Two main brokers unite to launch Flint




Two main brokers unite to launch Flint | Australian Dealer Information















New brokerage to disrupt mortgage market

Two leading brokers unite to launch Flint

Two outstanding brokers, Christian Stevens and Chris Bates, have joined forces to launch Flint, a brand new complete monetary providers brokerage.

With many years of collective expertise and greater than $3 billion in settled loans, they intention to disrupt the mortgage market by providing a wider vary of monetary merchandise and a tech-driven strategy.

Chatting with Australian Dealer in regards to the cause for the transfer, Stevens (pictured above left) mentioned the power to scale supplied Flint alternatives that will not have been attainable individually.

“What excites us is to be a part of the brand new period of tremendous unbiased, tech-driven brokerages that may present a secure residence for brokers to develop exponentially and settle numbers not seen as attainable till current years,” Stevens mentioned.

“Whereas we might have helped hundreds of purchasers every as people through the years, we now need to, as a collective, assist 10,000-plus Australian households make nice property and finance choices it doesn’t matter what stage of life they’re at, the situation they dwell or the wealth they’ve.”

Flint: Experience at each step

Whereas Stevens and Bates (pictured above proper) could also be steering the ship, there are various fingers onboard to make sure clean crusing from day one.

Flint has launched with a staff of fifty, that includes 19 founding brokers and a plan to double the headcount within the subsequent 12 months.

And a big staff is required, given the brokerage has key workers operating a number of divisions, together with UHNW/household workplace, digital/tech, actual property, recommendation (monetary planners and accountants), international revenue (expats), skilled traders, SMSF, medico, authorized, first residence purchaser, and development.

The brokerage additionally boasts a devoted assist staff of 30, guaranteeing an intensive expertise for purchasers.

This consists of customer support, credit score evaluation, back-office assist, and post-settlement help. Moreover, all senior credit score workers are licensed accountants, offering purchasers with knowledgeable strategic steerage.

“We’re in conversations to shut some essential brokers and assist workers. The whole staff can be up and operating by July 1 for FY25,” mentioned Bates. “The most effective brokerages are a group of people all striving and supporting one another to be one of the best they are often and dwell the lives they want for.”

“Our providing is growth-focused, values-driven and talent-first. All of us need to make the pie larger to share fairly than a smaller pie for a couple of.”

Constructing a trusted model

The staff at Flint has formidable plans to turn out to be Australia’s main and most trusted monetary providers supplier. Their three key priorities for the subsequent 18 months are:

  1. Investing in know-how: Automating processes, enhancing buyer expertise, and prioritising information safety.

     
  2. Increasing area of interest choices: Constructing experience in varied monetary sectors and creating focused methods for every.

     
  3. Constructing model consciousness: Attracting purchasers, brokers, and referral companions via efficient branding initiatives.

Each Stevens and Bates have intensive expertise in constructing profitable manufacturers inside the mortgage business.

Bates has been persistently recognised as a prime dealer, that includes in MPA‘s Prime 100 Brokers listing since 2020 and securing the sixth place final yr.

They attribute their success to their “secret sauce”:

  • An advice-driven strategy to mortgages
  • Shopper-first training
  • Taking part in the lengthy recreation by constructing a enterprise that pulls prime expertise

“We have now grown from scratch to turn out to be Australia’s main particular person brokers and we’re passing down every part that bought us right here, scaling our assist staff and collective information to develop a staff throughout many new niches,” Bates mentioned.

Meet the Flint staff

Flint boasts a staff of skilled professionals with numerous experience throughout varied monetary sectors. Here is a better have a look at some key members:

  • Alex Pagonis – senior dealer and head of digital. Pagonis has eight-plus years of expertise at KPGM in creating buyer, product, and digital methods to drive development for flint.

     
  • Adam Mastrosa – senior dealer and head of actual property. Mastrosa brings 15 years of expertise in government gross sales and accounting, alongside together with his personal intensive property portfolio, to reinforce flint’s actual property choices.

     
  • Craig Bigelow – head of recommendation partnerships. Bigelow has 20 years of expertise operating a monetary planning observe to construct strategic partnerships with prime monetary advisors.

     
  • Salvador Huetos – a senior dealer and head of UHNW/household workplace. Previous to becoming a member of Flint, Huetos was a personal banker for 14 years and has spent the final three years working at a big brokerage operating the wealth division. He may also lead the non-public banking division.

     
  • Alicia Van Der Pluym – head of buyer expertise. Stevens mentioned Van Der Pluym leads a staff specializing in onboarding purchasers, offering sustainable, personalised ongoing service, and fixed consumer expertise innovation.

     
  • Ben Sum – COO, shareholder, and director. Bates mentioned Ben Sum’s position was to make sure the assist and strategists’ staff of over 30 – from begin to end – was operating one of the best it might.

     
  • Jon Sum – head of recommendation, director, and shareholder. Leads the technique staff.

     
  • Ariane Rose – head credit score analyst. “Ariane was my first worker and has remained by my facet since then, constructing a staff beneath her,” mentioned Stevens.

     
  • Tisha Pradham – head of technique assist. Leads the abroad staff.

“We even have a number of main consultants working in essential roles throughout advertising, know-how, cybersecurity, HR, management, and partnerships, which we’re investing in so as to add worth to our provide,” Stevens mentioned.

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