Newly appointed Victoria/Tasmania state manager for Mortgage Choice Margie Cannizzo says she excited to join of one the largest and well-known aggregators in the industry after having worked in the financial services sector for 18 years. MPA spoke with Cannizzo about what she hopes to achieve in the role and what Victorian brokers should focus on as they come out of lockdown.
What experience do you bring to the position?
I bring a wealth of industry knowledge and experience, having worked in the financial services sector in a variety of leadership, sales management and business development roles in which I’ve been responsible for establishing and executing on business development, sales and marketing strategies.
What was your most recent role before this?
State Manager for Citigold Wealth Management at Citi. I ran a team of investment executives that worked with high net worth clients to find a suitable solution for their investment needs.
What excites you about working for Mortgage Choice?
It is a real privilege to grow the footprint of an iconic brand. It’s exciting being part of one of the largest and well-known aggregators in the industry. I’m also looking forward to helping the Mortgage Choice franchise owners take their businesses to the next level – understanding their needs and aspirations, working on their business development and creating strategies to help them succeed.
In previous roles, I was tasked with business growth by looking at opportunities and strategy building. In my role as a BDM it was really important for me to understand broker business requirements in order to help them identify how they could drive success.
What do you hope to achieve in the role?
To drive growth in the network while supporting Victorian and Tasmanian brokers to deliver exceptional client outcomes. I want to promote a strong community culture where sharing best practice within the network drives growth and high-performance.
What should Victorian brokers be focusing on now in their businesses as they come out of the lockdown?
It’s been a period of reflection and planning and we’re looking forward to the journey ahead. This period was valuable for brokers to check in and support clients who might have been struggling financially. As we start to come out of lockdown, our goal is to continue to help those clients stay on track and also support those who are ready to act on their property buying plans or revisit their financial needs.