Headquarters:
ANZ Centre Melbourne, 833 Collins St, Docklands, VIC 3008, Australia
Year founded:
1951
Number of employees:
More than 40,000
Phone:
+61 3 9273 5555
Email:
au.linkedin.com/company/anz
Website:
anz.com
LinkedIn:
au.linkedin.com/company/anz
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Son Pham
Managing Director
Nathan Nguyen
Broker
Alex Gomes
Broker
Leadership
With a robust background in wealth management, Son Pham has been a cornerstone at Rethink Financing as a mortgage broker for the past seven years. He brings a wealth of experience from major institutions, including Commonwealth Bank and AMP, and has spent over a decade in private practice as a financial planner. His transition into lending was a natural progression, leveraging his comprehensive understanding of clients’ entire financial positions, including their liabilities.
Pham’s dual expertise in financial planning and mortgage brokering equips him with tremendous knowledge of strategies and structures, allowing him to offer well-rounded financial solutions. He and his team prefer the term “leverage” over “debt,” highlighting a positive approach to financial growth.
Over the past seven years, Pham has focused extensively on educating clients about the benefits of positively geared properties through commercial property investments. His dedication to this niche has led him to focus solely on lending, leaving financial planning behind. Under his leadership, Rethink Financing has grown to include over 10 brokers and a team of support staff, with plans for further expansion.
Pham considers commercial lending a unique and specialised sector, and his team’s deep knowledge continues to drive their success and client satisfaction. Outside of work, Pham enjoys spending time with his family, gaming and motorsports.
Managing Director
Son Pham
Nathan Nguyen has been a dynamic presence in the wealth management and financial services industry since 2006. Beginning his career as a business development professional with one of Australia’s leading banks, he quickly distinguished himself by partnering with some of the country’s top financial advisory firms. His role involved assisting these firms in building and preserving their clients’ wealth, gaining him invaluable exposure to a diverse array of industries and ideas.
Nguyen’s extensive experience includes a profound understanding of all things lending, including residential and commercial. His knowledge in these areas ensured that clients seeking commercial finance solutions received expert advice tailored to their unique personal and/or business needs.
With nearly two decades of experience, Nguyen has developed an exceptional grasp of the intricate mechanics of finance. He knows what works and, just as importantly, what doesn’t, allowing his clients to benefit from his deep knowledge and fast-track their own financial improvement.
As a senior broker, Nguyen brings a wealth of expertise and a strategic approach, ensuring his clients receive unparalleled guidance and support on their journeys to financial abundance.
Broker
Nathan Nguyen
Alex Gomes, a rising star, has brought his bright energy and expertise to the Rethink Financing team for the past year. Despite his relatively short tenure with the company, he has already proven himself to be a formidable force. With prior experience as a seasoned credit analyst, he brings a wealth of expertise to the table, enhancing the team’s capabilities significantly.
Driven by ambition and dedication, Gomes consistently strives for excellence in all his endeavours. His fresh perspective and innovative ideas breathe new life into projects, propelling the company towards greater success. Gomes’s passion for learning and growth fuels his journey towards becoming a top performer in the industry. With each day, he demonstrates an unwavering commitment to his craft, eager to surpass expectations and make a lasting impact. As he continues to ascend in his career, one can anticipate even greater achievements and contributions from this exceptional talent.
Broker
Alex Gomes
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
Leadership
Abhishek Shahi
Broker
With a fervent passion for innovative financial solutions, Abhishek Shahi emerges as a seasoned lending specialist known for delivering exceptional customer service. With a background rooted in non-bank lending and now flourishing as a broker, he brings extensive expertise in crafting intricate loan structures to cater to diverse client needs.
Infusing each interaction with youthful enthusiasm, Shahi fosters strong client relationships built on the pillars of trust and transparency. Thriving amid the complexities of the lending landscape, he consistently exceeds expectations, ensuring optimal outcomes for clients.
Dedicated to excellence and committed to personalised service, Shahi emerges as a trusted partner in helping clients achieve their financial goals.
Broker
Abhishek Shahi
Andrew Tan
Broker
A highly regarded commercial finance specialist at Rethink Financing, Andrew Tan empowers clients to achieve their financial goals. Awarded the 2023 Elite Broker Rising Star Award by Outsource Financial and the 2023 Elite Broker Award by CBA, he brings over 12 years of corporate experience honed at KPMG and finance leadership roles held across ASX 50 companies. Leveraging his extensive corporate experience and chartered accountant background, he develops unique strategies that unlock the full potential of each client’s property portfolio, exceeding traditional financing limitations. Tan’s unwavering commitment to exceeding client expectations fosters collaborative partnerships, solidifying his position as a trusted adviser and a valuable asset for achieving long-term success.
Broker
Andrew Tan
ANZ is one of the top 10 largest listed companies in Australia by market capitalisation, one of four major banks in the country by total assets and the largest bank in New Zealand by total assets. As of 30 September 2023, ANZ had a market capitalisation of A$77.1 billion and total assets of A$1.1 trillion.
The company operates in 29 markets across Australia, New Zealand, Asia-Pacific, Europe, America and the Middle East.
Since 1835, ANZ has been building a better bank, increasingly enabling customers to thrive. More than ever, it continues to deliver on its purpose of creating even greater opportunities through:
• propositions the customers love that make it easier to develop and grow in a sustainable way
• platforms that are flexible and resilient and leverage the kind of innovative technology that really makes a difference in customers’ lives
• partnerships that unlock new value with a great foundation and network to help customers prosper
• people who are great at what they do and care about the customers and the value they create
By giving individuals and businesses alike the tools to grow, ANZ helps them achieve a whole new level of financial wellbeing.
ANZ believes that a strong relationship with brokers is an essential part of doing business. Its priority is to continue working better together with its brokers to help Australians achieve their home loan goals, whether they are buying, upgrading or refinancing a home. Now is a great time to consider ANZ.
Dean Nguyen
Broker
Meg Saraswat
Broker
Moushumi Kumar
Broker
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Dean Nguyen, a trusted finance expert, is poised to guide clients through their financial journey. His approach transcends merely addressing current objectives and requirements; he meticulously incorporates future plans and potential opportunities into the equation.
Nguyen firmly believes that the ultimate goal isn’t just securing a favourable rate but rather optimising financial strategy by selecting the most suitable products and structures. This distinction can yield substantial profits or savings amounting to millions over the span of a 30-year loan term.
With a wealth of experience garnered from his tenure in financial planning, Nguyen also possesses expertise in trusts, SMSFs and SPVs. Beyond the confines of his professional life, you’ll find him cheering passionately at soccer games or embarking on adventures to FIFA or Euro Football tournaments. Recently, he has also embraced his enthusiasm for Python programming.
Broker
Dean Nguyen
Meg Saraswat is an accomplished professional with over seven years of expertise in the banking and financial sector. Her journey began at Genpact (GE Money), where she kicked off her career while concurrently pursuing her accounting and finance degree. Throughout this time, she discovered her passion for mortgage brokering.
Setting Saraswat apart from her peers is her genuine dedication to her clients’ financial prosperity. She takes great pride in guiding them towards financial freedom through strategic investments and bespoke mortgage solutions. Equipped with a master’s degree in accounting, her extensive knowledge further enhances her ability to provide exceptional service to her clients.
From assisting first-time homebuyers to aiding in portfolio expansion, negotiating favourable terms for reduced interest rates and fees, or unlocking equity for future wealth creation, Saraswat is steadfast in meeting all her clients’ mortgage needs. Her professional satisfaction lies in closing deals that demand intricate negotiations and meticulous attention to detail. Her methodical approach ensures a seamless and efficient process, delivering a superior experience to her clients every step of the way.
Broker
Meg Saraswat
Moushumi Kumar stands out as a leading commercial broker at Rethink Financing, recognised with the Elite Broker Award Rising Star by outsource Financial in 2023. With an extensive background exceeding 15 years in commercial banking, including being named the country’s top business banker in her tenure, she brings unparalleled expertise to her role. Her tenure at NAB as a credit consultant saw her entrusted with a delegated lending authority of $30 million, reflecting her exceptional acumen in assessing credit and facilitating substantial lending transactions. Her specialisation in commercial lending and her status as an SMSF lending expert further solidify her reputation as a go-to adviser in the field. Within Rethink Financing, Kumar is valued as an integral team member, contributing her vast knowledge and strategic insights to drive the company’s success and elevate client satisfaction to new heights.
Broker
Moushumi Kumar
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
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Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
“Having four insurance designations, and the wealth of knowledge that comes with it, enables me to better counsel customers regarding the importance of having the appropriate insurance coverage”
Saray Uribe,
CharSan Insurance & Consulting
“A true leader can see potential in different employees, regardless of their position. Listening and recognizing the value of each individual not only inspires them but also makes them grow professionally”
Saray Uribe,
CharSan Insurance & Consulting
employee benefits
regional retail P&C
specialty P&C
underwriting
direct-to-consumer programs
“Alliant has achieved growth in each of these categories via a potent combination of organic growth and strategic acquisitions with plans to continue on this forward trajectory,” explains executive vice president and director, M&A development, Stephen Farr. “Our goal is to achieve strong organic growth, over 10%, augmented by selective and strategic M&A activity.”
Breaking down the specific drivers of growth, Farr adds, “Alliant’s P&C verticals have achieved the highest level of growth in the brokerage space, and the company’s generalist producers have also been a beneficiary by virtue of producing more complex, industry-specific accounts via partnerships with Alliant specialty brokers. Our direct-to-consumer business has been growing at a rapid rate via acquisitions and alignment with other Alliant divisions on cross-selling opportunities.”
The firm enables its team to work effectively with a synergy-creating structure.
Zimmer says, “The Alliant experience is defined by best-in-class teams, service, innovation, and a dynamic and collaborative environment where we work together to achieve powerful, long-term results for our clients and partners. We proactively eliminate walls and silos within our organization, allowing our team members to be both responsive and innovative in their approach to serving clients.”
The firm’s profile was boosted with the launch of Alliant Consumer Group, a dedicated unit housing Alliant’s growing portfolio of consumer-facing operations.
There was also the creation of the Alliant Insurance Foundation in 2023, a charitable, non-profit organization focused on promoting justice and equality by expanding access to opportunities for career growth and advancement for individuals with diverse backgrounds and life experiences.
Alliant also has an active philanthropy program. Across 2023, Alliant professionals collectively raised/contributed:
more than $1 million in funds
over $2.3 million in combined monetary and in-kind donations through an annual World Food Derby initiative
2,320 volunteer hours to numerous deserving organizations, making a significant community impact
Alliant’s progress is set to continue, as underlined by Zimmer, who has confidence in the firm’s people to deliver continued excellence.
“We believe in our business plan, and it has proven successful. We don’t feel the need to change that. Our core business plan will continue to drive the company forward, complemented by new opportunities that may arise in the future.”
Turnaround time – claims
Turnaround time – new business
Overall
