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Partner with Elephant Advisory: three ways to build with us.
Who it's for: Mortgage brokers and specialist service operators who care about client outcomes and want to build something lasting.
Apply to partnerElephant Advisory partners with mortgage brokers and specialist professional service firms who want to grow inside a Melbourne business that already brings accounting, bookkeeping, finance, advisory and digital together. There are three pathways: a partnership for established brokers, a pathway for new brokers, and building a new professional services division.
Three ways to partner
Mortgage broker partnership
For brokers with a book of clients who want Elephant's brand, accounting team and client journey behind them.
See the details New brokersMortgage broker pathway
For newer brokers who want mentoring, a proven client process and credibility while they build a track record.
See the details Specialist operatorsProfessional services division
For legal, insurance, HR and other specialists who want to build a new Elephant division, not just swap referrals.
See the detailsWhat partners get from Elephant
A brand clients already trust
Business owners and property buyers already come to Elephant for accounting, bookkeeping and finance.
Advice context
Work next to accountants and bookkeepers who know the client's numbers, structure and goals.
A client journey that works
Clear handovers, updates and follow-up, so clients aren't left chasing anyone.
Content and digital support
Our digital team produces articles, videos and campaigns that build trust before the first call.
Who we're looking for
- Real expertise and high standards in your field.
- You put long-term client outcomes ahead of quick wins.
- You want to build with a team, not just pass referrals back and forth.
How to start
The partners you'd build with
Shehan WijayasingheFounder & Managing Director
Gavin HepponstallDirector & Head of Finance
Sam DraperDirector & Head of Accounting
Oz KarabadjakDirector of Accounting
Marissa MoroDirector & Head of Bookkeeping
Mia BurgessDirector & Head of DigitalQuestions partners ask
What is the Elephant Advisory partner program?
It's how we work with mortgage brokers and specialist service operators who want to grow with Elephant. Established brokers can partner with us, newer brokers can join a mentoring pathway, and specialists can build a new Elephant division.
Who can partner with Elephant Advisory?
Mortgage brokers, at any stage, and professional service operators such as lawyers, insurance specialists and HR consultants whose service makes sense next to accounting, bookkeeping and finance.
Is this a referral arrangement?
It's more than that. Partners work inside the Elephant client journey and brand, and divisions are built as part of Elephant. The details depend on the pathway and are agreed in writing.
How do I apply?
Fill in the short partnership form. We'll book a call to understand your business and talk through which pathway fits.
Want to build with the herd?
Tell us about your business. We'll come back to you to book a call.
