The Adviser Podcast Network

Property should come before Prada, that's the mantra of Victorian-based broker Katherine Persoglia. The founder of the Property Before Prada brokerage and creator of The Brokers' Bible, sat down with The Adviser live on stage at the Better Business Summit 2024 in Melbourne – run in partnership with NAB – to unpack her secrets to success and why she created a platform to streamline policy research....

Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago. After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out: Why he made the leap into broking from personal training. How he'...

Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022. With six brokers and six support staff, the high-volume brokerage has benefited from its strong process and operational management to ensure that the business is running as efficiently as possible. In this episode of Elite Broker, recorded live on s...

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women's Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Grou...

With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, the Adelaide-based broker has been earning a name for himself as a master in exceptional customer service, having won rave reviews from clients and winning a number of industry awards. In this episode of Elite Broker, recorded live on stage at the Bette...

Scott Rumble, the broker director of Yakka Finance, was named Australia's Asset Finance Broker of the Year 2023 last year and Best Finance Broker NSW/ACT at the Better Business Awards 2024, run in partnership with NAB earlier this month. In this episode of Elite Broker – recorded live on stage at the Better Business Summit 2024 – we find out: How and why he became an asset finance broker. The bigg...

After a career as a chef, Nectar Mortgages broker Gary Rock has found the recipe for success in serving up appetising mortgage deals for his clients. In this episode of Elite Broker, the seasoned ACT-based broker catches up with host Annie Kane to reveal how he's carved out a career in the broking space over the last 23 years. Tune in to find out: How he's mastered the art of making the mortgage p...

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 financial results from a major bank, a new financial services alliance, and the Better Business Awards NSW/ACT! This week, they discuss: Australia's largest lender's plummeting broker flows. Whe...

Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic but has already settled more than $100 million. In this episode of New Broker, tune in to find out: How he prepared to make the jump into broking. The tech and processes he follows to stay on top of his workload. Why he's already preparing to recruit. And much more!

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 discuss the RBA's latest cash rate call, lenders respond to repricing issues, and a big move for a major bank. This week they cover: Cash rate stays on hold. New NAB chief executive. First country head of a new associa...

The biggest and most successful brokerages in Australia have been revealed in The Adviser's Top 25 Brokerages ranking 2024, partnered by NAB. The results are in for the Top 25 Brokerages ranking 2024, in partnership with NAB! Despite the strong refinancing and repricing trend keeping brokers busy working on their existing clients last financial year, brokers in the Top 25 Brokerages ranking for 20...

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 your hosts Adrian Suljanovic and Annie Kane as they talk about the recent CPI figures, a fall in credit demand from SMEs, and a brand new book by a broker set to help home buyers. This week they discuss: Association heads reacting to December CPI figures. Th...

Lee Pattison, principal of Blue Lion Lending, made the leap from banking to broking in 2021, but it was his training for an Ironman that led him to rethink how he approaches his broking journey. In this episode of New Broker, tune in to find out: How Mr Pattison set up and runs his business. The importance of setting challenges and having a coach. What he aims to achieve in 2024. And much more!

Sam Neville may be a relatively new broker, but she's fast becoming a household name with the new generation of borrowers thanks to her social media presence teaching consumers 'how to home loan'. We find out how she does it. In this episode of New Broker, tune in to find out: How she's harnessed social media to generate new leads. Why she loves improving financial literacy. What she's learned fro...

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 recommendations to simplify regulatory laws, mortgagor rate rise fears, and calls for consistency with credit assessors. This week they discuss: Streamlining financial services laws. What mortgagors are expe...

Over his 10-year career, Luke Harborne of IFA Mortgages has been delighting clients with his proactive approach to broking and smiling service. In this episode of Elite Broker, we catch up with the Sydney-based broker to explore what he has for his second decade of broking, the importance of mentorship, and what he thinks could be brought in to make broking better. Tune in to find out: How he crea...

Ben Williams is upholding his family's tradition by stepping into his father's shoes and establishing himself as a leading broker. While aiming to chart his unique course, Mr Williams extended his footprint by launching a second branch. In this episode of New Broker, tune in to find out: His management of an independent branch. The crucial role played by diverse referrals. The importance of cultiv...

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...