The Adviser Podcast Network

In this exclusive interview with shadow financial services minister and former assistant treasurer, Stuart Robert MP, editor of mortgages Annie Kane finds out what the Morrison government really thought about the banking royal commission's broker remuneration recommendations. The former assistant treasurer reveals why the government was "uncomfortable" with brokers being included in the banking ro...

The financial reporting season has shown that mortgage lenders have been booming recently, with the ability to raise funds to keep mortgages flowing a key part of the success for many of the non-bank lenders, in particular. In fact, residential mortgage-backed securities (RMBS) have been a boon for non-bank lenders recently, with $8 billion of the $10 billion of issuances coming from non-banks in...

Zapping around Adelaide to help Australians on their borrowing journey is business as usual for Nathan Martin, who runs Mobile Mortgage Advice. In this episode of New Broker, we catch up with this year's Best Newcomer SA/NT to find how he does it. Tune in to find out: Why he made the switch to become a mortgage broker Why running a solo business works for him His top tips for new brokers

My Mortgage Freedom broker Anthony Alabakov became a billion-dollar broker after nearly 11 years of broking. As well as citing his success to having a "strong team" and "really clear processes", the Finsure broker says that having the right aggregator partner is also of paramount importance. In this special episode of our new Billion Dollar Broker series, partnered by Finsure, we catch up with the...

Asset finance has been in strong demand the past few years. As a boom in transport, logistics and housing construction causes strong demand for equipment, Nathan Hogan, principal at iFin Capital, has been very busy keeping Australia moving. In this episode of Elite Broker, the asset finance specialist (and last year's Asset Finance Broker of the Year 2021) catches up with host Annie Kane to discus...

Tom Trbojevic, or Tommy Turbo, may be best known for being a rugby league star but the Manly-Warringah Sea Eagle has been soaring to new heights as an asset finance broker, too. In this episode of New Broker, the Brad Fittler Medal recipient 2021 catches up with host Annie Kane to discuss why he became a broker, the importance of training and CAFBA courses, why he has the full backing of Sydney-ba...

While Sorrento might have long been the go-to suburb for Victoria's millionaires (and has its own Millionaire's Walk), the south-west city of Geelong has been fast attracting the well-heeled borrower. Indeed, according to CoreLogic, most of the 22 regional house markets in Victoria that made the million-dollar list over the year to March 2022 were in Geelong.   As such, it's perhaps no surprise th...

While Emmanuel Marios, the director of Hobart-based mortgage brokerage Derwent Finance, may be working in the country's smallest state, he has been making a big name for himself and his brokerage. Earlier this year, he was crowned the Finance Broker of the Year for Victoria/Tasmania at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane discovers how his brokerage has...

We catch up with this year's Qld Best Newcomer award winner, Melissa Wright, to find out how she's found success as a mother and managing a team of five. For Mellisa Wright running a successful brokerage is all about having the right cultural fit, and she's found that in her team of five mothers.  In this episode of New Broker, we find out: How to find the right cultural fit for your business What...

Queensland-based broker Jason Cuerel has been broking for nearly 20 years and won numerous awards for his customer service and offerings to clients up in Varsity Lakes. Most recently, the Loan Market broker was crowned Queensland's broker with the best customer service at the Better Business Awards (Queensland), with his office winning the award for Best Regional Office, too. In this episode of El...

Being a mortgage and finance adviser increasingly requires brokers to educate their clients on how the changes in the financial environment will impact them and their repayments. It's a skill that takes time and effort – but pays back in dividends as it positions brokers as invaluable trusted advisers. As Ewan Ramsey, Queensland's Thought Leader of the Year 2022, says – providing this education sh...

The third-party channel has been flat out for the past few years, and with a rising interest rate environment now upon us, the busyness will likely only continue. But while being busy is good for the bottom line, the downside is that it can be extremely hard on our mental health and resilience. In this month's episode of In Focus, partnered by Bankwest, we're catching up with Vic/Tas state manager...

Delighting clients is always at the core of a great brokerage, according to Adam Burstein from Core Finance Co. The WA-based broker was named WA's Residential Broker and Broker of the Year at the the state's Better Business Awards earlier this year in recognition of his client success. In this episode of Elite Broker, we catch up with Adam to find out: How he's been rapidly building his brokerage...

Mortgage Choice Ormeau franchisee Deslie Taylor became a billion-dollar broker – settling $1 billion in loans – after her 13th year in business. Given that she's writing large volumes of smaller loan sizes, having a systematic process and structure has been critical to her success, she says. In this special episode of our new Billion Dollar Broker series, partnered by Mortgage Choice, we catch up...

One of the most rewarding parts of being a broker is seeing your clients succeed and achieve their goals. As such, the name for Success Finance Solutions was a no-brainer for Western Australian broker Sarcha Sagisaka. In this episode of Elite Broker, we catch up with the winner of the Editor's Choice award Western Australia to find out her journey across different brokerage model types, why she lo...

Mornington Peninsula-based broker Katrina Lagos had to hit the ground running when she started up her own brokerage, Vision Finance Australia, more than 17 years ago. But since then, she's been busy building her brokerage – expecting to have a team of 17 people around her by the end of this year. In this episode of Elite Broker, we catch up with the winner of the Editor's Choice Award Victoria/Tas...

The Better Business Summit and Better Business Awards roadshow 2022 has now wrapped up, and what a few months it's been! We unpack the key takeaways from the event with the event's principal partner, NAB. Between April and June, more than 4,000 members of the broking industry came together for the new silent disco conference and gala awards dinner at the Better Business Summit and Awards, run in p...

After settling in Australia with five young children, former accountant Caroline Mundey entered the broking industry in 2010, following a number of years assisting a professional investor In the 12 years since, the Directional Finance broker has been committed to helping borrowers navigate the mortgage process, with a particular focus on giving back financial independence and improving financial l...

In 2014, Paul Hixon set up a Loan Market branch in New Farm, Brisbane, and has been rapidly building his brokerage and brand, being named Queensland's Broker of the Year and the state's Best Residential Broker at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane catches up with Queensland's newly crowned Broker of the Year to find out how he's managed to achieve so...

As a broker of 19 years, Emma Cattermole has long been providing exceptional customer service. And, after joining forces with another broker and separating out the operations management, her brokerage has been growing from strength to strength. In this episode of Elite Broker, host Annie Kane catches up with the Editor's Choice Award winner for Queensland 2022 to find out how she built and expande...

With a rising cash rate environment, escalating inflation and a new government – there's a huge amount of upheaval facing SMEs now and into the new financial year. As the financial year 2022 draws to a close and the market prepares for the year ahead, we're catching up with Prospa's co-founder and chief revenue officer, Beau Bertoli, to unpack its research into how SMEs are faring, the biggest cha...

Major General (Ret'd) Marcus Thompson and Phil Tarrant highlight the need for cyber security awareness across the banking and finance sector. In this episode, created by our sister title, CyberSecurity Connect, the retired Major General from the Australian Defence Force and the co-founder and director of Momentum Media discuss the spike in malicious cyber activity from Russian actors following the...

RB Finance managing director Ryan Baddock was crowned Queensland's Best Regional Broker at this year's Better Business Awards in recognition of all his hard work for clients in Toowoomba (and beyond). In this episode of Elite Broker, host Annie Kane catches up with the banker-turned-broker to find out his journey to success so far, why he offers a range of finance solutions for clients, and why he...

With rapidly rising inflation, a changing cash rate environment and a changing property market, all eyes are on the cost of living as we head into a federal election. In this month's episode of In Focus, join mortgages editor Annie Kane and real estate editor Grace Ormsby as they discuss what the impacts of a rapidly changing economic environment may be on mortgages and property. Tune in to find o...

Sydney-based broker Liz Zaki has been totally obsessed with mortgages ever since she began researching them to buy her first investment property. So much so, that she changed career to become a full-time mortgage broker. In this episode of Elite Broker, host Annie Kane catches up with the founder and managing director of OneSite Finance to discover how she fell in love with the broking industry, w...