The Adviser Podcast Network

As a property investor, Amy Ferguson already knew some of the ins and outs of property finance but decided to make her passion her career, by becoming a broker herself. We find out how Western Australia's recently crowned Best Newcomer has found her journey to date. Mortgage and finance broking draws new entrants from a range of different industries, with many new-to-industry brokers making the sw...

In the past 12 months, Queensland-based brokerage Borro has gone from a team of two to a team of seven. We find out how the brokerage has been rapidly growing and its process for hiring team members that fit. In this episode of Elite Broker, recorded live at the Better Business Summit in Brisbane, host Annie Kane catches up with banker-turned-broker Cara Giovinazzo, broker and founder of Borro, to...

As mortgage applications reach record levels, finding the time to work on your business while writing new business can be difficult. But without setting aside the time to review how your business operates, it can be difficult to grow and scale. In this month's episode, host Annie Kane is joined by Kristy Bartlett, head of partnerships at Mortgage Advice Bureau, to find out how brokers can identify...

While many brokers have established themselves as specialists in particular segments, WA-based MoneyQuest broker Peter Flint has developed his niche out of his hobby: modified car racing. We find out why burnout is not always a bad word. For residential broker and MoneyQuest Midland franchise owner Peter Flint, his passion for and involvement in modified car racing has resulted in more than half o...

Building a large brokerage is a major task but some brokers, like Martin Bennett from The Loan Room, has been doing it in a step-by-step process. We find out how he's doing it. In this episode of Elite Broker, host Annie Kane catches up with the Victoria-based broker and CEO of growing brokerage, The Loan Room, to learn how he's been building his broking business, why he wants to build a 50-strong...

With turnaround times and bank servicing being a hot topic of conversation at the moment, Adelaide Bank reveals how it has been growing its presence and commitment to the broker channel. In this episode of In Focus, host Annie Kane is joined by Adelaide Bank's head of broker distribution, Raj Kapoor, to discuss how the broker-only mortgage lender is providing a strong offering to the broker channe...

New-to-industry broker Karen Wright started making videos in Australian Sign Language in 2019 following a family tragedy, and has since gone on to gain recognition for her efforts in providing financial literacy education to the deaf and hard of hearing. Last year, Karen took home the Better Business Award 2020 for Best Community Engagement Program in Vic/Tas in recognition of her work in deliveri...

A life-threatening incident gave Tim Reynolds a new outlook on life, leading him to change career and take the leap into broking. We catch up with the director of Victoria-based brokerage, Accession Finance, to find out how he established and runs his leading independent brokerage. In this episode of Elite Broker, host Annie Kane talks to broker and director of Accession Finance, Tim Reynolds, to...

Demand for property and the services of brokers has skyrocketed during COVID, as Australians embrace remote working and look to purchase property in more affordable locations outside of the concrete jungles. In this episode of In Focus, host Annie Kane is joined by Toowoomba-based Mortgage Choice broker Julian Collins and Mortgage Choice's general manager, broker and wealth management distribution...

Commercial property has become an increasingly popular asset class, given a combination of high yields and low interest rates on commercial mortgages. We find out more about the market from Scott O'Neill, director of Rethink Investing and Rethink Financing. In this episode of In Focus, host Annie Kane sits down with the founder and director of buyer's agent Rethink Investing and brokerage Rethink...

The mortgage and property market have both been growing rapidly this past year, with property prices and mortgage volumes setting new volume records month-on-month. In this episode of In Focus, host Annie Kane is joined by Grace Ormsby, news editor of our sister brand Real Estate Business, to discuss the trends that real estate agents have been seeing, the regions and types of property that are in...

As the senior finance specialist at the mortgage broking arm of end-to-end property business Coronis, Mat Crossley is a specialist in working with clients and real estate agents alike. In this episode of Elite Broker, host Annie Kane talks to broker and senior finance specialist at Coronis Mortgage & Finance, Mat Crossley, to learn how the property group covers the full property journey with their...

Shore Financial broker Christian Stevens has only been in broking for a few years, but in that time, he has successfully harnessed social media to become the "most viewed broker" in Australia. We find out how he did it. In this episode of Elite Broker, host Annie Kane catches up with Christian to find out how he went from nightclub promotion to broking, how he grew his client base by building a st...

Mortgage and Finance Leader gives you a unique insight into the mindset of the most influential figures in Australia's $2.7-trillion mortgage industry. Join host Alex Whitlock as he invites his guests to open up on the biggest issues and opportunities facing the mortgage and finance industry. In this episode, Aussie CEO James Symond looks back at the origins of the Aussie brand and how it got to w...

After having worked in banking and financial planning, Brighter Finance's broker and podcaster Marcus Roberts made the move into brokers four years ago and hasn't look back. In this episode of Elite Broker, host Annie Kane sits down with Marcus to find out why he made the move into this channel, how he set up his brokerage and operates his one-man band, and why and how he's launched his own podcas...

The biggest and most productive brokerages in Australia have been revealed in The Adviser's Top 25 Brokerages ranking 2021, partnered by NAB. We reveal who made the ranking. The financial year 2020 must be one of the strangest on record, with COVID-19 impacts affecting many businesses and business finance but also seeing a boom in mortgage activity. In this year's Top 25 Brokerages ranking, partne...

As well as being a busy broker and director of Queensland-based brokerage Evolve Loans, Jai Hobbs has also added 'author' to his resume, co-writing a book on financial literacy for high school children with his wife, Marlies. With a passion to better prepare the next generation for a successful and independent life, Jai and Marlies wrote  FLY: Financially Literate Youth  (published by Penguin) cov...

If anyone knows the ins and outs of the challenges facing small businesses, it's the Australian Small Business & Family Enterprise Ombudsman, Kate Carnell. In this episode of In Focus, recorded with the ASBFEO at our SME Broker Bootcamp in December 2020, Kate Carnell joins host Annie Kane to discuss the challenges that small business owners have been facing since COVID-19 hit, the benefits and pit...

Turnaround times have been the word on everyone's lips at the moment, as some lenders experience blowouts due to record-high mortgage demand and lucrative cashback offers. But its not just home lending that has experienced delays; SME and asset finance has also been burdened by longer turnarounds. In this episode of Elite Broker, host Annie Kane catches up with Sidd Bahree, a Victoria-based broker...

In this month's episode, host Annie Kane is joined by Momentum Media's head of events, Jennifer Hardy, to discuss their top tips for writing a winning submission for the Better Business Awards 2021. With brokers busier than ever before to help borrowers refinance or help first home buyers take advantage of government grants, there has never been a better time to showcase the hard work going on in...

Starting up a new brokerage can be a daunting prospect, but Sam Carrello has shown how it can be done successfully, taking home the award for Best New Office WA at the Better Business Awards 2020. In this episode of Elite Broker, host Annie Kane speaks to Perth-based broker Sam Carrello about why he started up Napoleon Finance, what it takes to start and grow a leading brokerage, and how he manage...

When starting up a broking business, one of the first choices you have to make is picking which model is right for you: independent or branded. We talk to two brokers about how they made that choice. In this episode of Elite Broker, host Annie Kane speaks to Caroline Jean-Baptiste from major brokerage group Mortgage Choice and Michael Tait from independent group HT Capital as they outline how and...

Choosing a mentor for the first time, or looking to select a new mentor for your next stage of growth, can be a daunting experience. In this episode of Elite Broker, host Annie Kane talks to Quality Financial Group's broker and mentor Sue Hayter and her mentee, Janitha Silva from Universal Lending, to discuss how they get the most out of their mentoring relationship. Tune in to find out: · What th...

Referrals are a major part of how a broker finds new business. But the key to not only getting referrals, but also maintaining strong flows is what makes the difference in successful brokerages. In this episode of Elite Broker, host Annie Kane talks to Equilibria Finance's Anthony Landahl and Mortgage Choice Peregian Beach's Gordon MacVicar to uncover the secrets of how these two leading brokers h...

In this month's episode, partnered by Prospa, we are looking at the key forces driving SME credit and how brokers can help the engine room of the economy keep turning. With small-business confidence rising as the economy emerges from a recession and ramps up for the busy summer period, ensuring SMEs can access the finance they need over the summer holidays – and beyond – is key. In this episode of...