SECRETS TO SUCCESS

Stories from some of the biggest names in mortgage broking in Australia, with their advice on how to succeed in finance.

01.

BUSINESS
ADVICE

Tips on recruitment, business strategy, leadership and running a mortgage broking business in Australia.

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02.

CAREER
ADVICE

Advice for mortgage broking and banking professionals on how to progress in your career and reach your goals.

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03.

LATEST
NEWS

Latest industry insights, and updates on the Platinum People Group business and team.

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04.

SECRETS TO
SUCCESS

Stories from some of the biggest names in mortgage broking in Australia, with their advice on how to succeed in finance.

View All

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Secrets to Success
June 29, 2020

Secrets to Success in times of crisis

When a global crisis like Covid-19 arises, how can you put your best foot forward as a business owner? Is there a way to maintain your business’ success? We spoke…
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Secrets to Success
June 29, 2020

Secrets to Success with Bernadette and Aaron David-Christie

We met Aaron and Bernadette, owners of Atelier Weath, in mid-2019 and were immediately struck by their impressive approach to running a business. We sat down with this power duo…
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Secrets to Success
December 3, 2019

Secrets to Success With Holly Bundy

Holly Bundy is the hard-working mastermind behind successful mortgage brokerage Bundy Financial Services, based out of Essendon in Melbourne. She’s an incredibly impressive business owner who has scaled rapidly and…
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Secrets to Success with Roland Youakim | Platinum People Group
BusinessCareer AdviceSecrets to Success
May 20, 2019

Secrets to Success with Roland Youakim

This month, you’ll be hearing from Platinum People Group’s very own Founder and Managing Director Roland Youakim about his journey to success at such a young age. To celebrate the…
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Secrets to Success with David Johnston | Platinum People Group
Secrets to Success
April 29, 2019

Secrets to Success with David Johnston

Roland sat down with David Johnston, Managing Director of Property Planning Australia, to talk about his wealth of industry experience and his passion for the ‘science’ behind mortgage broking. Tune…
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Natalie Sheehan Resicom Financial
Secrets to Success
April 29, 2019

Secrets to Success with Natalie Sheehan

In our very first video edition of ‘Secrets to Success’, Roland sat down with Natalie Sheehan, General Manager at Resicom Financial. They talk about Natalie’s impressive career path, her passion…
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Secrets to Success
March 21, 2019

Secrets to Success with Michael Glasgow

We spoke with Michael Glasgow, State Sales Manager VIC/SA at Lendi, about his career journey and how he’s overcome challenges in the finance industry. Tell us about the journey you’ve…
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Secrets to Success
February 18, 2019

Secrets to Success with Katrina Lagos

We chatted to Katrina Lagos, Director of Vision Finance, about her career journey to date, and how it’s taken her from hospitality to sole Director of a mortgage broking business.…
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Secrets to Success with Chris Collard | Platinum People Group
Secrets to Success
June 4, 2018

Secrets to Success with Chris Collard

We chat with Chris Collard, Director and General Manager of FinancePath, about his rise to success in Mortgage Management via a career that seemed destined for corporate life. Chris is…
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Secrets to Success with Stephen Mitchell | Platinum People Group
Secrets to Success
May 26, 2018

Secrets to Success with Stephen Mitchell

We chat with Stephen Mitchell about his journey from working in hospitality, to becoming a mortgage broker at only 20 years old, to now running two successful financial services firms.…
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Secrets to Success with Ebony Maxwell | Platinum People Group
Secrets to Success
May 26, 2018

Secrets to Success with Ebony Maxwell

We chat with Ebony Maxwell, State Manager (VIC & TAS) at Bluestone Mortgages, about the journey her career has taken her on since she started out in finance after high…
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Liberty | Secrets to Success with John Mohnacheff
Secrets to Success
May 19, 2018

Secrets to success with John Mohnacheff

We chat with John Mohnacheff, Group Sales Manager at Liberty, about his impressive career involving working in a trade, seventeen years in banking and helping Liberty launch the non-conforming loan…
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Shehan Wijayasignhe
Secrets to Success
March 30, 2018

Secrets to success with Shehan Wijayasignhe

We chat with Shehan Wijayasinghe, Director of Elephant Financial, about making the transition from banker to broker to business owner, all within a time of industry challenges and changes. Tell…
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Secrets to Success with Stephen McClatchie
Secrets to Success
March 17, 2018

Secrets to success with Stephen McClatchie

We chat with Stephen McClatchie, Managing Director of Loans Australia, about his experience working as a mortgage broker through a range of aggregators, and transitioning into the role of business…
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Nathan Taddeo Credo
Secrets to Success
March 17, 2018

Secrets to success with Nathan Taddeo

We chat with Nathan Taddeo, Director of Credo Financial Group about growing up in the mortgage broking industry, why he doesn’t like the term ‘mortgage broker’, and his thoughts on…
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Secrets to Success with Don Crellin | Platinum People Group
Secrets to Success
March 4, 2018

Secrets to success with Don Crellin

We chat with Don Crellin, Managing Director of Resolve Finance about his finance career spanning from the early ‘90s, and how he came to be managing a successful growing business.…
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Secrets to Success - Jack Back, ALIC | Platinum People Group
Secrets to Success
February 17, 2018

Secrets to success with Jason Back

We chat with Jason Back, Managing Director of The Australian Lending and Investment Centre, about his transition from banking into mortgage broking, his missed opportunity as a dolphin trainer, and…
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Platinum People Group | Secrets to success with Daniel Hustwaite
Secrets to Success
February 11, 2018

Secrets to success with MPA Top 20 mortgage broker Daniel Hustwaite

We chat with MPA 20 20 mortgage broker Daniel Hustwaite, Founder and Director of Aqua Financial Services about his journey from banker to mortgage broker to business owner, challenges he’s…
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