About Us

PLAN Australia (Professional Lenders Association Network of Australia) is one of Australia's largest mortgage aggregation groups, servicing over 1400 mortgage brokers. That's around 50,000 loans settled a year worth $14 Billion on average per year.

PLAN Australia was formed in 1999 and is fully owned by Advantedge Financial Services Holdings Pty Ltd. The Advantedge group is a leading Australian wholesale loan servicer with a total commitment to powering the independence of mortgage managers and brokers. Advantedge’s financial strength enables PLAN Australia to give our members the systems, technology and support to ensure their business thrives.

What do we do?

We provide our mortgage broker members access to a broad range of lenders. We also supply the technology, training and support that enables them to service you in a professional and efficient way, from easily comparing types of loans based on your financial needs to performing electronic lodgement of your loan application.

So why haven't you heard of us before?

We are a mortgage group that directly supports the independently owned businesses that our mortgage broker run, a wholesaler if you like. Our efforts go into helping build our members businesses and their brands. 

Are we different to other groups?

We like to think so. We are very selective as to who comes on board as a member. We make brokers "jump through hoops" as the "P" in PLAN stands for professional. For example, they must hold a Certificate IV in Financial Services (Finance/Mortgage Broking) and have a minimum of 2 years in mortgage broking.

We have a strong team of Business Development Managers (BDMs) who are dedicated and provide hands-on support to our members nationally, helping hem grow their business further. We have a strong believe that our member’s success is our success.

What support do we provide?

At PLAN Australia, regardless of whether a broker chooses to be a Credit Representative or an Australian Licence Holder, we have the strength, resources and infrastructure to support them with their compliance needs and help them meet their responsible lending obligations.  We also run a business development program, which encompases online and face-to-face training to help our mortgage brokers meet their required Continued Professional Development (CPD) hours.

If you're currently a mortgage broker looking to join an aggregator with a big difference, or if you would like to know more about our membership, Request an Appointment and one of our BDMs will contact you shortly.

 

Important: Professional Lenders Association Network of Australia Pty Limited (ABN 99 086 490 833) as trustee for the Plan Australia Unit Trust trading as PLAN Australia . Professional Lenders Association Network of Australia Pty Limited is a Credit Representative of BLSSA Pty Ltd, Credit Representative No. 392535. BLSSA Pty Ltd ABN 69 117 651 760, Australian Credit Licence 391237.
Each is a member of the National Australia Bank Limited Group.