Financial Education Professionals

Therese O'Neill

Therese O’Neill, a professional mortgage industry adviser and mentor, is a member of FEP’s practitioner faculty and a regular industry news columnist.
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Recent Posts

Mortgage Best Interests Duty 101

Estimated read time: 2-3 minutesStart rating: *****Topics: RG206 Mortgage and Credit Broking CPD

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The ‘Not Unsuitable’ vs the ‘Customer First Duty’

Estimated read time: 2-3 minutesStart rating: *****Australian Credit Licence CPD

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How to have that conversation with our over-spending clients (Part 3 The hard truth vlog series)

Listening time: 2-3 minutesStart rating: *****Australian Credit Licence CPD

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Getting living expenses right - 5 top tips (Part 2 The hard truth vlog series)

Listening time: 3 minutesStart rating: *****Australian Credit Licence CPD

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Setting the scene, how living expense scrutiny has changed (Part 1 The hard truth vlog series)

Listening time: 2-3 minutesStart rating: *****Australian Credit Licence CPD

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Surfing the Clawback Cash Flow Wave | Tips to de-risk your broking practice under new commission models

Estimated read time: 2-3 minutesStart rating: *****Australian Credit Licence CPD Read More

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