FinancialPlus

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About Gold Coast Mortgage Broker – FinancialPlus

 

Gold Coast mortgage broker FinancialPlus was established in 2003. Since then, the company has grown to now provide a fully fledged finance broker service providing solutions for just about every finance need – from home loans, commercial and business loans, car finance, personal loans through to Self Managed Super Fund lending.

 

FinancialPlus, although based on the Gold Coast of Queensland, is able to provide solutions for people Australia wide.

 

It is owned and operated by Kathy Rogers and Bruce Rogers.

Kathy Rogers

 

Kathy is the Finance Specialist who works with clients to find the right solutions to their finance needs.

 

With 17 years previous experience in the banking industry before establishing the company in 2003, her expertise and knowledge is invaluable.

 

Kathy holds both the Certificate 4 and Diploma of Finance (Mortgage Broking).

 

Kathleen Rogers is a credit representative (Credit Representative Number 399643) of BLSSA Pty Ltd (Australian Credit Licence No. 391237).

Bruce Rogers

 

Bruce is the Business Manager responsible for the day to day operation of FinancialPlus as well as the marketing, systems and planning for the business.

 

He has 18 years experience in the finance industry in administration and management position along with a total of 17 years of being self employed with both FinancialPlus and a previous franchised business.

 

Bruce is able to draw on this experience to assist with the procedures and marketing in use at FinancialPlus.

 

 

PLAN Australia

 

FinancialPlus is part of the Professional Lenders Association Network of Australia (PLAN Australia) and our business is written through PLAN Australia. PLAN is one of the largest mortgage aggregators in Australia and was one of the first aggregators in Australia to introduce minimum education standards for its members.

 

PLAN was first established in 1999 and now has over 2,000 members through Australia. PLAN itself is fully owned by Advantedge Financial Services—a leading Australian wholesale loan service with a total commitment to powering the independence of mortgage managers and brokers.

 

Being part of PLAN has a number of advantages for FinancialPlus.

 

  • Access to lenders that we would not otherwise be able to access unless we wrote millions of dollars of loans for each one;
  • Software that is updated daily with the latest interest rates, any changes in policy by each and every lender as well as special promotions run by individual lenders from time to time;
  • Access to regular training by both PLAN Australia and lenders to ensure that we are at all times kept up to date with legislative changes.

 

Membership of PLAN Australia also requires adherence by FinancialPlus (Qld) Pty Ltd to a very strict Code of Ethics.

Credit Ombudsman Services Limited (COSL)

 

FinancialPlus belongs to the Credit Ombudsman Service Limited (COSL) – an external dispute resolution scheme to the financial services industry. This provides an avenue for clients of FinancialPlus to lodge complaints in the unlikely event that there is a dispute with the services that we provide.

 

We of course have our own internal dispute resolution process and this should always be the first course of action for any complaints but knowing that there is a free service for consumers provides that little extra peace of mind.

 

Mortgage & Finance Association of Australia (MFAA)

 

FinancialPlus is also a member of the Mortgage & Finance Association of Australia (MFAA) and is required to abide by the rules and regulation of this organisation including the need for ongoing education and training for all employees of the company.

 

The MFAA is one of the two major industry bodies that operate in the mortgage industry. It was formed in 1982 and represents over 12,500 members.

 

The MFAA imposes strict guidelines on the behaviour of its members and has the right to expel members for failing to comply with its stringent Code of Ethics.