Frank Pace Email & Phone Number

Sydney, New South Wales, Australia

Are you in the Mortgage & Finance Broking industry?If you are, I'm sure you'll agree that to be competitive in this industry and maintain a viable business, we need to continually evolve and improve our efficiencies and client value proposition. I'm a broker business consultant and implementation expert servicing the mortgage broking industry. I help small to medium broking businesses implement leading edge software solutions, tools and best practice processes with training and ongoing support. I have cross industry experience with 10+ years as a Business Analyst implementing software solutions and business improvement projects in Utilities, Telcos and the Banking sectors. I have 9+ years experience in the mortgage broking industry as an authorised representative and practicing broker. I understand the challengers faced by mortgage brokers and have the skills and experience to assist other mortgage brokers improve their business to achieve their desired business objectives.Focus on what you're good at and let us take care of the rest. If you'd like to know more about my value proposition, take the next step and let's connect. Go to www.BrokerSmartOffice.com.au for our contact details or email us at Enquiries@BrokerSmartOffice.com.au or call Ph: 02-8003-3555.

Sydney, New South Wales, Australia

Frank is an experienced Senior Mortgage Consultant and an authorised credit representative of Australian Finance Group Ltd (AFG), Australian Credit Licence No. 389087.He has many years experience assisting clients with their financing needs from purchasing their first home, to investors looking to grow their property investment portfolio. This includes specialist lending such as SMSF (self managed super fund) limited recourse borrowing, commercial acquisition and retail purchase finance.His clients are at the centre of his business, which is reflected by his warm yet professional approach and an insatiable need too continually improve on business efficiencies to better serve his clients.

Australia

Financial Planner (Authorised Representative No. 440423) authorised by Boston Reed Pty Ltd (AFSL No. 225738)

Sydney, Australia

A financial services professional with Financial Planning and Mortgage Broking accreditation. Employed by Cameron & Mills Financial Solutions, an authorised representative & credit representative of AMP Financial Planning Pty Limited - Licence AFSL 232706 & ACL 232706.As a Financial Planner, I focus on clients lifestyle and financial goals, ensuring each goal is aligned to the advice strategy. I take clients on a journey of discovery, staring with their SMART goals, setting expectations, explaining the advice process, and sharing information bytes to increase client's knowledge and reduce fear and cognitive biases.With many years experience in mortgage consulting and licensed to provide credit assistance, I'm uniquely placed to further assist clients with their mortgage and finance needs. Using a wide panel of lenders, knowledge of lender credit policies and a deep understanding of clients financial goals, I'm able to develop and deliver a unique finance solution.My strengths are in building rapport, client engagement and a genuine approach to helping clients. I consistently look for smarter ways to work, getting things done, and improve efficiencies to better serve my clients and make the business more profitable.

L1 Building C, 1 Homebush Bay Drive, Rhodes Nsw 2138

As a Senior Mortgage Broker (credit representative) of Aussie Home Loans (Aussie), my approach is to understand my Client's immediate needs, future plans, and develop ongoing professional relationships. After establishing a good understanding of Clients needs, I develop financing solutions to satisfy the immediate needs, whilst ensuring the recommended finance solution support their longer term plans. My specialties Include: -• Residential Loans• First Home Buyers• Investment Property Loans• Home Loan Health Checks• Buying / Selling Finance• Construction Loans• Credit Card / Personal Loans• Home Building & Content Insurance

Sydney, Australia

Consulting in areas of electrical safety and exposure in residential and commercial environments. This work involved risk assessment, site measurements, mitigation and solution advice.

The predominate objective of this role was offshoring back office processes. Applying many years of process improvement and re-engineering experience as a lead Business Analyst to this role, enhancing business outcomes through applied skills, methodology and Stakeholder management. This included but not limited to the following deliverables; As-Is process documentation, To-Be process design, scope & requirements documentation, performance measures, performance data analysis, SLA development, due diligence and training development facilitation.

Business related activities centred around business process As-Is documentation, To-Be process development, process and engagement models for existing and newly established Teams, BA mentoring, training, hiring, and daily management of BA project team. Provide expert advice to Steering Committees and Project Office Teams. Restructuring and integrating teams and functions as a result of mergers. Application of ProVision process modelling tool. ProVision administration of modelling repositories for knowledgebase development and publication. Application of ITIL framework for organisational restructuring and process re-engineering projects.Skills and Experience: -• As-Is process discovery and documentation• To-Be process development and documentation• Application of ITIL framework• Application of ProVision to model business processes• Provide information and make recommendations on re-structure• Make recommendations on process re-engineering opportunities• Lead Business Analysis teams in major project initiatives• Develop and document business engagement models & service catalogue• Chair and run workshops with internal Stakeholders and external Suppliers• Build Business Analyst capability within the Business• Provide stakeholder input to enterprise rollout of process modelling tool

Full SDLC (system development life cycle) project implementation. Implemented a new Customer Information Billing System to replace the legacy system due to Y2K implications and the inability for the old system to cope with the rapidly evolving electricity market.During the project I delivered various analysis and subject mater expert related activities in each phase of the SDLC.Deliverables included: • Documenting existing business processes• Gap analysis between existing business processes and base functionality• Identifying and documenting business process re-engineering (BPR)• Co-producing business requirements and functional specification documents• Co-developing training curriculum, material and training manual• Performing end User training• Developing test cases and performing system testing and User acceptance• Providing post implementation support• Administering system rules and validations in the production database• Supporting Business in rectifying data problems by analysing data• Producing reports using SQL

Advanced Diploma In Financial Planning

Diploma

Diploma In Financial Services (Finance/Mortgage Broking)

Associate Diploma