Tumai Meroiti
Ex-NAB, Bank of Melbourne & Westpac · Founder, Oakbury Financial Group (sold)
Tumai Meroiti spent his early career inside Australian retail banking — NAB, Bank of Melbourne and Westpac — before founding Oakbury Financial Group, a Collins Street mortgage brokerage he later sold. He now builds systems for brokers and tests the software the industry runs on.
Guides written
- TFN redaction and secure document handling
- The complete broker document request checklist
- How brokers can reduce double data entry
- How to map CRM and aggregator fields
- Which system should be your source of truth?
- Referral partner updates without privacy mistakes
- How to build forms, surveys and quizzes inside Finance OS
- How to build a shorter pre-qualification form
- A lead follow-up sequence that still sounds human
- What should a broker’s missed-call text say?
- Open Banking vs bank statement scraping: what changed for brokers
- Why brokers lose clients at refinance, and what retention software actually does
- AI notetakers in broker meetings: consent, privacy and what to check first
- The solo broker software stack, priced honestly
- Serviceability calculators: what multi-lender tools save you, and what they cost
- How much should a broker actually spend on software each month?
- Why clients ghost you on documents, and the workflow that fixes it
- What a compliant broker file actually needs under Best Interests Duty
- Aggregator CRM vs independent CRM: which should an Australian broker actually run?
- How to choose broker software without getting burned