Our organisation is different to traditional training organisations.
RTO’s normally have multiple courses on their scope. We however, specialise in Financial Services. This means the qualifications we offer are specifically related to the Finance Industry.
Yes, We are authorised by ASQA to deliver and assess courses across Australia
Since 2008, we have been authorised to deliver these courses.
Bev and I have been in this industry since 1993.
Our courses have been designed with adult learners in mind. We know no-one likes exams and long lengthy assignments. Our streamlined approach allows us to remove these from the requirements. You will however, need to be competent, (we will get you there)
By design our courses are fast and our delivery of your certificate is also fast. Most certificates are delivered in less than one week.
CERT IV in Finance and Mortgage Broking is the industry entry requirement. We work with mentors and aggregators so that any student who comes to us has the best opportunity for success. It is designed for intending brokers.
CERT IV is the legal requirement for entry into this industry. Some aggregators, lenders and associations require the CERT IV to be upgraded to the Diploma. This can be done in conjunction with the CERT IV or at a later date.
Spend some time asking around. Aggregators and licensee’s vary considerably. It is best to work with someone who you like and better to work that out at the beginning. A good mentor program and support is invaluable.
Whilst we are a training organisation, we also offer compliance audits, licensing assistance, process and procedure documents and industry knowledge.
100% so far.
We are based in Perth and therefore, quite often there is a significant time difference. We provide all time-frames in Perth time so you can adjust the time to where ever you are situated in Australia. (as we have clients all over Australia and we don’t know where you might be enquiring from. Keep in mind that Perth time is somewhere between 2 and 3 hours behind other states. If you are not sure of the time difference, you can always google for this information.
We allow one change to date without charge. If you need to change the date, you will be required to put that in writing to us. If you don’t show up for a class, without notification, you will be deemed as not competent and will fail the class. You will not be eligible for any refund or re-sit if this happens.
When you pay online you haven’t booked your class. Once the payment has been made, we receive notification from the online platform. This sometimes takes a while for us to be notified. You can email and let us know you have completed the form if you like, but we will be notified, so it isn’t necessary. You don’t need to phone us, as we will be emailing you within a short period of time. Once we receive that notification, we will send you a confirmation and details of the next steps. You will be provided a date, the tasks that are to be completed and an enrolment and privacy form. These forms need to be completed in full before you are booked into the class.
A USI is a unique student identifier number. As a government requirement for all VET classes, you must provide this on your enrolment form. (at the time of enrolment). It is a simple process. The number is emailed to you at the time of the application. Please do not send it to us as a separate item. It should be on the enrolment form.
We have until the end of each year to upload all student records. In most cases, our records will not show on the register until March the following year.
We provide the certificates to you in electronic format. This is a deliberate process on our behalf. You will be asked for this document many times throughout your time as a broker. It is easier for you if you have it stored electronically. However, you should ensure it is stored in your own filing system as once your email address changes, your access to the certificate could be erased. We can re-issue the certificate, however an administration fee will be incurred as it takes three people from our office for this process to be completed. By storing this correctly, you shouldn’t ever need to ask for a re-issue.
The tasks are mandatory. We send them to you prior to your enrolment so you are fully informed of the course requirements. They are sent to every enquiry, you just need to read the email and follow the steps. All tasks must be able to be completed. We don’t have alternative tasks if one or all of them can’t be completed by you. If you can’t complete all the tasks, then you won’t receive your certificate until you can. All tasks must be upload at the one time, so you need to save them to a file on your computer and then be uploaded once you have completed all seven. If you upload a blank document in order for the other documents to be accepted, your submission will be marked as unsatisfactory and therefore you haven’t successfully completed the course.
Because we supply the course material prior to your enrolment, we do not give refunds once you have enrolled. It is important that you look at all the tasks and ensure you are able to complete all 7 tasks before you enrol. We also have a comprehensive conversation with you prior to your enrolment and this is covered at the time. If you are unsure as to how to complete the tasks, then you can email us and we will assist you with the requirements.
We have a set price for our courses and we don’t pay referral fees to anyone. The reason for this, is that all our students come to us via a referral from someone. We work with most aggregators, large lenders, big groups, franchise owners and broker groups. These are our source of students. They know our system and refer their new brokers to us knowing they will receive the best training in the industry. They don’t ask for anything in return as the benefit to them is already worth more than a small discount.
