bankwest.com.au/brokers
“Stelvio [restructured] its software development team to sit under four distinct, multi-disciplinary teams, capable of building and modifying any product within the EstImage product suite”
Yannick Giguère,
Stelvio Australia
Read on
Award Sponsor
BANKWEST
Angela Terreblanche
Technical Business Analyst
Roy Huang
Senior Partner
William XIN
Founder and Director
Leadership
Headquarters:
Bankwest Place,
Perth CBD, WA
Year founded:
1895
Number of employees:
approximately 4,000
Phone:
(08) 6143 4888
Email:
info@xin.com.au
Website:
LinkedIn:
linkedin.com/company/bankwest
SPECIAL REPORT
Home
Bio
William Xin, founder and director of XIN Mortgage, has years of experience working as an IT application architect at Citibank and First Data (recently acquired by Fiserv). Using the knowledge gained from his work in IT, he built his own CRM system called X-Online for both mortgage brokers and customers. The innovation of the X-Online CRM program provides customers with next-level customer service, helping build strong relationships with all of XIN Mortgage’s clients and providing them with additional value. William brought this core idea to XIN Mortgage and led the company to a gold prize at the 2021 Australian Mortgage Awards.
Founder and Director
William XIN
Roy Huang is an MFAA-approved credit adviser with over seven years of entrepreneurship experience in establishing and managing a mortgage firm consisting of more than 20 brokers. He has been a premium/platinum/elite mortgage broker accredited with major banks over the last seven years, and has rich experience in residential and commercial home loan solutions delivery. He has also worked for over 13 years at many blue-chip companies including Ericsson, HP, and Citibank in global product and service delivery, business development, customer engagement, agile implementation, and cross-functional teams management. He is an agile practitioner, productive innovator, and advocate of Prosci’s Change Management and Lean Six Sigma.
Senior Partner
Roy Huang
Wesley Werner has cross-functional technical skills across a variety of technical languages such as C#, .NET, .NET Core, and SQL. He has a demonstrated history in the insurance space and has been involved in all aspects of the product lifecycle from planning and technical specification to implementation and delivery. He is also skilled in delivering client-centric outcomes.
Senior Software Engineer
Wesley Werner
For the second year running, Shielded Insurance Brokers has claimed the number-one spot among IB’s Top Brokerages. In 2020, it was record-setting growth that drove the company’s impressive success. This year, says managing director Stuart Brady, the key ingredient behind the win is the Shielded culture. Brady is proud of the shared vision for constant improvement across all aspects of the business. “We are thrilled to take out the win again, and it’s hats off to the team for their hard work over the past year,” he says.
David Summers
Managing Director
Ausure Horizon Insurance
David Summers, an Elite Broker in 2021, has 20 years of experience in his field and is described as a person who is always running at 9,000 rpm. With an insurance mentality that there should be no problems, only solutions, he goes out of his way to provide what his clients need. David works closely with companies in the construction and transport industries, providing straightforward and pragmatic advice that enables them to keep their businesses safe and profitable.
Managing Director
Ausure Horizon Insurance
David Summers
Wesley Werner
Senior Software Engineer
Angela Terreblanche is an experienced business analyst and finance professional (CA) with a demonstrated history of working on system implementations, particularly in the insurance industry. She is skilled in business process mapping, understanding finance and accounting processes, financial reporting, banking integration processes, project management and implementing customer-centric solutions.
Technical Business Analyst
Angela Terreblanche
Laura Unger
Vice President/
General Manager, .CA
Karen Bannister, CM
Vice President, Marketing
Paul Mayer
Executive
Vice President, Investment Sales
Sarah M Stewart
Associate
Vice President, Leasing and Call Centre Operations
As the leader of Sephora Canada’s strong e-commerce business, Laura Unger focuses her team on driving growth through industry-leading online client experiences.
Laura has worked for Sephora for nearly six years, leading the e-commerce merchandising team for makeup, and has hands-on experience at Sephora inside JC Penney. She is passionate about developing and leading teams and has earned a reputation for driving business results by doing so.
Before joining Sephora, Laura honed her talents at such well-known companies as Google and Gap, as well as e-commerce start-ups Minted and Shop It To Me.
Laura is a graduate of Smith College, and earned an MA from Stanford University and an MBA from UC Berkeley Haas School of Business. She enjoys hiking and being outdoors and loves spending time with her family, especially her four-year-old son. In quiet moments, you might find her reading The New Yorker.
Vice President/General Manager, .CA
Laura Unger
Paul Mayer has over 20 years of sales and marketing experience at the vice president level. He is a graduate of Queen’s University and has an MBA from IESE Business School in Spain. He speaks English, French, and German, and has an understanding of Spanish.
Executive Vice President,
Investment Sales
Paul Mayer
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the
Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Sarah M Stewart has more than 15 years
of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation
of the company’s internal customer
service department.
Associate Vice President,
Leasing and Call Centre Operations
Sarah M Stewart
“Stelvio’s approach to EstImage is unique in that it leverages software integration to simplify communication and data exchange between insurers and their suppliers from one centralised location, eliminating the need for multiple products or portals”
Yannick Giguère,
Stelvio Australia
LinkedIn:
linkedin.com/company/bankwest
Website:
bankwest.com.au/brokers
Email:
info@xin.com.au
Phone:
(08) 6143 4888
Number of employees:
approximately 4,000
Year founded:
1895
Headquarters:
Bankwest Place, Perth CBD, WA
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
"We are constantly living by our core values: integrity, impact and teamwork"
Julie Giraldi,
CAAT Pension Plan
Bankwest has been part of the fabric of Western Australia for more than 125 years, having been founded as the Agricultural Bank of Western Australia in 1895. Today, the bank is committed to building a brighter future for all of our customers and communities across Australia.
We have the ambition to be the best broker bank in Australia and will continue to support brokers in the critical role they play in improving customers’ financial wellbeing across the country. We stand for simplicity and transparency, brilliant service, and great value, and we work hard to make banking easier for customers through self-empowering tools and honest human-to-human support when they need us.
Bankwest is there for our 1.1 million customers when they need us the most, particularly those in vulnerable circumstances. We are dedicated to providing safety and security, guidance, and support through direct assistance, advocacy, and critical economic insights.
Sarah M Stewart
Associate Vice President,
Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
Brent Fillmore
Founder
Cindy Martel
Vice President, Finance
Jess Grozdanovski
Team Leader, Customer Liaison
Kevin Agent
Principal Investment Lending Manager
Roy Huang
Senior Partner
William XIN
Founder and Director
Leadership
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and Call Centre Operations
Sarah M Stewart
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich School of Business, and most recently completed the Communications and Leadership Program at The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Jess Grozdanovski has over 10 years of experience in administration, including financial services, general administration, and settlements. She is responsible for leading the company’s customer liaison and settlements team, which focuses on supporting customers with their application to settlement journey.
Team Leader, Customer Liaison
Jess Grozdanovski
Kevin Agent is a respected leader in the finance industry and considered one of the most experienced mortgage brokers in Australia. Prior to co-founding ALIC in 2009, he worked for a major bank for 23 years in various leadership roles, including business banking, audit and risk management, giving him a wealth of experience and expertise. Of his 13 years as a mortgage broker, Kevin has spent 10 years in MPA’s Top Brokers list.
Principal Investment Lending Manager
Kevin Agent
Roy Huang is an MFAA-approved credit adviser with over seven years of entrepreneurship experience in establishing and managing a mortgage firm consisting of more than 20 brokers. He has been a premium/platinum/elite mortgage broker accredited with major banks over the last seven years, and has rich experience in residential and commercial home loan solutions delivery. He has also worked for over 13 years at many blue-chip companies including Ericsson, HP, and Citibank in global product and service delivery, business development, customer engagement, agile implementation, and cross-functional teams management. He is an agile practitioner, productive innovator, and advocate of Prosci’s Change Management and Lean Six Sigma.
Senior Partner
Roy Huang
William Xin, founder and director of XIN Mortgage, has years of experience working as an IT application architect at Citibank and First Data (recently acquired by Fiserv). Using the knowledge gained from his work in IT, he built his own CRM system called X-Online for both mortgage brokers and customers. The innovation of the X-Online CRM program provides customers with next-level customer service, helping build strong relationships with all of XIN Mortgage’s clients and providing them with additional value. William brought this core idea to XIN Mortgage and led the company to a gold prize at the 2021 Australian Mortgage Awards.
Founder and Director
William XIN
Read on
IB Top Brokerages
Award Winner
SHIELDED INSURANCE BROKERS
Award Sponsor
BANKWEST
SPECIAL REPORT
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Bio
“Now, we have much more frequent recognition awards because we want to celebrate people staying at CAAT and recognize the contributions that they bring to the organization”
Julie Giraldi,
CAAT Pension Plan
“We are constantly living by our core values: integrity, impact and teamwork”
Julie Giraldi,
CAAT Pension Plan
As an award-winning mortgage brokerage company with time-tested results, XIN Mortgage strives to be on top of the game. The company offers independent advice, develops personalised and customised solutions, and ensures that customers receive a lifetime customer service experience backed by customer reviews.
To leave no stone unturned, XIN Mortgage employs its in-house CRM X-Online, which focuses on transparent reporting and analytics system between the company and brokers to develop a healthy and pleasant competitive atmosphere.
Unlike traditional systems, XIN Mortgage’s platforms provide transparency and confidence by enabling brokers to have a complete overview of their customer portfolio at any moment, including property details, home loan details, application histories, home loan health check reminders, annual rate review tasks, leads management functions, and much more. A key breakthrough feature is to introduce new brokers to intensive and careful mentoring to work towards success, using the client service team to assist brokers and marketing teams to build their personal brands and drive high levels of customer satisfaction.
As a leading company, XIN Mortgage offers ongoing professional training and case study to its whole team, which helps the brokers develop highly effective solutions and guarantees the best interest of customers.
Sarah M Stewart
Associate Vice President, Leasing and Call Centre Operations
Karen Bannister, CM
Vice President, Marketing
Cody Woolf
Director, Health, Safety and Environment
Brent Fillmore
Cody Woolf
Cindy Martel
Vice President,
Finance
Jess Grozdanovski
Team Leader, Customer Liaison
Kevin Agent
Principal Investment Lending Manager
Roy Huang
Senior Partner
William XIN
Founder and Director
Leadership
LinkedIn:
linkedin.com/company/bankwest
Website:
bankwest.com.au/brokers
Email:
info@xin.com.au
Phone:
(08) 6143 4888
Number of employees:
approximately 4,000
Year founded:
1895
Headquarters:
Bankwest Place,
Perth CBD, WA
Read on
BANKWEST
Award Sponsor
Sarah M Stewart has more than 15 years of strategic leasing and customer care experience in residential property management. She is responsible for overseeing all aspects of Centurion’s national leasing platforms, residential lead generation, and overall customer experience excellence through operation of the company’s internal customer service department.
Associate Vice President, Leasing and
Call Centre Operations
Sarah M Stewart
Karen Bannister has over 20 years of marketing expertise and has a Chartered Marketer designation from the Canadian Marketing Association. She is a strategic marketing leader with a career record of success in developing and executing effective marketing strategies, growing revenue, and overseeing multi-talented teams. She also holds five certifications for marketing and brand management.
Karen has successfully completed the Mini-MBA, Essentials of Management program at Schulich
School of Business, and most recently completed the Communications and Leadership Program at
The Ivey Academy.
Vice President, Marketing
Karen Bannister, CM
Cody Woolf joined the Fillmore team in 2011 and holds the title director of health, safety and environment. He is a Canadian Registered Safety Professional (CRSP). He also has extensive safety experience and background in criminal justice, which provides a depth of experience for the implementation of Fillmore Construction’s health and safety program. Cody is responsible for creating a positive and safe work environment and strives to promote safety as not only a policy but a lifestyle. He has initiated and implements a range of health, safety and environmental features that have been of critical importance to the overall safety objectives, operations, and profitability of Fillmore Construction. The results of his impact are evident in the positive statistical results and policies that have been developed since he joined the company and the emphasis on safety program development.
Director, Health, Safety and Environment
Cody Woolf
Fillmore Construction was founded by Brent Fillmore in 1991. He was looking to start his own small construction business and the opportunity presented itself with many repeat client relationships. Through lessons learned from 13 years of managing projects, developing business and holding various VP roles with his previous employer, Brent formulated his own approach to running his company. He knew that the key to success was based on relationships and bringing repeated value to them. He was dedicated to the idea that one does not need hundreds of clients and instead must focus on ensuring that a smaller pool of clients was given the best service possible. With over 40 years of construction management experience Brent has remarkable expertise in nearly every facet of the construction industry.
Founder
Brent Fillmore
Cindy Martel earned her CMA (CPA) designation in 1995, and gained extensive experience while working in the private sector, fulfilling various leadership roles in the areas of finance and human resources. She joined the Fillmore Construction team in 2014 as controller and progressed into her current role as VP of finance in 2021.
Vice President, Finance
Cindy Martel
Jess Grozdanovski has over 10 years of experience in administration, including financial services, general administration, and settlements. She is responsible for leading the company’s customer liaison and settlements team, which focuses on supporting customers with their application to settlement journey.
Team Leader, Customer Liaison
Jess Grozdanovski
Kevin Agent is a respected leader in the finance industry and considered one of the most experienced mortgage brokers in Australia. Prior to co-founding ALIC in 2009, he worked for a major bank for 23 years in various leadership roles, including business banking, audit and risk management, giving him a wealth of experience and expertise. Of his 13 years as a mortgage broker, Kevin has spent 10 years in MPA’s Top Brokers list.
Principal Investment Lending Manager
Kevin Agent
Roy Huang is an MFAA-approved credit adviser with over seven years of entrepreneurship experience in establishing and managing a mortgage firm consisting of more than 20 brokers. He has been a premium/platinum/elite mortgage broker accredited with major banks over the last seven years, and has rich experience in residential and commercial home loan solutions delivery. He has also worked for over 13 years at many blue-chip companies including Ericsson, HP, and Citibank in global product and service delivery, business development, customer engagement, agile implementation, and cross-functional teams management. He is an agile practitioner, productive innovator, and advocate of Prosci’s Change Management and Lean Six Sigma.
Senior Partner
Roy Huang
William Xin, founder and director of XIN Mortgage, has years of experience working as an IT application architect at Citibank and First Data (recently acquired by Fiserv). Using the knowledge gained from his work in IT, he built his own CRM system called X-Online for both mortgage brokers and customers. The innovation of the X-Online CRM program provides customers with next-level customer service, helping build strong relationships with all of XIN Mortgage’s clients and providing them with additional value. William brought this core idea to XIN Mortgage and led the company to a gold prize at the 2021 Australian Mortgage Awards.
Founder and Director
William XIN
SPECIAL REPORT
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