Find the constraint and grow past it
Home, investment and commercial loans
Each page shows how our accounting, bookkeeping, loans and advice fit together for that industry.
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1,000+ clients helpedShehanโs story โ
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 partnerElephant 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
The partners you'd build with
Other 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 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 detailsQuestions 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.
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 Digital