You Plan to fail if you fail to Plan. Your mortgage is probably going to be the biggest expense
that you will ever have, so you need to make well-informed decisions. Who will you entrust your financial future to? A web site?
A lender with only their own product? Perhaps a franchise operator?

What is Plan Member?

  • Wide range of loans from the top lending institutions
  • Experienced, accredited advisors
  • Professional advice
  • Custom solutions

But what if you could be advised by someone who has years of experience in the mortgage business and has earned it? What if this person has met stringent accreditation requirements, could recommend and choose a loan that suited your needs and could help plan your financial future?

You would then be thinking about an accredited PLAN member. It makes sense to use an expert, a professional.

Plan Member: Code of Ethics

We the Members of the Professional Lenders Association Network of Australia Pty Ltd (‘PLAN Australia’) set out this Code of Ethics outlining the minimum ethical standards to be maintained. By adhering to the Code of Ethics we believe that we will:

  • Safeguard the reputation and standing of PLAN Australia and its Members;
  • Provide consumers with a high level of confidence and trust in the mortgage broking industry, and thereby;
  • Raise the profile and business of all Australian mortgage brokers

Every PLAN member is accredited, experienced and is committed to providing a mortgage solution designed specifically for you. PLAN members are able to give you the benefit of choosing from a wide range of loans from the top lending institutions in Australia. With PLAN’s unique software, a custom designed mortgage can be at your fingertips.

To act with Honesty and Integrity at all times

This will extend to representations made in advertising, commissions received, all communications, advice provided and customer applications. This will ensure that the best interests of both the customer and financial institution are always upheld.

To comply with all Laws and Regulations relating to the Mortgage Industry

This will extend to representations made in advertising, commissions received, all communications, advice provided and customer applications. This will ensure that the best interests of both the customer and financial institution are always upheld.

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Conflicts of Interest

In each professional assignment undertaken, a member must both be and be seen to be free of any interest, which is incompatible with the best interests of the customer. This will extend to both product advice and commissions received. Substantiation of any recommendation will be freely provided to the customer.

To maintain confidentiality in all dealings

Through adherence to the above, professional conduct will be maintained at all times.

Click here to view the PLAN privacy policy.

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