Join us

To join PLAN Australia, there are:

• No joining or on-going membership fees
• No minimum volume requirements
• No handcuff clauses - you can leave on 30 days notice and still retain your trail commissions

Secure trail commission

As a PLAN Member, you can be sure of commission security.  All commissions are transacted through a trustee company, where our members are the beneficiaries.  The diagram below illustrates the flow of member commissions.

A minimum requirement of 2 years in the mortgage broking industry and a Certificate IV in Financial Services (Finance/Mortgage Broking) is required for full membership.  If you have not obtained that certificate, we can assist you with training and support to meet this requirement and become a full member of PLAN Australia. 

At PLAN Australia there is one thing you can be sure of - benefits.

Member Benefits:

• Access to a large pool of lenders and a variety of products
• Compliance support
• Dedicated BDM support
• Other products
• Business building tools

If you're interested in hearing more, please request an appointment.

If you have already met with a BDM and would like to apply for membership, download the application form here.