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'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...

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!