Industry Mentorship Programs
We love empowering people to take control of their financial situation by structuring debt effectively and securing financial independence through leverage.
Our Why
We love empowering people to take control of their financial situation by structuring debt effectively and securing financial independence through leverage. Throughout our 18 years in business we have witnessed the long term results our service can make to the lives of those we help. When it’s done well the compound benefits change their lives forever.
Using a collaborative approach towards training with engaging facilitators, our highly specialised and experienced team deliver an “Accelerated Mentoring Program”. Our aim is to ensure the future of credit advice in Australia remains in good hands. Our leaders also value the importance of empowering new to industry credit advisers by unlocking their potential, freeing you to achieve outstanding financial outcomes for yourself, your family and your clients.
Our Modules Include
- Business Planning
- Lead Generation
- Presenting to clients
- Scripts and Dialogs
- Questioning Techniques
- Objection Handling
- Understanding Credit
- Credit Decisioning
- Debt Structuring
- Product Selection
- Negotiating win/win outcomes
- Specialist Lending
Our Director
Joel De Shannon has completed the MFAA Approved Mentor Training Program and is now working with brokers at different stages of their careers, coaching them to deliver a consistent and scalable credit advice business model.
Having worked in the property and finance industry since 1996, Joel has established hundreds of long term relationships with clients, referral partners, as well as staff and industry stakeholders.
Prior to establishing AIIS in 2003, Joel worked with a financial planning practice managing a team, which included Financial Planners, Insurance Brokers, Real Estate Agents and Mortgage Brokers.
Today, Joel works between the firm’s head office in Newcastle as well as in Sydney, Brisbane and Melbourne, servicing locally and internationally based clients with tailored credit advice.
AIIS offers a range of solutions for new and existing brokers looking to grow their businesses, complete their training and establish themselves as a trusted credit advisor. To discuss your personal circumstances with Joel, please call the office to schedule a confidential no obligation consultation on 1300 787 054.
AIIS FINANCE PTY LTD
Trading as: 3Finance, IDO
Finance & Debt Experts
ACL 395976
MFAA Approved Mentor
MFAA Member since 2003
Joel, Glen and the team were an absolute pleasure to deal with. They made the stressful process of buying our first house seem so easy and stress free. Couldn’t recommend them highly enough!
Steve A
It was a pleasure dealing with Joel and the crew at 3Finance. I won’t use anyone else when tending to my financial needs! Easy going, helpful and hardworking describes them perfectly!
Nic R
We were very happy with the service Joel and 3Finance provided. Everything went through smoothly and easily. We were able to go through and sign documents from home. They were very flexible, and we are looking forward to continuing to work with them for all our finance needs.
Mel R
Contact Us
We take a holistic approach when assessing your financial situation to ensure we understand your situation, explain all of your options, provide you with the best possible advice for your circumstances, and work with you to implement and execute the plan.
hello@3finance.com.au
1300 787 054
1300 787 056
Shop 10, 2 Belmont Street Swansea NSW 2281
AIIS Finance Pty Ltd t/as 3Finance - ACL 395976 | Compliments & Concerns.