The Adviser Podcast Network

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...

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...