SFG is seeking a qualified and motivated Finance Broker to join its Melbourne team on a full-time, permanent basis. Reporting directly to the Director, the successful candidate will manage client relationships, structure lending solutions, and provide tailored finance advice aligned with client objectives.The role involves working closely with lenders, business development managers (BDMs), and clients to deliver compliant and competitive lending outcomes. <h3>Benefits</h3><ul><li>Competitive salary package + superannuation</li><li>Established client base and referral network</li><li>Dedicated operations team handling administrative and lodgement tasks</li><li>Professional growth opportunities within a boutique advisory firm</li><li>Supportive leadership and structured systems</li></ul> <h3>Task & responsibilities</h3><ul><li>Conduct detailed client fact-find interviews to assess financial position, borrowing capacity, and lending objectives</li><li>Analyse client financial information and recommend appropriate loan structures and lending products</li><li>Liaise with lenders, BDMs, and financial institutions to negotiate competitive rates and terms</li><li>Ensure lending solutions are in the best interests of the client and comply with responsible lending obligations</li><li>Manage client relationships from enquiry through to settlement</li><li>Review and optimise lending structures for existing clients to ensure competitive rates and effective structuring</li><li>Support referral clients while independently managing own client portfolio</li><li>Maintain accurate client records and ensure compliance with regulatory requirements</li><li>Work collaboratively with the internal operations team that manages loan submissions and settlement processes</li></ul> <h3>Qualification & experience</h3><ul><li>Certificate IV in Finance and Mortgage Broking (minimum requirement)</li><li>Diploma of Finance and Mortgage Broking Management (preferred)</li><li>Membership or eligibility for membership with MFAA or FBAA is desirable</li><li>Minimum 1 year experience in a similar mortgage broking, finance broking, or credit advisory role within a brokerage or banking environment</li><li>Strong understanding of Australian lending regulations and responsible lending obligations</li><li>Experience liaising with lenders and managing loan applications</li><li>Excellent verbal and written communication skills</li><li>Strong analytical and organisational abilities</li><li>High attention to detail and the ability to manage multiple client files</li><li>Ability to work independently while contributing to a team environment</li></ul>

Banking & Financial Services

Annual

If you want to help people achieve their financial goals, we’d love to hear from you!

Account Manager (Mortgage & Lending)

Full time

Claims Hero is seeking an experienced and commercially driven Business Development Manager to support the company’s continued growth and expansion.The Business Development Manager is responsible for driving revenue growth, expanding market presence, and increasing demand for Claims Hero’s services through the development of strategic partnerships, referral channels, and business opportunities.The role focuses on identifying new markets, developing sales strategies, negotiating commercial agreements, and building long-term relationships that increase customer acquisition, repeat referrals, and service utilisation. <h3>Benefits</h3>Flexible&nbsp;Working at&nbsp;Claims HeroClaims Hero supports flexible working arrangements that allow employees to balance productivity with personal commitments.This role offers a flexible working arrangement and can be performed remotely. Periodic travel may be required for meetings, training, or partner engagements, including occasional attendance at the Brisbane office, as business needs arise. <h3>Task & responsibilities</h3>Key Responsibilities1. &nbsp;Sales, Marketing and Growth Strategy<ul><li>Develop and implement business development strategies to increase revenue, market share, and customer acquisition.</li><li>Identify and pursue new growth opportunities and referral channels.</li><li>Set, monitor, and achieve growth and revenue targets.</li><li>Analyse market trends and competitor activity.</li></ul>2. &nbsp;Strategic Partnerships and Referral Growth<ul><li>Build and manage commercial partnerships.</li><li>Negotiate referral and partnership agreements.</li><li>Drive repeat referrals and long-term utilisation.</li></ul>3. &nbsp;Promotion of Service and Market Expansion<ul><li>Promote Claims Hero’s services through partner networks.&nbsp;</li><li>Educate partners on service offerings.</li><li>Support partner-focused promotional initiatives.</li></ul>4. &nbsp;Relationship Management and Commercial Performance<ul><li>Manage ongoing commercial relationships.</li><li>Monitor partner performance.</li><li>Collaborate with internal teams.</li></ul>5. &nbsp;Industry Engagement and Representation<ul><li>Represent Claims Hero in industry forums.</li><li>Build professional networks.</li><li>Strengthen market positioning.</li></ul>6. &nbsp;Team Leadership &amp; Cross-Functional Collaboration<ul><li>Act as a leader within the broader Claims Hero team from day one, driving partnership development, supplier management, and growth initiatives, while influencing and collaborating with cross-functional teams to align efforts and achieve business goals.</li><li>Collaborate closely with all teams at Claims Hero to ensure seamless integration of partnership strategies across the business.</li><li>Develop and build strategy to build out the team and capabilities over time, hiring and developing high-performing individuals as the function scales.</li></ul> <h3>Qualification & experience</h3>Background and Experience<ul style="list-style-type:disc;"><li>Proven experience in senior sales, marketing, business development, or partnership roles</li><li>Demonstrated success driving revenue growth, market expansion, and customer acquisition</li><li>Experience developing and managing strategic partnerships that generate ongoing referrals</li><li>Strong understanding of sales pipelines, conversion metrics, and performance reporting</li><li>Experience working in a growth-focused or fast-paced organisation</li></ul>Skills and Attributes<ul style="list-style-type:disc;"><li>Exceptional relationship-building, negotiation, and stakeholder engagement skills</li><li>Strategic thinker with the ability to translate strategy into measurable outcomes</li><li>Self-motivated, adaptable, and comfortable operating in a high-growth environment</li><li>Strong leadership presence with the ability to influence at executive and operational levels</li><li>Results-driven with a long-term, sustainable approach to growth</li><li>Passionate about customer advocacy and delivering meaningful outcomes</li></ul>

We are looking for a commercially driven Business Development Manager to play a key role in expanding our services across new markets.

Business Development Manager

Business Functions Include:<ul style="list-style-type:circle;"><li>Corporate advisory and transactional services including mergers, acquisitions and divestments, capital raisings and management, business strategy and restructuring, financing, investment strategies and bespoke transactions.</li><li>Research undertaking in-depth company analysis on ASX and other globally listed companies and the provision of research, on those companies across all sectors, including detailed financial analysis and modelling, company specific, sector and broader macro-observations and recommendations.&nbsp;</li><li>Fixed Income advisory and transactional services including arranging, structuring, placing and secondary market price making in debt securities and risk management products and services for asset and liability managers to help manage current, future and potential exposures across interest rates, credit, inflation and currencies.</li><li>Cash equities, broking and facilitation as an ASX and Chi-X market participant, providing financial product advice and executing the buying and selling of securities and related financial instruments.&nbsp;</li><li>Clearing and Settlement clearing and settlement services as a general participant of the ASX, as well as holding certain financial products on trust / as nominee on behalf of clients.</li><li>Prime Finance: provision of financing and liquidity to clients and market participants using synthetics (both single stock and portfolio); stock borrowing and lending and prime broking services.&nbsp;</li><li>Derivatives trading (such as exchange traded and over the counter options and swaps), both on and off market, as well as tailoring and executing risk management strategies for clients.</li></ul>The Client KYC team is responsible for onboarding clients in accordance with local and global regulatory requirements. This role will entail working directly with our clients, Business, various infrastructure teams including Anti-Financial Crime function. Key focus for the Client KYC team is to ensure the client journey, from inception of the relationship, is safe, streamlined and efficient.<ul style="list-style-type:disc;"><li>Key areas include Onboarding new clients in line with the Australia/ADGM/HK KYC policies, reviewing existing clients throughout the entire client journey, Periodic Reviews, Event triggers and Offboarding.</li><li>Interacting with Clients and the Business to obtain KYC and regulatory information/documentation.</li><li>Work within a strong controls environment that manages and minimizes inherent operational risk, whilst providing excellent client service.</li><li>Ensure compliance with relevant laws and regulatory requirements.</li><li>Manage relevant external stakeholders including service providers and vendors as required.</li><li>Involvement in ad-hoc projects for new processes or industry initiatives.</li><li>Engage in cross-training and ensuring all team members are educated on new processes, industry initiatives.</li></ul>Domain &amp; Technical Skills<ul style="list-style-type:disc;"><li>Minimum 3 years KYC / AML experience within financial services industry – at least 2 years Institutional Client Onboarding experience.</li><li>Experience working in a Client Facing background and proven experience in delivering from an operational perspective.</li><li>Knowledge of local KYC (AUSTRAC) / AML jurisdictional requirements mandatory</li><li>Knowledge of other global jurisdictional KYC / AML advantageous</li><li>Corporate Finance / Advisory KYC Onboarding experience – highly desirable</li><li>Operations experience supporting Sales and Trading – equities, fixed income and advisory</li><li>Understanding of financial services regulatory environment and experience in operational delivery</li><li>Ability to work under pressure and adhere to strict market timelines</li><li>Ability to work and partner with Business and peer infrastructure groups&nbsp;</li><li>Able to identify risks inherent in the operational aspects of the Business and provide solutions</li><li>Experience with Fenergo, IHS Markit, World-Check One, BvD advantageous</li></ul>Interpersonal Skills<ul style="list-style-type:disc;"><li>Superior verbal and written communication skills</li><li>Self-starter, highly organized, able to work independently and take ownership</li><li>Highly flexible and adaptable to change</li><li>Proven ability to meet deadlines, multitask and work under pressure</li><li>Attention to detail with uncompromising focus on output quality</li><li>Able to work with all levels and stakeholders to influence and deliver outcomes</li></ul>

This role will entail working directly with our clients, Business, various infrastructure teams including Anti-Financial Crime function.

Client KYC Analyst

As a Mortgage Broker, you’ll play a pivotal role in delivering exceptional customer outcomes while driving business growth. You will nurture strategic referral partnerships, identify lending opportunities, and manage the end-to-end process of securing competitive home loan solutions tailored to each client’s needs. <h3>Benefits</h3>Salary range: $100,000 - $120,000 per Annum + Superannuation. <h3>Task & responsibilities</h3><ul><li>Identify and engage new referral partners, including brokers, real estate professionals, accountants, and financial planners, to develop a steady pipeline of quality home loan opportunities.</li><li>Conduct discovery discussions with partners and prospective clients to understand financing needs, explain the Felix Finance value proposition, and recommend appropriate mortgage solutions.</li><li>Research and position mortgage products—including home loans, refinancing options, and government-backed programs—aligned to client goals and comparative offerings in the market.&nbsp;</li><li>Support the sales pipeline by qualifying partner-referred leads, preparing applications for submission, and ensuring seamless handover between the technical sales and operational stages.&nbsp;</li><li>Maintain in-depth technical knowledge of loan products, eligibility criteria, credit policies, and lender guidelines to ensure accurate recommendations and compliance with responsible lending obligations.&nbsp;</li><li>Liaise with lenders, solicitors, valuers, and clients throughout the loan process to achieve timely settlements and high client satisfaction.</li><li>Monitor partner and market trends, competitor activity, and evolving customer needs to refine sales strategies and product positioning.&nbsp;</li><li>Achieve activity, conversion, and retention targets through proactive business development and superior client service.&nbsp;</li><li>Maintain accurate digital records, sales reports, and compliance documentation in alignment with ASIC and NCCP Act requirements.&nbsp;</li><li>Contribute to the continuous improvement of Felix Finance’s service offerings through collaboration, feedback, and innovation.</li></ul> <h3>Qualification & experience</h3><ul><li>Cert IV in Mortgage Broking or higher relevant qualification.&nbsp;</li><li>Minimum of 1 year relevant experience within mortgage broking, credit advisory, or financial services.&nbsp;</li><li>Proven ability to develop and maintain professional referral networks.&nbsp;</li><li>Strong interpersonal, communication, and negotiation skills.&nbsp;</li><li>Proficiency with CRM systems, loan origination software, and Microsoft Office suite.&nbsp;</li><li>Understanding of Australian credit legislation, lender policies, and responsible lending practices.</li></ul>

Do you have at least one year of relevant experience in mortgage broking, credit advisory, or financial services?

Become a Mortgage Broker with us, guiding clients to the right loan solutions, growing their wealth through property, and turning their homeownership.

Mortgage Broker

This role is suited to an individual who is deeply aligned with the core principles of Bitcoin and digital assets, with a strong interest in macroeconomics, financial markets, and the evolution of money. The successful candidate will be committed to building a long-term career in digital asset investment services and will bring a thoughtful, disciplined approach grounded in substance rather than speculation. <h3>Benefits</h3> <h3>Task & responsibilities</h3><ul><li style="text-align:justify;">Develop and sustain trusted relationships with VIP and high-value clients, ensuring timely resolution of requests and accurate execution of trade instructions.&nbsp;</li><li>Conduct deep investment-related discussions with clients, advising on strategies, market developments, and execution.&nbsp;</li><li>Develop tailored investment proposals and negotiate transaction terms with clients and counterparties.</li><li style="text-align:justify;">Lead and manage a team comprising associate and client services professionals.&nbsp;</li><li style="text-align:justify;">Coach, mentor, and support the team to achieve revenue goals, key performance indicators (KPIs), and wider strategic objectives.&nbsp;</li><li style="text-align:justify;">Work closely with development, trading, and compliance teams to deliver consistently positive, compliant, and exceptional client experience.&nbsp;</li><li style="text-align:justify;">Drive continuous improvement initiatives within the team and contribute to organisational-wide enhancements.&nbsp;</li><li style="text-align:justify;">Represent Stormrake in internal forums and external engagements, both within Australia and internationally as required.&nbsp;</li><li style="text-align:justify;">Identify, onboard, and grow new and existing client relationships, while supporting marketing initiatives to promote Stormrake’s services.&nbsp;</li><li style="text-align:justify;">Ensure accurate record-keeping of transactions, prepare performance and management reports, and maintain full alignment with Stormrake’s client portal to enable transparent account management.</li></ul> <h3>Qualification & experience</h3><ul><li style="text-align:justify;">A strong philosophical alignment with Bitcoin principles, rooted in proof-of-work and substance over speculation&nbsp;</li><li style="text-align:justify;">Demonstrated interest in macroeconomics, financial markets, and the history of money&nbsp;</li><li style="text-align:justify;">A genuine commitment to building a long-term career in digital asset investment services&nbsp;</li><li style="text-align:justify;">Proven ability to manage high-touch client relationships with professionalism, discretion, and accuracy&nbsp;</li><li style="text-align:justify;">Prior experience in finance, trading, or investment roles</li><li style="text-align:justify;">A relentless work ethic, intellectual curiosity, and strong personal ambition</li></ul>&nbsp;

If you are serious about building your future in Bitcoin and alternative asset markets, we want to hear from you.

Senior Broker

We are looking for Financial/Portfolio Analysts with a finance/accounting background who can assist us in analysing financial data, monitoring financial/investment performance, and ensuring reporting complies with organisational and regulatory requirements. The role also requires close collaboration with stakeholders across the Investment, Risk, Finance, Capital and Operations teams to support financial planning, budgeting, forecasting and risk management activities across the organisation.Key duties for the position:<ul><li>Building, maintaining and enhancing financial models used for portfolio analysis and performance measurement.</li><li>Updating historical financial results and forecasts in financial models using inputs from the Finance and Investment Teams.</li><li>Analysing financial information to prepare performance and returns forecasts, liquidity forecasts, credit facility requirements and distribution analysis for internal and external stakeholders.</li><li>Preparation of financial and management reports for funds, reflecting returns, portfolio composition, capital position and investment criteria.</li><li>Preparation of Fund Performance Meeting materials, including analysis of capital under management and financial updates for each portfolio.</li><li>Drafting financial statistics and reports for board meetings and internal reporting purposes.</li><li>Supporting financial analysis and coordination of information for capital raising, investor questionnaires and business development initiatives.</li><li>Ongoing financial analysis of funds, including fund profitability, financial performance, portfolio leverage and composition.</li><li>Preparation of financial analysis and recommendation papers relating to investment allocation.</li><li>Liaising with external fund administrators to process capital calls and distribution payments.&nbsp;</li></ul>Skill required:<ul style="list-style-type:disc;"><li>Minimum 2 years’ experience in financial/investment/accounting analysis.&nbsp;</li><li>Tertiary qualification in accounting, finance, economics, or another numerical discipline.&nbsp;</li><li>CFA, CA, CPA qualification advantageous.&nbsp;</li><li>Competent user of Excel is essential.&nbsp;</li><li>Accounting, funds management, banking or performance analyst experience preferred.&nbsp;</li><li>Exceptional verbal and written communication skills.</li><li>Able to proactively build and maintain relationships with internal and external stakeholders.</li></ul>Apply now or reach out for a confidential discussion with Shyly Pillay, Talent Management Lead at&nbsp;<a href="mailto:shyly.pillay@qualitas.com.au">shyly.pillay@qualitas.com.au</a>&nbsp;&nbsp;

The primary responsibilities of the role include performing financial analysis and financial modelling to support business and investment decisions.

Financial/Portfolio Analyst

Main Job Functions/Responsibilities:Responsible for the support and management of our existing investor manager and customer base through the review, implementation and management of the legal contracts between the Fund and the Investor, includes:<ul style="list-style-type:disc;"><li style="text-align:justify;">Performing the administration of and any services pursuant to administration agreements in respect of a portfolio of hedge, private equity and real estate funds.</li><li style="text-align:justify;">Maintaining shareholders registers and acting as transfer agent.</li><li style="text-align:justify;">Processing and confirming subscriptions, redemptions and transfers;</li><li style="text-align:justify;">Communicating with investors and investment managers.</li><li style="text-align:justify;">Processing payments and other transactions.</li><li style="text-align:justify;">Performing all of the investor related services of the Company’s investment fund clients;</li><li style="text-align:justify;">Meeting expectations of fund participants, adhering to deadlines, ensuring the rules and representations of the fund are adhered to;</li><li style="text-align:justify;">Daily maintenance of all data and records for the Investor Relations Group which entails, managing the filing system by ensuring transaction and investor records are filed and maintained efficiently and comprehensively.</li><li style="text-align:justify;">Updating Investor records on our transfer agency system, and periodically performing database updates and management.&nbsp;</li><li style="text-align:justify;">Assisting auditors and other fund participants and advisers</li><li>Maintaining shareholders registers and acting as transfer agent; reviewing transfer documentation and processing of a variety of documents and agreements, including any necessary notarization and legalization of such documents, negotiating amendments to timeframes.</li></ul>

Your role will encompass servicing investment managers and their investors on a daily basis.

Investor Relations Administrator

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