Mortgage Broker

Job Description

For those with a passion for real estate and finance, becoming a Mortgage Broker offers an exciting career path. In this role, you serve as a trusted advisor, guiding clients through the complex world of mortgage processes to secure financing for their dream homes. Drawing on your deep understanding of mortgage products and lending practices, you play a crucial role in helping clients navigate each stage of the home buying journey with confidence and clarity.

Mortgage Brokers are licensed financial advisors who act as intermediaries between borrowers and lenders. They assist clients in finding the optimal options for home loans, lenders, and interest rates, ensuring that each client's unique needs and financial goals are met effectively.


To become a Mortgage Broker in Australia, you will need a Certificate IV in Finance and Mortgage Broking.

Complete a Certificate IV in Finance and Mortgage Broking.

While a Diploma in Finance and Mortgage Broking Management is not a requirement for licensing, many lenders and organisations within the industry prefer brokers to have (or be working towards) this qualification in addition to their Certificate IV.

Apply for an Australian Credit Licence (ACL), through the Australian Securities and Investments Commission (ASIC).


  • Communicator
  • Customer Orientated
  • Interpersonal
  • Problem Solving
  • Procedural
  • Proficient
  • Reliable
  • Resourceful
  • Self-Motivator
  • Team Player
  • Thorough

Key Skills

  • Mortgage Broking
  • Entrepreneurship
  • Lending
  • Customer Service
  • Relationship Management
  • Willingness to Learn
  • Proactive Attitude
  • Researching
  • Document Handling

Future Prospects

You may like to think about moving on from this career, some transferable skills can be utilised in roles such as;