Norwest, NSW | Full-time | Annual

OTE $500,000 +, with capacity to go well beyond this |

1 WFH day post probationary period

Finance Strategist (Mortgage Broker) Most mortgage brokers spend years trying to build a client base. Ours inherit one.

Our Finance Strategist Team in Numbers

$4 billion - Value of lodgements in FY25

$6 billion - Target lodgements for FY26

$20 million - Average monthly lodgements per Finance Strategist

$63 million - Record individual monthly lodgement achieved by one team member

19 - Finance Strategists currently in the team

10 - Finance Strategists recognised as Australian 5 Star Brokers in 2026

30+ - Average number of new clients allocated to each Finance Strategist every month

2024 - The last time we opened the doors to external applicants for this role

5 - Finance Strategists we are hiring right now

And finally, 0 - The number of clients you will be required to self-generate

This Is Not a Lifestyle Broker Role You will not spend your week chasing referrals, attending networking events or wondering where your next client is coming from. Our clients are already engaged, our pipeline already exists and demand exceeds our current capacity.

Instead, you will focus on what you do best: assessing borrowing capacity, developing lending/ investment strategies and delivering strong client outcomes across owner-occupied home loans, residential investment property loans and construction loans.

The volume is high. The expectations are high. At times, the hours will be big. The pipeline will not leave much room to twiddle your thumbs, and this is not the role for a bare-minimum operator looking to coast.

It is a role for an ambitious,



technically robust broker who enjoys being busy, takes ownership and wants access to the client flow, support and lending volumes that most brokers will ever achieve.

Earnings are uncapped and the chance is significant. For the right person, there is a genuine opportunity to earn more here than in a traditional mortgage broking environment.

About the Role Forget the traditional broking model. At Infinity, finance is part of a broader client journey combining education, coaching, finance and property strategy to help Australians take control of their money, reduce debt and build wealth.

This is not a transactional broking role. Our Finance Strategists are expected to understand the client’s broader financial position and develop strategies that support debt reduction, wealth creation and long- term financial outcomes.

You will work with ready-to-go clients who are serious about changing their financial future. You will help them understand their borrowing position, structure lending around their goals and move confidently from strategy to action across owner-occupied, residential investment and construction lending.

You will be supported by your own dedicated Broker Support and work closely with the Property and Client Success teams, you will deliver a seamless experience from strategy through to approval, settlement and beyond.





You will also represent Infinity at our Masterclass and Real Estate Mastery events. Occasional weekend work is part of the role and gives you the opportunity to connect directly with clients and the wider Infinity team.

Key Responsibilities

Guide allocated clients through the finance journey from strategy to settlement and beyond

Complete borrowing capacity assessments and develop tailored lending strategies

Write lending strategies designed to support debt reduction, wealth creation and clients’ long- term financial goals

Structure owner-occupied home loans, residential investment property loans and construction loans

Manage applications and a high-volume pipeline efficiently, keeping clients informed throughout

Maintain accurate CRM records, documentation, compliant file notes and supporting evidence

Work closely with lenders, BDMs and internal teams to achieve strong client outcomes

Identify risks or delays early and take ownership of resolving them

Identify appropriate opportunities to connect clients with Infinity’s broader services

Attend Masterclass and Real Estate Mastery events as required

Weekend work will be required a minimum of once per month (Saturday and Sunday). This is to attend our Masterclass, which is our primary channel for sourcing clients.

Key Selection Criteria Your application must address the following criteria:

A minimum of three years' experience within the Australian mortgage broking or lending industry.

Diploma of Finance and Mortgage Broking Management, together with current MFAA or FBAA membership, ASIC authorised credit representative status and relevant lende

📌 Finance Strategist (Sydney)
🏢 Infinity Group Finance
📍 Sydney