Broker Spotlight – Brennan Stanwix
This month’s broker spotlight is on Brennan Stanwix from Financial Vision and Services. Brennan has years of experience in the industry and with Vision Aggregation.
How did you become a mortgage broker?
Started in the finance industry in 1981 with General Credits, working in collections with it later becoming AGC. Over the next 13 years or so I worked in various areas such as lending, Branch Manager, BDM, etc.
I remained in the finance industry for 7 years with Connect Credit Unit, working in and establishing the broker unit (now MyState). I then Completed my Dip FP and changed into Financial Planner/Mortgage consultant at the credit union. Whilst in this role I decided to leave and join a small Mortgage broking firm in 2007, continuing to provide financial planning advice and mortgage broking.
I then established my own business in 2010 incorporating Financial Planning and Finance and Mortgage Broking. Currently, we have our own AFSL under Tassie Wealth Pty Ltd and CL under Financial Vision & Services Pty Ltd.
What do you like most about the industry?
It’s forever changing, provides flexibility, challenges, a variety of customers including retail and commercial, PAYE, gives me the ability to be self-employed and have a SMSF
Who is your favourite lender and why?
ING – traditionally they have been the most consistent with policy – you know what to expect – too many providers keep moving the goal post.
What advice would you offer a new broker joining the industry?
Try not to be everything to everybody – we predominately deal with Self Employed clients – Finance- Home Loans – Financial Planning, there’s less clients more touchpoints (corral clients)
How and when did you join Vision?
Joined in 2010 – looking for someone to provide the flexibility needed as mortgage broking was not the main part of our business at the time.
What do you do in your spare time?
Coach Basketball at various levels – too many injuries to still play
What challenges are you facing with the current climate?
Dealing with the gatekeepers and not being able to talk to assessors. The duplication of the processes when all lenders require the same information – but are reluctant to make the process streamlined,
If you won $10M tomorrow, what would you do?
Diversify my investment – live off the income generated and distribute a proportion to family, providing long term income security, whilst maintaining the principle amount – lock some away producing income in perpetuity for our daughter (NDIS)
Describe what you were like in high school in 3 words
Carefree, Creative, Sporty
What is your key for success?
Relaxed attitude and depth of knowledge
What makes you laugh?
Friday lunch beers and Jimmy Carr
To get in touch with Brennan, send him an email at www.financialvisionandservices.com