611133 Finance Broker

Registration or licensing is required.

• Asset Finance Broker
• Commercial Finance Broker
• Mortgage Broker

This occupation has a skill level corresponding to the qualifications and experience below.

Australia

• Skill Level 2: AQF Associate Degree, Advanced Diploma, Diploma, or at least three years of relevant experience

New Zealand

• Skill Level 2: NZQF Diploma, or at least three years of relevant experience

• Brokers complex and commercial leases, equipment finance, commercial finance, project finance, and finance for property developers
• Arranges home loan mortgages, car and personal loans, debtor finance, refinancing, and other types of finance for clients through banks, lenders, financiers, and insurance companies
• Assists with the application process and negotiates with lenders on behalf of clients
• Determines the specific financial requirements of clients, and researches and reviews available finance products for suitability to meet clients' requirements
• Analyses clients' financial status, discusses financial options, and develops financial strategies
• Prepares documents which set out the conditions of finance, repayments, and loan periods