20th May 2014


This year’s theme at the MFAA Convention was “life-changing conversations” and La Trobe Financial certainly engaged in conversation with a number of brokers. At Booth 72, we had a lot of fun. A number of you even competed well against the world’s “Best Aerial Skier of all Time” – our Company Ambassador, Jacqui Cooper. You would have quickly noticed her competitive spirit.

National Sales Team

La Trobe Financial’s National Sales Team was delighted to meet with so many of you. We also sent some of our senior decision makers to our Booth. We thought it was a great opportunity to get them in front of you. Our service, products and delivery is very important to us and this helps us to help you. Cory Bannister, Head of Product commented that "it was a real opportunity to develop stronger relationships personally than always speaking over the phone. It was really nice to put a face to someone we have been speaking to over time.

WIMBN Leaders Panel

The MFAA also arranged a special industry luncheon including a panel session with key industry leaders. One of the panellists was La Trobe Financial’s Michelle Bannister. Michelle is well known for having won the MFAA Excellence Award for Best BDM for two consecutive years (2013 and 2014.)

Some of the key messages that we took from the session included:

  • be genuine,
  • be understanding; and
  • develop a passion to help people.

For the future, the industry needs to become more efficient, implement better processes and keep up with the latest technology. Being more focused on productivity was also considered to be very important.

Another topical discussion point was attracting new brokers into the industry. No matter whether female or male it was important that the industry kept relevant for new brothers and sisters. Being a broker can be an excellent career choice and if you get the above things right, a rewarding and successful career is possible.

MFAA WIMBN Leaders Panel – Michelle Bannister

Congratulations to all our Winners

At Booth 72, we had a number of competitions – Ski against the world’s best, Scratch N Win and Spin N Win.

Spin N Win achieved a lot of excitement over the 3 days. During the lunchtime session we made so much noise that people that were not at Booth 72, followed the noise and also joined the fun!

We gave away 7 bottles of Bollinger, 8 x 6 packs of beer, 17 cases of Merlot and 10 bottles of Grange

We also learned it was Leith Wickstein’s birthday and he was lucky to spin and win a bottle of Grange. Happy Birthday Leith!

Congratulations to the Grange winners:

  • Sean Reid
  • Pauline Sultana
  • Warren Freeman
  • Leith Wickstein
  • Daniel Lanna
  • Andrew Evans
  • Gavin Robinson
  • Erina Cunningham
  • Glen Gillespie
  • Stephen Mitchell

And finally… Thank you

We take this opportunity to thank you for joining us at Booth 72. We have taken on-board your thoughts and feedback and will continue to make our products the best in the business.

Watch this space

... That's Lending

Best regards,
Paul Wells, Chief Investment Officer
La Trobe Financial Asset Management Limited

La Trobe Financial is one of Australia's leading independent credit specialist Fund Managers. Its business includes residential mortgages, commercial mortgages, and investment services operating one of Australia's largest Mortgage Funds under AFSL 222213. It employs over 123 staff and has managed over AUD$10Billion covering over 100,000 investment grade assets since inception in 1952.

Copyright 2013 La Trobe Financial. All rights reserved. No portion of this may be reproduced, copied, or in any way reused without written permission from La Trobe Financial. Disclaimer

The following awards and ratings were given to the Pooled Mortgage Option within the La Trobe Financial Mortgage Fund and may be viewed on our website

Ratings And Awards

Click to share


Newsletter Footer

Please Note: This publication is for accredited broker use only and is not for distribution to consumers.

^ Depends on risk grade of Borrower

All loan applications are fully assessed to ensure the loan is not unsuitable and that we meet our responsible lending obligations in accordance with our usual underwriting requirements. All features and interest rates are current as at the date of publication. Conditions, fees and charges apply. This message, together with the La Trobe Financial website (www.latrobefinancial.com.au) and all its contents have been prepared for general information only and should not be taken as legal or financial advice, and as such the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration. Individuals should therefore talk with their financial planner or advisor before acting on any information present on this message or the La Trobe website. La Trobe Financial Asset Management Limited ABN: 27 007 332 363 and AFSL No: 222213 is the issuer and manager of the La Trobe Australian Mortgage Fund. It is important for you to read the Product Disclosure Statement for the Fund before you make any investment decision. You can get a copy of the PDS by calling 1800 818 818. You should consider carefully whether or not investing in the Fund is appropriate for you. The rates of return from the Fund are not guaranteed and are determined by future revenue of the Fund, and may be lower than expected. Investors risk losing some or all of their principal investment. The investment is not a bank deposit.

La Trobe Financial Services Pty Limited - Australian Credit Licence Number: 392385
La Trobe Financial Asset Management Limited - Australian Credit Licence Number: 222213

Terms, conditions, fees, charges and La Trobe Financial lending criteria apply.

1. Zenith's "recommended" rating indicates that it has high confidence in the manager meeting its objectives. The Zenith Investment Partners ("Zenith") ABN 60 332 047 314 rating referred to in this document is limited to "General Advice" (as defined by section 766B of Corporations Act 2001) and based solely on the assessment of the investment merits of the financial product on this basis. It is not a specific recommendation to purchase, sell or hold the relevant product(s), and Zenith advises that individual investors should seek their own independent financial advice before investing in this product. To view the relevant research information, please visit www.latrobefinancial.com.au The rating is subject to change without notice and Zenith has no obligation to update this document following publication. Zenith usually receives a fee for rating the fund manager and product against accepted criteria considered comprehensive and objective.
2. SQM Research - 4 stars to 4.25 stars - superior, suitable for inclusion on most Approved Product Lists. To view the relevant research information, please visit www.latrobefinancial.com.au This rating will not take into account your, or your clients' objectives, financial situation or needs. It is up to investors to consider whether specific financial products are suitable for your objectives, financial situation or needs. Research houses receive a fee from La Trobe Financial for rating the product.
3. Lipper Leaders Rating Total Return (Score – 5) Lipper Ratings for Total Return reflect funds’ historical return performance relative to peers. The ratings are subject to change every month. The highest 20% of funds in each peer group are named Lipper Leader or a score of 5 for Total Return. Lipper Leader ratings are not intended to predict future results and does not guarantee the accuracy of this information. More information is available at www.lipperweb.com. Thomson Reuters Copyright, All Rights Reserved.
4. Australia Ratings (AFSL 346138) makes every effort to ensure the reliability of the views and rankings expressed in its reports and those published on its websites. Australia Ratings research is based upon information known to it or which was obtained from sources it believed to be reliable and accurate at time of publication. However, like the markets, it is not perfect. This report is prepared for general information only, and as such, the specific needs, investment objectives or financial situation of any particular user have not been taken into consideration. Individuals should therefore discuss, with their financial planner or advisor, the merits of each rating for their own specific circumstances and realise that not all investments will be appropriate for all subscribers. To the extent permitted by law, Australia Ratings and its employees, agents and authorised representatives exclude all liability for any loss or damage (including indirect, special or consequential loss or damage) arising from the use of, or reliance on, any information within the report whether or not caused by any negligent act or omission. If the law prohibits the exclusion of such liability, Australia Ratings hereby limits its liability, to the extent permitted by law, to the resupply of the said information or the cost of the said resupply.