Application: Prospective brokers can initiate the process by joining Oxcel or booking a meeting through our website or by emailing [email protected].
Assessment: After application submission, a team member will reach out to discuss and evaluate potential scenarios and opportunities.
Finalization: Upon reviewing the application, our onboarding team will process and finalize the partnership.
For a detailed list of required documents and further information, please refer to our onboarding documentation.
2. Services Offered by Oxcel Broker Services
This article provides an overview of the services we offer to support brokers in their professional journey.
Content:
Asset Finance: Brokers can either launch their own brand or become part of our nationwide asset finance team.
Mortgage Broking: We provide comprehensive support for both residential and commercial mortgage broking, ensuring brokers have the tools and guidance needed to build and grow their practice.
Compliance: Our expert guidance helps brokers stay compliant, navigating regulatory complexities confidently.
Education: We offer personalized mentorship to elevate brokers' skills and knowledge, helping them achieve greater success and unlock their full potential.
For more detailed information on each service, please visit our services page.
3. Required Documentation for Onboarding
This article lists the documents that new brokers need to prepare for the onboarding process.
Content:
Before beginning the onboarding process, please have the following documents ready to upload:
Certificate IV in Mortgage Broking (or Diploma)
Anti-money laundering certificate
Industry body certificate
AFCA certificate
Financial Abuse Awareness Education Certificate
Professional indemnity
Police clearance
Driver's licence & Medicare/Passport
Resume
First page of bank statement
Citizenship certificate/IMMI visa grant notification (if the passport is not an Australian passport)
Exit letter from the previous aggregator (optional)
Trust deed (if your ABN is linked to a Trust)
Having these documents prepared will streamline the onboarding process.
4. Contacting Oxcel Broker Services
This article provides information on how brokers can get in touch with us for support or inquiries.
Content:
Phone: 1800 010 001
Email: [email protected]
Address: Docklands, Victoria
Brokers can also book a meeting through our website to discuss their financial goals with our experts.
These articles are designed to provide brokers with clear and concise information to assist them in their partnership with Oxcel Broker Services. For further assistance, please reach out to our support team.