Mission and values

PLAN Australia is committed to building strong mutually beneficial relationships with mortgage brokers and financial advisors. We work in a spirit of partnership with our members and lenders with the shared goal of increasing the efficiency and profitability of your organisation and the industry.

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Mission

We aim to support our members to grow their business further as we believe your success is our success.

PLAN Australia has a credo based on Integrity, Innovation and Teamwork. We work in a spirit of partnership with our members and lender panel with the shared goal of increasing the efficiency and profitability your business and of the industry.

Values

At PLAN Australia in serving our customers and to achieve our goals, we:

Act with honesty and integrity at all times;
Comply with all laws and regulations relating to the mortgage industry;
Maintain confidentiality in all dealings;
Provide unbiased advice and conduct business free from conflict of interests, acting only in best interests of the customer for their benefit; and
Ensure quality and efficiency in our loan processes.

Code of Ethics

We the Members of the Professional Lenders Association Network of Australia Pty Ltd ('PLAN Australia') set out this Code of Ethics outlining the minimum ethical standards to be maintained. By adhering to the Code of Ethics we believe that we will:

Safeguard the reputation and standing of PLAN Australia and its Members;
Provide Consumers with a high level of confidence and trust in the mortgage broking industry, and thereby;
Raise the profile and business of all Australian mortgage brokers.

To act with Honesty and Integrity at all times

This will extend to representations made in advertising, commissions received, all communications, advice provided and customer applications. This will ensure that the best interests of both the customer and financial institution are always upheld.

To comply with all Laws and Regulations relating to the Mortgage Industry

To maintain a current understanding of and adherence to all laws and regulations as they pertain to the finance industry.

Conflicts of Interest

In each professional assignment undertaken, a Member must both be and be seen to be free of any interest which is incompatible with the best interests of the customer. This will extend to both product advice and commissions received. Substantiation of any recommendation will be freely provided to the customer.

To maintain Confidentiality in all dealings

Through adherence to the above, professional conduct will be maintained at all times.

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Mission and values