The Adviser Podcast Network

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...

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...