Australia’s Top Ten Property Specialists 2019: Aaron Christie-David of Atelier Wealth

Aaron Christie-David launched his career in financial services working for Wizard Home Loans under Mark Bouris in the marketing department before moving across to Commonwealth Bank to work in marketing on home lending. The catalyst to kick start his own mortgage broking business was seeing the opportunity to be completely hands on with Australian investors and be able to help them grow a quality property portfolio. 
 
Since launching Atelier Wealth in July 2016, Aaron and his business, Atelier Wealth, have been multi award winning including 2019 Office of the Year at the Australian Broking Awards, 2018 Young Professional of the Year and Customer Service awarded by the Mortgage & Finance Association of Australia. 
 
Aaron is an investment property specialist, helping Australian’s build high-performance portfolios by aligning their finances with their investment strategy. Aaron also takes a wider view of the investment property journey by working hand in hand with the support of the right team of professionals: a Buyers Agents, Property Managers, Quantity Surveyors, Accountants, Financial Planners, Insurance Brokers and Wills & Estate Lawyers. 

Nominees three achievements

1) Aaron has been featured across a number of media publications including Channel 7, The Adviser, Mortgage Professional Australia, Australian Broker and has also featured on the Smart Property Investment podcast. Aaron also researched and published an original thought leadership article called “Beware the 2020 Interest Only Danger Zone” (https://atelierwealth.com.au/interest-only/) openly discussing potential challenges for Interest Only borrowers and raising awareness of the constantly changing lender policies which may impact investors. 

 

2) Multi-Award Winning and Industry Recognition 

 

In an industry of 18,000 mortgage brokers, Aaron and his team have been able to dominate the broking industry in a relatively short time since launching Atelier Wealth in 2016. The accolades are a testament to ensuring their clients receive education, given the highest level of service and staying up to date on lending policies and changes. 

The awards they have received are:

2019

~Novel Serialisation: Heavens Fire~

Winner: Office of the Year (less than 5 Brokers): Australian Broking Awards

Finalist: Best Independent Office: The Adviser Better Business Awards

2018

Finalist: New Brokerage of the Year, Australian Mortgage Awards

Winner: Young Professional Award, National Mortgage & Finance Association of Australia Excellence Awards

Winner: Customer Service Award, NSW Mortgage & Finance Association of Australia Excellence Awards

Finalist: Rising Star, Australian Broking Awards

Winner: Editors Choice, The Adviser Better Business Awards

Finalist: Rising Star, The Adviser Better Business Awards

2017

Winner: Newcomer of the Year, Australian Broking Awards

Finalist: Finance Business of the Year, Optus Business Awards

Top 100: Savvy Service, Anthill Cool Company Awards 

Finalist: Best Customer Service & Best Newcomer, The Adviser Better Business Awards

Finalist:  Best Newcomer, NSW Mortgage & Finance Association of Australia Excellence Awards

3) Philosophy to give back:

Aaron truly believes that we are fortunate to call Australia home and we have a responsibility to pay this forward. Aaron has launched two key initiatives to help others, which he finds immensely rewarding:

(i) Charity partnership with Batting For Change: this charity helps fund tertiary education for underprivileged women. Atelier Wealth donates a percentage from every settlement towards Batting for Change, calling this “Loans with an Impact”

https://atelierwealth.com.au/about-us/atelier-difference/

(ii) Aaron has also launched a New Broker pathway support program, which is now endorsed by industry body, the Mortgage & Finance Association of Australia. This program aims to help new mortgage brokers succeed in the mortgage broking industry, which has a failure rate of 50% in the first 18 months. 

 

Aaron is an advocate that training, education and mentoring have a significant role to play not only with his clients but in the broking industry too.

https://www.brokernews.com.au/news/breaking-news/broking-expert-to-build-industry-mentor-community-235597.aspx

RSS
Follow by Email
LinkedIn
Share
Instagram
WhatsApp