The Adviser Podcast Network

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November. In this second episode of the Women in Finance Podcast series 2024, host Annie Kane sits down with Sally Chadwick, executive manager of corporate communications at Mortgage Choice, and two Mortgage Choi...

Canberra-based broker Aimee Bergan from APC Home Loans has only been broking for a year, but has already settled $20 million in loans. As she ramps up for her second year, we find out how she's going to build her business.  In this episode of New Broker, we catch up with the banker-turned-broker to find out: Why she set herself a target of writing $20 million in her first year. How she's helping c...

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November. In this first episode of the Women in Finance Podcast series 2024, host Annie Kane reveals why the Women in Finance Summit and Awards will be bigger and better than ever this year. Tune in to find out:...

With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Parras often find themselves leaning on the other's expertise.  In this episode of Elite Broker, host Annie Kane is joined by Miranda Brownlee, editor of Accountants Daily, as they sit down with the broker-accountant duo to find out how they work toget...

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 and Juliet Helmke from Momentum Media's property brands as they break down the key issues shaping the property landscape. This week, they cover: The renewed focus on negative gearing and what the industry thi...

Investor lending has been growing apace over the past year, with more borrowers seeking more opportunities in market and turning to brokers to access the finance to do it. In this episode of In Focus, we catch up with NAB's executive, broker distribution Adam Brown and the head of research at CoreLogic Australia, Eliza Owen, to find out: Why investor lending has been growing so rapidly. The opport...

The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser's commercial content writer Ben Squires as they discuss the big themes in the news. This week, they cover: What stopped the P&N and Beyond Bank merger? Inside the Finsure payroll tax case. All the drama unfolding in Senate. A...

It might seem counterintuitive for brokers to help Australians get rid of their mortgage debts, but for Crown Money, it's the be-all and end-all of their business. In this episode of Elite Broker, host Annie Kane catches up with South Australian-based broker Craig Parry to find out how and why they're helping borrowers pay down their mortgage faster. Tune in to find out: How he helps borrowers pay...

The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser's commercial content writer Ben Squires, as they discuss the big themes in the news. This week, they cover: The FBAA's new wellness hub. Brokers continue to dominate new lending. A new CEO at Westpac And much more!

Over the past 28 years, Phil Rice has been building his broking business writing both residential and commercial loans and now he's coaching other brokers on how to do it. In this episode of Elite Broker, host Annie Kane catches up with the EZ Finance broker to find out: Why he thinks having an ACL is beneficial. Why he thinks clawbacks are illegal. Why he's launched a broker coaching business. An...

The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she unpacks some of The Adviser's top news stories including changes to broker clawbacks. Tune in to find out: NAB's new clawback structures. Commercial lending accelerates in broker channel. The SME Bootcamp, run in partnership with Dyna...

Ten years after starting his own brokerage, Dylan Salotti has been mastering the art of running an endurance broking business while running an endurance sport. In this episode of Elite Broker, host Annie Kane catches up with the Divitis Finance broker to find out how he's built his brokerage over the past decade as well as: The 'game changers' he's implemented in his business. The big opportunity...

The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she runs through some of the major headlines impacting mortgage and finance broking. This week, find out: Why CBA and Westpac CEOs have incensed the broking industry Reaction to BOQ's 'pause' in accepting broker loans The winners of the A...

After trading in the motor industry for the world of asset finance, Perseus Finance director Khalil Sader has taken his broking firm from strength to strength. In this episode of the Australian Broking Awards Finalist Showcase, we catch up with the finalist for Asset Finance Broker of the Year to find out: His unique approach to asset finance and what he does to stand out. How his ability to adapt...

After seeing their father, Michael Barrett, make a name for himself in broking, brothers Lucas and Elijah Barrett were inspired to open their own Mortgage Choice franchise in 2022. In this episode of New Broker, we catch up with the broker brothers to find out: How they built their broking business. The things about broking that surprised them. Why they'd like to see more transparency from lenders...

The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media's senior journalist for Cyber Daily, David Hollingworth, as they discuss the importance of Scam Awareness Week. This week, they cover: The prevalence and impact of scams in the financial services industry. The action being...

EXCLUSIVE: Liberal senator Andrew Bragg sits down with The Adviser to reveal what the new housing lending inquiry will look at and why he most wants to hear from the broking industry for it. In this episode of In Focus, host Annie Kane catches up with the chair of the Senate economics references committee to discuss: The big issues the committee aims to address with this inquiry. What else could b...

With four decades of finance experience across commercial, residential, and asset finance, Craig Walker from First Finance has seen it all. In this episode of Elite Broker, we catch up with the Victorian-based broker and his son Ben Walker to find out: The secrets to long-lasting client relationships. Why he switched his focus from commercial to residential broking. How they manage the 'mortgage p...

The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media's deputy editor of real estate Juliet Helmke as they discuss the brand-new Senate inquiry into financial regulatory framework and home ownership and what the spring selling season may have in store. This week, they cover:...

At times, trying to take a broking business to the next level can feel like cycling to the summit of a steep and windy mountain. So, how do good brokers break free from the pack? In this episode of In Focus, we catch up with Mortgage Choice state manager for Victoria/Tasmania, Tim Schneider, and Mortgage Choice Noosaville and Peregian Beach franchisee Gordon MacVicar to find out: How the aggregato...

After starting in sports podiatry, The Lending Alliance's Mitch Bath has turned his passion for helping people into a new career as a mortgage broker. In this episode of New Broker, tune in to find out: How he made the switch from treating elite athletes to writing loans. The steps he took to find his feet in the broking industry. Tools and techniques he uses to find solutions for his clients. And...

As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities. In this episode of In Focus, sponsored by Sherlok, we sit down with Adam Grocke, the platform's founder and CEO, to learn more about the platform and how technologies such as artificial intelligence (AI) and machine learning can revolutionise clien...

Seven years ago, Ben and Tom Hawley started their own brokerage, Azura Financial, now one of the Top 25 Brokerages in Australia. In this episode of Elite Broker, we touch back in with the broker brothers to find out: How they've built a Top 25 Brokerage in just seven years. Why education standards need to be lifted in broking. Why process is the key to a thriving brokerage. And much more! Related...

The Adviser's What's Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media's managing editor of real estate Grace Ormsby as they discuss the concerning new stats on building commencements and completions jeopardising the government's 1.2 million homes target. This week, they cover: Why commenceme...

As the broker channel continues to evolve, broking groups are offering their brokers new ways of working. We find out how Lendi Group equips its brokers with tools and technologies to stay efficient and productive. In this episode of In Focus, sponsored by Lendi Group, we sit down with Aaron Hockey, the group's general manager, network development, to review the evolution of the broker channel and...