Senior Partner: Sam Boer – Mortgage Broking and Lending Distribution

Areas of Expertise:

30+ years across Retail Banking, Lending, and Mortgage Broking Distribution

  • Leading large complex businesses is rapidly changing environment and developing winning strategies
  • Key topics: Consumer buying behaviour, digital strategies, cost-effective client acquisition & retention, maximising value add experiences (B2B and B2C), and how data can be leveraged effectively to win more clients.
  • Proven leadership capabilities having led the largest mortgage business in the country and built the largest Retail Mortgage Broking business in the country
  • Key skills in strategy, team oganisation and development, communication, finance, and leadership.

Geographies: 

Australia

Client sectors:

Financial Services (100%)

Before and Outside ICG:

REA Group:


CEO Smartline leading the business into a full ownership and integration of REA Group whilst growing and transforming the business post Royal Commission and during COVID pandemic.
Driving force behind acquisition of Mortgage Choice and thenacting as a strategic adviser during integration. Developedstrategies to drive revenue growth through white label,adjacencies and partnerships. Board position Simpology.


CBA:


Designed and developed multiple market-leading strategies including Diamond Broker program, Connect Cross sell program, desk-based RM model and Partnership model for the industry. Managed and lead a team with +$150Bn loan book and largest profit centre.

Credentials:

MBA Exec – AGSM (2005)
B Comm Accounting – Utas (1996)

Affiliations:
FINSIA – Senior Associate
MFAA – Member
FBAA – Member

Contact Email:

[email protected]

Linkedin:

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Contact Phone:

 

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