Tracey Crevatin, PLAN Australia, VIC/TAS

Tracey Crevatin, PLAN Australia, VIC/TAS

Tracey Crevatin, PLAN Australia

Training and education is part of the foundation of PLAN Australia and BDM Tracey Crevatin’s work ethos. “I am always looking to develop myself to improve my performance and bring something extra to my brokers,” she says.

“This core belief drives me to mentor other team members to ensure they too experience success,” says Crevatin, who has been at PLAN for 10 years. This is not exclusive to other BDMs but also extends to administrative staff who are integral to the business.

“It’s a huge part of who I am. For me to consider myself successful, PLAN Australia, my colleagues and my brokers must also be successful, and I know I have a part to play in that success.”

Together with her lender partners, Crevatin ensures any questions or concerns her brokers have are resolved efficiently and effectively.

“In an ever-changing lender relationship landscape, I pride myself on knowing exactly who to contact to discuss any broker-related query with any lender at any time. This also applies to our internal stakeholders.”

Building a strong, trusting rapport with brokers, lenders and support partners is imperative, she says. That’s also part of the group’s belief that great progress is driven by great partnerships.

“To be a successful aggregator BDM, you need to be part-counsellor, be a great listener, understand your broker’s motivations to be in business, and understand their business goals. Armed with that knowledge, I am able to exceed expectations and deliver a quality and consistent experience every time.”


Phone number: 0439 061 369
Location: Melbourne, Vic
Area of expertise: Residential, commercial, asset finance lending, business development