The Adviser Switching Aggregators Survey 2013

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* 2. What best describes the model of aggregator you are currently with?

Commission split

Flat fee

Branded group/franchise

Not with an aggregator

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* 3. Are you planning on reviewing your current aggregation agreement/contract in the next 12 months?

Yes

Unsure

Don't have one

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* 4. How often do you review your aggregator agreement/contract?

Haven't reviewed

At least once each year

1-2 years

2-5 years

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* 5. How satisfied are you with your current aggregator?

Very satisfied

Satisfied

Neutral

Dissatisfied

Very dissatisfied

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* 6. Do you have agreements with more than one aggregator?

Yes

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* 7. If you answered "Yes" to question 6 please explain why you choose to work with more than one aggregator:

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* 8. Have you been approached by another aggregator in the past 12 months to switch?

Yes

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* 9. What would be the main reason you would leave your current aggregator?

Lack of business support

Unhappy with the ownership model

Poor software/technology

Poor professional development/education support

Unsatisfactory aggregation fees

Inadequate lending panel

Unfiar commission structure

Poor assistance with compliance

Other

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* 10. If you answered 'other' to question 9 or you'd like to elaborate please provide details

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* 11. If you decided to switch groups how many aggregators/ brokerage groups would you approach?

One

Two

Three or more

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* 12. If you were to switch aggregators which model would you be most likely to choose?

Commission split

Flat fee

Branded group/franchise

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* 13. Which aggregators would you definitely approach if you decided to switch (you can select more than one company)?

AFG

Astute

Aussie

Ballast

Choice

Connective

FAST

Finsure

Firstfolio

LoanKit

Loan Market

Mortgage Choice

nMB

PLAN

Specialist Mortgage

Vow

Other (please specify)

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* 14. How important would an improvement in the following be to your decision to switch or join another aggregator?

	Very important	Important	One of a few considerations	Of minor importance	Not important at all
Software/technology	Software/technology Very important	Software/technology Important	Software/technology One of a few considerations	Software/technology Of minor importance	Software/technology Not important at all
Size of aggregator	Size of aggregator Very important	Size of aggregator Important	Size of aggregator One of a few considerations	Size of aggregator Of minor importance	Size of aggregator Not important at all
Trail portability	Trail portability Very important	Trail portability Important	Trail portability One of a few considerations	Trail portability Of minor importance	Trail portability Not important at all
Brand	Brand Very important	Brand Important	Brand One of a few considerations	Brand Of minor importance	Brand Not important at all
Access to wealth products	Access to wealth products Very important	Access to wealth products Important	Access to wealth products One of a few considerations	Access to wealth products Of minor importance	Access to wealth products Not important at all
Lending panel	Lending panel Very important	Lending panel Important	Lending panel One of a few considerations	Lending panel Of minor importance	Lending panel Not important at all
Business support	Business support Very important	Business support Important	Business support One of a few considerations	Business support Of minor importance	Business support Not important at all
Compliance support	Compliance support Very important	Compliance support Important	Compliance support One of a few considerations	Compliance support Of minor importance	Compliance support Not important at all
Access to risk products	Access to risk products Very important	Access to risk products Important	Access to risk products One of a few considerations	Access to risk products Of minor importance	Access to risk products Not important at all
Ownership structure	Ownership structure Very important	Ownership structure Important	Ownership structure One of a few considerations	Ownership structure Of minor importance	Ownership structure Not important at all
Aggregation fees	Aggregation fees Very important	Aggregation fees Important	Aggregation fees One of a few considerations	Aggregation fees Of minor importance	Aggregation fees Not important at all
Commission rates	Commission rates Very important	Commission rates Important	Commission rates One of a few considerations	Commission rates Of minor importance	Commission rates Not important at all
Provision of leads	Provision of leads Very important	Provision of leads Important	Provision of leads One of a few considerations	Provision of leads Of minor importance	Provision of leads Not important at all
Professional development/training	Professional development/training Very important	Professional development/training Important	Professional development/training One of a few considerations	Professional development/training Of minor importance	Professional development/training Not important at all
Access to BDM	Access to BDM Very important	Access to BDM Important	Access to BDM One of a few considerations	Access to BDM Of minor importance	Access to BDM Not important at all
White label products	White label products Very important	White label products Important	White label products One of a few considerations	White label products Of minor importance	White label products Not important at all

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* 15. What is your gender?

Male

Female

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* 16. What best describes the location you work in?

Rural/Regional

Metro

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* 17. Which state do you reside in?

TAS

ACT

VIC

NSW

QLD

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* 18. How many years have you been in broking?

Less than 1 year

1-3 years

4-6 years

7-9 years

10-14 years

15 +

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* 19. Was the approximate average dollar value of your monthly settlements last financial year?

Less that $1m

$1m - $2m

$2m - $5m

$5m - $10m

$10m +

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* 1. Are you a mortgage/ finance broker?

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* 2. What best describes the model of aggregator you are currently with?

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* 3. Are you planning on reviewing your current aggregation agreement/contract in the next 12 months?

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* 4. How often do you review your aggregator agreement/contract?

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* 5. How satisfied are you with your current aggregator?

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* 6. Do you have agreements with more than one aggregator?

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* 7. If you answered "Yes" to question 6 please explain why you choose to work with more than one aggregator:

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* 8. Have you been approached by another aggregator in the past 12 months to switch?

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* 9. What would be the main reason you would leave your current aggregator?

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* 10. If you answered 'other' to question 9 or you'd like to elaborate please provide details

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* 11. If you decided to switch groups how many aggregators/ brokerage groups would you approach?

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* 12. If you were to switch aggregators which model would you be most likely to choose?

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* 13. Which aggregators would you definitely approach if you decided to switch (you can select more than one company)?

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* 14. How important would an improvement in the following be to your decision to switch or join another aggregator?

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* 15. What is your gender?

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* 16. What best describes the location you work in?

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* 17. Which state do you reside in?

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* 18. How many years have you been in broking?

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* 19. Was the approximate average dollar value of your monthly settlements last financial year?

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* 20. Do you have any other comments?