The Adviser Podcast Network

According to Equilibria Finance's Anthony Landahl, brokers need to establish early on whether they intend to remain a broker practitioner or become a business manager, as each objective requires a different decision-making process. Anthony returns to Elite Broker to join host Annie Kane and reveal how he juggles being a broker with running a business, what processes he has in place to provide effi...

With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series of podcasts showcasing the partners and finalists across a multitude of categories. In this episode, The Adviser's Annie Kane is joined by Chris Thomas, general manager of commercial broking at NAB, which is the Principal Partner of the Australian Bro...

With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series of podcasts showcasing the partners and finalists across a multitude of categories. In this episode, The Adviser's Annie Kane is joined by Nick Notaras, head of broker distribution NSW/ACT at NAB, which is the Principal Partner of the Australian Broki...

What's Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia. In this episode, hear about last week's virtual REB Awards 2020, tightene...

With the 10th annual Australian Broking Awards 2020 set to occur as a live broadcast event on Thursday, 16 July at 6pm, we are bringing you a series of podcasts showcasing the partners and finalists across a multitude of categories. In this episode, The Adviser's Annie Kane is joined by Nicole Triandos, head of strategic partnerships, broker distribution at NAB, which is the Principal Partner of t...

With the 10th annual Australian Broking Awards 2020 set to occur as a live broadcast event on Thursday, 16 July at 6pm, we are bringing you a series of podcasts showcasing the partners and finalists across a multitude of categories. In this episode, The Adviser's Annie Kane is joined by Steve Kane, general manager of broker distribution at NAB, which is the Principal Partner of the Australian Brok...

Last week, ASIC released its regulatory guide 273, the final guidance for the incoming best interests duty for mortgage brokers. In this episode of In Focus, host Annie Kane is joined by ASIC commissioner Sean Hughes to discuss the regulator's new guidance on the incoming best interests duty for mortgage brokers, why it's essential reading for brokers, and what it hopes to achieve. In this episode...

As the director of a team of six other brokers at Mortgage Broker Melbourne, Marc Barlow is an advocate for tools that free up brokers' time in order to provide the most valuable service to their clients. In this episode of Elite Broker, Marc joins host Annie Kane to talk about what triggered his shift from banking into broking, why he finds working with first home buyers so rewarding, and how he...

What's Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom Panos bring you the biggest stories over the past few days, covering everything you need to know about the buying, selling, owning and financing of real estate in Australia. In this episode, hear about agencies expanding both regionally and online...

Former business banker Zac Goodman established his Brisbane-based brokerage Mortar Finance two years ago and was recently awarded Queensland's Best Newcomer at this year's Better Business Awards. In this episode of Elite Broker, Zac joins host Annie Kane to talk about how he came to be a mortgage and finance broker, how he has been supporting owner-occupier and SME clients, and how COVID-19 has af...

Recently crowned SA/NT Finance Broker of the Year at this year's Better Business Awards, Monica Wandel of SA Finance Hub credits her success to her breadth of experience in the property and finance space. Monica joins host Annie Kane on this episode of Elite Broker to share how her business has fared through COVID-19, the tools she has implemented to increase automation in her processes, and how s...

While times are tough for many businesses right now, others are experiencing even more demand than usual. One such business is Time Home Loans, whose founder, Ruan Burger, attributes to building good relationships. Ruan returns to Elite Broker to share how his brokerage has developed over the past year, what processes he has put in place to adapt to the current climate, and how his referral partne...

The coronavirus pandemic and its associated social distancing requirements forced businesses across Australia to change the way they operated, with many moving online for the first time. While the broking industry has long been adopting technology to create a more efficient and seamless customer experience, the pandemic saw many lenders change policies to enable brokers to write mortgages digitall...

Kris Menon - NSW's recently crowned Best Customer Service (Individual) broker at the Better Business Awards 2020 - credits his confidence and aptitude as a broker to his investment of time and money into ongoing professional development and training. The Origin Finance broker joins host Annie Kane on this episode of Elite Broker to discuss how he got into broking, what good customer service means...

In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation's small businesses. Momentum Intelligence's head of strategy, Michael Johnson, joins host Annie Kane on this episode of In Focus to analyse the findings of the My Business COVID-19 Sentiment Survey , revealing how broker workload volumes, revenue impacts and mental heal...

Tired of the lifestyle that came with working as a lawyer, Craig Vaughan switched career paths and became a broker, establishing his own brokerage MAP Home Loans, and later, broker platform BrokerEngine. Craig joins host Annie Kane on this episode of Elite Broker to share where his fascination with processes and systems began, how he's operating his business during lockdown, and the biggest challe...

According to Peiran Hu, senior lending adviser at Norwood-based brokerage Keylend, "If you contribute with your heart, the customer can feel it." This commitment to providing exceptional customer service has led to him being recently crowned SA/NT's Broker of the Year and Best Residential Broker at the Better Business Awards 2020. On this episode of Elite Broker, Peiran joins host Annie Kane to ta...

Four years ago, Gordon MacVicar was a sales manager for a lighting company in Sydney while his wife Larissa worked in financial services. Fast forward to now, the couple co-own Mortgage Choice Peregian Beach, and Gordon was recently named Queensland's Rising Star at the Better Business Awards 2020. Gordon joins host Annie Kane on this episode of Elite Broker to share how he and Larissa divide the...

Recently named Victoria/Tasmania Rising Star at the Better Business Awards 2020, Christopher Borg takes pride in offering his clients a full suite of lending solutions, including specialist niches. The founder and director of Borg Financial joins host Annie Kane on this episode of Elite Broker to discuss what gives his brokerage an edge, how the coronavirus is affecting his clients, and how he con...

With businesses around the world being impacted by the COVID-19 pandemic, leading brokerage Catalyst Advisers (part of the Catalyst group) is adapting how it conducts business to best meet the changing needs of its customers. Founder and director Adrian Lee joins host Annie Kane to share how the crisis has changed his brokerage's business focus, how they are supporting workers on the front line by...

Welshpool-based Loan Market broker Balpreet Bal, senior finance specialist at WA Prime Finance Solutions, has always recognised the importance of educating his clients around potential hardships. Given the unprecedented coronavirus pandemic, which is threatening job security, preparation such as this is critical. The recently crowned WA Broker of the Year and Best Residential Broker (The Adviser's...

SA-based brokerage Rise High Financial Solutions recently won several awards at the Better Business Awards SA 2020 for its exceptional service, with its own individual brokers taking home awards on the night too. In this episode of Elite Broker, director James Schulze joins host Annie Kane to outline the processes used by his team to establish long-term connections with clients, discuss how his pa...

This episode of In Focus, recorded live at The Adviser's recent Better Business Summit 2020, unveils what Australians think of the mortgage process and mortgage brokers. By speaking to broker customers, direct channel customers and those who have not yet taken out a mortgage, the Consumer Access to Mortgages Report reveals exactly what borrowers want from the mortgage process - and, crucially, the...

Broker and director of Vision Money Bridget MacGregor is an award-winning broker that covers clients across two different states, Queensland and the Northern Territory. Bridget joins host Annie Kane on this episode of Elite Broker to explain why she decided to go down the independent route, how being a Justice of the Peace adds value to her services, and her focus for the business moving forward i...

With almost two decades of experience in the finance and broking space, Anthony Alabakov has witnessed the evolution of the mortgage industry into the sophisticated, competitive, compliance-orientated profession that we know today. The CEO of Victoria-based brokerage My Mortgage Freedom joins host Annie Kane on this episode of Elite Broker to share how he went from a fledging broker to finding the...