Banker to Broker Program

Mr. Mentor’s Banker to Broker Program is your fast track pathway from Banking to Finance Broking with full support.

Are you a banker ready to make the leap into finance broking?
The Banker to Broker Program is your complete roadmap for a successful transition. Combining our acclaimed Residential Broker Program with 12 months of structured mentoring, this course gives you the confidence, tools, and support to launch your broking business the right way, from day one.

This isn’t just training. It’s your one on one mentorship, and a clear action plan for success.

Who This Program Is For
Designed specifically for bankers who have loan writing experience and are transitioning into mortgage broking, this program provides practical, hands-on guidance to help you hit the ground running.

Residential Broker Program
A practical, step-by-step training covering every essential aspect of broking:
  • Lending fundamentals and broker-specific requirements
  • Compliance essentials
  • Access to an extensive downloadable resource library
  • Weekly 90-minute live tutorials (recorded for ongoing access)
  • Assessments to reinforce your learning
  • MFAA & FBAA approved — CPD hours allocated


12 Months of Mentoring Support 
You’ll be matched with a dedicated mentor who will:
  • Guide you through real client scenarios
  • Help you build your process, pipeline, and business
  • Provide regular feedback and accountability
  • Offer hands-on support via calls, emails, and virtual check-ins
  • Includes:
  • Weekly, fortnightly, or monthly 1:1 mentor sessions
  • Ongoing case file review and deal support
  • Business growth and marketing support


Diploma Pathway
We’ve partnered with an accredited RTO to provide access to: FNS50322 – Diploma of Finance and Mortgage Broking Management.

The Broker Journal
The Broker Journal is a comprehensive, reflective learning resource designed to support your transition from banker to broker. Worth 30 CPD points—enough to fulfil a full year’s professional development requirements—it combines self-paced learning with structured reflection to help you consolidate knowledge, track progress, and apply insights directly to your business.
Format
Structured Training
plus
Mentoring
plus
Diploma of Finance and Mortgage Broking FNS50322
plus
The Broker Journal
Start date

Tuesday

18th Nov 2025

Personalised Mentoring for 12 months

Residential Broker Program

15 week Residential Broker Program

90 minute live tutorials

12pm AEDT

Residential Broker Program Resources

Tutorial recordings.

Student guide.

Tools and resources.

Assessments.

Price

$9,990 inc GST

Benefits of the program

  • Comprehensive student guides for each lesson.
  • Interactive live tutorials delivered online, recorded for self-paced learning and revision.
  • Designed to deliver practical and measurable outcomes.
  • Access to an extensive downloadable resource library.
  • MFAA & FBAA approved. CPD hours allocated.
  • Ongoing Continual Professional Development webinars.

Course activities and resources

Melissa Robinson

Leading with Passion and Expertise:
Melissa Robinson, General Manager at Mr. Mentor, brings not only strong leadership and operational acumen to her role, but also a deep passion for the lending industry.
Focusing on residential and loan processing sectors, her enthusiasm fuels the continuous development of our program content.
This ensures Mr. Mentor remains a market leader in delivering comprehensive and practical skill-building for the next generation of mortgage brokers.

Dale Wilkinson

Become a Home Loan Hero: Learn from Dale Wilkinson
Want to empower others to achieve homeownership? Join Dale and learn the secrets of mortgage broking! Dale will guide you through interviewing, researching, and loan approval processes, so you can become a trusted advisor for first-time buyers and seasoned homeowners alike.
Dale is a master in the art of exceptional customer service, navigating the complexities of the mortgage industry, and providing the confidence to provide the home loan journey for your clients. Let's turn your passion for finance into a rewarding career!

Michele Mansfield

From Solo Broker to Success: My 21 Years of Mortgage Wisdom - Your Gain.

My fascination with finance began while working with Esanda Finance in Hobart. That sparked a passion that propelled me to a Commerce degree, CPA membership, and various roles in taxation and financial control. 

What will you learn? Building a strong foundation through robust processes is key. It frees you to focus on client and referral relationships, the heart of success in today's crowded market.

My experience – both triumphs and setbacks – will equip you with practical strategies to navigate your own path.

Luke Harris

Luke has an extensive international career throughout the Asia Pacific region, having worked in New Zealand, China and Hong Kong SAR.
He brings experience spaning from small family run businesses to large multinational corporations.
Luke moved into banking and finance working for Westpac as a Bank Manager for their Head Office branch in Melbourne and also a Relationship Director of Premier Banking.
Luke's high level of client service was recognised by Westpac in 2019 when he was awarded the National Service Champion of the Year.
Luke is passionate about the community and has mentored social start-up businesses,
Luke's extensive commercial experience is coupled with his passion for adding value to and contributing to the growth of his clients.

Ebony Maxwell

Finance Enthusiast | Driven Achiever
Fueled by a passion for finance since the age of 18, Ebony has thrived in a diverse range of industry roles.
Constantly setting ambitious goals and leveraging them to find daily motivation that pushes her to exceed expectations.
Throughout her career, Ebony considers she has been fortunate to connect with phenomenal mentors who've guided her and contributed to many fulfilling career achievements.

Zarko Jokic

Working with people across our industry to find their strengths and challenge their weaknesses, Zarko aims to drive better results through focus and process improvement.
Zarko work with aggregators, lenders, business owners and consumers all share the same common goal; position finance brokers as the professionals of choice in the mortgage and finance industry.
The most rewarding aspect of his work is seeing a business owner progress from a zero start to a profitable and consistent business.