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commbroker.com.au

“It is a priority for us to continue to tap the unmet needs of our clients and
grow with them to understand how to service them properly and give them what
they need in this ever-changing landscape”

Vivianne Gauci, HomeEquity Bank

Read on

Award Winner


COMMONWEALTH BANK

Abby Dickinson

Social Media and Marketing Specialist

Cam Sinclair

Mortgage and KiwiSaver Adviser

Rod Schubert

Company Director Mortgage, Life and Health Insurance and KiwiSaver Adviser

Leadership

Headquarters:

Sydney, Australia

Year founded:

1911

Number of employees:

43,000

Phone:

09 950 8800

Email:

rod@rsfa.co.nz

Website:

LinkedIn:

linkedin.com/company/commonwealthbank

SPECIAL REPORT

Home

Bio

Rod Schubert has over two decades of experience in the financial services
industry. His passion has always been numbers in general. Schubert has owned and
sold several properties, been involved in major renovations and learned a great
deal about property by being involved in it, let alone seeing simple to
extremely complex finance scenarios land on his desk daily. He enjoys a good
challenge. While advising clients is his passion, Schubert also loves mentoring
his adviser team and shaping the direction of RSFA to better serve its
clientele.

Company Director  Mortgage, Life and Health Insurance  and KiwiSaver Adviser 

Rod Schubert

Cam Sinclair grew up in Central Auckland and attended Mount Albert Grammar
School, becoming a prefect and first 11 captain in his final year. He excelled
in math and economics in high school. Sinclair lived in the United States for
four years on a football scholarship at the University of Indiana, completing a
degree in finance while minoring in economics and graduating with an A average
GPA. Post-university, he worked for a credit union for one year before returning
to New Zealand. Finding his niche with RSFA, Sinclair’s aim is to secure the
best and most suitable finance terms, providing sound advice with the backing of
experienced company director Rod Schubert.

Mortgage and KiwiSaver Adviser

Cam Sinclair

While on this side of the lending equation, Helen Grant gained 20 years’
experience in borrowing for her own homes, investment properties and
renovations. Her background is varied, ranging from IT project management to
kinesiopractic wellbeing and coaching. There is a common thread: a clear
intention and passion to empower others to create and live the lives of their
dreams – becoming a financial adviser is one further step towards this
intention. On a personal note, Grant is Kiwi-born and raised in Christchurch.
She lives north of Auckland with her two teen sons and three dogs. She has
successfully navigated a relationship separation and emerged with financial
independence.

Mortgage Adviser and Coach

Helen Grant

For the second year running, Shielded Insurance Brokers has claimed the
number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth
that drove the company’s impressive success. This year, says managing director
Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady
is proud of the shared vision for constant improvement across all aspects of the
business. “We are thrilled to take out the win again, and it’s hats off to the
team for their hard work over the past year,” he says.

Anne Zablan-Balila

Mortgage Adviser

Anne Zablan-Balila, who was born and raised in the Philippines, had little
knowledge of the New Zealand mortgage industry, as do the majority of first-time
home buyers. Because of this, she rapidly became motivated to study and learn.
Zablan-Balila was formerly in the healthcare sector, working as a registered
nurse in Saudi Arabia in a step-down intensive care unit for five years. She
loves helping others, although she feels like this routine is not for her and
seeks a more technical-based career path. Since she started with a limited
knowledge of industry jargon, Zablan-Balila can confidently help her clients.
She also got a handle on general insurance underwriting, which can be useful in
client conversations.

Mortgage Adviser

Anne Zablan-Balila

Helen Grant

Mortgage Adviser and Coach

It has been a privilege for Abby Dickinson to join the RSFA team at the
beginning of 2022 to drive social media and marketing content, allowing advisers
to share their industry insights and real advice in easy-to-understand terms.
She was born in Christchurch and now lives in the Eastern Bay of Plenty. A
background in multi-platform media and social media marketing has given her a
range of experience with different opportunities. With Dickinson’s expertise,
the RSFA team has released a range of videos, podcast episodes, and newsletters,
as well as hosting in-person and online events throughout the year.

Social Media and Marketing Specialist

Abby Dickinson

Shay Sampang

Executive Assistant to Rod Schubert

Chris Christon

Senior Vice President, Executive Assurance, Large Commercial Group

Stephen Swartley

Chief Underwriting Officer and Senior Vice President, Executive Assurance

Micah Ponto

Senior Vice President, Executive Assurance, Financial Services

Shay Sampang was raised in Davao City, Philippines. She has a bachelor’s degree
in information technology from the University of the Immaculate Conception.
Sampang spends a lot of time in front of her computer, honing her skills in
HTML, Adobe Photoshop, video editing software and programming. Sampang has
worked in the BPO industry, taught English and worked as a training manager in a
lead generation start-up company. In 2021, she joined RSFA as an executive
assistant to the company’s director, Rod Schubert. Some of Sampang’s qualities
that make her stand out are her generosity and thoughtfulness. She is a
determined and vigorous individual, yet pleasantly calm. In her leisure time,
she practises yoga and meditates with her cats while drinking coffee.

Executive Assistant to Rod Schubert

Shay Sampang

Stephen Swartley is the chief underwriting officer and senior vice president of
executive assurance at Arch Insurance. He has over 20 years of experience in
management liability and product line expertise in directors and officers
liability, employment practices liability, fiduciary liability, fidelity, kidnap
and ransom and cyber liability. Prior to joining Arch Insurance in June 2009, he
served in a variety of underwriting and managerial positions in management
liability at The Hartford and as an underwriter at Reliance National. Swartley
holds a bachelor’s degree in business administration from the University of
Pittsburgh.

Chief Underwriting Officer and Senior Vice President, Executive Assurance

Stephen Swartley

Chris Christon is a senior vice president at Arch Insurance where he oversees
the large commercial group and transactional risk portfolio nationally. Christon
has nearly 20 years of experience specializing in directors and officers,
employment practices and fiduciary liability. Prior to joining Arch in 2009,
Christon held various roles at Hartford Financial Products. He has a BA in
English from Emory University and a JD from Brooklyn Law School.

Senior Vice President, Executive Assurance, Large Commercial Group

Chris Christon

Micah Ponto serves as senior vice president, head of financial services for Arch
Insurance, a position he’s held since 2021. He joined Arch Insurance as an
assistant vice president in the large commercial department in 2009. His prior
roles at Arch Insurance included senior vice president, national manager of the
large commercial department, regional vice president – central region, head of
employment practices liability and head of the real estate investment trust
group. Ponto previously worked at The Hartford in their financial products
division, where he focused on management liability risk in both financial
institutions and large commercial D&O. He has a bachelor’s degree in finance,
investments and banking from the University of Wisconsin–Madison.

Senior Vice President, Executive Assurance, Financial Services

Micah Ponto

LinkedIn:

linkedin.com/company/commonwealthbank

Website:

commbroker.com.au

Email:

rod@rsfa.co.nz

Phone:

09 950 8800

Number of employees:

43,000

Year founded:

1911

Headquarters:

Sydney, Australia

“It is a priority for us to continue to tap the unmet needs of our clients and
grow with them to understand how to service them properly and give them what
they need in this ever-changing landscape”

Vivianne Gauci, HomeEquity Bank

At CommBank, we bring you simpler processes, flexible policies and provide you
with more transparency than ever before, so together we can support more
customers to achieve their home ownership goals. Why should you become
accredited with CommBank? We have simplified our accreditation criteria We have
removed the experience requirement, but remain committed to ensuring we work
with qualified, accredited brokers. To be considered for accreditation, brokers
should: • have a diploma in Finance and Mortgage Broking Management or another
relevant degree or qualification • be a current member of MFAA or FBAA • be an
employee, credit representative or director of a CommBank approved-to-recruit
ACL Six-month On-boarding Relationship Manager support You will have access to
one-on-one support from your specialised On-Boarding Relationship Manager to set
you up for success as a newly accredited broker with CommBank. Transparent
pricing We have enhanced and simplified our pricing and offer a broad and
flexible credit policy to support more Australians on their home-buying journey.
We provide more transparency around pricing by providing our accredited brokers
with our pricing discount table available on CommBroker. Unlimited access to
CommBank’s broker training hub Our accredited brokers and their support office
staff have support and guidance every step of the way with access to our 24/7
training hub (interactive training workshops; recording workshops; on-demand,
self-paced training modules) facilitated and designed by our two dedicated
National Broker Training Managers. Since launching the training hub in January
2022, we have facilitated more than 74 workshops* with over 6,300 brokers and
their support office staff. More than 90% of participants said they would
recommend the interactive training workshops to a colleague. CommBank’s new
approach for customers considering external refinance We have adopted a new
approach for customers considering refinancing to another lender. Incorporating
your feedback, we want to help you and your customers make informed decisions,
with more clarity earlier in the process. If a customer chooses to proceed to
refinance after a review of their CommBank relationship, our team will help you
(or them) initiate the process and will not contact the customer again after
this decision has been made. Our CommBank broker strategy is continually
evolving based on broker feedback as we strive to build a strong and sustainable
third-party channel, so together we can support more customers to achieve their
home ownership goals. What are you waiting for? Become accredited today. Speak
to your head group or visit commbroker.com.au. Things you should know *At time
of printing December 2022

Brigid Rauwhero

Claims Manager

John Hogan

Head of Claims

Meg Dempsey

Operations Manager

Shay Sampang

Executive Assistant to Rod Schubert

Abby Dickinson

Social Media and Marketing Specialist

Helen Grant

Mortgage Adviser and Coach

Anne Zablan-Balila

Mortgage Adviser

Cam Sinclair

Mortgage and KiwiSaver Adviser

Rod Schubert

Company Director Mortgage, Life and Health Insurance and KiwiSaver Adviser

Leadership

Micah Ponto serves as senior vice president, head of financial services for Arch
Insurance, a position he’s held since 2021. He joined Arch Insurance as an
assistant vice president in the large commercial department in 2009. His prior
roles at Arch Insurance included senior vice president, national manager of the
large commercial department, regional vice president – central region, head of
employment practices liability and head of the real estate investment trust
group. Ponto previously worked at The Hartford in their financial products
division, where he focused on management liability risk in both financial
institutions and large commercial D&O. He has a bachelor’s degree in finance,
investments and banking from the University of Wisconsin–Madison.

Senior Vice President, Executive Assurance, Financial Services

Micah Ponto

Chris Christon is a senior vice president at Arch Insurance where he oversees
the large commercial group and transactional risk portfolio nationally. Christon
has nearly 20 years of experience specializing in directors and officers,
employment practices and fiduciary liability. Prior to joining Arch in 2009,
Christon held various roles at Hartford Financial Products. He has a BA in
English from Emory University and a JD from Brooklyn Law School.

Senior Vice President, Executive Assurance, Large Commercial Group

Chris Christon

Stephen Swartley is the chief underwriting officer and senior vice president of
executive assurance at Arch Insurance. He has over 20 years of experience in
management liability and product line expertise in directors and officers
liability, employment practices liability, fiduciary liability, fidelity, kidnap
and ransom and cyber liability. Prior to joining Arch Insurance in June 2009, he
served in a variety of underwriting and managerial positions in management
liability at The Hartford and as an underwriter at Reliance National. Swartley
holds a bachelor’s degree in business administration from the University of
Pittsburgh.

Chief Underwriting Officer and Senior Vice President, Executive Assurance

Stephen Swartley

Shay Sampang was raised in Davao City, Philippines. She has a bachelor’s degree
in information technology from the University of the Immaculate Conception.
Sampang spends a lot of time in front of her computer, honing her skills in
HTML, Adobe Photoshop, video editing software and programming. Sampang has
worked in the BPO industry, taught English and worked as a training manager in a
lead generation start-up company. In 2021, she joined RSFA as an executive
assistant to the company’s director, Rod Schubert. Some of Sampang’s qualities
that make her stand out are her generosity and thoughtfulness. She is a
determined and vigorous individual, yet pleasantly calm. In her leisure time,
she practises yoga and meditates with her cats while drinking coffee.

Executive Assistant to Rod Schubert

Shay Sampang

It has been a privilege for Abby Dickinson to join the RSFA team at the
beginning of 2022 to drive social media and marketing content, allowing advisers
to share their industry insights and real advice in easy-to-understand terms.
She was born in Christchurch and now lives in the Eastern Bay of Plenty. A
background in multi-platform media and social media marketing has given her a
range of experience with different opportunities. With Dickinson’s expertise,
the RSFA team has released a range of videos, podcast episodes, and newsletters,
as well as hosting in-person and online events throughout the year.

Social Media and Marketing Specialist

Abby Dickinson

While on this side of the lending equation, Helen Grant gained 20 years’
experience in borrowing for her own homes, investment properties and
renovations. Her background is varied, ranging from IT project management to
kinesiopractic wellbeing and coaching. There is a common thread: a clear
intention and passion to empower others to create and live the lives of their
dreams – becoming a financial adviser is one further step towards this
intention. On a personal note, Grant is Kiwi-born and raised in Christchurch.
She lives north of Auckland with her two teen sons and three dogs. She has
successfully navigated a relationship separation and emerged with financial
independence.

Mortgage Adviser and Coach

Helen Grant

Anne Zablan-Balila, who was born and raised in the Philippines, had little
knowledge of the New Zealand mortgage industry, as do the majority of first-time
home buyers. Because of this, she rapidly became motivated to study and learn.
Zablan-Balila was formerly in the healthcare sector, working as a registered
nurse in Saudi Arabia in a step-down intensive care unit for five years. She
loves helping others, although she feels like this routine is not for her and
seeks a more technical-based career path. Since she started with a limited
knowledge of industry jargon, Zablan-Balila can confidently help her clients.
She also got a handle on general insurance underwriting, which can be useful in
client conversations.

Mortgage Adviser

Anne Zablan-Balila

Cam Sinclair grew up in Central Auckland and attended Mount Albert Grammar
School, becoming a prefect and first 11 captain in his final year. He excelled
in math and economics in high school. Sinclair lived in the United States for
four years on a football scholarship at the University of Indiana, completing a
degree in finance while minoring in economics and graduating with an A average
GPA. Post-university, he worked for a credit union for one year before returning
to New Zealand. Finding his niche with RSFA, Sinclair’s aim is to secure the
best and most suitable finance terms, providing sound advice with the backing of
experienced company director Rod Schubert.

Mortgage and KiwiSaver Adviser

Cam Sinclair

Rod Schubert has over two decades of experience in the financial services
industry. His passion has always been numbers in general. Schubert has owned and
sold several properties, been involved in major renovations and learned a great
deal about property by being involved in it, let alone seeing simple to
extremely complex finance scenarios land on his desk daily. He enjoys a good
challenge. While advising clients is his passion, Schubert also loves mentoring
his adviser team and shaping the direction of RSFA to better serve its
clientele.

Company Director Mortgage, Life and Health Insurance and KiwiSaver Adviser

Rod Schubert

Read on


IB TOP BROKERAGES

Award Winner


SHIELDED INSURANCE BROKERS

Award Sponsor


COMMONWEALTH BANK

SPECIAL REPORT

Home

Bio

“It is a priority for us to continue to tap the unmet needs of our clients and
grow with them to understand how to service them properly and give them what
they need in this ever-changing landscape"

Vivianne Gauci, HomeEquity Bank

As an award-winning mortgage brokerage company with time-tested results, XIN
Mortgage strives to be on top of the game. The company offers independent
advice, develops personalised and customised solutions, and ensures that
customers receive a lifetime customer service experience backed by customer
reviews. To leave no stone unturned, XIN Mortgage employs its in-house CRM
X-Online, which focuses on transparent reporting and analytics system between
the company and brokers to develop a healthy and pleasant competitive
atmosphere. Unlike traditional systems, XIN Mortgage’s platforms provide
transparency and confidence by enabling brokers to have a complete overview of
their customer portfolio at any moment, including property details, home loan
details, application histories, home loan health check reminders, annual rate
review tasks, leads management functions, and much more. A key breakthrough
feature is to introduce new brokers to intensive and careful mentoring to work
towards success, using the client service team to assist brokers and marketing
teams to build their personal brands and drive high levels of customer
satisfaction. As a leading company, XIN Mortgage offers ongoing professional
training and case study to its whole team, which helps the brokers develop
highly effective solutions and guarantees the best interest of customers.

Micah Ponto

Senior Vice President, Executive Assurance, Financial Services

Chris Christon

Senior Vice President, Executive Assurance, Large Commercial Group

Stephen Swartley

Chief Underwriting Officer and Senior Vice President, Executive Assurance

Shay Sampang

Executive Assistant to Rod Schubert

Abby Dickinson

Social Media and Marketing Specialist

Helen Grant

Mortgage Adviser and Coach

Anne Zablan-Balila

Mortgage Adviser

Cam Sinclair

Mortgage and KiwiSaver Adviser

Rod Schubert

Company Director Mortgage, Life and Health Insurance and KiwiSaver Adviser

Leadership

LinkedIn:

linkedin.com/company/commonwealthbank

Website:

commbroker.com.au

Email:

rod@rsfa.co.nz

Phone:

09 950 8800

Number of employees:

43,000

Year founded:

1911

Headquarters:

Sydney, Australia

Read on


COMMONWEALTH BANK

Award Winner

Micah Ponto serves as senior vice president, head of financial services for Arch
Insurance, a position he’s held since 2021. He joined Arch Insurance as an
assistant vice president in the large commercial department in 2009. His prior
roles at Arch Insurance included senior vice president, national manager of the
large commercial department, regional vice president – central region, head of
employment practices liability and head of the real estate investment trust
group. Ponto previously worked at The Hartford in their financial products
division, where he focused on management liability risk in both financial
institutions and large commercial D&O. He has a bachelor’s degree in finance,
investments and banking from the University of Wisconsin–Madison.

Senior Vice President, Executive Assurance, Financial Services

Micah Ponto

Chris Christon is a senior vice president at Arch Insurance where he oversees
the large commercial group and transactional risk portfolio nationally. Christon
has nearly 20 years of experience specializing in directors and officers,
employment practices and fiduciary liability. Prior to joining Arch in 2009,
Christon held various roles at Hartford Financial Products. He has a BA in
English from Emory University and a JD from Brooklyn Law School.

Senior Vice President, Executive Assurance, Large Commercial Group

Chris Christon

Stephen Swartley is the chief underwriting officer and senior vice president of
executive assurance at Arch Insurance. He has over 20 years of experience in
management liability and product line expertise in directors and officers
liability, employment practices liability, fiduciary liability, fidelity, kidnap
and ransom and cyber liability. Prior to joining Arch Insurance in June 2009, he
served in a variety of underwriting and managerial positions in management
liability at The Hartford and as an underwriter at Reliance National. Swartley
holds a bachelor’s degree in business administration from the University of
Pittsburgh.

Chief Underwriting Officer and Senior Vice President, Executive Assurance

Stephen Swartley

Shay Sampang was raised in Davao City, Philippines. She has a bachelor’s degree
in information technology from the University of the Immaculate Conception.
Sampang spends a lot of time in front of her computer, honing her skills in
HTML, Adobe Photoshop, video editing software and programming. Sampang has
worked in the BPO industry, taught English and worked as a training manager in a
lead generation start-up company. In 2021, she joined RSFA as an executive
assistant to the company’s director, Rod Schubert. Some of Sampang’s qualities
that make her stand out are her generosity and thoughtfulness. She is a
determined and vigorous individual, yet pleasantly calm. In her leisure time,
she practises yoga and meditates with her cats while drinking coffee.

Executive Assistant to Rod Schubert

Shay Sampang

It has been a privilege for Abby Dickinson to join the RSFA team at the
beginning of 2022 to drive social media and marketing content, allowing advisers
to share their industry insights and real advice in easy-to-understand terms.
She was born in Christchurch and now lives in the Eastern Bay of Plenty. A
background in multi-platform media and social media marketing has given her a
range of experience with different opportunities. With Dickinson’s expertise,
the RSFA team has released a range of videos, podcast episodes, and newsletters,
as well as hosting in-person and online events throughout the year.

Social Media and Marketing Specialist

Abby Dickinson

While on this side of the lending equation, Helen Grant gained 20 years’
experience in borrowing for her own homes, investment properties and
renovations. Her background is varied, ranging from IT project management to
kinesiopractic wellbeing and coaching. There is a common thread: a clear
intention and passion to empower others to create and live the lives of their
dreams – becoming a financial adviser is one further step towards this
intention. On a personal note, Grant is Kiwi-born and raised in Christchurch.
She lives north of Auckland with her two teen sons and three dogs. She has
successfully navigated a relationship separation and emerged with financial
independence.

Mortgage Adviser and Coach

Helen Grant

Anne Zablan-Balila, who was born and raised in the Philippines, had little
knowledge of the New Zealand mortgage industry, as do the majority of first-time
home buyers. Because of this, she rapidly became motivated to study and learn.
Zablan-Balila was formerly in the healthcare sector, working as a registered
nurse in Saudi Arabia in a step-down intensive care unit for five years. She
loves helping others, although she feels like this routine is not for her and
seeks a more technical-based career path. Since she started with a limited
knowledge of industry jargon, Zablan-Balila can confidently help her clients.
She also got a handle on general insurance underwriting, which can be useful in
client conversations.

Mortgage Adviser

Anne Zablan-Balila

Cam Sinclair grew up in Central Auckland and attended Mount Albert Grammar
School, becoming a prefect and first 11 captain in his final year. He excelled
in math and economics in high school. Sinclair lived in the United States for
four years on a football scholarship at the University of Indiana, completing a
degree in finance while minoring in economics and graduating with an A average
GPA. Post-university, he worked for a credit union for one year before returning
to New Zealand. Finding his niche with RSFA, Sinclair’s aim is to secure the
best and most suitable finance terms, providing sound advice with the backing of
experienced company director Rod Schubert.

Mortgage and KiwiSaver Adviser

Cam Sinclair

Rod Schubert has over two decades of experience in the financial services
industry. His passion has always been numbers in general. Schubert has owned and
sold several properties, been involved in major renovations and learned a great
deal about property by being involved in it, let alone seeing simple to
extremely complex finance scenarios land on his desk daily. He enjoys a good
challenge. While advising clients is his passion, Schubert also loves mentoring
his adviser team and shaping the direction of RSFA to better serve its
clientele.

Company Director  Mortgage, Life and Health Insurance and KiwiSaver Adviser

Rod Schubert

SPECIAL REPORT

Home

Bio



“Our long-term vision is to reimagine our customer and partner journeys to
deliver a simple, efficient and highly pleasing experience supported by
empowered teams and enabled with leading digital capabilities”

Vivianne Gauci, HomeEquity Bank

“Our long-term vision is to reimagine our customer and partner journeys to
deliver a simple, efficient and highly pleasing experience supported by
empowered teams and enabled with leading digital capabilities”

Vivianne Gauci, HomeEquity Bank

“Our long-term vision is to reimagine our customer and partner journeys to
deliver a simple, efficient and highly pleasing experience supported by
empowered teams and enabled with leading digital capabilities”

Vivianne Gauci, HomeEquity Bank





Medals



Overall service level

Construction

Product innovation

Product range

Turnaround time – claims

BDM support

Broker communication, training and development

BDM support

BDM support

Medals

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Product innovation

Product range

Construction

Medals

Overall service level

Broker communication, training and development

BDM support

Turnaround time – claims

Product innovation

Product range

Construction

SPECIAL REPORT

Home

Bio

Rod Schubert

Company Director Mortgage, Life and Health Insurance and KiwiSaver Adviser

Rod Schubert has over two decades of experience in the financial services
industry. His passion has always been numbers in general. Schubert has owned and
sold several properties, been involved in major renovations and learned a great
deal about property by being involved in it, let alone seeing simple to
extremely complex finance scenarios land on his desk daily. He enjoys a good
challenge. While advising clients is his passion, Schubert also loves mentoring
his adviser team and shaping the direction of RSFA to better serve its
clientele.

Cam Sinclair

Mortgage and KiwiSaver Adviser

Cam Sinclair grew up in Central Auckland and attended Mount Albert Grammar
School, becoming a prefect and first 11 captain in his final year. He excelled
in math and economics in high school. Sinclair lived in the United States for
four years on a football scholarship at the University of Indiana, completing a
degree in finance while minoring in economics and graduating with an A average
GPA. Post-university, he worked for a credit union for one year before returning
to New Zealand. Finding his niche with RSFA, Sinclair’s aim is to secure the
best and most suitable finance terms, providing sound advice with the backing of
experienced company director Rod Schubert.

Anne Zablan-Balila

Mortgage Adviser

Anne Zablan-Balila, who was born and raised in the Philippines, had little
knowledge of the New Zealand mortgage industry, as do the majority of first-time
home buyers. Because of this, she rapidly became motivated to study and learn.
Zablan-Balila was formerly in the healthcare sector, working as a registered
nurse in Saudi Arabia in a step-down intensive care unit for five years. She
loves helping others, although she feels like this routine is not for her and
seeks a more technical-based career path. Since she started with a limited
knowledge of industry jargon, Zablan-Balila can confidently help her clients.
She also got a handle on general insurance underwriting, which can be useful in
client conversations.


IB TOP BROKERAGES

Award Sponsor

Award Winner


SHIELDED INSURANCE BROKERS


COMMONWEALTH BANK



READ ON











Leadership

Headquarters:

Sydney, Australia

Year founded:

1911

Number of employees:

43,000



Website:



commbroker.com.au



LinkedIn:



linkedin.com/company/commonwealthbank

At CommBank, we bring you simpler processes, flexible policies and provide you
with more transparency than ever before, so together we can support more
customers to achieve their home ownership goals. Why should you become
accredited with CommBank? We have simplified our accreditation criteria We have
removed the experience requirement, but remain committed to ensuring we work
with qualified, accredited brokers. To be considered for accreditation, brokers
should: • have a diploma in Finance and Mortgage Broking Management or another
relevant degree or qualification • be a current member of MFAA or FBAA • be an
employee, credit representative or director of a CommBank approved-to-recruit
ACL Six-month On-boarding Relationship Manager support You will have access to
one-on-one support from your specialised On-Boarding Relationship Manager to set
you up for success as a newly accredited broker with CommBank. Transparent
pricing We have enhanced and simplified our pricing and offer a broad and
flexible credit policy to support more Australians on their home-buying journey.
We provide more transparency around pricing by providing our accredited brokers
with our pricing discount table available on CommBroker. Unlimited access to
CommBank’s broker training hub Our accredited brokers and their support office
staff have support and guidance every step of the way with access to our 24/7
training hub (interactive training workshops; recording workshops; on-demand,
self-paced training modules) facilitated and designed by our two dedicated
National Broker Training Managers. Since launching the training hub in January
2022, we have facilitated more than 74 workshops* with over 6,300 brokers and
their support office staff. More than 90% of participants said they would
recommend the interactive training workshops to a colleague. CommBank’s new
approach for customers considering external refinance We have adopted a new
approach for customers considering refinancing to another lender. Incorporating
your feedback, we want to help you and your customers make informed decisions,
with more clarity earlier in the process. If a customer chooses to proceed to
refinance after a review of their CommBank relationship, our team will help you
(or them) initiate the process and will not contact the customer again after
this decision has been made. Our CommBank broker strategy is continually
evolving based on broker feedback as we strive to build a strong and sustainable
third-party channel, so together we can support more customers to achieve their
home ownership goals. What are you waiting for? Become accredited today. Speak
to your head group or visit commbroker.com.au. Things you should know *At time
of printing December 2022










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