The Adviser Podcast Network

Alycia Inglis has been a mortgage broker for more than 15 years, and over that time has established her own award-winning broking business, Stoneturn, and won countless awards on an individual basis, including Best Customer Service (Individual) at this year's Better Business Awards NSW/ACT and is a finalist for mortgage and finance broker category at the upcoming Women in Finance Awards. As well a...

Earlier this year, Keylend broker Ben Adih was named the Rising Star for SA/NT at the Better Business Awards 2021. After training as a neuroscientist, and then moving into the real estate sector, Ben made the leap into broking in 2015 and hasn't looked back since. In this episode of Elite Broker, Ben joins host Annie Kane to discuss: The challenges and opportunities for brokers Why he specialises...

Earlier this year, the REA Group completed its acquisition of major brokerage Mortgage Choice, bringing it into the fold of its financial services business alongside brokerage Smartline. In this episode of In Focus, partnered by Mortgage Choice, we're hearing from the chief executive of Mortgage Choice and Smartline, Susan Mitchell, and the national sales director, David Zammit, to find out more a...

Smartline broker Xia Xia Yu was named the Best Newcomer NSW/ACT at the Better Business Awards 2021 earlier this year. We find out how she did it. After working at Westpac for over a decade, Xia Xia Yu left the bank to set up her own consultancy company helping high-net worth individuals emigrate to Australia. But after realising that these clients frequently needed mortgage support, she decided to...

In this exclusive interview with federal Treasurer Josh Frydenberg, join Momentum Media director Alex Whitlock as he speaks to Mr Frydenberg about the valuable role smaller lenders and brokers play in providing competition in the home loan market, the future of the housing market, and what lies ahead for Australia's economy as NSW and Victoria emerge from lockdowns Tune in to find out: Why the Tre...

As NSW, ACT and Victoria edge closer to their vaccination targets, small businesses are preparing to reopen and hit the ground running, with many requiring broker help to access much-needed finance. In this episode of In Focus, partnered by Lumi, we're looking at how brokers can help small businesses prepare for the easing out of lockdowns and get set for the busy summer period. With the most popu...

Over the last year, the pandemic has constantly changed how businesses operate, with a cavernous divide opening between those doing well, and those who are not. In this episode of In Focus, partnered by Semper, we're looking at how COVID-19 has changed Australian businesses and commercial lending, the macroeconomic factors at play, and identifying how brokers can work with lenders to ensure their...

While all Australian capital cities have property price increases, Canberra has been topping the charts for price growth; rising 8.2 per cent in the June quarter alone (the highest quarterly increase since records began in September 2003). According to More Than Mortgages broker Deanna Ezzy, the rate of increase has seen a rush from first home buyers looking to get onto market now, before they're...

Victoria/Tasmania's recently crowned Wellness Advocate of the Year, Sadish Visvalingam, outlines why it's crucial for brokers to look after their wellbeing and mental health. Being in the best physical and mental shape possible is good for all business professionals, but especially for small business owners like brokers. In this episode of Elite Broker, host Annie Kane catches up with Victoria-bas...

This year's R U OK? Day serves as an important reminder to open up the conversation on mental health, both in the workplace and at home, according to David Coleman, member for Banks and Assistant Minister to the Prime Minister for Mental Health and Suicide Prevention.   In this special episode, join Momentum Media director Alex Whitlock as he speaks to Mr Coleman.   Together, the pair discuss the...

Rise High Financial Solutions broker Kristin Tunbridge has wide-ranging experience in the mortgage industry - having been on the processing side of things at a bank, working in RMBS issuances, and covering relationships in commercial banking, too. But it's broking where Kristin found her passion. Having been a broker in Adealide for nearly a decade now, the SA broker (and recently crowned Editor's...

The credit profile of a borrower has always been at the centre of the mortgage process. Whether a borrower has a good credit history or not plays a fundamental role in getting a cheaper mortgage. This year, two important changes came into effect that change the credit reporting landscape, and how brokers can help borrowers access a better mortgage. In this episode of In Focus, partnered by Credit...

In July, Mortgage Choice Oakleigh broker Marvin Coleman was named Victoria/Tasmania's Broker of the Year 2021 and the Best Residential Broker in the two states, at the Better Business Awards 2021. The Melbourne-based broker was originally an accountant in the UK, but after the 2005 London bombings, made the move over to Australia to seek a different life. A battle with cancer led him to re-evaluat...

Join host Alex Whitlock as he invites his guests to open up on the biggest issues and opportunities facing the mortgage and finance industry. Volt Bank CEO Steve Weston gives us a unique insight into the evolving digital banking proposition, the factors that steered him to launch the first neo-bank to secure a restricted ADI license in Australia and why brokers are critical to success. Tune in to...

Professional development and ongoing education is a key part to running any successful business. NAB discusses how it is supporting a successful broker channel. Earlier this year, The Adviser ran the Better Business Summit and Awards, in partnership with principal partner NAB. In this episode of In Focus – partnered by NAB – we're sitting down with the bank's new executive for broker distribution,...

As well as being crucial credit advisers, brokers are also lynchpins of their community. We catch up with Gippsland-based broker Robert Trewin, who took home two awards at the recent Better Business Awards in Victoria for his work in giving back to his community, to find out how he does it. Trewin Mortgage Broking's principal and broker Robert Trewin took home the Best Community Engagement Program...

Victoria-based broker Nicola Tucker is one of two directors of growing regional brokerage Surf Coast Finance, writing resi and asset business for borrowers in Torquay. The former banker became a broker three years ago, initially as a Loan Market franchisee, and has quickly established herself as a rising star – taking home several awards already, including Best Newcomer Vic/Tas at the Better Busin...

At the beginning of this financial year, a range of changes came in for the self-managed super fund market. Thinktank reveals how these affect SMSF lending. In this episode of In Focus, partnered by Thinktank, host Annie Kane is joined by Per Amundsen, company secretary of Thinktank, and Peter Vala, general manager of partnerships and distribution, to discuss exactly what brokers need to know when...

Long delays in broker-lodged loans have been an ongoing issue for the past year - but are things starting to look up? Annie Kane and Michael Johnson explore more In this episode of In Focus, host Annie Kane is joined by Momentum Intelligence's head of strategy, Michael Johnson, to discuss what the data is showing us about turnaround times at the lenders, and whether this is the beginning of improv...

Michelle Towner of Towner Finance took home not one, but three awards at the Better Business Awards in Perth earlier this year, including WA's Broker of the Year 2021. We find out how she runs her leading brokerage. In May of this year, the founder and managing director of Towner Finance, Michelle Towner, was crowned the Best Residential Broker and the Broker of the Year at The Adviser's Better Bu...

As we commence a new financial year, there are a range of trends and regulatory changes that may impact brokers. Mortgage Ezy outlines what brokers need to know.   In this episode of In Focus, host Annie Kane is joined by Mortgage Ezy's founder and chair, Peter James, and its head of distribution, Mick Conyngham, to discuss the key finance and property trends that brokers need to know about for th...

Commercial finance broker Jason Boccaccio was named SA/NT's Best Finance Broker and Broker of the Year earlier this month for his work servicing clients during a very difficult year. We catch up with Jason to find out more. As a former accountant turned broker, Adelaide Commercial Finance director Jason Boccaccio has a strong affinity for helping businesses make the most of their finances. But, wh...

SA broker Aaron Vogt has been running his full-service brokerage, Preferred Finance, for the past 15 years, servicing borrowers in the wine region of the Adelaide hills. We catch up with SA/NT's Regional Broker of the Year 2021 to find out how he does it. In this episode of Elite Broker, we're sitting down with Preferred Finance director and broker Aaron Vogt to find out how he's been running an a...

Engineer-turned-broker Adam Bradley has been running his Brisbane-based brokerage, Emerge Finance, for the past seven years, specialising in first home buyers. We catch up with the self-proclaimed 'Guarantor King of Brisbane' to find out how he's been growing his business. In this episode of Elite Broker, we're sitting down with Emerge Finance director and broker Adam Bradley to find out why he le...

At this  year 's Better Business Awards in  Queensland , Jodie Wolfenden, Gold Coast  broker  and director at Superior Wealth, took home not one, but two awards on the night: Best Finance  Broker  and the coveted  Broker  of the  Year   2021  for the state. The Burleigh Heads-based Loan Market  broker  sees herself as more of a finance strategist than a traditional  broker , as she works hard with...