Summary
Non-franchise mortgage broking business aligned with an Accounting and Financial Planning firm seeks an experienced Mortgage Broker partner in a high-growth boutique firm.
Potential
Current direct referal agreement in place with an Accounting firm that has multiple offices in Victoria and over 15,000 clients.
Skills
* Mortgage and Finance Broking experience essential (no first-time brokers)
* Entrepreneurial drive and ambition to grow the business
* Current Connective accreditation (or willingness to join)
* Proven track record in loan settlements and business growth
* Ability to build referral partnerships & long-term relationships
* Experience across residential & commercial lending
* Aspirations to build a scalable business
* Ability to collaborate with accountants and advisory teams
* Ability to travel across regional Victoria
Hours
Full time
Lease
Office space and lease will be included
Employees
Business currently has 1 Mortgage Broker and 1 Broker Assistant
Reason for Sale
The business has experienced steady growth since inception, however the finance division has only accessed a small percentage of the broader connected accounting firm client base.
We are seeking an entrepreneurial and growth-driven broker who can recognise the scale of opportunity available & help unlock the next phase of expansion.
This is an opportunity to:
build genuine equity in the business,
shape the future direction of the division, &
leverage an existing client/referral ecosystem
About the Business
More information to come upon application.
The business forms part of an established and fast-growing finance and advisory group located in Melbourne’s south-eastern suburbs, providing integrated financial solutions to individuals, families, investors, and business owners. The group has built a strong reputation for delivering tailored lending strategies, commercial guidance, and relationship-driven support focused on long-term outcomes rather than transactional results.
The finance division specialises in residential, commercial, and asset finance solutions, supporting a broad range of clients including first-home buyers, property investors, self-employed borrowers, business operators, and growing families. Services include home lending, refinancing, investment property finance, commercial lending, business lending, equipment finance, and strategic debt structuring.
With strong foundations already established, the next phase of growth will focus on expanding market presence, enhancing client experience, building scalable systems, and developing a high-performing finance brand recognised for professionalism, trust, and consistent results.
History
Broking business was established in 2019 and has grown stederaly since then with employee brokers
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