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 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...

Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Bendigo Bank to find out more about how tech is accelerating the home loan process. In this episode of the In Focus podcast, sponsored by Bendigo Bank Broker, we catch up with the bank's national manager of broker distribution Natalie Sheehan to find o...

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 decision from a landmark payroll tax case and more on lender turnaround times as they continue to adopt new technology.  This week, they discuss: Loan Market versus Revenue NSW.  Westpac turning on...

In this special episode, host Annie Kane sits down with the executive chairman of LMG, Sam White, to explore how the group evolved to become the biggest aggregator in the continent and what the payroll tax court case means for the broking industry. Tune in to discover: How and why LMG grew into Australasia's largest aggregator. What the payroll tax judgment means for brokers. What he thinks the fu...

Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she's been embracing change as the director of Nu-Age Vehicle & Asset Finance. In this episode of Elite Broker, host Annie Kane sits down with the asset finance broker to find out: How asset finance has changed over the last 30 years. What her role as an FBAA board member entails. How she structu...

The Adviser's What's Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the calls for a simplified accreditation process, a record in turnaround times, and an association's recommendations for the home loan discharge process. This week, they discuss: Calls from members of the...

Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time. In this episode of Elite Broker, we catch up with the Sydney-based broker to find out how and why momentum is key to her success. Tune in to find out: Why she's starting a mentoring program. The hardest parts of changing aggregators. How and why she's introducing asset...

The Adviser's What's Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest mortgage broker market share figures, what the RBA has been up to, and new recommendations for the mortgage industry brought to the government. This week, they discuss: The record-high broker ma...

Following on from the Better Business Summit and Better Business Awards roadshow, partnered by NAB, we're sitting down with the recently crowned Broker of the Year for Western Australia, Balpreet Bal, and NAB's executive, broker distribution, Adam Brown, to find out what it takes to run a successful business. In this episode of In Focus, we unpack some of the key takeaways from the Better Business...