The Adviser Podcast Network

Stepping into the industry only seven months ago, Dean Naylor shares why now was the right time for him and how challenges have become opportunities.  In this episode of New Broker, tune in to find out: How a close support network is key Why now is a good time to be a mortgage broker  Ways to reset and unwind

NSW-based broker Adam Buckley has spent the past two decades dedicated to mortgages and seen the origination and settlement process from nearly all angles. Having been a loan assessor, a portfolio manager, and a bank branch manager, it wasn't until he became a broker five years ago that he found his true calling. In this episode, host Annie Kane catches up with the Next Lending Solutions director...

Many of us may have made new year's resolutions for our personal lives this year, but what about for your professional life? In this episode, we unpack top tips to becoming a better leader in 2023. As we kick off a new year, what better time to set the intention for the year ahead and come up with some resolutions for being a better business leader? In this episode of In Focus, host Annie Kane is...

Despite being raised by successful brokers, it wasn't until the pandemic hit that Patrick Johnson, broker at Mortgage Choice Sutherland, began thinking about broking as a career. But since joining, he's been growing his business and his team, and enjoying the family business. In this episode of New Broker, host Annie Kane catches up with Patrick to find out: How a "sliding doors" moment led him to...

The last few years have seen an exponential increase in cyber attacks and cyber crime - with the need for strong cyber security of paramount importance. In this special episode of In Focus, shadow minister for cyber security and shadow minister for countering foreign interference, Senator James Paterson joins Phil Tarrant (director - Momentum Media) and MAJGEN (retired) Dr Marcus Thompson to discu...

How will you remember 2022? After the bumper year that was 2021, this year has been filled with surprises and change. While the property market was booming in the first quarter of the year, it quickly gave way to natural disasters, a changing political and economic environment, and a cost of living crisis. In this episode of In Focus, host Annie Kane and Grace Ormsby, the editor of our sister bran...

They say the apple doesn't fall far from the tree, but for Melissa Ashcroft, following in her father's (John Macalyk) footsteps into broking wasn't always on the plan. But after entering the industry nine years ago and joining her father's brokerage, AAA Mortgages, the Sydney-based broker has not looked back, finding satisfaction and success as a commercial broker, including winning the Commercial...

Earlier this year, The Adviser hosted its New Broker Academy 2022, 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 Brad Cramb, chief executive officer of distribution at the Lendi Group (a platinum partner of the New Broker Academy 2022), to find out their key takeaways from the event and tips for succ...

Camilla Love started F3 — Future Females in Finance to bring more women into the financial services industry. The program — which won the Women's Community Program of the Year award 2022 from the Women in Finance Awards 2022 — aims to educate young women about careers and finance and nudge as many of the next generation of female talent into financial services as possible. In this episode of In Fo...

While she's only been in the industry for two years, Adele Andrews is making a mark on the lives of hundreds of Australian borrowers. As an avid property investor, having a knack for numbers and a passion to help people become a mortgage broker was an obvious decision for Adele.  In this episode of New Broker, tune in to find out: Challenges overcome in the first few years Why continuing a mentor...

At the Australian Broking Awards earlier this year, Australia's Commercial Broker of the Year, Grant Rheuben from Rheuben & Associates, was bestowed the title of Australia's Broker of the Year 2022.  As we head towards the end of the year, in this episode of Elite Broker we catch up with this year's top broker to find out how he delivers award-winning service.  Tune in to find out: How Grant settl...

Earlier this year, The Adviser hosted its New Broker Academy 2022, 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 (and former broker herself),...

The economic environment is changing, with rates now rising, house prices falling, and continuing natural disasters and conflicts adding pressure to the growth of the economy. But with any challenge comes opportunity.  In this episode of In Focus, partnered by MyState Bank, we catch up with MyState Bank's head of lender distribution, Blake Albones, to find out where the opportunity lies. Tune in t...

As many Australians grow moustaches this month to raise funds for the Movember foundation, Queensland-based broker Mark Winter is going a step further, hoping to raise $100,000 for the group as his community engagement program Springfield Mo Men. In this episode of Elite Broker, host Annie Kane catches up with the Loan Market Greater Springfield broker to find out more about his journey into broki...

It's been a topsy-turvy few years for small-business owners, who have had to be more agile and navigate changing operational environment. In this episode of In Focus, partnered by RedZed, we're hearing from RedZed's head of distribution and product, Adrian Fisher, to uncover why there's been so much disruption for small businesses, what the future trajectory looks like for self-employed borrowers,...

Western Australia-based broker Nathan Bennett always knew he wanted to be a broker and made his dream come true in 2019 — writing a whopping $40 million in his first year. Kate Aubrey catches up with The Loan Company broker to find out how Western Australia's Best Newcomer award-winner is setting himself up for success. In this episode of New Broker, tune in to find out: Why he went from banking t...

Sydney-based broker Mark Stevenson, the managing director of Bell Partners Finance, says that despite having joined the  billion -dollar broker club, he still sometimes feels imposter syndrome. For Mark, being able to write  billion  dollars in loans is all about the team that supports the broker and having the right aggregator partner to help out. In this special episode of our new  Billion  Doll...

The financial services industry has historically been male-dominated but encouraging more women into the space is not only good for society, but good for business too. In this episode of In Focus, partnered by Mortgage Choice, Anthony Waldron, chief executive of financial services and Mortgage Choice at the REA Group, outlines how the industry can move away from being "male, stale and pale" and en...

From banking to broking was an easy transition for Ajay Kathpal, founder & director of A4 Finance Group and after two years, he's keen to expand the business and grow the team. We find out how Victoria/Tasmania's Best Newcomer award-winner has climbed to success and why now is the right time to grow the team. In this episode of New Broker, tune in to find out: Why he chose to go independent Why no...

MoneyQuest Balwyn broker Scott Seng achieved a new settlement record for the network earlier this year, with his commercial broker offering going from strength to strength. We find out how he does it. MoneyQuest Balwyn broker Scott Seng settled a whopping $119 million in the month of January — the highest amount settled in a month by any MoneyQuest franchisee in the network's history. In this epis...

Victoria-based broker Daniel Gold may have only been broking for the past five years, but he has been rapidly building his presence and offering for borrowers — launching a podcast, a book, and a protection business in quick succession. In this episode of Elite Broker, host Annie Kane catches up with Daniel to find out the lessons he's learned over his career in corporate finance, pizza restaurant...

Delivering fantastic customer service is the key to running a successful brokerage and Own Home Loans, led by Rory Sercombe, has been leading the way down in Victoria — taking home the award of Best Customer Service (Office) in Victoria/Tasmania at the Better Business Awards 2022 earlier this year. The former franchise brokerage set up his own brokerage after wanting to deliver a service propositi...

Mark Davis from the Australian Lending & Investment Centre has been among one of the busiest brokers in Australia, writing a phenomenal amount of business each year. In this s pecial episode of our Billion Dollar Broker series, we catch up with the busy broker to discover how he manages to fit it all in. Tune in to find out: The process he follows to run a high-volume brokerage How he runs his tea...

Becoming a "high performing" doesn't come without grit and determination — something Blake Edwards, director, B.E. Astute, has applied to both his sporting and broking career. Competing for Australia at the Tokyo 2020 Games was just one of the highlights in his sporting career, but we find out how broking has been a major win.  In this episode of New Broker, we find out how he applies winning stra...

Former fitness-club manager Morgan Owen has been busy whipping home loans into shape for her clients ever since opening her own brokerage.  In this episode of Elite Broker, we catch up with the Victoria-based broker to find out why she lunged from the fitness industry to broking, how she runs her fully female brokerage, and how she's been getting over imposter syndrome. Tune in to find out: Why sh...