Quantum Finance Australia Chooses to Partner With PLAN

As Professional Lenders Association Network of Australia members, we at Quantum Finance follow an ethical code, which defines the standards of care that we are committed to upholding. Our professionals' adherence to these rules gives us the confidence that we will accomplish these critical objectives:

  • Uphold the good standing and reputation of PLAN Australia and all other members.
  • Build a culture of trust for brokers among Australian consumers.
  • Maintain the positive reputation of mortgage brokers and uphold their primary role as advocates for consumers.

What is PLAN Member?

PLAN members take their positions seriously and know that their duties include significant responsibilities.

These are their top goals:


In all forms of communication, PLAN members strive to maintain their integrity by being honest. This means that they use honest wording and visual representations in advertising. They are conscientious about keeping honesty in all verbal and written correspondence. Also, their reliability extends to their commission structure. With this goal, PLAN members show that they have the best interests of the customers and financial institutions in mind.


The mortgage industry has many precise laws and compliance regulations. PLAN members stay current with any changes, proposed changes and new laws. From commission transparency to advising, there are standards that must be followed in every step.


The confidentiality laws and regulations protect home buyers, sellers and financial institutions. PLAN members are careful to uphold confidentiality in all correspondence and treat sensitive information with care, whether it is stored in the office or electronically.


A common ethical consideration is a conflict of interest. If dealing with another party or organisation is not in the best interest of the customer, a PLAN member eliminates the conflict of interest by choosing one party or not working with either party. When applicable, the PLAN member will advise the customer of any potential conflicts of interest while protecting confidential information.

View the PLAN privacy policies here.

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What is the Importance of an Aggregator?

An aggregator connects brokers with lenders or banks. It is easy to ask yourself why not just access the lenders on your own, right? In reality, it does not work as straightforward as you think.

Lenders have diverse compliance requirements. Plus, they have a high volume to keep up with, usually on a daily basis. Even an excellent broker will have a hard time meeting these requirements alone.

Banks essentially provide the home loan product for the borrower. However, they first want to know whether or not the broker is capable of bringing in good-quality borrowers regularly.

Aggregators perform many jobs for both lenders and brokers. They also manage trail and upfront commission payments. This way, brokers will get their payments on time and usually in full.

An aggregator can also host Continuing Professional Development (CPD), which aids brokers in meeting specific continuing education requirements.

There are several mortgage broking aggregators in Australia. Most of them have the same primary requirement where the broker should at least have two years of industry experience.

Why PLAN Australia is The Best Choice

PLAN Australia has been consistently named one of the most outstanding aggregators in the country. The company was established in 1999. Since then, it has become one of the most prominent aggregation groups in Australia with more than 1,600 members.

As a true partner of mortgage brokers, PLAN Australia uses its experience and expertise to understand the business model from top to bottom. With such an understanding, it becomes easier to transform the current strategy of the business while allowing the brokers to connect with the right people. It is where an action plan is shaped to face the growth trials of a mortgage broking firm.

It’s no secret that brokers have to deal with the competitive environment almost daily. But PLAN Australia is always ready to provide support and backing.

The company has professionals with ample years of experience in the industry.

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