Intellitrain Pty Ltd
Level 3, 196 Wharf Street, Spring Hill QLD 4000
Intellitrain is a growing Registered Training Organistation (RTO) dedicated to the delivery of training for the finance industry.
As a registered training organisation, Intellitrain is authorised to deliver nationally recognised qualifications to Advanced Diploma level. Importantly, our trainers are experienced industry professionals ensuring you learn from people who don't just 'talk the talk' but actually work as finance professionals. Our trainers are able to provide you real-life firsthand experience and practical knowledge that they’ve developed over many years.
Our training is delivered through a combination of methods including Face-to-Face workshops, Online, Distance and our industry-first Blended delivery which incorporates the flexibility of Distance training with the benefits of instructor-led training via scheduled interactive webinars.
For experienced finance professionals we also offer the ability be to obtain qualifications through a Recognition of Prior Learning (RPL) process.
During the past 8 years we have successfully trained more than 4,000 professionals in the areas of finance, mortgage broking, bookkeeping, business and financial planning.
Our Training Includes
- Certificate IV in Financial Services (Finance/Mortgage Broking)
- Certificate IV in Financial Services (Credit Management)
- Diploma of Financial Services (Finance/Mortgage Broking Management)
- Diploma of Financial Services (Financial Planning)
- Advanced Course in Mortgage Planning
- RG 146 Insurance Adviser
- Equipment & Asset Finance
- NCCP Licensing & Compliance Framework Toolkit
- Government Funded Training & Traineeship Management
- Continuing Professional Development Monthly Webinar Program
- Situational Leadership
- Sales Essentials
- DISC Profiling
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Thu 10th Feb
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Certificate IV in Financial Services (Finance Mortgage...
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Tue 8th Feb
Our Team Profiles
BA, Cert IV TAA, AFAIM, MAITD - Chief Executive OfficerProfile
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.
BBEF, GDip FP, CertIV FS(F/MB), CERT IV TAA, FPA(Aff), CDec - General ManagerProfile
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.
B.Bus (Marketing) - General Manager, Sales and MarketingProfile
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.
Cert IV TAA, Cert IV Finance - National Operations ManagerProfile
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.
Dip FS (F/MB), CERT IV TAA - Business Development Manager & Senior TrainerProfile
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
Business Development ManagerProfile
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.
Cert IV WT&A, Cert IV Finance - Senior Financial Services TrainerProfile
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.
Dip Fin.Plan, Dip Mort.Lend, Cert IV TAA, Cert IV Frontline Mgt - Financial Planning Trainer & AssesProfile
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.
Please note that the following testimonials are collected, supplied and maintained by Intellitrain Pty Ltd.
Overview brochure outlining more details regarding Intellitrain's Certificate IV in Finance Mortgage Broking.
Overview brochure outlining more details regarding Intellitrain's Advance Course in Mortgage Planning
Overview brochure outlining more details regarding Intellitrain's CPD Webinar Program
Overview brochure outlining more details regarding Intellitrain's Diploma of Financial Planning (RG146) Course
Overview brochure outlining more details regarding Intellitrain's Diploma of Financial Services (Finance/Mortgage Broking Management) Course
Overview brochure outlining more details regarding Intellitrain's NCCP Toolkit.
Overview brochure outlining more details regarding Intellitrain's RG146 Insurance Advisor's Course.
Overview brochure outlining more details regarding Intellitrain's Certificate IV in Credit Management Course