Profile
“We have big ambitions for our recruitment program to have an even broader impact on the industry”
Darren Liu,
Loan Street
Greg Bloom began his professional life in South Africa after qualifying as a Chartered Accountant and working in large corporations for several years. He gained new perspective on his career after moving to Australia, where he re-qualified as a financial advisor and mortgage broker and opened Yellow Brick Road’s Bondi branch before joining 1st Street.
Bloom thoroughly enjoys developing strong long-term relationships with his clients, understanding their personal goals and working collaboratively to help get them there. He is grateful for the professional path he has taken because his background as a Chartered Accountant has enabled him to add value to his clients’ financial journey. He is proud of 1st Street’s success and humbled to be part of such a strong and experienced team of professionals who always go the extra mile for their clients.
518 Old South Head, Road Rose Bay, NSW 2029
0421 380 678
greg@1ststreet.com.au
au.linkedin.com/in/greg-bloom-57320842
1ststreet.com.au
Greg Bloom
Mortgage Broker
1st Street Financial
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Milestones
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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2008–2011
2011–2013
2013–2017
2017–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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2008–2011
2011–2013
2013–2017
2017–present
2019
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2022
2017–present
2013–2017
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2008–2011
2019
Insurance Business Magazine | Key Media
Ranked No. 1 Broker of the Year
2019
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2017–present
Human Resources Magazine | key media
Mortgage Broker and Financial Advisor at 1st Street Financial
2017–present
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2013–2017
Human Resources Magazine | key media
Mortgage Broker and Financial Advisor at Yellow Brick Road (Bondi)
Finalist - AFA Rising Stars 2016
Winner - Young Gun of the Year (YBR) 2016
2013–2017
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2011–2013
Human Resources Magazine | key media
Analyst at Yellow Brick Road
2011–2013
1997
2008–2011
human resources | key media
Senior Auditor
Qualified as a Chartered Accountant in 2018
2008–2011
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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
Mortgage Broker
1st Street Financial
Greg Bloom
“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