FEATURED EXCELLENCE AWARDEE
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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www.heartlandfinance.com.au/
reverse-mortgages
www.linkedin.com/company/heartlandfinance
brokers@heartlandfinance.com.au
1300 662 865
7/63 Exhibition Street, Melbourne VIC 3000
2017 - Present
Tenure at
current position
22
Years in the industry
EXCELLENCE AWARDEE:
Heartland Reverse Mortgages
Non-Bank of the Year
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Kraft Heinz - Wattie's
Since 2004, Heartland Reverse Mortgages has helped more than 24,000 Australian seniors release over $1.7bn of equity from their homes to fund a more comfortable and independent retirement.
As Australia's leading reverse mortgage provider, Heartland understands the needs of seniors and offers award-winning, market-leading products with broad criteria, flexible options and substantial customer protections.
We are committed to providing finance options that work for seniors and educating the broker community about how they can diversify their business to meet the needs of their older clientele.
During FY22, Heartland’s Reverse Mortgages loan book officially passed $1 billion (AUD), we increased the maximum loan-to-value ratio (LVR) for our Reverse Mortgage by 5% across each age category, and released our new eSigning programme. Heartland are also an active contributor to the broker community, participating in MPA webinars and aggregator professional development events, sponsoring features in industry publications, sponsoring the MFAA and FBAA, and providing media commentary on reverse mortgages.
In addition to our latest Australian Mortgage Excellence Award, Heartland received four awards in FY22 including Best Reverse Mortgage 2021 from InfoChoice, a 5-Star Lender Award in 2022 from the Australian Broker, and 2 Excellence Awards at the 2021 Australian Mortgage Awards (Non-Bank of the Year and Most Effective Digital Strategy – Lender).
These awards, combined with our longevity, demonstrate Heartland’s ongoing commitment to the broker channel and to creating an exceptional product for seniors, supported by quality service.
Heartland also has a culture that places significant importance on the duty of care we have for every customer, with extensive processes and safeguards in place to detect and prevent elder abuse, as well as resources on our website to educate brokers and customers. We are one of only 19 companies (and the only reverse mortgage provider) that is 100% committed to the Banking and Financial Oath, and we've also partnered with Dementia Australia since 2018 to support the work they do in promoting healthy ageing.
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
Read on
Heartland Reverse
Mortgages
www.facebook.com/heartlandfinanceaustralia
twitter.com/heartlandau
www.linkedin.com/company/heartlandfinance
EXCELLENCE AWARDEE:
Non-Bank of the Year
Non-Bank of the Year
EXCELLENCE AWARDEE:
Read on
Shaun Mannering
Manager – Reverse Mortgage Support
Puneet Kumar
Manager – Reverse Mortgages
Jessica Douglas
Senior Manager – Operations
Sharon Yardley
Head of Operations,
Risk and Compliance
Nicole uses her 10+ years’ experience in quality assurance and risk management in her role overseeing compliance, analysis, vulnerable customers, and more.
Team Leader – Compliance and Reporting
Nicole Luckman
With over 10 years of experience in financial services, Shaun is currently responsible for the loan administration team who provide excellent customer service and support best customer outcomes.
Manager – Reverse Mortgage Support
Shaun Mannering
Puneet leads our team of credit assessors, and comes with 13 years’ experience in the Commonwealth Bank
and holds a Masters of Accounting.
Manager – Reverse Mortgages
Puneet Kumar
Nicole Luckman
Team Leader –
Compliance and Reporting
Head of Operations, Risk and Compliance
Sharon Yardley
With a finance career spanning over 21 years, Sharon is responsible for Heartland Reverse Mortgages in Australia including distribution, operations, communications, regulatory compliance, and credit risk framework. She has a Master of Business Administration.
Jessica has a Certificate IV in Credit Management and over 15 years’ experience in mortgage servicing. She oversees Heartland’s operations.
Senior Manager – Operations
Jessica Douglas
Nicole Luckman
Team Leader – Compliance and Reporting
Shaun Mannering
Manager – Reverse Mortgage Support
Puneet Kumar
Manager – Reverse Mortgages
Jessica Douglas
Senior Manager – Operations
Sharon Yardley
Head of Operations, Risk and Compliance
Leadership
Nicole uses her 10+ years’ experience in quality assurance and risk management in her role overseeing compliance, analysis, vulnerable customers, and more.
Team Leader – Compliance and Reporting
Nicole Luckman
With over 10 years of experience in financial services, Shaun is currently responsible for the loan administration team who provide excellent customer service and support best customer outcomes.
Manager – Reverse Mortgage Support
Shaun Mannering
Puneet leads our team of credit assessors, and comes with 13 years’ experience in the Commonwealth Bank and holds a Masters of Accounting.
Manager – Reverse Mortgages
Puneet Kumar
Jessica has a Certificate IV in Credit Management and over 15 years’ experience in mortgage servicing. She oversees Heartland’s operations.
Senior Manager – Operations
Jessica Douglas
With a finance career spanning over 21 years, Sharon is responsible for Heartland Reverse Mortgages in Australia including distribution, operations, communications, regulatory compliance, and credit risk framework. She has a Master of Business Administration.
Head of Operations, Risk and Compliance
Sharon Yardley
Nicole Luckman
Team Leader – Compliance and Reporting
Shaun Mannering
Manager – Reverse Mortgage Support
Puneet Kumar
Manager – Reverse Mortgages
Jessica Douglas
Senior Manager – Operations
Sharon Yardley
Head of Operations, Risk and Compliance
Leadership
Nicole uses her 10+ years’ experience in quality assurance and risk management in her role overseeing compliance, analysis, vulnerable customers, and more.
Team Leader – Compliance and Reporting
Nicole Luckman
With over 10 years of experience in financial services, Shaun is currently responsible for the loan administration team who provide excellent customer service and support best customer outcomes.
Manager – Reverse Mortgage Support
Shaun Mannering
Puneet leads our team of credit assessors, and comes with 13 years’ experience in the Commonwealth Bank and holds a Masters of Accounting.
Manager – Reverse Mortgages
Puneet Kumar
Jessica has a Certificate IV in Credit Management and over 15 years’ experience in mortgage servicing.
She oversees Heartland’s operations.
Senior Manager – Operations
Jessica Douglas
With a finance career spanning over 21 years, Sharon is responsible for Heartland Reverse Mortgages in Australia including distribution, operations, communications, regulatory compliance, and credit risk framework. She has a Master of Business Administration.
Head of Operations, Risk and Compliance
Sharon Yardley