The Adviser Podcast Network

After a decade in banking, former BOQ franchisee Nicholas Barker made the leap into broking, starting a brokerage that quickly scaled to a team of five and settled $145 million in its first year. In this edition of New Broker, host Annie Kane catches up with the founder and mortgage broker at Brokers for Queensland to learn how he hit the ground running, why he offers a fully diversified loan offe...

History was made this week as HSBC sold its Australian loan book to Blackstone in what is believed to be the largest home loan portfolio transaction globally. From banks selling their loan books to tax reform clarity, join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as they review the biggest news in mortgage and finance broking this week. Thi...

The opportunity to unlock new revenue doesn't always require finding new clients – sometimes it's about having different conversations with the ones you already have. Stephen Lew, state manager  for  NSW and the ACT  at   SME  lender Lumi, joins In Focus to explore how  SME lending   is  set to  evolve over  the  next five years, from the rise of data-driven decision making to the expectation that...

Elite broker Fabio De Castro currently writes over 400 loans a year and recently doubled his team to expand his brokerage's capacity as it aims to become a fully diversified financial services business. In this episode of Elite Broker, host Annie Kane brings Simplify Finance director and principal broker Fabio De Castro into the studio to share how he went from being a bank BDM to writing more tha...

Are major banks failing to link offset accounts, leaving thousands of home loan borrowers out of pocket without even knowing it? Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as they review the news of the week. This week, they discuss: Widespread failures uncovered by ASIC across major lenders' mortgage offset accounts. Westpac reversing i...

Can 17 years of banking experience turn a new broker into an overnight success? For MoneyQuest Clayfield broker Matt Glennon, the journey to settling over $80 million in his first year took nearly two decades of building trust, mastering credit, and honing relationships. Host Annie Kane catches up with the former BOQ owner-manager to discuss his leap into broking, how he structured his business to...

What do regulatory compliance, clawback policies, and aggregator shifts have in common? They are all driving major conversations across the Australian mortgage broking landscape right now. Join host Annie Kane and commercial content writer Ben Squires as they break down the biggest news across the finance sector this week and takeaways from the MFAA National Conference in Melbourne. This week, the...

With interest rates and household bills taking a heavy toll on everyday Australians, sustainable finance is quickly shifting from a niche choice to a major mainstream opportunity. In today's episode of In Focus, Annie Kane speaks with Zeb Drummond, chief operating officer of Gateway Bank, about the surging demand for eco-friendly home and car loans and how brokers can position themselves to help c...

After buying his own investment properties triggered his love for property, Justin Picker transitioned into broking and now runs a high-volume brokerage settling over $300 million a year. In this episode of Elite Broker, host Annie Kane speaks with the founder of Picker Financial to trace his journey from sole operator to managing a 20-person team, how his team processes over 1,000 applications in...

The frustrating reality of having hard-earned commissions ripped away for reasons entirely out of your control has been the bane of the industry for years, but the fight to make them fairer has come back into the spotlight again. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as they review the news of the week. The team looks at the FBAA's...

With an updated broker strategy underway, Australia's largest mortgage lender is now targeting partnerships with 'high-quality, highly productive' brokers to provide a tailored service to better support their clients. But what does that actually entail? In this today's episode of In Focus, sponsored by the Commonwealth Bank of Australia, host Annie Kane welcomes national broker sales lead Michael...

Ditching the salon for the spreadsheet might not seem like a traditional career path, but for Kirsty McKinnon of Flair Finance, it was the stepping stone to building one of regional NSW's most successful brokerages. Having recently taken home the Editor's Choice Award for NSW/ACT at the Better Business Awards 2026, the Dubbo-based broker has built a high-volume business based entirely on customer...

The jury is in: paying off a mortgage now is harder than it has ever been – even when interest rates were up around 17 per cent. But why? Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie...

From forklift salesman to financing multimillion-dollar firefighting helicopters and 200-tonne excavators, James Allan has carved out a unique and highly successful lane in the asset finance space. As the director of Sydney-based brokerage MFG Finance, he has bypassed the high-volume car loan market to focus entirely on heavy machinery, mining, and civil construction assets across Australia. In th...

Happy new financial year! As FY27 rolls in, a wave of compliance shake-ups, shifting housing data, and explosive media headlines are set to completely reshape the landscape for mortgage and finance brokers. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as they review the news of the week. This week, they discuss: What FY27 has in store for...

Just one year after taking the leap to launch his own work-from-home franchise, the Bendigo-based broker took home the prestigious Victoria/Tasmania Editor's Choice Award at the Better Business Awards 2026. In this week's episode of Elite Broker, host Annie Kane catches up with the Mortgage Choice broker Nathan Newlan to discuss how he transitioned from banking to become a broker writing 135 loans...

A surprise political deal has blindsided the mortgage industry this week, threatening to wipe out large chunks of broker pipelines overnight. Join host Annie Kane, senior journalist Charlie Tchetchenian, and commercial content writer Ben Squires as they review a frantic week of massive legislative shifts. This week, they discuss: The sudden government deal to ban residential property lending withi...

What does it take to write 150 loans in your first year as a solo broker? For regional Victoria broker Jay Nash, the answer lies in generating a strong social following and backing himself 100 per cent. After building a stellar reputation in commercial and small business banking across major and regional institutions, the Shepparton-based professional took the leap into residential and commercial...

The Reserve Bank of Australia (RBA) has handed out its June cash rate decision, and while the decision didn't surprise too many, it does have the market asking what's next. In this week's episode of The Adviser's What's Making Headlines podcast, your go-to source for the biggest stories in finance and real estate, managing editor Annie Kane, senior journalist Charlie Tchetchenian, and commercial c...

With record market share, a rapidly changing credit environment, and increasingly sophisticated technological updates, the mortgage broking industry is more rewarding than ever, but building a brand-new business requires a lot more than just a laptop and a phone. In this jam-packed episode of the New Broker podcast, recorded live on the ground at the New Broker Academy 2026 – run with support from...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Broker market share has finally crossed the historic 80 per cent threshold, but how much higher can the third-party channel actually go before artificial intelligence kicks in? Join host Annie Kane, senior journalist Charlie Tche...

In a market defined by uncertainty, brokers need lending partners that can deliver speed, flexibility, and certainty to achieve the best possible outcomes for their clients. Damien Simonfi, founder and CEO of Capital Bridging Finance, joins In Focus to discuss the dynamics behind one of the most challenging lending environments in recent years. He also explores changing credit appetites among majo...

After a life-altering accident required Katherine Looke to leave her corporate job, she thrived under the flexibility of mortgage and finance broking and now specialises in working with essential services workers. In this episode of New Broker, host Annie Kane chats to the First Look Finance founder about her first 18 months in the industry and how she's building her broking business for future gr...

This week marked the start of a new era for the Finance Brokers Association of Australia (FBAA), with the association appointing its first new CEO in 20 years, alongside a new chair. By bringing in external talent for both leadership roles, the FBAA has signalled a fresh new direction. But what do these appointments mean for the body and its 14,000 members? In this episode of What's Making Headlin...

Rising interest rates and tightening servicing requirements have left many borrowers feeling that traditional home loans are out of reach. As mainstream banks tighten their policies, a new era of specialist lending is moving into the mainstream through non-bank lenders, such as Brighten. Jason Azzopardi, CEO of non-bank lender Brighten, joins In Focus to discuss how brokers can rescue borrowers le...