About the Business

Our client has spent decades building one of the strongest positions in Australian medical financial services: around 150 people across accounting, tax, financial planning and lending, working almost entirely with doctors, senior professionals and business owners. Consultants stay - several more than ten years, some over twenty.

Sydney is the biggest growth opportunity in the business, and this is the senior appointment to take it.

The Seat

This is a senior role, and it is treated as one. You carry your own book, and ideas go straight to the CEO or the Sydney director rather than through three layers. You also sit inside a referral ecosystem most brokers never get access to: in-house accountants, tax specialists and financial planners who already own the client relationship and will introduce you.

Approximately $20M of warm medico clients will be handed to you to settle - premium, already trusting the firm, at an average loan size around $1.6M. Alongside that, you build your own book from your own network.

The Incentives

This is where the role rewards a genuine hunter. Once you pass the revenue target, you earn 25% of upfronts on everything you self-generate. Trail on self-sourced business then climbs with volume, from 20% through to 40%. It is uncapped,



and it is paid on what you bring in rather than what you are handed.

What You Bring

- A background in mortgage broking, residential lending or private banking - all three are genuinely open, and commercial lending experience is a strength here rather than a mismatch.
- An established referral network and a track record of writing your own business.
- Real understanding of medical sector lending, including LMI waivers and high-LVR exceptions for doctors, and confidence with the self-employed and trust structures that come with it: family trusts, service entities and corporate structures.
- And the professionalism to hold the room with time-poor medical clients and executives.

What Sits Behind You

- An eleven-solid onshore and offshore credit and processing team handling documents, credit checks and submissions
- Employee share ownership (ESOP) eligibility after two years, with a pathway beyond it
- Two wellbeing days a year, additional leave between Christmas and New Year
- Hybrid set-up: three days in the Sydney CBD office with two from home.

Apply now, or contact Roland (******@platinumpeoplegroup.com.au) or Christelle (**********@platinumpeoplegroup.com.au) for a confidential discussion.

📌 Senior Mortgage Broker / Private Banker | Medico Lending | Sydney
🏢 Platinum People Group
📍 Sydney