Young Broker of the Year 2012 Survey

Dear Young Broker,

The Adviser’s inaugural 2012 Young Broker of the Year report, partnered by Citibank, is set to rank the nation’s leading brokers aged 30 and under.

Young brokers will be assessed on their productivity as we will assess both residential volumes and number of deals along with the amount of other business written.

The 2012 Young Broker of the Year report will not only reveal the nation’s youngest top performing brokers, but your feedback will also provide valuable insights into the future of the third party distribution channel.

Brokers that make the Young Broker of the Year Ranking will need to have their submissions validated by their aggregator state manager/brokerage head.

Submissions close Friday 5th October 2012.

To enter your submission please complete the below questionnaire completing all fields.

Please feel free to give us a call on 02 9922 3300 should you require any additional information.

Best regards,
Jessica Darnbrough
Editor

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* 1. If you wish to nominate a Young Broker please fill in their details below:

Nominated by:

Name of young broker nominated

Company

Phone number

Email address

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* 2. If you are entering a submission yourself please provide the following information and complete the survey:

Name:

Company:

Age on July 1, 2012:

Years as broker:

Phone number:

Email address:

Name of aggregator/brokerage:

Aggregator/brokerage state manager (or equivalent) contact name, email and phone number:

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* 3. Which state do you reside in?

NSW

VIC

QLD

ACT

TAS

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* 4. What was the dollar value of your residential mortgage settlements for the 2011-2012 financial year?

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* 5. How many residential mortgages did you settle over the 2011-2012 financial year?

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* 6. Where applicable, please indicate the dollar value of business written for the following product categories for the 2011-2012 financial year:

Commercial mortgages

Leasing and equipment finance

Car loans

Business loans

Personal loans

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* 7. Where applicable please indicate the number of deals written in each of the following product categories in the 2011/12 financial year:

Commercial mortgages

Leasing and equipment finance

Car loans

Business loans

Personal loans

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* 8. What products do you most often recommend packaged with a mortgage? (You can select as many as you like)

Credit card

Transaction account

Term deposits

Mortgage protection

Income protection

Life insurance

Home and contents insurance

Landlord insurance

Other

If other (please specify)

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* 9. Have you added a new revenue stream to your business in the past 12 months?

Yes

If yes please specify

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* 10. What services do you/your brokerage offer outside of lending services?

Financial planning

Protection

Investment advice

Buyers agency

Property management

Conveyencing

Other (please specify)

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* 11. What percentage of your business comes from non finance-related services (financial planning, protection, GI, investment, advice fees, conveyancing etc)?

1-10%

11-20%

21-30%

31-40%

41-50%

More than 50%

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* 12. What was the revenue figure you received from all non-finance related services (i.e. financial planning, protection, advice fees etc.)?

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* 13. What percentage of all business in 2011/12 came from new clients?

Less than 10%

11% - 20%

21% - 30%

31% - 40%

41% - 50%

51% - 60%

61% - 70%

71% - 80%

81% - 90%

91% - 100%

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* 14. What percentage of all business in 2011/12 came from client referrals?

Less than 10%

11% - 20%

21% - 30%

31% - 40%

41% - 50%

51% - 60%

61% - 70%

71% - 80%

81% - 90%

91% - 100%

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* 15. What percentage of all business in 2011/12 came from professional referral partnerships?

Less than 10%

11% - 20%

21% - 30%

31% - 40%

41% - 50%

51% - 60%

61% - 70%

71% - 80%

81% - 90%

91% - 100%

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* 16. How many regular professional referral partnerships do you have?

0-2

3-5

5-10

6-8

9-12

12+

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* 17. Who is your number one referral source?

Accountant

Real estate agent

Financial planner

Builder/developer

Buyers agent

Existing clients

Other (please specify)

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* 18. What market segment do you write most business with?

First home buyers

Second home buyers/up-graders

Investors

Commercial borrowers

Other (please specify)

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* 19. Which of the following channels generate business for you?

Advertising

Social Media

Bought leads

Word of mouth

Professional referrals

Client referrals

Sponsorships

Other

Other (please specify)

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* 20. Do you use social media to market your business?

Yes

If yes, what social media platforms do you use?

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* 21. What do you like most about being a mortgage broker?

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* 22. What has been the biggest challenge you have faced in your time as a mortgage broker?

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* 23. What qualifications do you currently hold?

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* 24. Do you plan on adding any additional qualifications or taking on any significant training in the next 12 months?

Yes

If yes (please specify what additional training/education)

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* 1. If you wish to nominate a Young Broker please fill in their details below:

Question Title

* 2. If you are entering a submission yourself please provide the following information and complete the survey:

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* 3. Which state do you reside in?

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* 4. What was the dollar value of your residential mortgage settlements for the 2011-2012 financial year?

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* 5. How many residential mortgages did you settle over the 2011-2012 financial year?

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* 6. Where applicable, please indicate the dollar value of business written for the following product categories for the 2011-2012 financial year:

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* 7. Where applicable please indicate the number of deals written in each of the following product categories in the 2011/12 financial year:

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* 8. What products do you most often recommend packaged with a mortgage? (You can select as many as you like)

Question Title

* 9. Have you added a new revenue stream to your business in the past 12 months?

Question Title

* 10. What services do you/your brokerage offer outside of lending services?

Question Title

* 11. What percentage of your business comes from non finance-related services (financial planning, protection, GI, investment, advice fees, conveyancing etc)?

Question Title

* 12. What was the revenue figure you received from all non-finance related services (i.e. financial planning, protection, advice fees etc.)?

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* 13. What percentage of all business in 2011/12 came from new clients?

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* 14. What percentage of all business in 2011/12 came from client referrals?

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* 15. What percentage of all business in 2011/12 came from professional referral partnerships?

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* 16. How many regular professional referral partnerships do you have?

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* 17. Who is your number one referral source?

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* 18. What market segment do you write most business with?

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* 19. Which of the following channels generate business for you?

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* 20. Do you use social media to market your business?

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* 21. What do you like most about being a mortgage broker?

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* 22. What has been the biggest challenge you have faced in your time as a mortgage broker?

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* 23. What qualifications do you currently hold?

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* 24. Do you plan on adding any additional qualifications or taking on any significant training in the next 12 months?

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* 25. What was your profession prior to becoming a mortgage broker?