Accountants & bookkeepers
A finance pathway for home, investment, commercial, business, car and asset needs—while your client returns to you for accounting and tax advice.
REFERRAL PARTNERS AUSTRALIA
Protect the relationship.Connect the next step.
A professional finance referral pathway for accountants, real estate agents, buyer’s agents, conveyancers, advisers and other trusted professionals who want clients handled with clarity and care.
WHY ROCKVALE
Your client relationship remains important.
A referral should feel like a continuation of good service. Rockvale aims to acknowledge the introduction, contact the client respectfully, clarify the finance objective and keep communication proportionate to the client’s consent.
We stay within the lending role. Accountants, agents, advisers, solicitors and other professionals remain responsible for advice within their own field.
Built for trusted professional introductions.
Real estate agents
A responsive contact for buyers who want to understand finance readiness, next steps or the structure of a property purchase.
Buyer’s agents
Broker communication that supports a coordinated search, due-diligence timetable and finance process without replacing your property advice.
Conveyancers & solicitors
A clear lending contact for mutual clients while legal advice, contracts and settlement responsibilities remain with the appropriate professional.
Financial advisers
Credit and lending support that can sit alongside—but does not replace—licensed personal financial advice or the client’s broader strategy.
Business & vehicle professionals
A referral pathway for eligible business finance, equipment, vehicles, plant, machinery and other asset-finance requirements.
Four steps. No confusion.
- 01
Agree the framework
We first document the intended referral relationship, permitted activity, communication, privacy expectations and any applicable commercial terms.
- 02
Obtain client consent
The client decides whether Rockvale may contact them. Do not send identity, income, bank, tax or loan documents through an initial referral.
- 03
Rockvale contacts the client
We introduce ourselves, understand the finance goal and explain the process and relevant disclosures before progressing.
- 04
Close the loop appropriately
With the client’s permission, we provide a suitable high-level status while protecting confidential information.
REFERRAL STANDARDS
Trust needs clear boundaries.
- Partners should make an introduction only with the client’s knowledge and consent.
- Unless properly authorised, a referrer must not suggest a particular credit product, provide credit assistance or collect information beyond the permitted referral arrangement.
- Do not send payslips, bank statements, identification or other sensitive documents in an initial referral.
- Any referral arrangement or payment must be agreed in writing and disclosed where required. No payment is promised by this webpage.
- Credit outcomes remain subject to assessment, eligibility, lender policy, acceptable security and approval.
PARTNER WITH ROCKVALE
Start with a professional conversation.
Tell us about your business, the clients you support and the finance needs you commonly encounter. We will discuss fit and the appropriate compliant pathway before any referrals are made.
PARTNERSHIP ENQUIRIESRockvale Finance Pty Ltdinfo@rockvalefinance.com.auABN 73 700 838 893 · ACN 700 838 893