About PLAN Australia

The smart way to get a mortgage that meets your requirements

  • Wide range of loans from the top lending institutions
  • Experienced, accredited advisors
  • Professional advice
  • Custom solutions

You plan to fail if you fail to plan. Your mortgage is probably going to be the biggest expense that you will ever have, so you need to make well-informed decisions. Who will you entrust your financial future to? A web site? A lender with only their own product? Perhaps a franchise operator?

But what if you could be advised by someone who has years of experience in the mortgage business and has earned it?. What if this person had met stringent accreditation requirements, could pick and choose a loan that suited your needs and could help plan your financial future?

You would then be thinking about an accredited PLAN member. It makes sense to use an expert, a professional.

Every PLAN member is accredited, experienced and is committed to providing a mortgage solution designed specifically for you. PLAN members are able to give you the benefit of choosing from a wide range of loans from the top lending institutions in Australia. With PLAN’s unique software, a custom designed mortgage can be at your fingertips.

Code Of Ethics – Professional Lenders Association Network of Australia Pty Ltd

We the Members of the Professional Lenders Association Network of Australia Pty Ltd (‘PLAN Australia’) set out this Code of Ethics outlining the minimum ethical standards to be maintained. By adhering to the Code of Ethics we believe that we will:

  • Safeguard the reputation and standing of PLAN Australia and its Members;
  • Provide Consumers with a high level of confidence and trust in the mortgage broking industry, and thereby;
  • Raise the profile and business of all Australian mortgage brokers.

To act with Honesty and Integrity at all times
This will extend to representations made in advertising, commissions received, all communications, advice provided and customer applications. This will ensure that the best interests of both the customer and financial institution are always upheld.

To comply with all Laws and Regulations relating to the Mortgage Industry
To maintain a current understanding of and adherence to all laws and regulations as they pertain to the finance industry.

Conflicts of Interest
In each professional assignment undertaken, a Member must both be and be seen to be free of any interest, which is incompatible with the best interests of the customer. This will extend to both product advice and commissions received. Substantiation of any recommendation will be freely provided to the customer.

To maintain Confidentiality in all dealings
Through adherence to the above, professional conduct will be maintained at all times.

Privacy Policy – Professional Lenders Association Network of Australia Pty Ltd

As a member of PLAN Australia, we may submit loans through the PLAN Australia network in brokering your mortgage, personal loan or other type of finance.

PLAN Australia is covered by the Privacy Act 1988, which came into operation on 21 December 2001.

In accordance with our obligations under the Privacy Act, this text advises you of the manner in which your personal information is handled by us and by PLAN Australia.

We respect the privacy of your personal information.

In choosing to utilise the service we offer, you consent to us and PLAN Australia disclosing the information on your application form to a lender for the purposes of obtaining finance.

We may collect your personal information in order to complete an application for finance. If you do not provide all of the required information, the application may not be considered for approval.

We keep a copy of your application in order to communicate with you about the application, and provide other services to you. You have a right to access this information in accordance with the Privacy Act. If you wish to exercise your right of access, please contact us.

A copy of the application is provided to the lender in order to consider your application, and some of the information on the application is provided to PLAN Australia in order to administer the commission payable by the lender. The information held by PLAN Australia is accessible to you in accordance with the Privacy Act. If you wish to exercise your rights of access to this information, please contact the PLAN Australia Compliance Department on 1300 78 78 15.

Electronic and Other Communications
On the basis that you have provided your contact details, we and PLAN Australia may communicate with you about your application for finance, other advices which may be of interest to you and general information about loans for your personal use, commercial and other forms of finance. If you do not wish to be contacted, please notify us.

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