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
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