The Adviser Podcast Network

Red Door Financial Group took out three categories at the recent Better Business Awards in Melbourne, with the brokerage being named Victoria's Best Independent Office with 5 brokers or less and the Best New Office, while its director and broker Faris Dedic taking out the individual award for Best Newcomer. In this episode of the Elite Broker podcast, Faris joins host Annie Kane to reveal how the...

Cornerstone Home Loans director and broker Tracie Palmer has helped train more than 200 brokers since she launched her own mentoring program, Cornerstone Mentoring, 10 years ago and recently took home the award of Mentor of the Year 2019 at the Better Business Awards in Queensland. In this episode of the Elite Broker podcast, Tracie joins host Annie Kane to share why she decided to become a mentor...

It has been a month since the banking royal commission's final report was released and each week seems to bring new updates, political inroads and new campaigns to showcase the value of the broker proposition and the remuneration structure. In this episode of In Focus, Annie Kane is joined by MFAA CEO Mike Felton to outline what has been happening since the release of the royal commission's final...

Northern Territory-based broker Janine Ashmore took home two awards at the Better Business Awards 2019 SA/NT, winning the Best Regional Broker for her individual work while her office (Aussie Darwin) was recognised as Best Regional Office. In this episode of the Elite Broker podcast, Janine joins host Annie Kane to share how she is growing her business in the NT despite a downturn in the market, h...

Leon Spadavecchia, managing director and broker at Financia, placed eighth in the Elite Business Writers ranking 2018 – having moved up 10 places on the prior year. In this episode of Elite Broker, Leon joins host Annie Kane to reflect on his 25 years within the finance sector and discuss how and why he decided to merge his business with another brokerage to form an independent brokerage, Financia...

Having previously joined the Elite Broker podcast in 2017 to discuss the launch of his then new business Equilibria Finance, broker and director Anthony Landahl now joins us to discuss how his business has grown, how he is focusing on fantastic consumer outcomes and his thoughts on the royal commission recommendations. The finalist for the Rising Star category of the Better Business Awards 2019 jo...

In this episode of In Focus, host Annie Kane is joined by Charbel Kadib, journalist at The Adviser, and Momentum Intelligence's Alex Whitlock to discuss the recommendations of the financial services royal commission's final report. With Commissioner Hayne recommending a move away from lender-paid commissions to a consumer-pays model, Alex outlines what Momentum Intelligence's recent Consumer Acces...

Richard Hewitt has always been close to the farming industry, having been born on a farm and even having tried his hand at being a jackaroo. His background, along with a degree in agricultural economics, has helped this leading agrifinance broker carve a niche for himself in NSW's regional communities.  In this episode of Elite Broker, host Annie Kane is joined by the broker and partner of Nimbus...

Newcastle-based broker Brad East believes that experience is worth far more than qualifications. For Brad, however, it is a combination of both - along with perseverance and hard work - that has helped him succeed, he says. In this episode of Elite Broker, host Annie Kane is joined by the finalist for the Rising Star award at the upcoming Better Business Awards NSW, as he reveals how he has built...

After winning the Regional Professional Of The Year award at the Young Leaders in Finance Awards last year and a finalist in multiple categories at the upcoming Better Business Awards in WA, Bunbury-based director and broker at Focused on Finance, Harley Radovan, has been carving out a name for himself in the WA mortgage market. In this episode of Elite Broker, host Annie Kane is joined by Harley...

As one of only five women in our Elite Business Writers Ranking 2018, and a new entrant this year, Holly Bundy of Bundy Financial Services' has blasted onto the scene having written more than $100 million in mortgages last year. In this episode of Elite Broker, host Annie Kane is joined by Holly to find out how she is achieving the success that she is, how she is forging her own path in a male-dom...

In this episode of Elite Broker, host Annie Kane reflects on what has been a huge year in the broking sector, recounting some of the recognised brokers across the Elite Business Writers ranking, 30 Under Thirty ranking, and the Better Business Awards 2018.  Annie will also reveal the must-listen-to-episodes of Elite Broker for 2018, and looks forward to the Better Business Awards 2019.

In this special episode, recorded live at The Adviser's Asia Study Tour in Hong Kong, host Annie Kane is joined by the group CEO and founder of Malabar AI who shares why he believes that the royal commission has further blurred the lines between broker and mortgage adviser, and what the impact of that could be. You will also find out: -          The positive impact that the royal commission could...

In this episode of In Focus, Lucky Money CEO Louis Velasquez and Bluestone BDM Jerome Porcia join host Annie Kane to discuss the changes that we have seen in the past 12 months within the lending sector. Having both begun their careers working with the major banks, they will share how the non-bank sector is changing the game and rising once again, along with the benefits that it opens up to the co...

With more than 30 years in the finance sector and a broking career which began in 1987, WA based SME broker Michael Coombes has built a client base which continues to return to him year on year.   In this episode of Elite Broker, host Annie Kane is joined by the leading Perth broker, who shares how the only thing that has been consistent in his business has been his client base.  He discusses the...

Regional broker and director of SMS Finance Colin Mason has broken into the Elite Business Writers ranking 2018, placing 10th after having written more than $150 million in residential mortgages in the last financial year. In this episode of Elite Broker, Colin joins host Annie Kane to discuss his thoughts on the current lending environment and share how he is bringing in numbers that can compete...

In this episode of In Focus, Brett Halliwell, general manager of Advantedge joins host Annie Kane to discuss the changing broker commission structures within the sector and the future of the industry in light of recent changes. With Advantedge being one of the first lenders to shift broker remunerations in line with reforms of the Combined Industry Forum, he will discuss how the new structure is i...

With the major banks streamlining their offerings recently, coupled with a stricter lending environment as a result of the royal commission, more and more non-bank lenders are embracing the opportunities that these circumstances present. In this episode of In Focus, Semper Capital director Andrew Way joins host Annie Kane to discuss how they are successfully targeting and attracting short-term com...

Ulladulla broker and general manager of South Coast Business & Financial Solutions Karen Bashford believes that reputation is paramount to being a successful regional broker. In this episode of Elite Broker, Karen joins host Annie Kane to share how she is connecting with the local community, how she became one of the Elite Business Writers 2018, and how she balances working on the business with wo...

Reverse mortgages have been in the headlines recently, with several banks announcing that they would be moving away from offering this type of loan to borrowers. But Heartland Seniors Finance has outlined that there is still a role for this product in the market. In this episode of In Focus, Heartland Seniors Finance CEO Andrew Ford joins host Annie Kane to discuss the role of reverse mortgages in...

Redom Syed's journey into broking was fuelled by a passion to improve financial literacy among borrowers after his parents lost their jobs and, subsequently, their home. In this episode of the Elite Broker podcast, Redom Syed joins host Annie Kane to unpack how he grew his business, Confidence Finance, which last year alone wrote more than 180 mortgages worth around $80 million. You will also find...

Transparency in the mortgage industry, particularly when it comes to pricing, has been firmly in the sights of the regulators and commissions this year. Given this, neo-lender Australian Mortgage Marketplace is looking to improve transparency in the mortgage market and become Australia's first blockchain lender for mortgages. In this episode of In Focus, Kym Dalton, the chief operating officer of...

Commercial finance broking is often seen as a tricky field to enter into, but Acuity Funding's managing director has a 100 per cent success rate and is one of the most successful finance brokers in the industry. In this episode of the Elite Broker podcast, recorded at The Adviser's Asia Study Tour in Hong Kong, commercial broker and Vow co-founder Ranjit Thambyrajah joins host Annie Kane to share...

Brokers need to be one step ahead by providing proactive support to their clients - and that's the mantra adopted by Aussie Neutral Bay brokers. In this episode of the Elite Broker podcast, Aussie brokers Alex Kardasis and Domenic Andreone join host Annie Kane to unpack how they deliver outstanding customer outcomes. They explain why the customer needs to be the focal point of every transaction, i...

In this episode of In Focus, Andrew Way, the director of Semper Capital, joins host Annie Kane to break down the basics of short-term finance and reveal how brokers can use the alternate funding to cement themselves as trusted business advisers. Andrew also unpacks the options that Semper Capital is able to offer brokers and their SME clients and why responsible lending is a key part of its offeri...