consistent with the market and maximize the revenue opportunities of the Bank in a competitive environment.

Perth, Australia

Drive development of significant initiatives developing strategic rationale, risk assessment and financial assessment of each opportunity.Responsible for 236% growth of business for the WA business during this time, growing the number of Lending Mangers from 1 to 3 and driving a high performance team.To grow, increase and improve the technical acumen of our staff and MLC’s footprint within the Aligned Advice network.Implement Debt Strategies and long term growth partnerships with key relationships.Synthesise findings and develop compelling, structured business presentations that clearly articulate recommendations and act as a solid foundation for decision makingSupport implementation of these initiatives as requiredParticipate in strategic collaboration and initiatives managed elsewhere in the GroupProvide input to the business planning process for team membersDevelop and maintain relationships with GMs and other business leaders Develop a detailed understanding of the industry, market & competitor trends including implications for the businessDemonstrate professional and ethical behaviour in your actions by ensuring compliance with external legislation, bank standards and internal operating policies and procedures relevant to the position.Ensure all personal training records are maintained and kept up to date.Conform with all internal operating policies and procedures relevant to the position.

Perth, Australia

Develop relationships with Financial Advisers and dealership managers in the Perth market place with the view to promote MLC Mortgage SolutionsRanked number 1 in 2006 and currently number 1 in 2007 across Australia. Lending Manager of the Year 2007.Have an in depth understanding of whether an agreement is in place between MLC Mortgage Solutions and various dealership APL’s and work towards gaining greater market penetrationProvide specialist support including advice on debt recycling and other debt strategiesEngage key accounts in conjunction with Practice Development Managers and meet regularly to ensure business plans for Adviser Groups debt targets are achieved.

Perth, Australia

Liaise with external Mortgage Brokers and internal Business Development Managers and effectively negotiate the successful resolution of customer loan applications. Submission and ‘Pre Assessment’ of all incoming files prior to submitting to Homeside Lending.Liaise with Lending Manager and State Manger with all work loads, targets and all facets of Mortgage Lending.Liaise and maintain relationships within the production unit at Homeside, Solicitors, Settlement Agents, Mortgage Insurers and Underwriters.

Perth, Australia

Assess loan applications submitted by Mortgage Brokers.Liaise with , Solicitors, Settlement Agents, Mortgage Insurers and Underwriters (Sydney)Manage workloads and benchmarks.Management of Training and further development.

Perth, Australia

Subiaco

Australian Financal Services Licence, Afsl Tier 2

Master Of Business Administration - Mba, Business Administration And Management, General

Cert Iv In Financial Services, Finance And Financial Management Services

Diploma Financial Planning, Financial Planning And Services

Financial Planning, SMSF - RG146 - LOA

Diploma Of Finance And Mortgage Broking Management, Finance And Financial Management Services

Cert Iv In Financial Services, ( Finance / Mortgage Broking )

Cert IV Finance Broking

Certificate Iv Real Estate Sales And Marketing, Real Estate Sales And Marketing

Certificate Iv, Electronic Desktop Publishing

Education record