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K&E JOINING CENTRIC WEALTH
 

General Insurance Broking
Launch Mid February 2007
Compliance and Training


Entrusting Kingsbridge & Eagle to look after your financing solution gives you peace of mind that you are being looked after by experts in this field.  Kingsbridge and Eagle is a full member of the Mortgage Industry Association of Australia (MIAA). All of our staff, agents and Directors are compliant with MIAA requirements and standards. In addition to this all employees attend continuing education lectures provided by the banks/lenders and by
K & E. 

In order to become a member of the  MIAA, all staff of Kingbridge & Eagle have met the following requirements:

  • Passed an examination on the Consumer Credit Code
  • Passed an examination on the Privacy Act
  • Passed an examination on the Trade Practices Act
  • Minimum of 2 years experience in mortgage lending or a pass in the Certificate 3 in Mortgage Lending

In order to be alligned with our various lenders Kingsbridge & Eagle’s requirements are such that:

  • Kingsbridge and Eagle  as a group must satisfy accreditation criteria for each lender
  • All MIAA requirements and standards must have been achieved
  • Initial training by each bank/lender relating to lender credit policy, product features, pricing, representation and marketing material available
  • Ongoing training by banks/lenders as to changes in credit policy and product offerings

The vast majority of Kingsbridge & Eagle employees come from banking and financial services backgrounds. Kingsbridge and Eagle requires that our employees must have achieved the following:

  • All employees must have written and passed the exams required by the MIAA
  • All employees must attend initial training by each lender and attend continuing education lectures
  • All our employees are trained to use K & E’s analysis software
  • Kingsbridge & Eagle provides training with regard to understanding financial statements and ratio analysis

All Kingsbridge & Eagle staff and Directors sit in an open plan environment to maximise intellectual sharing. This creates an environment whereby people learn by listening and being involved in the ongoing dialogues to create effective solutions for our clients.


Kingsbridge & Eagle representatives attend the annual MIAA conference. At this conference they benefit from a variety of lectures including:


  • Industry trends
  • Industry projects and initiatives
  • Macro and micro economic forecasts
  • Mortgage industry trends and development in other countries
  • Self improvement and sales seminars

 

Kingsbridge & Eagle is committed to compliance and ongoing education. The company was formed on the premise that the major differentiator in this market is knowledge and skill. To this end Kingsbridge and Eagle has built tools for employees to provide them with up to date and relevant information

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