STATE PRESIDENTS 2023

from Broker. June 2023

by FBAA

Nov 03

Western Australia - State President

Nu-Age Vehicle & Asset Finance

Mobile: 0407 236 337

Email: wa@fbaa.com.au

South Australia & Northern Territory - State President

Nieuvision Financial Planning Mobile: 0402 201 510

Email: sa@fbaa.com.au

Victoria & Tasmania - State President

Opica Group Mobile: 0412 497 110

Email: vic@fbaa.com.au

Queensland - State President

Mortgage Now Mobile: 0414 628 111

Email: qld@fbaa.com.au

New South Wales & Australian Capital Territory - State President

Mortgage Rate Finder Mobile: 0450 573 336

Email: nsw@fbaa.com.au

Would you like more information on an FBAA event or PD Day thats happening in your local area? Maybe you have some feedback or an issue you would like to discuss?

Finance Brokers Association of Australia

Level 1, 1 Miles Platting Road, Eight Mile Plains QLD 4113

Post: PO Box 4792, Eight Mile Plains QLD 4113

Phone: (07) 3847 8119 / Email: info@fbaa.com.au / Web: www.fbaa.com.au

Tony Carter

Chair | Director

Cert IV Finance, Graduate Management Qualification (GMQ) – UWA

Tony Carter has been involved with the motor and finance industry for more than 40 years. The last 20 years he has been Dealer Principal and Director of three motor dealerships. He has been engaged with finance since his early career days at AGC and was a licensed finance broker in WA from 2004 to 2013, ending as an ACL holder when he resigned from the motor dealership position. Today, Tony holds a credit representative role under his son’s company and runs his own vehicle and finance brokerage in WA.

Over the past 20 years Tony has been on three not-for-profit boards; BIZLINK (Chairman), Asthma Foundation WA (Chairman), and Asthma Australia (Director).

Special Responsibilities

Chair of the FBAA Board of Directors | Member of Finance, Audit Investment and Remuneration Committee | Member of Governance and Risk Committee | Chair of Nomination and Membership Committee | Member of Education Development Committee

| Leader of State President Liaison Advisory Group | Member of Concierge Advisory Forum

Principal Broker Brokerage WA

Phone: 0418 911 220

Email: tcarter@fbaa.com.au

Peter White AM

Managing Director | FBAA Life Member MAICD

Peter White AM has vast experience in banking and finance, spanning more than four decades. He is highly engaged with government and industry regulators, ensuring and protecting the future of our industry and dealing with regulatory matters of the day.

Peter’s activities with FBAA include representation on the Advisory Board of the Small Business Association of Australia, as Chairman of the Global Board of Governors for the International Mortgage Brokers Federation (IMBF), and the industry’s passionate advocate for mental health awareness. Peter was awarded as a Member of the Order of Australia (AM) in the June 2019 Queen’s Birthday Honours List, for his significant service to the finance sector and to the community.

Special Responsibilities

Government, media and strategy | Leader of Concierge Advisory Forum | Leader of Combined Industry Forum | Leader of International Mortgage Brokers Federation

| Leader of Education Platform Steering Committee | Member of Finance, Audit, Investment and Remuneration Committee | Member of Governance and Risk Committee

| Member of Nomination and Membership Committee | Member of Education Development Committee | Member of State Presidents Liaison Advisory Group | Member of Equity Release Advisory Forum

Phone: (07) 3847 8119 Email: pwhite@fbaa.com.au

Kim Szigeti

Company Secretary | Director

JJP (Qual), DipFS, AFB, MAICD, GIA (Affiliated)

Kim Szigeti has vast experience in finance and mortgage broking, spanning more than 25 years. Kim joined FBAA in 2005, was Secretary to the Queensland Council from 2007 to 2009 and was elected to the Board in 2017. She was appointed to the position of Company Secretary in 2017.

Kim is a member of the Australian Institute of Company Directors and the Governance Institute. Over the years Kim has been involved in numerous volunteer positions within the community as Chairperson, Coordinator and Secretary to secure donations and organise events.

Special Responsibilities

Chair of Governance and Risk Committee | Chair of Education Development Committee | Member of Nominations and Membership Committee | Member of Education Platform Committee

Mortgages Can Do Phone: (07) 5592 2635

Email: kszigeti@fbaa.com.au

STEPHEN RASMUSSEN

Treasurer | Director | FBAA Life Member

B.Com (Prof Acct), Cert IV (FMB),CPFB, MAICD, FBAA Life Member

Stephen Rasmussen has been involved in the finance and banking industry for more than 40 years. He started in a branch environment, acquiring broad lending experience across retail and SME sectors, before starting his own broking business in 1995. Stephen joined FBAA as a member in 2000, was appointed Queensland and Northern Territory State President in 2009 and was elected to the Board as a Director in 2016.

Special Responsibilities

Finance, Audit, Investment and Renumeration Committee | Leader of Equity Release Industry Advisory Committee | Member of Governance and Risk Committee | Member of Combined Industry Forum

Principal Tailored Lending Concepts

Mobile: 0412 295 875

Phone: (07) 4637 0836

Email: srasmussen@fbaa.com.au

Director

BEc, MBA, GAICD, Grad Dip FP, Grad Dip App Finance & Investment

Clive Kirkpatrick is a successful executive with more than 30 years’ experience in banking and financial services both in Australia and offshore. He is experienced in strategy formulation and execution, business management, sales management and people leadership. Clive’s generalist background and sound understanding of marketing, product development, legal and compliance is supported by an MBA (Master of Business Administration). Clive has developed governance and directorship skills through GAICD and memberships and has a specialist knowledge and demonstrable capability in distribution.

Special Responsibilities

Member of Finance, Audit, Investment, Remuneration Committee | Member of Governance and Risk Committee | Member of Dispute Resolution Service | Member of Concierge Advisory Group

Director

Kircon PTY LTD

Mobile: 0439 564 885

Email: ckirkpatrick@fbaa.com.au

DipFMB, DipBA

Felicity Heffernan has been a business owner for 22 years, and run her own mortgage brokerage since 2007. Based in Newcastle, NSW, she is also the author of two books and speaks publicly on assisting people who want financial freedom. Felicity has served on the FBAA NSW State Council and as past NSW State President. She holds a strong advocacy position for the improvement of financial competencies to be lifted in Australia.

Special Responsibilities

Member of Dispute Resolution Service | Member of Nomination and Membership Committee | Member of State Presidents Liaison Advisory Group

CEO Property Loan Advisor

Mobile: 0417 024 300

Email: fhefferman@fbaa.com.au

An experienced board director, Barry is a Chartered Accountant whose roles have included chairing HBF Health, Bethanie Group and Bethanie Housing as well as Churches of Christ in WA. He was a board member with Plan B Group Holdings Limited, Plan B Trustees Ltd, HBF Health, HBF Insurance, Westcare, together with various committees of the Uniting Church in Australia and major not-for-profit sports associations. Formerly

Nick Wormald is a certified mortgage finance professional and business finance specialist, working with Australia’s up and coming entrepreneurs to unlock growth with the right application of finance. Based in Sydney, Nick is a speaker, author and youth mentor.