Adam Hindmarch
Glenelg North,SA
Summary
Extensive experience as a finance and property investment professional, having helped hundreds of clients on the path to financial success.
A highly motivated and self-driven individual, with a proven track record of success through establishing productive referral networks and maximising sales opportunities.
A strong social media presence has bolstered a position as a property investment and lending expert.
Key personal traits are integrity, perseverance and a positive outlook.
Overview
16
16
years of professional experience
Work History
Managing Director & Principal Strategist
Prospa Property Advisory
Adelaide, SA
03.2015 - Current
- Responsible for all aspects of business operations required to support a small team, including business/lead generation, compliance, marketing, culture and HR/staff management
- Partner with finance professionals to assist their clients purchase fully researched investment properties and first homes - predominately house & land packages and off-plan purchases
- Maintain continual contact with client's lender to ensure loans are tracked and set up correctly for construction
- Provide lending advice to clients (e.g. investment lending structures), given the integral link between property and financing
- Developed a solid referral network of mostly finance and property professionals, which has created an ongoing stream of qualified client referrals
- Create a detailed Property Investment Plan (PIP) to match the right investment properties to suit a client's needs/strategy. Closely support clients through the property investment journey and beyond, including annual client portfolio reviews.
- Explained technical property investment and financial concepts to clients in easy to understand language.
- Authored a number of eBooks and an extensive library of video content to educate clients on finance and property investment. This includes a regular video segment on social media called “Property Mentor Minute,” which had over 100 episodes posted
- Support, educate and encourage clients to our use software program that captures data and forms the basis of their PIP. This effectively digitises and simplifies a complex process.
- Detailed recording and analysis of client A&L position and to ensure their borrowing capacity/equity position align with realistic property investment goals
- Full analysis of clients A&L and income position, to create cashflow modelling on the proposed property investment. This ensures that the property recommendation is suited to the client's current and ongoing investment needs
- Cross sale/referral of additional products to enhance customer experience and success as an investor. This includes insurance referrals, depreciation schedules, property handover inspections and rental management.
Director/Principal Mortgage Consultant
The Loan Hound
Adelaide, SA
02.2009 - 08.2015
- Oversaw all aspects of business operations such as marketing, recruitment, mentoring of junior brokers, coordinating support staff and general loan writing and settlement activities
- Company held Australian Credit Licence (ACL 388351) and I was responsible for aspects of compliance for business.
- Developed several strategic partnerships as primary source of lead generation for our brokers. Real estate agent and new home sales partnerships provided ongoing source of home buyer leads. Accountants, financial planners and rental managers were a focus for property investor and refinance leads
- Maintained consistent social media presence and regular email campaigns to retain clients and attract new ones
- On average personally settled 8+ loans per month, while continuing to oversee small team of up to 4 brokers, provide training, maintain regulatory requirements and business operations
- Selected as a property investment specialist broker to write loans and service clients for partner group of aggregator
- Providing scenario/structuring advice to my brokers
- General policy, procedure and process implementation
- Client onboarding and annual review process
Mortgage Consultant
Australian Mortgage Brokers
Adelaide, SA
11.2006 - 02.2009
- Commenced as part time trainee. Progressed to become full-time self employed mortgage broker - very few had achieved this without banking background
- Assessing client's capacity for lending; product selection and loan structuring advice; lodging loan application and tracking to settlement
- Responsible for generating own leads and establishing professional referral partnerships as no leads were provided by franchise owner
- Managed partnership with Professionals Real Estate Western Beachside office to generate ongoing referrals
- Established national partnership with Leukaemia Foundation which generated thousands of dollars in ongoing donations
Education
QPIA - Qualified Property Investment Advisor - Property Investment Advice
2019
RG146 & Property Investment Advisor -
2015
Certificate IV Property Services (Real Estate) - Real Estate
2015
Registered as Land Agent with Consumer and Business Services South Australia
AAMC Training Group - Finance
2013
GroupCert IV Finance – Mortgage Broking - Finance
2006
Skills
- Exceptional Interpersonal Communication
- High Level Customer Service
- Product/Advice Related Sales
- Capacity to Multitask & Meet Deadlines
- Foster Team Relationships
- Create Professional Referral Networks
- Flexible and Adaptable to Change
- Decision Making
- Positive Attitude
Affiliations
- Member of DG Institute, Property Elite Mentoring Program (2021 - current)
- Member of Kerwin Rae K2 Elite Leadership - Business Accelerator program for 2 years (2018 - 2020)
- Zone High (Michelle Stanton - Adelaide) Zone Training Graduate in 2008 in and current member of Zone Culture ZCA in 2022
Certification
- Licenced Land Agent (RLA 317731) South Australia
- Qualified Property Investment Advisor - www.pipa.asn.au
- Accredited Advisor of Aspire Property Advisor Network - www.aspirenetwork.com.au
- FBAA Compliance Fundamentals Training Covering: FBAA Code of Conduct; - FBAA AML/CTF for Finance Brokers including AML3 - Australian Privacy Act - Credit Fraud Awareness. June 2021
- Financial Abuse Awareness Education Course - Banking Code of Practice. AAMC Training Group June 2021
Timeline
Managing Director & Principal Strategist - Prospa Property Advisory
03.2015 - Current
Director/Principal Mortgage Consultant - The Loan Hound
02.2009 - 08.2015
Mortgage Consultant - Australian Mortgage Brokers
11.2006 - 02.2009
Property Investment Professionals Australia (PIPA) - QPIA - Qualified Property Investment Advisor, Property Investment Advice
Mentor Education - RG146 & Property Investment Advisor,
BPG Training - Certificate IV Property Services (Real Estate), Real Estate
Diploma of Finance - AAMC Training Group, Finance
AAMC Training Group - GroupCert IV Finance – Mortgage Broking, Finance
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