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One of Australia's fastest growing lenders has talked up the mutually beneficial relationship accountants can enjoy with mortgage brokers.
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Pepper calls on accountants and brokers to embrace relationship
29 January 2015
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Pepper Australia director of sales and distribution Mario Rehayem told AccountantsDaily's sister publication, The Adviser, that in his previous life as a broker his number one referrer was an accounting firm.
Mr Rehayem explained that the strength of accounting leads comes down to the customer experience.
“The customer is very trusting of their accountant, much more than they are of their real estate agent,” he said.
Where real estate agents and financial planners were once considered the mainstay of a broker’s referral network, accountants are now proving to be trusted business partners.
Mr Rehayem said that in his eyes, accountants are “huge” sources of leads for brokers and that many are also silent partners in broker businesses.
The convergence or relations between brokers and accountants has become increasingly prevalent in recent years, something Mr Rehayem considers mutually beneficial.
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In October last year, national accounting group Chan & Naylor announced a joint venture with brokerage Origin Finance.
Chan & Naylor Finance now offers broking services to Chan & Naylor clients, although both joint venture partners also continue to trade independently.
Origin director Graeme Salt said the joint venture gives Origin access to new clients and allows Chan & Naylor to consolidate its existing state-based finance businesses.
Chan & Naylor Finance has also revealed plans to offer branded home loans and bespoke investment loans.
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