Intellitrain Pty Ltd

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Level 3, 196 Wharf Street, Spring Hill QLD 4000

  •  Overview 
  •  Photos 
    4
  •  Our Team 
    8
  •  Testimonials 
    4

Business Overview

Intellitrain is an award-winning, customer-service driven, training and education provider specialising in the financial services industry. Over the past 8 years we have developed an enviable reputation for the quality of our programs and commitment to meeting the needs of finance professionals in areas such as compliance, business management, technical skills, sales & marketing, and leadership & management.

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Customer Review

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Intellitrain Pty Ltd uploaded new testimonials

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Thu 10th Feb

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Thu 10th Feb

Intellitrain Pty Ltd uploaded a new document

Certificate IV in Financial Services (Finance Mortgage...
Overview brochure outlining more details regarding... read more

Tue 8th Feb

Intellitrain Pty Ltd uploaded new photos

4 new photos added to their Photo Gallery

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Our Team Profiles

Paul Eldridge
Name

Paul Eldridge

Position

BA, Cert IV TAA, AFAIM, MAITD - Chief Executive Officer

Profile

Paul has recently completed his Master of Business and Technology with the University of New South Wales, holds a Bachelor of Arts as well as being an accredited Franklin Covey facilitator. He is an Associate Fellow of the Australian Institute of Management and a member of the Australian Institute of Training and Development. Paul has extensive experience in Management, Training, Sales and Service Delivery and has worked in a variety of industries including: - Retail, FMCG, Utilities, Finance and Information Technology. He has a history of building high performance teams with a strong customer service focus. Paul has previously owned and managed a sales and marketing company developing an operating turnover of over two million dollars within a twelve month period. As a facilitator, Paul has been developing, motivating and training teams in sales, service delivery, customer service and business development for the past ten years. Paul is a certified Covey facilitator and has delivered a number of courses based on the Seven Habits of Highly Effective People. He has also written and facilitated an extensive amount of sales and personal development material for the Australian market as well as contributing to some of the courses offered by Intellitrain.

Andrew Hetherington
Name

Andrew Hetherington

Position

BBEF, GDip FP, CertIV FS(F/MB), CERT IV TAA, FPA(Aff), CDec - General Manager

Profile

Andrew has extensive financial services experience having worked in ANZ Treasury, real estate and as a financial adviser with Westpac. In 2002 Andrew commenced Astute Wealth Management, a boutique financial planning business; and in 2004 Astute Finance & Leasing, a mortgage broking and mortgage planning business. With a strong technical and sales background, Andrew has authored and delivers a number of Intellitrain Certificate's, Diploma's and technical programs, and has extensive training experience having lectured for TAFE, FINSIA and various private training companies Andrew has a Bachelor of Business (Economics & Finance) from RMIT University and the University of North Texas, USA; a Post-Graduate Diploma of Financial Planning; the Cert IV in Financial Services (Finance/Mortgage Broking) and the Certificate IV in Training & Assessment. Andrew is an Authorised Representative of WealthSure Pty Ltd and a member of the AFA, FPA, MFAA and COSL.

Byron Gray
Name

Byron Gray

Position

B.Bus (Marketing) - General Manager, Sales and Marketing

Profile

Byron has held several senior Marketing and Management positions during the past 20 years across multiple industries within Australia, North America and Europe. He holds a Bachelor of Business in Marketing and has significant experience in Sales, Marketing, Business Development and General Management. He started and built a successful financial software company from 1998 through until 2004 before joining one of South Australia's leading Financial Accounting & Consulting practices as a senior manager. He was a finalist in the 2002 Ernst & Young Entrepreneur of the Year award and twice been Marketing Manager of companies listed in the BRW Fastest Growing 100.

Vicki O'Callaghan
Name

Vicki O'Callaghan

Position

Cert IV TAA, Cert IV Finance - National Operations Manager

Profile

Vicki has an impressive 20 + years experience in the banking and finance industry. As an Area Manager with a household name in Home Loans Vicki is dedicated to using her extensive knowledge to assist those entering the Mortgage Broking industry build successful businesses. Vicki has an extensive Learning and Development background in facilitation, assessment and project management. Her expertise is not only confined to financial services but also to general and frontline management course facilitation. For the two years prior to her current role, Vicki was the National Training and Development Manager for international mortgage origination company eMOCA Pty. Ltd.

Graham Harlow
Name

Graham Harlow

Position

Dip FS (F/MB), CERT IV TAA - Business Development Manager & Senior Trainer

Profile

Graham has in excess of 40 years of experience working in the Financial Services industry. During the last 25 years he's worked in 4 states in both the commercial and residential lending arms of large financial institutions, having held several state and national management roles prior to beginning his own specialist mortgage broking and management company. He holds a multitude of financial services qualifications, is a licensed finance & mortgage broker and in recent years has been sharing his extensive industry experience delivering Certificate IV and Diploma training throughout Australia

Cressida Ward
Name

Cressida Ward

Position

Business Development Manager

Profile

Following tertiary studies in Education at QUT, Cressida acquired a wealth of experience in Corporate Sales within the Banking and Finance Sector. After 10 years in recruiting for the financial services industry in Brisbane, Sydney and the UK, she has moved back into the training/education sector to focus on her passion of training and development for finance professionals. Cressida has extensive knowledge and experience in both education and financial services, combined with her ability to build solid business relationships she provides outstanding service to our very valuable corporate clients.

Eric Reid
Name

Eric Reid

Position

Cert IV WT&A, Cert IV Finance - Senior Financial Services Trainer

Profile

Eric has over thirty five years experience in the financial services industry and has developed a number of courses in that time including the Certificate III Mortgage Broking and the Introduction to Mortgage Broking accredited by the MFAA. Eric is well-respected in the industry as an experienced trainer with a fantastic ability to make his learning sessions interesting and dynamic. Eric has lectured at TAFE colleges and is in demand for his consulting skills. Eric actively provides consulting services to a number of direct clients and is a valuable consultant to Intellitrain as a non-executive director. Eric's chief role is to assist in setting the direction and standards for course delivery and content.

John Visser
Name

John Visser

Position

Dip Fin.Plan, Dip Mort.Lend, Cert IV TAA, Cert IV Frontline Mgt - Financial Planning Trainer & Asses

Profile

John is Queensland based and has been working for 30 years in the Financial Services industry with expertise in Direct Sales, Sales Training and Sales Management. He has recruited, trained and managed successful sales teams for CBA and Rams Home Loans in Financial Planning and Mortgage Broking respectively. John has also worked for Suncorp developing and delivering training to individuals entering the Financial Services industry using his practical experience gained through building his own business as an Insurance Broker and Financial Planner. He holds Diploma qualifications in Financial Planning and Mortgage Broking in addition to Cert IV in TAA and enjoys a reputation with Intellitrain for excellent training and support for students wishing to obtain their Financial Planning qualifications.

Testimonials

Please note that the following testimonials are collected, supplied and maintained by Intellitrain Pty Ltd.

Peter Gwynne , QLD
"Passionate, sensational knowledge, great communicator who was at ease with Course members. I am very thankful to Eric for passing on his vast knowledge and also giving us material which he has developed. Very generous. I am looking forward & motivated by my future in finance industry and look forward to emailing Eric at a later stage with my success. Great course, thanks heaps."
Robert P Cinnamon , Professional Finance Concepts Pty Ltd
"I have taken so many ideas and potential uses for the information presented at the Intellitrain "Advanced Mortgage Planning" course. All have potential to provide added value and benefits for my existing clients and add new income stream to my current business model. The training was interactive which is so much better than having a workbook or course material read to you. It was presented by people that obviously know the business. I have found that the way the material was delivered has stimulated my own though process and many ideas are developing from that. I would highly recommend anybody in our competitive industry to attend this course."
Brian Brooks , LJ Hooker Financial Services
"I can recommend the 'Manage your numbers, grow your profit' training course to all franchise owners & loan writers. I found the presentation skills of Paul Elridge from Intellitrain to be excellent and the presentation was both personal & engaging. The content of the course was relevant with the underlying issues being fully explained as well as some useful & practical tools being provided for use in the workplace."
Tammy Reid , Maroochydore Qld
"Andrews first hand experience in the industry shows through in the delivery of the course content. His explanations and script used to describe loan structures highlights the fact as experienced brokers, we need to revise our own pitch to clients to ensure the information we are giving our clients match their understanding so they can see the benefits we are trying to achieve for them. The mortgage planning service is a welcomed addition to our practice and the need will be enhanced by the introduction of responsible lending under the new regulations."

Photo Gallery

Downloads

Certificate IV in Financial Services (Finance Mortgage Broking) Course Overview

Overview brochure outlining more details regarding Intellitrain's Certificate IV in Finance Mortgage Broking.

Advanced Course in Mortgage Planning

Overview brochure outlining more details regarding Intellitrain's Advance Course in Mortgage Planning

CPD Webinar Program

Overview brochure outlining more details regarding Intellitrain's CPD Webinar Program

Diploma of Financial Planning (RG146)

Overview brochure outlining more details regarding Intellitrain's Diploma of Financial Planning (RG146) Course

The Diploma of Financial Services (Finance/Mortgage Broking Management)

Overview brochure outlining more details regarding Intellitrain's Diploma of Financial Services (Finance/Mortgage Broking Management) Course

NCCP Toolkit

Overview brochure outlining more details regarding Intellitrain's NCCP Toolkit.

RG146 Insurance Advisor

Overview brochure outlining more details regarding Intellitrain's RG146 Insurance Advisor's Course.

Certificate IV in Credit Management

Overview brochure outlining more details regarding Intellitrain's Certificate IV in Credit Management Course

Show all 8 downloads

Business Hours

Monday 08:30am to 05:00pm
Tuesday 08:30am to 05:00pm
Wednesday 08:30am to 05:00pm
Thursday 08:30am to 05:00pm
Friday 08:30am to 05:00pm

Payment Options

  • Cash
  • Amex
  • Visa
  • Cheque
  • Invoice
  • Mastercard