Speakers.

Luke Mathers

Curious Habits – Speaker, Author and Mindset Coach

As a Mindset Coach and Author, Luke has helped thousands of people embrace their tribe, contribute with passion, and improve self-awareness. He leaves people with the hope, strategies and motivation to decrease overwhelm, stop burnout and change the habits in their life that need to change.

Transforming an industry is stressful. As one of the original directors of Specsavers Australia, Luke learned first-hand that embracing the stress of disruption is the key to limitless success. By resetting how you look at stress and embracing challenges, Luke takes you and your team from frazzled and overwhelmed to focussed and aligned.

Tim Ford

WLTH

Tim is passionate about working with brokers and businesses that have a desire and ability for scalable growth. He draws on 17 years industry experience working with some of the most dynamic and fastest growing businesses within our industry. Most of the experience is based on observations on the successes and failures ,with an understanding the causes of each.

The session today will be about how to apply those learnings to each business with their own unique requirements, opportunities and challenges – rather than a one size fits all.

Greg Pennells

Chairman

As our superstar Chairman, Greg is good with money and great with people. Purple Circle was his “big idea” and it turned out to be a pretty good one, so a bunch of other people jumped on board too.

Bringing invaluable experience from the financial services industry, he’s keen to offer our members unmatched value and pass on his knowledge. Greg’s successes here include co-founding Choice Home Loans and Choice Aggregation Services as well as Wealth Today, Australia’s largest independent financial planning group.

Chris Meaker

Allium Money

Chris has over 20 years of experience in the finance industry with a focus on lending, business development and sales management.

Prior to joining Brighten, he worked for La Trobe Financial, where he was an executive general manager and head of origination channels. Previously, he worked for Pepper Financial Services Group as state manager and senior business development manager.

Deena Janes

Your Client Matters

As the Director of Your Client Matters my job is to help you build a profitable Financial Services business.

Currently working with Mortgage and Finance brokers, Accountants, Financial Planners, Property Specialists, Conveyancers and Lawyers.

Having sat in the shoes of a client in the financial services arena 20 years ago and passionate about the financial education of everyday Australians, Deena has spent the last 18 years building, developing and improving a client communication and engagement model for businesses in financial services.

Michael Stephens

Director

Purple Circle may have been Greg’s brain-child, but Michael is the one who pulls it all together. With entrepreneurial flair and strong management skills, he brings more than 20 years experience in both the Financial Services and Property industries. Michael has run businesses in multiple countries, and that international experience and perspective is like gold to the leadership team.

Ashlee Atkins

Move Bank

Ashlee is the Broker Relationship Manager at MOVE Bank.

Amir Klicic

Salestrekker

Key Account Manager – currently overseeing and supporting all key partner-aggregator Salestrekker Enterprises.

Involved in all aspects of Salestrekker business development, implementation and onboarding, training and support, as well as team management.

Loves all things Purple!

Frank Paratore

Director

Frank keeps us afloat by overseeing our everyday operations. This strategic thinker has been involved in the Financial Services Industry for nearly 30 years, half of which has been at CEO and General Management levels (that’s pretty high). As an accomplished and motivated Senior Manager, Frank has experience across all facets of distribution, revenue creation and diversification within the aggregation and broader financial services industry.

Backed by a Bachelor of Business Degree with a double major in Marketing and Management and a Diploma of Financial Services in Finance/Mortgage Broking, Frank keeps us and our members fiscally fit.

Welcome to Another month of Academy News!

Here’s how to get additional support:

General questions or “Where can I find…?”
[email protected]

Mentor approvals or deal-specific help
[email protected]

You’re part of a broker community that backs you all the way!

“We would love to celebrate you! If you would like to share your top 10 achievement on social media, please email [email protected] and we will put together a post for you.”

Mentee of the month:

Congratulations to our Mentee of the Month, Scott Lung

Attentive, thorough, deliberate, friendly, and polite. Attends sessions, emails good questions prior, follows the system.

Shout out to the below mentees who have also made significant progress.

Best Quality File Submissions for the month:

(Based on March paid deals)

Please join us in celebrating the incredible brokers who have reached key million dollar milestones while in the Purple Pathways Academy, or as proud graduates of the program!

These achievements are a direct result of focus, consistency, and a commitment to growth. Whether you’re just starting out or well on your way, these milestones are a reminder of what’s possible.

A huge congratulations to you all!

(Based on March paid deals)

ANZ
Westpac
NAB
St. George
CBA
Bankwest
Move Bank
Qudos Bank
Macquarie
Bendigo Bank

(Based on March paid deals)

Celebrating those exceptional brokers who have already hit the million milestones in their broking journeys!

$20 Million Brokers Club

Destin Hill
Dwayne Nicholls
Joshua Duncombe
Kunal Chandwani
Robert Staff
Sonia Aggarwal
Susan Calton
Tahir Soni
Yogita Bharwaj

$10 Million Brokers Club

Bernadita Rupac
Destin Hill
Dwayne Nicholls
Geoffrey Chan
Jaspreet Singh
Joshua Duncombe
Kasthuri Tandavarayane
Kunal Chandwani
Manoj Kumar
Pardeep Singh
Rishi Chawla
Robert Staff
Sonia Aggarwal
Susan Calton
Tahir Soni
Yogita Bhardwaj
Will Rasmussen

$5 Million Brokers Club

Aman Sidhu
Bernadita Rupac
Chintaka Muthukuda
David Bagnato
Destin Hill
Dwayne Nicholls
Edrick Putra Perdana
Geoffrey Chan
Jack Perkins
Jaspreet Singh
Jason Spadaro
John Tindall
Joshua Duncombe
Kasthuri Tandavarayane
Kunal Chandwani
Mandi Krpez
Manoj Kumar
Najmmuddheen
Pardeep Singh
Rishi Chawla
Robert Staff
Shafagh Parastesh
Sonia Aggarwal
Subash Basnet
Surbhi Sethi
Susan Calton
Tahir Soni
Tarun Chhimwal
Todd Marshall
Vangeli Kollias
Will Rasmussen
Yamuna Kafle
Yogita Bhardwaj

Speakers.

Luke Mathers

Curious Habits – Speaker, Author and Mindset Coach

Tim Ford

WLTH

Greg Pennells

Chairman

Chris Meaker

Allium Money

Deena Janes

Your Client Matters

Michael Stephens

Director

Ashlee Atkins

Move Bank

Amir Klicic

Salestrekker

Frank Paratore

Director

Welcome to Another month of Academy News!

“We would love to celebrate you! If you would like to share your top 10 achievement on social media, please email [email protected] and we will put together a post for you.”

Mentee of the month:

Congratulations to our Mentee of the Month, Scott Lung

Attentive, thorough, deliberate, friendly, and polite. Attends sessions, emails good questions prior, follows the system.

Shout out to the below mentees who have also made significant progress.

Best Quality File Submissions for the month:

(Based on March paid deals)

(Based on March paid deals)

Australia's first broker-owned aggregation group.

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Small and Medium Enterprises (SME) Guarantee Scheme

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