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For new brokers

A pathway for new mortgage brokers who want a team behind them.

Who it's for: Brokers early in their career, or people moving into broking, who want structure and mentoring.

Apply to partner
In short

Elephant Advisory's broker pathway helps newer mortgage brokers build credibility and skill faster, with mentoring, a proven client process and exposure to accounting, tax and business conversations that shape good lending advice. You grow under a brand clients already trust while building your own track record.

What the pathway helps you build

Credibility

Work under a broader advisory brand while you build your own reputation.

A clear client process

Learn a clean path from enquiry to settlement, so clients always know what happens next.

Advice context

See how tax, business structure, income and property goals change the lending conversation.

Mentoring and standards

Develop inside a team that expects strong communication, documentation and care.

Referral readiness

Become a broker accountants and business owners are comfortable referring to.

Faster growth

Build skills and confidence faster than working it out alone.

Is it a fit?

  • You're new to broking or in your first few years.
  • You want mentoring and structure, not just leads.
  • You care about long-term client outcomes over quick settlements.

How to start

Fill in the short partnership form.
Have a call with us about your business and goals.
If it's a fit, we agree how it works in writing.

The partners you'd build with

Other ways to partner

Questions partners ask

What is the Elephant mortgage broker pathway?

It's a development pathway for newer brokers. You get mentoring, a proven client process and exposure to the accounting and advisory side of the business, under the Elephant brand.

Do I need to be accredited already?

You'll need the qualifications and authorisation required to give credit assistance in Australia. If you're part-way there, tell us where you're at and we'll talk through it.

What will I learn?

How to run a clear client journey from enquiry to settlement, and how tax, structure and business income affect lending, especially for self-employed clients.

How is this different from the broker partnership?

The partnership suits established brokers with their own client book. The pathway is for brokers still building theirs.

How do I apply?

Fill in the partnership form and we'll book a call.

Want to build with the herd?

Tell us about your business. We'll come back to you to book a call.

Apply to partner

Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261. Accounting and tax services are provided by Elephant Tax Pty Ltd (ABN 39 626 563 755), bookkeeping by Elephant Bookkeeping Pty Ltd (ABN 49 682 979 139), digital marketing by Elephant Digital Pty Ltd (ABN 72 692 273 091) and offshore staffing by Elephant Teams Pty Ltd (ABN 24 656 874 789).

Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261. Accounting and tax services are provided by Elephant Tax Pty Ltd (ABN 39 626 563 755), bookkeeping by Elephant Bookkeeping Pty Ltd (ABN 49 682 979 139), digital marketing by Elephant Digital Pty Ltd (ABN 72 692 273 091) and offshore staffing by Elephant Teams Pty Ltd (ABN 24 656 874 789).

Elephant Financial Pty Ltd (ABN 38 611 576 240) trading as Elephant Advisory is an authorised credit representative (ACR 487962) of Yellow Brick Road Aggregation Pty Ltd (formerly Vow Financial Pty Ltd) (ABN 66 138 789 161), Australian Credit Licence 390261. Accounting and tax services are provided by Elephant Tax Pty Ltd (ABN 39 626 563 755), bookkeeping by Elephant Bookkeeping Pty Ltd (ABN 49 682 979 139), digital marketing by Elephant Digital Pty Ltd (ABN 72 692 273 091) and offshore staffing by Elephant Teams Pty Ltd (ABN 24 656 874 789).