Disclosure details

To ensure our brokers offer you a suitable home loan solution from our lender panel, and that our financial advisers offer you the solution that suits your needs, Mortgage Choice has a policy that discourages the payment of excessive non-financial incentives or alternate forms of remuneration.


Mortgage Choice consultants, management and directors are required by Mortgage Choice to comply with the following policy:

1. Any form of alternative remuneration over $100 in value1, per transaction or item must be disclosed to Mortgage Choice. This provision applies to value passing from a third party to the franchise owner, his or her spouse, family members or staff.

2. Alternative forms of remuneration less than $100 in value1 for any single item do not require disclosure to Mortgage Choice.

3. Items as referred to in 1 above, as disclosed to Mortgage Choice by the Mortgage Choice consultant or staff member, are recorded below and are available for inspection by members of the public. Members of the lender panel and other third parties are also requested to advise of such payments.

Examples of alternative forms of remuneration covered by this policy are entertainment, conferences, sports event tickets, travel, accommodation, computer hardware, marketing assistance, office rental subsidies, business software tools, gifts, etc.

Name Position Date Type Location Description Value Provider
David Ewens Employee 19/01/2014 Tickets & hospitality Sydney NSW Australian Open Tennis $1600 Bankwest
Leteisha Pileggi Franchisee 15/02/2014 Ticket and hospitality Cannington, WA Leeuwin Estate Concert $1735 CBA
Aurelio Tenaglia Franchisee 19/02/2014 Ticket and hospitality Parramatta NSW Bruce Springsteen concert $2188 Bankwest
Antony Muir Franchisee 28/05/2014 Ticket and hospitality Bundall QLD State of Origin $1319 Bankwest
Kylie Taylor  Franchisee 28/05/2014 Ticket and hospitality Brisbane North QLD State of Origin $1319 Bankwest
Graeme Broad Franchisee 11/09/2014 Ticket and hospitality Kingsley, WA Robbie Williams Concert $1000 Bankwest
John Kennedy Franchisee 03/09/2014 Ticket and hospitality Mudgeeraba QLD St George Bank Flame Conference $1900 St George
Arthur Ways Franchisee 20/10/2014 Airfare, Accommodation Sales retreat in Hong Kong Homeloans Conference $5000 Homeloans Ltd
Darren Turner Franchisee 14/11/2014 Concert Tickets Geelong, VIC Two tickets to Katy Perry Concert $1500 Bankwest
Aurelio Tenalia Franchisee 24/11/2014 Concert Tickets Parramatta, NSW Two tickets to Katy Perry Concert $1500 Bankwest
Michael Russell Employee 4/11/2014 Tickets and Hospitality Sydney NSW Melbourne Cup Carnival $600 Bankwest
Michael Russell Employee 6/11/2014 Tickets and Hospitality Sydney NSW Melbourne Cup Carnival $1200 NAB
Andrew Russell Employee 4/11/2014 Tickets and Hospitality Sydney NSW Melbourne Cup Carnival $1200 Bankwest
Tony Willis Franchisee 4/11/2014 Tickets and Hospitality Willetton, WA Melbourne Cup Carnival $1200 Bankwest
Max Billi Employee 6/11/2014 Tickets and Hospitality Melbourne, VIC Melbourne Cup Carnival $1200 Bankwest
Joanne Mather Employee 8/11/2014 Tickets and Hospitality Sydney NSW Melbourne Cup Carnival $1200 Bankwest
Matt Cunliffe Franchisee 8/11/2014 Tickets and Hospitality Brisbane, QLD Melbourne Cup Carnival $1200 Bankwest
Matt Cunliffe Franchisee 8/1/2015 Tickets and Hospitality Brisbane, QLD Brisbane International Tennis $800 Bankwest
Andrew Russell Employee 1/2/2015 Tickets, Flights and Hospitality Sydney NSW Australian Open Tennis $3752 NAB
David Ewens Employee 1/2/2015 Tickets, Flights and Hospitality Sydney NSW Australian Open Tennis $1598 Bankwest
Siobhan Twomey Employee 31/1/2015 Tickets and Hospitality Sydney NSW Asian Cup Final tickets $998 ALI
Stephen Britton Franchisee 31/10/2015 Tickets and Hospitality Ballarat, VIC Derby Day tickets $1,440 CBA
Matt Cunliffe Franchisee 22/6/2016 Tickets and Hospitality Brisbane, QLD Ticket to State of Origin Match 2 plus hospitality $1,000 St George
Brice Booker Franchisee 22/6/2016 Tickets and Hospitality Brisbane, QLD Ticket to State of Origin Match 2 plus hospitality $1,500 Suncorp
Graham Baxter Franchisee 24/6/2016 Tickets and Hospitality Maroubra, NSW Ticket to the Aust v England Rugby test plus hospitality $950 ANZ
Irene Cujko Franchisee 29/10/2016 Tickets and Hospitality Kings Langley, NSW Airfare, Accommodation and ticket to Derby Day $1782 Bluewealth
David Ewens Employee 27/01/18 Tickets and Hospitality Sydney NSW Foo Fighters concert $410 CoreLogic
Greg Campbell Franchisee 31/01/18 Tickets and Hospitality Malvern, SA 4 Moonlight cinema tickets $150 NAB
Meghan Castledine Franchisee 20/01/18 Tickets and Hospitality Malvern, SA Tour Downunder Legends ticket + hospitality $220 CUA
Bianca Taylor Franchisee 22/02/18 Tickets and Hospitality Kellyville NSW 2 x Queen tickets + hospitality $500 Suncorp
Toni Slater Employee 02/03/2018 Tickets and Hospitality Perth WA Ticket plus hospitality, Ed Sheeran concert $667 Pepper
Debbie Chambers Employee 20/03/2018 Concert Tickets QLD 2 x Tickets, Ed Sheeran Concert $1190 Suncorp
Claire Hartley Franchisee 22/03/2018 Tickets & Hospitality Morphett Vale SA Adelaide Oval Roof Climb & Hospitality $150 ALI
Bianca Taylor Franchisee 24/03/2018 Tickets & Hospitality Kellyville NSW 2x Bruno Mars Tickets & Hospitality $500 Suncorp
Graham Baxter Franchisee 14/05/2018 Seminar & Hospitality Melbourne VIC Flights, food and other transport $476 Bluewealth

 


1Prior to 1 February 2018, the value for items (1) and (2) was listed at $500.