We're changing the way
lead generation is done.
John Maxwell
Group CEO
& Sales Director
As our Group CEO, John provides strategic advice on the overall vision, strategy, and sales aspects of our group. John started his financial services career as a mortgage broker over 25 years ago & set numerous industry team & sales records. He’s built large national teams, owned & managed 9 mortgage franchises, & run multiple financial services groups. He’s worked with all levels of brokers, lenders, aggregators, & allied professionals.
Oscar Zhuo
Director | Head of Marketing & Operations
Oscar has an extensive background in project management. Previously, he was National Operations Manager for a prominent mortgage brokerage firm with over 100 brokers. Oscar makes the magic happen in the background with each lender & broker campaign. He plays a key role in managing both the operations & marketing divisions of the company as well as Broker Desk & Privy Capital divisions.
Simon Wilkins
Head of Property Education
- NSW
Simon is our Sydney based Head of Property Education. He brings a wealth of knowledge in property. Simon was also previously a senior leadership coach. Simon now dedicates his time to assisting brokers in NSW & across Australia to help their clients to secure the right properties.
Nolan Leo
Head of SMSF
Education
Nolan joins our team as our Melbourne based Head of SMSF Education. He brings a wealth of knowledge in SMSF Lending. Nolan now dedicates his time to assisting brokers in VIC & across Australia to help their clients secure the right SMSF finance solutions.
Phil Robison
Off-Market Property Specialist
- VIC & QLD
Phil brings a wealth of knowledge in property. He helps brokers find off-market established or new build, affordable cashflow positive gems for your clients. Phil was also previously a successful mortgage broker & mortgage manager. Phil now dedicates his time to assisting brokers across Australia to scale their business safely.
Coming Soon!
NEW Business Development Manager - NSW
Stay tuned to see our new BDM joining the Uptick Team in NSW. We can’t wait to introduce you to them.
If you’d like to join our team, reach out to our CEO, John Maxwell, for a confidential interview and you could become our newest team member! This is a very exciting time to join our highly awarded team.
Vikki Davies
National Content Solutions BDM - VIC
Vikki is our National Content Solutions BDM, dedicated to supporting mortgage brokers across Australia committed to transforming their social media presence with our bespoke content solutions, & demonstrating our brand new, market-leading done-for-you content solutions for brokers.
Dhruva Vohra
Business Development Manager - VIC
Dhruva is based in Melbourne. With a strong background in sales & marketing and a desire to deliver market-leading results for clients, Dhruva now dedicates his time to assisting brokers in VIC & across Australia to simplify, streamline & scale their businesses.
Hello, Brisbane!
Business Development Manager - QLD
We are currently on the look out for our newest BDM to join the Uptick family in SE QLD. If you’re looking for an exciting & rewarding new role, send your resume to our Group CEO, John and YOURS could be the next photo added HERE!
Hello, Melbourne!
Business Development Manager - VIC
We are currently on the look out for our newest BDM to join the Uptick family in Melbourne. If you’re looking for an exciting & rewarding new role, send your resume to our Group CEO, John and YOURS could be the next photo added HERE!
We're Hiring in Perth!
Business Development Manager - WA
We are currently on the look out for our newest BDM to join the Uptick family in Perth. If you’re looking for an exciting and rewarding new role, send your resume to our Group CEO, John and YOURS could be the next photo added HERE!
Bella Maxwell
Head of Brand
Bella plays a key role in the overall marketing, media & communications of our group brands. From media strategy, social media to EDM’s, Bella’s got it covered & ensures the right message gets out to the right audience. Yes, Bella’s also John’s wife (& makes him look great!).
Adora Flores
Group HR Manager
Adora ensures HR runs smoothly across our whole group by managing all aspects of interviewing, recruitment, onboarding & other personnel tasks. Adora ensures all teams operate efficiently whilst fostering a positive work culture. An instrumental team member.
Ray Wang
Marketing Strategist
Ray coordinates our team to develop & perfect our marketing performance. From creative design, building funnels, analysing algorithms, and developing our marketing channels. Strategy is part of his DNA. ‘All in a day’s work’, he says. Ray is an invaluable part of our leadership team.
Joshua Maxwell Levison
Account Executive & Content Management
Josh is our CEO’s talented son. He has a strong passion for IT and also has a strong creative flair, taking after his Dad. He also works within our content team directly with John & Bella, supporting our Broker Partners who are utilising our bespoke content solutions. Josh is also studying Criminology at Uni.
Giann Rafio
Administration & Human Resource Manager
Giann ensures everthing (and everyone) runs smoothly. From onboarding new team members, a myriad of administrative & managerial tasks, to creating a team culture second to none, enabling every team member to shine. Nothing short of amazing! Giann puts a smile on everybody’s face 🙂
Clary Mursalim
Website Design, Marketing & Coding
Clary works on our website & landing page designs, coding & leads funnels. She plays an important role in our marketing team to ensure all of our websites & leads funnels are in top shape and operating at peak performance. She’s also key in building our many Broker Partner website projects
Anthony Manawatao
Sales Executive & CSO
Anthony is one of our dedicated telesales team. He is one of our talented team who create more customer connections & appointments for our broker partners. He is also dedicated to introducing brokers to our suite of services for mortgage brokers.
Jhovyn Zerna
Sales Executive & CSO
Jhovyn is our longest serving Telesales executive who is commited to ensuring all inbound mortgage brokers are connected to one of our dedicated BDM’s. He’s also responsible for connecting many customers to our grwoing list of broker partners.
Chad Fernandez
Sales Executive
Chad works closely with broker partners wanting to access our lead generation services in particular. He seeks to understand your business growth goals & identifies opportunities to help your business scale before passing you over to one of our dedicated BDM’s.
Franchesca Libron
Sales & Accounts Executive
Franchesca is one of our most versatile team executives. She is responsible for not only connecting brokers to our BDM’s, but also books in customer appointments for many of our successful broker partners. Chesca has recently been promoted to support Kenn managing our fast growing broker partners, and is also our telesales team leader & top performer.
Kenneth Muncal
Senior Campaign & Accounts Manager
Kenn is our senior customer-centric Accounts Manager who builds lasting client relationships while effectively managing their leads campaigns. Her hard work & commitment managing broker partner relationships is what has earned her a recent promotion. Kenn is loved by all of our broker partners across Australia.
AJ Christian Alaba
Systems & Automations
AJ is the person behind our smooth-running technology & systems! There’s not much he doesn’t know about the Uptick CRM, setting up & maintaining the seamless automations brokers have grown to love. He ensures everything runs smooth & is there in a flash to fix any problems as they arise. AJ lights up our team environment with his leadership and bright personality.
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