The Adviser Podcast Network

In this episode, Nicola Cranswick shares her secrets to succeeding as a new broker.  After deciding to make the move from banking to broking, Ms Cranswick joined a solid team of women at the award-winning brokerage, Loan Market Buderim, which she says has been the key to her success as a new mortgage broker. In this episode of New Broker, tune in to find out: How to excel through your first few ye...

Over the past few years, self-employed borrowers have been turning to brokers in their droves to solve their lending needs. And, even in the current environment, these borrowers are still confident in the future and looking to grow. Over the past few years, self-employed borrowers have been turning to brokers in their droves to solve their lending needs. And, even in the current environment, these...

Rob Barton, broker principal at Western Australia-based brokerage Strawberry Finance (part of the Money Quest Group), is six weeks through his Guinness World Record Challenge of becoming the first person to solo row from Australia to Africa without touching land. In this special episode of Elite Broker, we catch up with Rob from his rowboat — somewhere between Western Australia and Madagascar — to...

Meet Jack Fouracre, a former Australian hurdles champion- turned- property investor and mortgage broker. Discover how his determined mindset on the tracks as a young athlete propelled him to success in the world of mortgage broking at Organic Home Loans. After starting his investment journey at aged 18, Jack quickly developed a passion for the property market. However, it was a serendipitous encou...

Melbourne-based broker Suvidh Arora, CEO at Cinch Loans, may have only been in broking for the past seven years, but what a few years he's had. After moving to Australia and finding life as a single-operator broker quite lonely, the Cinch Loans broker wasted no time in building the business, finding mentors, and bringing in more staff to join him. In this episode of Elite Broker, host Annie Kane c...

Brokers Blake and Reece Thorn never intended to follow in their father's footsteps into broking, but both ended up finding their way to their dad's brokerage Auspak Home Loans and making it their own. In this episode of New Broker, Reece and Blake chat to Annie Kane to discuss how and why they joined the industry, how they've been making Auspak Home Loans their own, and why they're growing the bus...

Sydney-based brokerage Shore Financial has taken home the title of the highest-ranked independent brokerage for not one but two years straight. The group, headed up by chief executive Theo Chambers and managing director Alex Nochar, has been on a major growth path in recent years and constantly innovating and trying new things to delight clients. In this episode of Elite Broker, host Annie Kane ca...

Victoria-based broker Paul Williams has become the go-to broker for vendors at the South Melbourne market, with nearly all his business being referred from this client base. But to keep up with demand, the broker has had to bolster his team — now bringing in some of his family members as well as outsourced help — to ensure that they're keeping on top of demand. In this episode, we catch up with th...

One of the biggest headaches facing small businesses at the moment is ATO debt. As the Tax Office chases debts that were on hold over the pandemic, many small businesses are requiring loans to help manage the strain on their cash flow. But what other trends are we seeing in SME finance at the moment that brokers need to know about? In this episode of In Focus, sponsored by Prospa, we chat to Rober...

Anthony O'Flynn has been at the forefront of third-party mortgage distribution for decades, helping set up CBA's launch into third-party banking around 15 years ago before setting up the broking arm of wealth group IFA, IFA Mortgages. In the past few years, he's been busy building his brokerage and now has a dedicated person to reprice the brokerage's entire back book and ensure any clients rollin...

A 294-page review of the Reserve Bank of Australia (RBA) has been released, putting forward 51 recommendations to improve the structure, governance, and decision-making processes of the central bank. The review considered the  RBA's performance over the past 30 years and has recommended the biggest overhaul of the central bank in its 63-year history. In this episode, host Annie Kane is joined by t...

Broker principal and finance specialist Nick Bartel is well known among his clients for offering mortgage support with a friendly smile and a can-do attitude. The husband-and-wife duo team behind MoneyQuest Nairne have found their client testimonials and dedication to good customer outcomes have led to a boom in business recently. In this episode of Elite Broker, host Annie Kane catches up with he...

Fabien Tribe, founder of The Lending Lab, has the trifecta of mortgage broking experience. Having worked in the mortgage and finance industry in a range of roles at aggregators, brokerages and banks, he finally made the shift to becoming a broker himself last year and has hit the ground running. In this episode of New Broker, Fabien discusses how his years of work helping brokers build strong busi...

Building a broking business is a constantly-evolving task, says Aussie broker Mel Smith, with new processes and marketing techniques coming out thick and fast. But trying new things and embracing change is key to success, she says. In this episode of Elite Broker, host Annie Kane catches up with her choice for the Editor's Choice Award Qld 2023 to find out: Why she chose (and stayed) with Aussie H...

Business development managers can be a godsend for brokers, often being the key to whether a deal makes it across the line or not. But what makes a great broker-BDM relationship? In this episode, in partnership with NAB, we chat to NAB BDM Karen Francis — the recent winner of the Best Lender BDM (Bank) at the Queensland Better Business Awards 2023 — and NAB's executive, broker distribution, Phil W...

With a bachelor's in finance, a post graduate degree in economics, and a background in banking and broking in both   retail and commercial lending in the  US,  Christopher DiBlasi, director of Saint Finance, had a breadth of experience across the financial landscape before becoming a broker in Australia. He's now utilising his knowledge to help support and delight borrowers in Western Australia, l...

Getting over the two-year hurdle was made easy for Jen Hughes at Mortgage Choice Merimbula, beingsurrounded by a strong community and broking network. Having moved from America in 2005, Jen has cemented herself as a community player and, more recently, mortgage broker. She shares her tips on building a successful franchise in under three years. In this episode of New Broker, Jen shares: How she st...

We've had 10 consecutive cash rate rises, with interest rates hiking up sharply and borrowers fearing what will happen as we approach the 'fixed rate cliff'. But what lessons have we learned from previous rate rise cycles, why is this cycle different, and what should brokers be keeping a lookout for in the months ahead? In this episode of In Focus, partnered by Firstmac, we're sitting down with ch...

In this episode of In Focus, Momentum Markets director Phil Tarrant catches up with Yellow Brick Road executive chairman Mark Bouris to discuss the massive impost the payroll tax issue is having on the broking industry and the challenges facing borrowers in rising rate environment. Tune in to find out: Why the payroll tax issue could threaten mortgage competition His thoughts on where rates are go...

Being inclusive and supporting diversity are not only good for business, but good for a happy workplace too, says Kerry Kalendra, founder and director of MTA Mortgage Brokers. In this episode of Elite Broker, host Annie Kane catches up with the Victoria-based broker to find out how he's been providing thought leadership and engaging with the community on diversity and what lessons he's learned fro...

Former Aussie broker Ross Le Quesne knows a thing or two about running a successful brokerage, having headed up one of Aussie's most prolific franchises and managing a strong team before selling his billion-dollar book and setting up his broker coaching business, Billion Dollar Broker. In this special episode of our Billion Dollar Broker series, we catch up with Ross Le Quesne to find out: His top...

Making the switch into broking came at a busy time for Tom Carmody, as he entered the industry from the construction industry — where he was working as an electrician — during the property market boom in 2021. But the new broker has recently seen his name up in lights, being named a finalist for the New Broker of the Year at the Mortgage Business Awards 2023. In this episode of New Broker, host An...

Queensland-based broker Matt Punter, the managing director of TSC Mortgage Brokers, celebrated the billion-dollar milestone after 13 years of broking. According to the leader of the 16-strong mortgage brokerage, employing like-minded people dedicated to customer service has been one of his success formulas. In this special episode of our new Billion Dollar Broker series, partnered by Finsure, we c...

The results are in for the Top 25 Brokerages ranking 2023, in partnership with NAB! The top brokerages in Australia have been smashing records again this year, with more loans and larger volumes of loans being written in the financial year 2022 than ever before. In this episode of In Focus, host Annie Kane, in partnership with Phil Waugh, NAB's executive, broker distribution, unpack the figures be...

Building a brokerage beyond yourself can be a daunting idea. For many, it isn't until breaking point is reached that action is taken to bring in support. For Brenden Lowbridge, principal at Newcastle-based brokerage Money Links, that moment came when he was on safari and nearly missed the elephants because he was on his emails. The frustration of being unable to turn off led him to hire more suppo...