The Adviser Podcast Network

Eight years ago, Rishi Bhatia was looking to get a home loan for himself. But little did he know that the process would actually lead him to become a broker! Fast forward to today and his Melbourne-based brokerage KRIA Mortgage Managers is delighting customers by taking the time to learn their wants and needs and finding them a loan that works for them. Tune in to find out: How a bad broker experi...

  In this In Focus episode, Momentum Markets director Phillip Tarrant and Real Estate Gym founder Tom Panos unpack the big shake-ups of 2023 in real estate, property investment, and mortgages. Momentum Markets director and host of the Smart Property Investment Show Phillip Tarrant and Real Estate Gym founder and auctioneer Tom Panos unveil what got them talking this year in the property market. Tu...

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 Adrian Suljanovic and Annie Kane as they cover the results of an aggregator's court case, lender and broker response to the flooding in Cairns, and lenders being called on to adapt with market demands. This week they discuss: Connective's court case. ex-Trop...

After nine years with a major bank, Nick Ash transitioned into broking, specialising in commercial finance. Though new to broking, his comprehension of financial structures and client needs has equipped him with the essential tools for success. In this episode of New Broker, tune in to find out: What's needed to succeed as a new broker. Why he has chosen to specialise in commercial finance. Tips f...

Join Adrian Suljanovic and Annie Kane as they discuss some findings from the most recent Consumer Access to Mortgages report and some changes heading towards foreign investors  This week they cover:  - Trust in brokers by consumers  - The strength of broker loyalty  - Alterations in Australia's foreign investment framework  And more!

Commercial broker Brendan Scotter has really been shooting goals with his brokerage Commercial Point Finance. We find out how he's been scaling his brokerage to new heights. Sydney-based broker Brendan Scotter may have started his broking career around 13 years ago, but it has really been in the last two years that his brokerage has changed pace, as he welcomed three new brokers into his team. In...

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 Adrian Suljanovic and Annie Kane as they talk about some good news and bad news for borrowers and a surprising announcement from the Assistant Treasurer. This week they discuss: RBA holds rates over the holiday season. APRA's 3 per cent buffer. A new brand o...

Self-managed super funds have been going through a boom period recently, with more Australians looking to control the investments their super make, including property. In this episode of In Focus, sponsored by Pepper Money, we catch up with the lender's head of mortgages, retail broker Siobhan Williams to find out: What's behind the growth in SMSF lending. The types of properties being bought thro...

Join Adrian Suljanovic and Annie Kane as they chat about the rebound of mortgage broker market share, what the removal of clawbacks could mean for brokers, and some news from lenders.  This week they discuss:  -MFAA announcing broker market share reaching above 70 per cent once again. -Industry reactions to AMP's latest move. -A new lender joining the third party.  And much more! 

In this special episode, host Annie Kane sits down with Greg Pennells, the co-founder of aggregation group Purple Circle Financial Services (and co-founder of former aggregator Choice Aggregation Services) to find out how the mortgage aggregation space has been evolving. Tune in to discover: Why and how mortgage broker aggregation first started. Why he co-founded Choice Aggregation Services and Pu...

After a glittering career at Brisbane Lions and Port Adelaide, footballer Tom Rockliff is now setting his sights on being the Best and Fairest in commercial broking. We find out how and why he became a broker. In this episode of New Broker, tune in to find out: Why he made the decision to retire from professional sport. How he decided to make the move into broking. How he is going above and beyond...

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 Annie Kane and Josh Needs as they discuss the newest aggregator to launch, why brokers think clawback may be illegal, and why more brokers are sending clients to the major banks. This week, they discuss: Viking Aggregation launches. Why brokers think clawbac...

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she believes inclusion and diversity are not just morally i...

Queensland-based broker Danny Blair runs not one, but four broking offices, having opened his fourth Aussie franchise earlier this year. After having become a broker 11 years ago and joining Aussie's original retail store, Aussie Sunnybank, Danny Blair has rapidly shifted from being a loan writer to a multi-franchise operator, managing Aussie franchises in Kenmore, Mount Ommaney, Ipswich and – mos...

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne  Wood , State General Manager Residential Broker Victoria/Tasmania at Westpac Group (and State Chair Women of Westpac), about how she climbed the career ladder in banking and the power of having strong female role models. Tune...

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 Adrian Suljanovic and Annie Kane as they cover broker backlash at a major bank over channel conflict, an association pushing for CDR and borrower behaviour that brokers have seen. This week they discuss: CBA's quarterly results. MFAA urging for accelerated C...

In this episode of the In Focus podcast, sponsored by Lumi, host Annie Kane catches up with the SME lender's head of third party, John Clifford, to find out the key trends in the SME lending landscape and how brokers can support their SME clients in this challenging climate marked by high-interest rates and limited borrowing power. Tune in to find out: How SMEs can access business funding despite...

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 Adrian Suljanovic and Josh Needs as they cover off some big interest rate news, an outage that frustrated the nation and how brokers build their workforce. This week they discuss: Interest rates hit a 12-year high. Optus outage. Building a workforce in a tig...

Ashleigh Pakis outlines the importance of prioritising wellbeing, setting boundaries and reaching out for help to ensure brokers aren't burning out. Finding the balance between working hard and switching off can be an ongoing battle for the self-employed. But it wasn't until Ashleigh Pakis of Panache Financial burned out that she realised the extent to which she was pushing herself. In this episod...

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 Adrian Suljanovic and Josh Needs as they cover the return of first home buyers to the market, some possible cash flow problems facing SME clients and a new chief executive announcement This week they discuss: A resurgence of first home buyers in the property...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career...

In this episode of In Focus podcast, sponsored by RedZed, host Annie Kane catches up with RedZed's chief sales and marketing officer, Loralle Slater, to discuss the challenges faced by self-employed borrowers in the changing environment. Tune in to find out: The challenges and opportunities facing self-employed borrowers. The benefits and support RedZed provides its customers. Details of RedZed's...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 202...

In this special episode, host Phil Tarrant sits down with general manager of third-party banking at Bankwest, Ian Rakhit, to explore the evolving role of mortgage brokers within the industry and to uncover the future prospects and opportunities for this dynamic field. Tune in to discover: The significance of customer choice and the pivotal role played by brokers in ensuring it. The impact of digit...

Discover how new broker Martin Reidy overcame challenges of assembling the perfect team and finding skilled tradespeople to establish a thriving brokerage in the heart of regional Victoria. In this episode of New Broker, tune in to find out: Mr Reidy's transition from the corporate retail world to becoming a broker. The intricate process of setting up his brokerage from scratch. Valuable tips and...