The Adviser Podcast Network

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November). In the eighth episode of the Women in Finance Podcast series for 2024, sponsored by Westpac, host Annie Kane is joined by Westpac's NSW/ACT state general manager for mortgage broker distribution, Sarah Willsallen, to find out how the major bank is creating better gender...

Former financial planner Son Pham wrote his first mortgage about 13 years ago and quickly realised that broking was his calling. For the past seven years, Pham has been leading the rapidly growing broking arm of buyer's agency Rethink Financing, spearheading a team of 14 brokers and six administrative staff. In this episode of Elite Broker, host Annie Kane catches up with the brokerage's managing...

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 as she unpacks the big themes in the news. This week, she covers: AMP Bank becomes the latest lender to change clawbacks. Another major pushes back rate cut forecast. The broker winners of the Women in Financ...

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November), in partnership with principal partner Mortgage Choice. In the seventh episode of the Women in Finance Podcast series for 2024, host Annie Kane is joined by colleagues Imogen Wilson ( journalist, accounting) and Meg Benson (partnership manager, mortgages) to unpack all th...

The NSW city of Newcastle has been one of the boom markets in recent years, with prices having jumped 25 per cent in the last three years. But why? In this episode of Elite Broker, host Annie Kane catches up with Newcastle-based broker Joel Archer to find out more about what's driving demand in the Hunter area and how Ascension Finance is fulfilling the rising need of borrowers in the area. Tune i...

As the year draws to a close, businesses are busy preparing for the festive season, with many needing finance, and fast. Here, we explore the trends in SME finance and how a brand-new AI tool is helping hasten business finance. In this episode of In Focus, sponsored by Prospa, we sit down with Roberto Sanz, Prospa's general manager of sales and partnerships, to find out: How Australian businesses...

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 as she unpacks the big themes in the news. This week, she covers: NAB's surprising move to focus on proprietary lending. How the major banks are changing lending strategy. Why is hope is fading for a February...

The first year of broking is arguably the most difficult, but Samantha Barnett from Loan Market Scenic wrote a remarkable 100 deals – or an average of $6 million a month – in her first 12 months as a broker. In this episode of the New Broker podcast, host Annie Kane catches up with the new broker to find out: How she managed to write 100 deals in her first year. How her background in banking and a...

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 commercial content writer, Ben Squires, as they discuss the big themes in the news. This week, they cover: New statistics showed that broker numbers are at a record high. The areas of opportunity that nee...

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this fifth episode of the Women in Finance Podcast series 2024, sponsored by AMP Bank, host Annie Kane chats to CEO Sean O'Malley to learn how the industry can continue to move towards gender equality. Tune in to find out: How to foster a supportive community....

While he may be widely known for his stint as an AFL umpire, Ray Chamberlain – or Razor Ray – has also made a mark as a broker. In this episode of Elite Broker, host Annie Kane catches up with the Chamberlain + Co founder to learn how he made the transition from one competitive field to another. Tune in to find out: How he balanced umpiring duties with learning the ropes as a broker. What attracte...

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this fourth episode of the Women in Finance Podcast series 2024, sponsored by outsource Financial, host Annie Kane chats to CEO Tanya Sale to learn how we can create a more inclusive financial services industry. Tune in to find out: How we can be creating more...

After a corporate career in e-commerce and retail, Melbourne-based Vaughan Clark decided to trade in his focus on aisles for assets, starting his broking career in 2016. In this episode of Elite Broker, host Annie Kane catches up with Vaughan Clark, senior mortgage broker and founder at Clark Finance Group, to find out how he made the move from retail to broking. Tune in to find out: How he went f...

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 as she breaks down the big themes in the news. This week, she covers: Another mutual merger is announced. Broking industry members front the Senate home ownership inquiry. AFG brokers lodging near record-high...

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this third episode of the Women in Finance Podcast series 2024, sponsored by fintech lender MoneyPlace, host Annie Kane chats to MoneyPlace CEO Kylie Waldock to find out her insights on fostering a mentoring culture and better supporting diversity and inclusion...

With the Consumer Data Right having been 'reset' and artificial technology becoming more mainstream, we find out how these technologies are innovating lending. In this episode of In Focus, we catch up with NextGen's head of broker partnerships Renee Blethyn and the product lead for data at Frollo, Maëlle Debeugny, to find out: What the CDR 'reset' means for the progression of open banking. How ope...

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 as she breaks down the key issues shaping the property landscape. This week, she covers: An overview of the recommendations put forward by the broking industry to the Senate's home ownership inquiry. The Conn...

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...