Nothing counts like experience. The National Finance Institute has selected a team of trainers who have significant experience in the Mortgage Industry.

With an average of ten years in mortgage lending, our trainers have experienced many types of borrowers, loan products and economic cycles. They know what it takes to be a successful mortgage professional.  We have trainers who have been residential mortgage brokers and commercial mortgage brokers.

Our trainers are able to impart their real world knowledge, providing relevant information that is delivered in a motivating and enlightening manner.  NFI has developed six Training Focus Areas:

• Industry experienced trainers: The National Finance Institute will only employ trainers with a minimum of 5 years experience in the relevant subject area.

• Extensive curriculum content: In developing the content for our courses, we ensure ‘no stone has been left unturned’. This will ensure not only a depth, but also a breadth of information is delivered on the subject being studied.  This means NFI's workshops incorporate the practical as well as the theoretical.

• Productive learning environments: When learning in a classroom environment, the venue can have a major effect on the student’s ability to concentrate. With this in mind, we aim to provide venues chosen based on comfort, access, facilities and noise levels.

• Effective teaching techniques: There is more to training than simply reading from a textbook. A range of training strategies, materials and equipment will be used to achieve effective learning outcomes for students attending workshops.

• Flexible course delivery: Wherever possible, we will offer training courses in face-to-face and distance education modes to provide the opportunity to work training into other ‘life commitments’.

• Ongoing learning support: As part of our commitment to the success of all mortgage professionals, we provide telephone/email support to students after graduation. We will go to great lengths to help you succeed.

Trainer Profiles

•  Peter Heinrich
   

  • Over 30 years experience in the finance industry and has personally written in excess of 5,000 mortgages

  • Previously State Manager (WA) for St George Bank and State Sales Manager for Mortgage Force
  • Peter is a Fellow of FINSIA, a Fellow of the Australian Institute of Mortgage Brokers and a Fellow of the Institute of Financial Services
  • Certificate IV in Assessment and Workplace Training
  • Has facilitated numerous seminars, workshops, CPD training seminars, etc.
  • Co-author of the Australian Mortgage Marketing Handbook.

   

   

•  Ray Weir

• Over 30 years experience as a residential and commercial finance broker
• Former CEO of the Finance Brokers Association of Australia
• Involvement with the National Finance Industry Training Advisory Board in setting competency standards for finance broker training
• Former TAFE Lecturer in Finance Broking Practice Modules in WA
• Former Finance Lecturer in the Salesperson’s Registration Course offered by the Real Estate Institute of WA.

• Leisa Crew
  • Extensive experience as a Mortgage Training Manager, Mortgage Broker and also as a Business Development Manager (BDM)
  • Former Lecturer in Banking, Finance and Economics
  • Australian Banking experience in both business banking and commercial lending
  • Qualifications include Cert IV Mortgage Broking, Cert IV Workplace Training & Assessment, a Bachelor of Economics and MBA.

   

•  Liz Youman
  
  

  • Over 15 years' experience in the finance industry
  • Prior roles included Regional Executive Retail for N.A.B. and Business Development Manager for Macquarie Mortgages and Westpac
  • Qualifications include Master of Education (Adult Education), Diploma of Financial Services, Bachelor of Arts and Certificate IV in Training and Assessment.

   

   

   

• Karen Hambleton-O'Grady

• Karen’s’ background is in training and development. She has travelled extensively delivering effective thinking seminars and worked closely with many different people in business to think in more effective ways to achieve their potential
• Since being a mentor to mortgage brokers she has assisted through skills and competency training and hands on resource to build their businesses
• Karen is a licensed mortgage broker and trains and mentors brokers within a variety of businesses and aggregators. Her writing experience is in residential and commercial lending
• Karen holds an Associate Degree and a Bachelor of Arts in Training and Development. Her passion is to see people who are already in the industry or entering the industry have the right skill sets, so that we continue to have appropriate professional development of the players in the mortgage industry and regulation within that framework

 

 

 

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