Profile
“We have big ambitions for our recruitment program to have an even broader impact on the industry”
Darren Liu,
Loan Street
Daryn Heffernan started in the finance industry in the 1990s, working for ANZ as a senior lender. He had a number of roles in the industry before landing at St. George Bank where he worked as senior lender, lending champion, and finally as team leader of the Broker Mortgage Services unit. Heffernan was then approached by accounting firm The Practice and commenced there in 2009 as finance manager, heading up their finance broking team. He transformed and grew the business over the next five years to a highly successful division, working closely with the firm’s large team of accountants and financial planners. He was also a member of the Wealth Management Investment committee at The Practice.
In 2014, Heffernan teamed up with friend Chantal and started Trusted Finance Solutions. They each currently run their own separate, unique businesses under the same brand. Heffernan enjoys building his team, which includes three brokers and a number of support officers and having them all work in cohesion to obtain great results for clients. He has a wealth of knowledge in finance and thrives on educating and passing on this information to help his clients understand these concepts in greater detail. He has a passion for both property and financial markets and enjoys helping clients achieve their property dreams.
Heffernan holds a Bachelor of Economics degree from La Trobe University. He is a qualified Credit Adviser and also holds a Post-Graduate Diploma in Applied Finance from the Securities Institute, a Certificate IV in Financial Services, and a Diploma of Mortgage Broking Management. Furthermore, he is a member of the Mortgage and Finance Association of Australia and Fellow of the Financial Services Institute of Australia.
In his spare time, he likes to travel overseas with his wife and two children, go to the movies, and dine out.
Level 1, 5 Everage Street, Moonee Ponds, VIC 3039
0437 983 628
daryn@tfsadviser.com.au
linkedin.com/in/daryn-heffernan-broker
trustedfinancesolutions.com.au
Daryn Heffernan
Chief Executive Officer and Finance Strategist
Trusted Finance Solutions
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2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Ted Talk in collaboration with key media
Year 7 Community Leader and Leader for Learning Technologies and Platforms at Northern Beaches Christian School
Master of Business Administration, 2017–2019
2021
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1999–2001
2004–2009
2009–2014
2014–present
2019
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Milestones
Insurance Business Magazine | Key Media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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Ted Talk in collaboration with key media
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1999–2001
2004–2009
2009–2014
2014–present
2019
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Milestones
2022
2014–present
2009–2014
2004–2009
1999–2001
2019
Insurance Business Magazine | Key Media
Ranked No. 1 Broker of the Year
2019
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2014–present
Human Resources Magazine | key media
Owner, director and CEO at Trusted Finance Solutions
Has grown TFS broking business significantly with a $400m loan book
Received MPA Top 100 Brokers award in 2022
2014–present
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2009–2014
Human Resources Magazine | key media
Managed the finance broking team and grew the business at The Practice
2009–2014
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2004–2009
Human Resources Magazine | key media
Managed team of assessors looking after brokers at St. George Bank and was ranked in Top 2 assessors nationwide prior to team leader role
2004–2009
1997
1999–2001
human resources | key media
Senior underwriter/credit assessor at ANZ Bank
1999–2001
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Milestones
2019
Insurance Business Magazine | Key Media
2022
Excellence awardee – Independent Mortgage Adviser of the Year category at the New Zealand Mortgage Awards
2022
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2022
2020–present
Insurance Business Magazine | Key Media
Deputy Principal at Australian Christian College - Southlands
Doctor of Education
2020–present
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2021
Launched his own business,
Ascend Financial Services
2022
2022
Insurance Business Magazine | Key Media
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2021
Launched his own business,
Ascend Financial Services
2022
Chief Executive Officer and Finance Strategist
Trusted Finance Solutions
Daryn Heffernan
“We are developing a credit engine system to ensure all customer transactions are processed quickly and efficiently”
Darren Liu,
Loan Street
“We have big ambitions for our recruitment program to have an even broader impact on the industry”
Darren Liu,
Loan Street
“We are developing a credit engine system to ensure all customer transactions are processed
quickly and efficiently”
Darren Liu,
Loan Street
It is not often that growth is a problem for a business.
But the enormous volume of applications handled by boutique brokerage Ortus Financial in Sydney’s eastern suburbs last fiscal year risked throwing the firm’s private banking ethos off balance.
In the year to June, Ortus settled 50% more loans than the year prior with principal Adam Rakowski writing over $160m worth.
“Having worked in the broader finance industry since 2001, it was certainly a year of unprecedented growth,” he says.
“The sheer volume of applications is likely something we won’t see again for some time.”
This gangbuster 12-month period resulted in a total loan book of over $400m in just three years since launching the business.
To be sure, the achievement is part of a wider story as the value of home loans settled by mortgage brokers collectively rose to new records nationally.
But Rakowski doesn’t want the business to be just about money or to treat customers like a number, which is a real danger when a brokerage is doing all it can to funnel applications to lenders as fast as humanly possible.
“We didn’t want to fall into the trap that many businesses do when growth becomes a singular focus,” says Rakowski.
“We don’t have a ‘grow at all costs’ mentality – it is sustainable growth that we’re striving for.”
Remarkably, Ortus lost no customers with zero refinances over the period other than existing clients selling property to re-purchase again with the firm. With zero defections, it’s hard to argue that customers had reason to be dissatisfied with the service.
The strong growth was powered partly by the property boom brought about by ultra-low interest rates. Ortus focuses primarily on residential lending with around 90% of loans placed at major banks. Rakowski also has a background in commercial lending and the firm has the potential to ramp up this line further in future.
“We have big ambitions for our recruitment program to have an even broader impact on the industry”
Darren Liu,
Loan Street
“We are developing a credit engine system to ensure all customer transactions are processed quickly and efficiently”
Darren Liu,
Loan Street