The Adviser Podcast Network

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 new beginnings in the aggregator and lender spaces, updated regulations and some exciting news from a non-bank lender. This week they discuss: A brand new asset finance aggregator enters the fray. ASIC lice...

Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance Awards multiple years in a row. In this episode, we chat to Ms Taylor about how she runs her award-winning brokerage and find out from Aa...

In this episode of the Elite Broker podcast, host Annie Kane is joined by Simplicity Loans & Advisory co-founder Jean Pierre-Gortan – the winner of the Commercial Broker of the Year at the Australian Broking Awards 2023 – to learn his secrets to success. In 2017, banker-turned-broker Mr Gortan and his business partner Matthew Johnson launched their own broking firm: Simplicity Loans & Advisory. Wi...

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. Joanna James is an advocate for constant reinvention and resilience, having herself adapted to change over her career in the finance space. Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy...

In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, and delves into the role of superannuation funds, banks, and insurers in shaping the future of advice. Discover the minister's vision for the advice industry and his plans to inspir...

Commercial and property development finance has been in the spotlight recently as costs escalate and many construction businesses find themselves in a jam. But for Cameron Perry of Perry Finance, demand for specialist credit advice in this space is booming. In this episode of Elite Broker, host Annie Kane catches up with the Victoria-based broker to find out how his family's business has been navi...

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. Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Tanya now one of the very few female chief executives in the mortgage industry. In this episode, Annie Kane sits down with Tanya Sale to find out: How a pigg...

In this special episode, host Annie Kane sits down with AFG chairman and former ASIC chairman Greg Medcraft to discuss why he believes Australia needs a public RMBS and his proudest achievements as chairman of the financial services regulator. Tune in to find out: Why he's passionate about securitisation What he's most proud of from his tenure as ASIC chairman Why he joined AFG And much more!

Earlier this year, The Adviser spoke to Strawberry Finance owner Rob Barton via satellite phone as he attempted to become the first person to solo row from Australia to Africa without touching land. With Mr Barton now back on dry land, we're catching up with the Strawberry Finance broker to find out how the three-month rowing adventure went and learn more about his journey into broking. In this ep...

The needs and demands of small-business owners have been shifting to keep pace of the new environment. In this episode of In Focus, sponsored by non-bank lender OnDeck Australia, we find out how SME finance trends have been changing in tandem. In this episode, host Annie Kane catches up with OnDeck's head of partnerships, Nick Reily to find out: What SMEs are seeking finance for at the moment. The...

Mark Sieler started his career in finance back in 2000, but after working alongside brokers in the lending space and at aggregators, he believed the next logical step was to become one himself. Six years ago, he joined Mortgage Choice and has been delighting clients in the Mount Keira & Surrounds ever since. In this episode of Elite Broker, host Annie Kane catches up with Mr Sieler to find out: Wh...

In this episode of the Eite Broker podcast, host Annie Kane is joined by founder of The Finance Consultancy, Chris Slack, recent winner of Finance Broker of the Year at the Australian Broking Awards. In this episode of Elite Broker, he shares his journey into finance broking, his experience winning the award, and his top tips for brokers thinking about writing SME finance for the first time. Tune...

In this special episode, host Annie Kane sits down with founder of Stargate and Interstar Securities, Vernon Spencer, to discuss the beginnings of the mortgage industry and how he became the father of residential mortgage-backed securities in Australia. Tune in to find out: How the mortgage and broking industry started in Australia How and why he brought RMBS to Australia The importance of technol...

Australia's cost-of-living crisis has been hitting households hard, with rising prices for essentials like groceries, petrol, and energy bills. As a result, many Australians are feeling the strain and are worried about their ability to meet their financial obligations, including loan repayments. In this In Focus episode, sponsored by non-bank lender MA Money, we catch up with head of sales and str...

In this episode of the New Broker podcast, host Annie Kane is joined by Shubham Bhaskar from diversified brokerage Sheel Capital to share how he wrote $60 million in loans in his first year alone. In this episode of New Broker, tune in to find out: Why he made the leap from commercial banking to broking The importance of creating targets and plans in your first six months Why he's making his compa...

We sit down with  Lee   Trego , Earlypay's national head of growth, to discuss the intricacies of debtor finance and the critical role that brokers play in helping SMEs grow. Tune in to find out: How the debtor finance market has been faring When invoice finance is the right solution Top tips for writing debtor finance facilities And much more!

Finance broker   Mohsen Shahsavarzdeh shares his journey from fleeing Iran to being detained on Christmas Island before becoming a successful mortgage broker in Australia – now on track to process $10 million in new loans. In this episode of New Broker, tune in to find out: His journey to becoming a mortgage broker How he is helping vulnerable Australians secure home ownership What it means to be...

The dynamic duo behind Two Birds One Loan, Elouise Dooley and Alissa Childs, have been in each other's lives since they were children. Years later, when having their own children, they decided to get into business together. In this episode of Elite Broker, host Annie Kane catches up with the broker directors to find out their strategy for creating a robust network of clients and referral partners,...

With more than 6,000 brokers across Australia and New Zealand, LMG is now the biggest aggregator in the continent. But what exactly does it look like now and what are its biggest challenges and opportunities? In this episode of In Focus, host Annie Kane is joined by LMG executive chairman Sam White to find out: What LMG is offering the broker market The big payroll tax issue and why brokers should...

We sit down with  Erin Kitson, director of structured finance at S&P Global Ratings to discuss the current state of mortgage arrears and the prospects for the Australian property market. Tune in to find out: How current arrears levels compare to historic levels The trends in arrears across different geographical areas How house prices may trend in the coming year And much more!

Tommy Anderson always knew he wanted to start his own mortgage brokerage and has hit the ground running, having written more than $50 million in loans in his first six months after leaving CBA. Having tried both the franchise and the non-franchise model under the Loan Market Group, the broker has been finding his groove building a business he loves. In this episode of New Broker, tune in to find o...

For Mark Kevin, principal and director of Mortgage Advice Bureau Sydney, the core attraction of setting up a brokerage in 2020 wasn't just helping borrowers but building a "scaled, profitable business". Fast forward to now and his brokerage — part of the Mortgage Advice Bureau network — has grown to five team members settling over $100 million in loans a year. In this episode of Elite Broker, host...

Earlier this year, The Adviser hosted its New Broker Academy 2023, sharing insights and strategies to help new and prospective brokers succeed in their new career. In this episode of New Broker, we catch up with the principal partner of the event, NextGen, to find out their key takeaways from the event and tips for success. Tune in to hear from NextGen's head of broker partnerships, Renee Blethyn,...

As more borrowers find themselves trapped in mortgage prison amid high serviceability buffers and rising rates, non-bank lenders have been seeing more borrowers seek out their help. In this podcast, partnered by Pepper Money, we find out how and why they're supporting borrowers. In this episode of In Focus, we sit down with Siobhan Williams — Pepper Money's head of mortgages, retail broker —  to f...

With 12 interest rate rises since May 2022, and more potentially on the horizon, many borrowers are looking at how they can save money and meet their mortgage repayments. One strategy is refinancing to a new lender, particularly as new borrowers typically receive better offers and lower rates than existing borrowers. But shouldn't loyalty be rewarded, rather than penalised? In this episode, partne...