The Adviser Podcast Network

From selling sandwiches in the schoolyard as a kid to starting his own footwear label, to becoming one of Sydney's leading brokers, Fane Levy has always had an appetite for sales. The Better Business Awards NSW Best Customer Service (Individual) finalist joins host Annie Kane on this episode of Elite Broker to discuss how and why he joined Shore Financial, what he considers the markers of success...

As the former CEO of ANZ South East Pacific, Stapleton Finance founder Gayle Stapleton understands the nuances of investing in both Australia and the Pacific first-hand. Gayle joins host Annie Kane on this episode of Elite Broker to share why she made the switch from banking to broking, how a traumatic experience in the Pacific Islands gave her new strength, and how she has built a strong business...

This episode of Elite Broker reveals who made the cut in The Adviser's annual Top 25 brokerages ranking, run in partnership with NAB. NAB's general manager of broker distribution, Steve Kane, joins host Annie Kane as they recognise the highest-performing businesses across Australia's broker space, discuss the importance of having different business offerings, and look at what makes a brokerage suc...

In this episode of In Focus, brought to you by RateSetter, host Annie Kane is joined the platform's national sales manager, Nicki Olds, to explore how brokers can diversify their service offering. Nicki outlines the core products offered by investment and lending platform RateSetter and explains how these offerings can provide brokers with more services to solve their clients' finance needs, which...

With the finalists of the Better Business Awards now announced, The Adviser's events team discuss this year's peak event for the mortgage and finance broking community, run in partnership with principal partner NAB. Host Annie Kane is joined by Jennifer Hardy and Jesse Maslen on this episode of Elite Broker to outline what makes an award-winning submission, provide further details of the event, an...

Matthew Johnson is the managing director of Sydney-based brokerage Simplicity Loans & Advisory as well as Marketplace.finance, a new digital solution for commercial finance. In this episode of Elite Broker, Matthew joins host Annie Kane to explain what prompted his switch from banking to broking, why his brokerage consciously chose to focus on commercial finance, and how his businesses have implem...

Nick Reilly is the co-founder and managing director of mortgage broking and financial planning firm Inovayt, a finalist in this year's Better Business Awards Victoria in the Best Independent Office (5 brokers or more) category. Nick joins host Annie Kane on this episode of Elite Broker to share why he opted to take the independent route, the benefits of having different service offerings within on...

Loan Market Bayside's Josh Bartlett recently reached the major milestone of settling $1 billion of loans, a major achievement for his nine-year broking career. Having last appeared on the Elite Broker in 2017, Josh now returns to the podcast to discuss with host Annie Kane how he has fine-tuned his business strategy to consistently hit targets, why he considers himself a "mortgage psychologist", a...

As the year draws to a close, Annie Kane reviews some of the award-winning brokers that were providing excellent customer service in 2019. Recounting some of the recognised brokers across both the Better Business Awards and the Australian Broking Awards, Annie reveals the leading brokers operating in Australia in 2019 - and those who are up for awards in early 2020, too.

In this episode of In Focus, host Annie Kane is joined by Michael Johnson, head of strategy at Momentum Intelligence, to delve into the Consumer Access to Mortgages report. Annie and Michael recap the findings of the inaugural report, which took place during the royal commission into banking misconduct last year, and unpack the key areas of interest for the industry and how this year's report will...

Aussie St Marys franchisee and mortgage broking mentor Kim Horan transitioned from writing car loans into the mortgage industry and now operates a full-service brokerage covering residential, commercial and home loan protection needs. In this episode of Elite Broker, Kim joins host Annie Kane to discuss what she loves about being an Aussie broker, her main takeaways from The Adviser's EU Study Tou...

In this episode of In Focus, host Annie Kane is joined by Sam White, executive chairman of Loan Market, to delve into the value of paperless broking. Loan Market was this year's winner of the Australian Broking Award for Technology Platform of the Year for its MyCRM platform and also took out #1 overall satisfaction in the Aggregator of Choice survey. Sam breaks down the benefits of tech-platforms...

Domenic Cassisi set up his brokerage, Funding Options, while he was still captain of the Port Adelaide Football Club, and has since become an award-winning mortgage broker in his own right. Host Annie Kane is joined by Dom in this episode of Elite Broker to reveal how he's kicking goals in his transition from AFL into broking, the sense of culture and community he fosters within his firm, and the...

As the recipient of Best Customer Service (Individual) award at the Better Business Awards in Victoria this year, Belinda Gibson places the utmost importance on providing exceptional client experiences. In this episode of Elite Broker, Belinda talks to host Annie Kane about her female-only brokerage Thomas Magdalene Finance Group, why she expanded from commercial into residential broking, and how...

Belinda Caesar bought her first property at just 19, fell in love with real estate, and now delivers independent, award-winning broking services to clients all across Australia. In this episode of Elite Broker, the Buyers Choice broker joins host Annie Kane to discuss how she gained such a diverse clientele, why she is sometimes referred to as a "mortgage therapist", and how she manages a rapidly...

Named "Rising Star" at the Better Business Awards in Brisbane earlier this year, Bradbury Finance's Kim Mahnken prides herself on her proactive approach to solidifying relationships with clients and industry allies. The Hervey Bay-based lending specialist joins host Annie Kane on this episode of Elite Broker to reveal why she entered the industry, how the mortgage broking landscape has changed, an...

Senior mortgage broker Lisa Maxwell was initially attracted to working at Aussie because of its compelling television marketing and brand recognition. Thirteen years later, she's now a franchisee of Aussie Annandale in Sydney's inner west and takes advantage of outdoor advertising methods for lead generation. In this episode of Elite Broker, Lisa talks to host Annie Kane about her broking journey,...

Like many brokers, Sarah Farrugia has had several careers before finding her calling as a mortgage broker, having been a receptionist and a BDM before establishing her own firm, SAF Finance. In this episode of Elite Broker, Sarah talks to host Annie Kane about how she balances managing a business, writing loans and mothering four young children, all while providing award-winning customer service t...

Award-winning equipment finance broker Renee Tocco began her broking career in 2016, harnessing her skills from her corporate business account management career to lead an award-winning commercial brokerage, Loanezi. In just three years, the Queensland-based broker has gone on to become a leading figure in the commercial broking space - and was appointed a director of the Commercial & Asset Financ...

In this special episode, recorded live at The Adviser's EU Study Tour in Dublin, Ireland, host Annie Kane is joined by two European brokers to learn how they are operating in their respective markets and the challenges they are facing. Recorded on the final day of the three-day conference in Dublin, Irish broker and financial planner David Devine from Platinum Financial Group in Bray and Northern...

Loan Market broker Daniel Pym is moving from strength to strength, with the 15-year veteran recently unveiling new plans to build on the success of his Double Bay brokerage. The Sydney-based broker joins host Annie Kane to discuss how he delivers award-winning customer service to his clients in the Eastern Suburbs, and how he plans to diversify his client base by expanding into Sydney's inner-city...

Despite having only been broking for three years, Newcastle-based broker Amy Small has been making waves in the broking industry, settling more than 15 loans a month and delighting her customers. The all-singing, all-dancing broker and keen scrapbooker joins host Annie Kane to discuss how she's been running the Newcastle arm of Professional Lending Solutions, her experiences of outsourcing and why...

Broker and property investor Sofie Chapman joins host Annie Kane to discuss how and why she's been splitting her time across two states, servicing clients in both Adelaide and Sydney. This independent broker is not only keeping herself busy by operating over state borders, but also by offering residential and commercial mortgages, all while managing her own property portfolio. In this episode of E...

Banker-turned-broker Jaime Savory joins host Annie Kane to discuss how and why she left her banking career to set up Gippsland Finance Solutions in Bairnsdale, how she's been running a high-volume regional brokerage in Victoria, and what sets her business apart. As well as operating the regional brokerage, Jaime is also an advocate for home loan protection and was a finalist in the category of Hom...

Darren Cantor, managing director of Mortgage Advice Bureau, joins host Annie Kane to outline how brokers can build value in their broking businesses outside of trail, what brokers can learn from the UK broking industry, and why he thinks brokers will take up a growing share of mortgage flows. Building on his session from the Business Accelerator Program, Darren outlines the ways brokers can divers...