The Adviser Podcast Network

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 journalist Charlotte Humphrys as they discuss where the industry is on the payroll tax issue; insights gleaned from The Adviser's recent webcast on the matter with LMG, MFAA, Dentons, and PwC Australia; and why all brokers sh...

For Queensland-based broker Dan Cooke, mortgage broker at Mortgage Choice in Newstead, a background in sales has helped him hit the ground running as a broker. In this episode of New Broker, tune in to find out: How his CrossFit gym became a referral hotspot. The benefits of providing good service to 'tyre kickers'. How he's building relationships with new referrers. And much more!

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 chats to Keith Ford – - the deputy editor of The Adviser sister brand ifa – as they discuss the major new report suggesting 'ASIC has failed', the recommendations to reform it, and whether open banking should be scrapped or not. This...

With a focus on process, price, and full transparency, private lender Capspace has quickly emerged as a viable alternative for businesses and individuals left frustrated by the major lenders. We sit down with broker-turned-Capspace director and head of loan origination John Encina to understand more about the lender's approach and why professionalism means everything in the world of private lendin...

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 hosts Adrian Suljanovic, Annie Kane, and Charlotte Humphrys as they discuss breaking news from ANZ and Suncorp, an aggregator rebrand, and the latest CPI results. This week, they cover: The ANZ/Suncorp merger gets the green light. Vow Financial's rebranding...

As one of the first franchise brokers to open up shop in Darwin, Mortgage Choice broker Tony Schelling has seen it all over his 30 years of broking. Now, as he prepares for retirement, we pick his brains about the lessons he's learned over his career and how he's preparing for succession planning. In this episode of Elite Broker, we catch up with the Northern Territory broker and MFAA Life Member,...

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 hosts Adrian Suljanovic and Annie Kane as they discuss the latest RBA decision, updated forecasts, and new government measures. This week, they cover: Vigilance and uncertainty from the RBA. Dwindling hopes for a rate cut in 2024. The government's long-awai...

Tayla Phillips, mortgage broker at Resolve Finance, entered the industry 14 months ago and has been busy establishing herself as a first-home buyer specialist in Western Australia. In this episode of New Broker, tune in to find out: Why she loves broking. Why she thinks broking qualifications should be improved. How she's generating new business. And much more!

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 hosts Adrian Suljanovic and Charlotte Humphrys as they cover the new stamp duty laws coming into effect, more clawback removals, and the latest from aggregators. This week, they discuss: Stamp duty reforms possibly driving up house prices. MA Money dumps cl...

The Mortgage Choice Freedom product suite recently celebrated its first anniversary with the news that in its first 12 months Mortgage Choice brokers have settled $1 billion of the Athena-funded white label loans. In this episode of In Focus, sponsored by Mortgage Choice, we're catching up with Mortgage Choice CEO Anthony Waldron and Athena Home Loans CEO and co-founder Nathan Walsh to find out: H...

A new borrower cohort of 'established businesses' is increasingly seeking finance from brokers, according to SME lender Prospa. 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 brokers can be tapping into this growing opportunity. The types of businesses seeking finance and why. How Prospa is suppo...

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 hosts Adrian Suljanovic and Annie Kane as they cover the broker industry hitting back at some recent claims from a major publication, more around banks versus brokers, and the latest market share stats. This week, they discuss: Broker backlash against The A...

In 2014, Grace Green left her role as an accountant at a big corporate firm to become her own boss as a Loan Market broker. Fast forward 10 years and she's now established herself as a successful commercial broker. In this episode of Elite Broker, we catch up with the accountant-turned-broker to find out: Why she transitioned to commercial finance. How and when she sets fees. The benefits of close...

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 hosts Adrian Suljanovic and Annie Kane as they cover the latest move by CBA, ASIC's lender hardship report, and which banks brokers went to the most in April. This week, they discuss: CBA's new direct-to-consumer product. Lender shortfalls in helping custom...

In this special episode, host Annie Kane sits down with Gerald Foley, the managing director of National Mortgage Brokers (nMB), to explore how he helped ANZ launch into broker, how broking has evolved over the years, and what he thinks the future of broking looks like. Tune in to discover: Why ANZ decided to start operating in the broker channel. Why the banks decided to introduce trail commission...

Being able to generate and convert business quickly is a key part of building a successful brokerage, but so too is finding solutions quickly. In this episode of Elite Broker, we sit down with the founder of finance brokerage LoanOptions.ai, Julian Fayad, to find out how he married his web development and app development skills with his passion for finance. Tune in to find out: How he's brought AI...

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 hosts Adrian Suljanovic and Charlotte Humphrys as they cover the budget 2024–25, some pain points among mortgage holders and SMEs, and postcode discrimination from lenders. This week, they discuss: The initiatives outlined in the latest budget. Mortgage str...

Richard (Rick) Garner and his team at Crew Financial have seemingly been working at lightspeed, managing their jobs as airline pilots while seeing their separate careers as mortgage brokers take off. In this cross-collaboration podcast with our sister brand Australian Aviation, hosts Annie Kane and Adam Thorn chat to Garner to find out: How he goes from cockpit to closing deals. How he avoided the...

In this episode of In Focus, partnered by Banjo Loans, we're chatting to chief executive Guy Callaghan to unpack the findings of the Banjo SME Compass report and what brokers need to know about small-business sentiment as we head towards the cusp of a new financial year. Tune in to find out: What Banjo's SME Compass tells us about the direction of travel for SMEs. The main business sector that is...

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 hosts Adrian Suljanovic and Annie Kane as they cover the RBA's May cash rate decision, the associations on a possible shift towards the direct channel from the major banks, and the latest appointments from the industry. This week, they discuss:  The RBA's c...

In this episode of In Focus, sponsored by TP24, we sit down with Adam Lane, the managing director of TP24 Australia, to unpack some of the trends and changes in invoice finance and how and why brokers could be writing more of this business this year. The trends/changes in invoice finance at the moment. How TP24 is changing the invoice finance space. Top tips for brokers writing invoice finance. 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 hosts Adrian Suljanovic and Annie Kane as they cover the latest movers and shakers in the broking industry, potential rate hikes in 2024, and a house looking to sell for a record-breaking price.  This week they discuss:  An aggregator leader announcing his...

In this episode of the In Focus podcast, host Maja Garaca Djurdjevic talks to shadow treasurer Angus Taylor about his thoughts on the state of financial services and what the Liberal Party thinks needs to be done to reduce the burden on advisers and improve housing affordability. Tune in to find out: Why he opposes Help to Buy and shared equity schemes. His thoughts on allowing Australians to acce...

James Cerolini, asset finance director of Simplify Asset Finance and director of ROAM Finance, made the move into broking nine months ago, after an eight-year career in aggregation. In this episode of New Broker, tune in to find out: Why and how he decided to focus on asset finance. The pivotal role of technology in broking. Why he loves soft-touch credit checks. And much more!

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 hosts Adrian Suljanovic and Charlotte Humphrys as they cover the latest quarterly CPI data, mortgage stress levels and some rumours from a non-major bank This week, they discuss: The next move for the RBA following the March quarter CPI data release. Lowes...