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The Adviser Switching Aggregators Survey 2013
1.
Are you a mortgage/ finance broker?
Yes
No
2.
What best describes the model of aggregator you are currently with?
Commission split
Flat fee
Branded group/franchise
Not with an aggregator
3.
Are you planning on reviewing your current aggregation agreement/contract in the next 12 months?
Yes
No
Unsure
Don't have one
4.
How often do you review your aggregator agreement/contract?
Haven't reviewed
At least once each year
1-2 years
2-5 years
5.
How satisfied are you with your current aggregator?
Very satisfied
Satisfied
Neutral
Dissatisfied
Very dissatisfied
6.
Do you have agreements with more than one aggregator?
No
Yes
7.
If you answered "Yes" to question 6 please explain why you choose to work with more than one aggregator:
8.
Have you been approached by another aggregator in the past 12 months to switch?
Yes
No
*
9.
What would be the main reason you would leave your current aggregator?
(Required.)
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
10.
If you answered 'other' to question 9 or you'd like to elaborate please provide details
11.
If you decided to switch groups how many aggregators/ brokerage groups would you approach?
One
Two
Three or more
12.
If you were to switch aggregators which model would you be most likely to choose?
Commission split
Flat fee
Branded group/franchise
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)
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
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Brand
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Lending panel
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Professional development/training
Very important
Important
One of a few considerations
Of minor importance
Not important at all
White label products
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Access to risk products
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Business support
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Compliance support
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Ownership structure
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Commission rates
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Provision of leads
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Access to wealth products
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Trail portability
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Aggregation fees
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Access to BDM
Very important
Important
One of a few considerations
Of minor importance
Not important at all
Size of aggregator
Very important
Important
One of a few considerations
Of minor importance
Not important at all
15.
What is your gender?
Male
Female
16.
What best describes the location you work in?
Metro
Rural/Regional
17.
Which state do you reside in?
WA
NT
VIC
TAS
QLD
ACT
NSW
SA
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 +
19.
Was the approximate average dollar value of your monthly settlements last financial year?
Less that $1m
$1m - $2m
$2m - $5m
$5m - $10m
$10m +
20.
Do you have any other comments?
