Greg Cooke

Experience

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  ALH Group

  Sept 2007 - Sept 2014

  Managing all controllable elements of the Business. Marketing and sales planning execution. Managing a team of 30 plus staff. Interpreting financial data and reacting accordingly. Ensuring business growth YOY and against financial budgets. Reporting to the General ManagerDeveloping the business driver I was in charge of.Developing junior members of our team.Labour and Stock control. General bar duties plus supervising other bar tenders and the floor I was working on.

  • Venue Manager / General Manager / Licensee

    Nov 2013 - Sept 2014

  • Assistant Manager / 2IC

    Nov 2010 - Nov 2013

  • Bar tender

    Sept 2007 - Oct 2010
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  Charter Group Finance

  Oct 2014 - May 2016

  Mortgage Broker

  Educate, inform and communicate financial/lending products and options to clients. Understand and analyse company financial statements. Analyse complex company structures. Assist clients with loan structuring.Communicate financial scenarios and statements to lending partners. Gather and articulate information on individuals personal circumstances.Match clients with products and options that best suit their needs. Develop long term relationships through face to face client interactions. Show less

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  PLAN Australia

  May 2016 - Feb 2017

  Lending Consultant (MLC Mortgage Solutions)

  I provide credit advice to my clients and the clients within our financial planning referral network. We asses and align our clients short, medium and long term goals that incorporate a need for finance or credit with a lender whose appetite matches the clients requirements. We provide options from multiple lenders and assist the client all the way from the knowledge acquisition stage, through application and lodgement, right up until post settlement. My goal is to create a meaningful and ongoing relationship with the client for all their credit and finance related needs. Show less

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  LMG

  Feb 2017 - Sept 2024

  Being an experienced mortgage broker within both small business and within larger organisations, I understand that building relationships and trust is the key to success. Relationships and networks grow from giving good advice, delivering on commitments and respecting all stakeholders. As a business development manager for PLAN Australia my objectives are to leverage my experiences as a business operator and as a mortgage broker to assist all of our brokers to succeed in their own business endeavors. At PLAN Australia we understand what mortgage brokers want and need from their aggregators. As one of Australia's most recognised aggregation businesses, PLAN Australia unites a national network of over 1300 leading mortgage broking professionals to drive business and career success.Why choose PLAN?- Expert advice and support from dedicated BDM's.- Powerful technology platform with a world class CRM system helping you to grow your business.- Timely and secure commissions via our unique trust structure.- No handcuff clauses.- No joining or ongoing membership fees.If you would like too discuss why PLAN Australia might be good for you and your business, please feel free to reach out to me. Show less

  • State Director NSW/ACT

    Oct 2022 - Sept 2024

  • Associate Director (PLAN, Choice & FAST) NSW / ACT

    Aug 2022 - Nov 2022

  • Partnership Manager (PLAN Australia)

    Feb 2017 - Jul 2022
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  SimpleFin - Finance Brokers

  Mar 2025 - now

  Managing Director and Principal Broker