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I help mortgage brokers build and grow more profitable and efficient businesses. With a strong background in referral partner and key stakeholder engagement, I can help brokers to further leverage existing networks to drive commercial outcomes for their businesses. I help brokers to build strong systems and processes in their businesses which enable them to scale and grow sustainably.- business process and automation. - business planning and strategy. - remuneration modelling.- scale and integrate technologies.- team building and people development.- compliance guidance. - referral partner engagement - recruitment of new staff or brokers in line with growth strategy.
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State Director Nsw/ActLmg Oct 2022 - Sep 2024Sydney, New South Wales, Australia -
Associate Director (Plan, Choice & Fast) Nsw / ActLmg Aug 2022 - Nov 2022Sydney, New South Wales, Australia
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Partnership Manager (Plan Australia)Lmg Feb 2017 - Jul 2022Sydney, AustraliaBeing an experienced mortgage broker within both small business and within larger organisations, I understand that building relationships and trust is the key to success. Relationships and networks grow from giving good advice, delivering on commitments and respecting all stakeholders. As a business development manager for PLAN Australia my objectives are to leverage my experiences as a business operator and as a mortgage broker to assist all of our brokers to succeed in their own business endeavors. At PLAN Australia we understand what mortgage brokers want and need from their aggregators. As one of Australia's most recognised aggregation businesses, PLAN Australia unites a national network of over 1300 leading mortgage broking professionals to drive business and career success.Why choose PLAN?- Expert advice and support from dedicated BDM's.- Powerful technology platform with a world class CRM system helping you to grow your business.- Timely and secure commissions via our unique trust structure.- No handcuff clauses.- No joining or ongoing membership fees.If you would like too discuss why PLAN Australia might be good for you and your business, please feel free to reach out to me.
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Lending Consultant (Mlc Mortgage Solutions)Plan Australia May 2016 - Feb 2017Miller Street, North SydneyI provide credit advice to my clients and the clients within our financial planning referral network. We asses and align our clients short, medium and long term goals that incorporate a need for finance or credit with a lender whose appetite matches the clients requirements. We provide options from multiple lenders and assist the client all the way from the knowledge acquisition stage, through application and lodgement, right up until post settlement. My goal is to create a meaningful and ongoing relationship with the client for all their credit and finance related needs.
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Mortgage BrokerCharter Group Finance Oct 2014 - May 2016Suite 202, Level 2, 39 East Esplanade, Manly, Nsw, 2095Educate, inform and communicate financial/lending products and options to clients. Understand and analyse company financial statements. Analyse complex company structures. Assist clients with loan structuring.Communicate financial scenarios and statements to lending partners. Gather and articulate information on individuals personal circumstances.Match clients with products and options that best suit their needs. Develop long term relationships through face to face client interactions.
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Venue Manager / General Manager / LicenseeAlh Group Nov 2013 - Sep 2014Managing all controllable elements of the Business. Marketing and sales planning execution. Managing a team of 30 plus staff. Interpreting financial data and reacting accordingly. Ensuring business growth YOY and against financial budgets. -
Assistant Manager / 2IcAlh Group Nov 2010 - Nov 2013Reporting to the General ManagerDeveloping the business driver I was in charge of.Developing junior members of our team.Labour and Stock control.
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Bar TenderAlh Group Sep 2007 - Oct 2010General bar duties plus supervising other bar tenders and the floor I was working on.
Greg Cooke Skills
Greg Cooke Education Details
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Marketing -
Aamc Training GroupCompleted
Frequently Asked Questions about Greg Cooke
What is Greg Cooke's role at the current company?
Greg Cooke's current role is 3rd Party Leader, Connector and Advocate..
What is Greg Cooke's email address?
Greg Cooke's email address is gr****@****.com.au
What is Greg Cooke's direct phone number?
Greg Cooke's direct phone number is +614333*****
What schools did Greg Cooke attend?
Greg Cooke attended University Of Technology, Sydney, Aamc Training Group.
What skills is Greg Cooke known for?
Greg Cooke has skills like Management, Marketing, Budgets, Hospitality Management, Alcoholic Beverages, Food And Beverage, Cost Control, Team Building, Social Media Marketing, Business Development, Advertising, Project Planning.
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1saegroup.com.au -
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