The Adviser Podcast Network

As a finalist in last week's Women in Finance Awards and with countless accolades in the Smartline franchise awards, Deb Smith is well versed in what it means to be a successful woman in the financial sector. In this episode of the Elite Broker podcast, Deb joins host Annie Kane to share how her marketing career has helped her create an impression in the mortgage broking sector, why she joined Sma...

In this episode of The Adviser's Elite Broker podcast, former banker and F45 proprietor Graeme Holm joins Annie Kane to discuss how and why he went from running circuits to running a multi-award-winning brokerage. Tune in to find out why the director of Infinity Group Australia offers everything from debt reduction to mortgages and wealth creation, what makes his brokerage one of Australia's most...

This Thursday (13th September) is national R U OK? Day, a day of action dedicated to helping support those struggling with life. In the lead up to the national awareness day, journalist and author of "The Wellness Doctrines" book series Jerome Doraisamy joins host Annie Kane to discuss mental health and depression and why working on wellness should be an ongoing priority. In this episode of In Foc...

In this episode of The Adviser's Elite Broker podcast, seasoned broker and director of Finance Brokers Tasmania Lance Cure joins hosts Annie Kane and James Mitchell to discuss his 30-year-long career, which started out in equipment broking before he grew his brokerage into the success it is today.  Lance will discuss the changes that he has seen in the industry including the introduction of home l...

After a career in hotel management, Aussie broker Sam Walker transitioned into broking, a move that eventually saw his team take out the award for Franchise Office of the Year at the 2018 Better Business Awards in South Australia. In this episode of The Adviser's Elite Broker podcast, Sam joins hosts Annie Kane and James Mitchell to discuss the intricacies of setting up a franchise business, while...

With so many new brokers entering the industry and many looking to start work under their own independent brand, the process of starting off can be a daunting and stressful one. In this episode of The Adviser's Elite Broker podcast, the winner of the Best Newcomer (Regional) category at the 2018 Australian Broking Awards, Ditte Westbury, joins Annie Kane and James Mitchell to outline why and how s...

Having been a broker for more than 15 years, Melbourne-based broker Clint Waters is an old-hand at broking and has seen the industry shift and change over the years. But while the industry has changed, providing exceptional customer service has not. In this episode of The Adviser's Elite Broker podcast, the broker and founder of award-winning brokerage Axton Finance joins Annie Kane and James Mitc...

Finance broking and writing loans for SMEs has been a hot topic of discussion this year, as government and regulators increasingly look at improving access to finance for the small businesses that are the "engine room of the economy". In this episode of The Adviser's Elite Broker podcast, Australia's Asset Finance Broker of the Year 2018, Jason Gibson, joins hosts Annie Kane and James Mitchell to...

Madhu Chaudhuri is a broker and mentor whom many in the industry will know as a passionate advocate for the broker channel and a specialist in providing financial help for migrants. But she's well known outside of the industry, too, as she goes above and beyond to not only make entrants to Australia more financially sound but also feel at home by providing community support. In this episode of The...

In this episode of In Focus, the general manager of NAB Commercial Broker, Chris Thomas, and Simplicity Loans & Advisory's director, Matthew Johnson, join hosts Annie Kane and James Mitchell to discuss the rise of SME lending, what small businesses want, and how NAB is delivering on its commitment to SMEs and the brokers who support them. In this episode, tune in to find out: - How NAB is giving f...

Resolve franchisee and broker Liam O'Donnell has looked at broking from both sides of the fence, having worked for an aggregator and now as a broker. While Liam believes that all brokers are capable of delivering the same great outcomes for consumers, he says that the point of difference comes down to personality. For him, this cannot be expressed in an email or via the internet; hence, why he put...

Nancy Youssef's initial attraction to broking was because of the flexibility that the role offered. Initially starting her broking business, Classic Finance, without a business plan and with the vision of taking more annual leave, Nancy has developed and grown the brokerage to one of the leading businesses in Australia and now offers mentoring and business coaching to others. In this episode of El...

Broker and director of BlackFish Finance Leah Busby is creating a name for herself as one of the leading mortgage brokers in Adelaide, with a string of awards attesting to her extensive knowledge and expertise, commitment to outstanding customer service and passion for meeting the needs of her clients. In this episode of Elite Broker, Leah joins hosts Annie Kane and James Mitchell to speak about w...

Director of Calculated Lending Bianca Patterson is no stranger to recognition within the industry. The WA Better Business Awards this year saw her take out the Editor's Choice award, and previously the titles of Broker of the Year in 2014 and Rising Star in 2015. In this episode of Elite Broker, Bianca joins hosts Annie Kane and James Mitchell to share how her journey which started in politics and...

Winner of the 2018 Editor's Choice award at the Better Business Awards in Victoria, Pinpoint Finance founder and complex loan specialist Edwena Dixon entered broking with the intention of being in control of her own lifestyle. In this episode of Elite Broker, Edwena joins hosts Annie Kane and James Mitchell to share how her previous experience organising work placements for university students ben...

Louisa Sanghera was initially hesitant to become a mortgage broker due to her knowledge and impressions of how the UK industry operated. Now three years into her career and recently having taken out the award for "Rising Star" at the NSW Better Business Awards, Louisa's self-taught approach to mortgage broking has been gaining her recognition and respect within the industry. In this episode of Eli...

In this episode of In Focus, Prospa's general manager of sales and business development, Matt Bauld, joins hosts Annie Kane and James Mitchell to discuss small business lending, the burgeoning fintech market and how Prospa is working with brokers to fulfil small business needs. In this episode, find out: - How Prospa's lending criteria challenge the traditional lending model - What they look for i...

Named as WA's best residential broker of 2018, Capita Finance franchise owner Adam Donald has seen his career rise astronomically since his initial foray into sales, which saw him working as an aloe vera salesman. In this episode of Elite Broker, the award-winning broker shares why his training was paramount to his success and discuss the difficulties that he came across as a young broker in the i...

In this episode of In Focus, Royden D'Vaz, Bluestone's head of sales and marketing, and Fay Wood, associate director at Mortgages & Co, join Annie Kane and James Mitchell to discuss the recent Cerberus acquisition of Bluestone's APAC operations and their new offering in the near-prime space. Tune in to find out: - How Bluestone is catering to near-prime customers - What Bluestone is now able to of...

In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Bowral-based Wilson Financial, Liz Wilson. Recently taking out the individual award for Best Customer Service at the NSW Better Business Awards, Liz shares how she manages to maintain her outstanding customer service level. As a regional broker, Liz discusses the importance of community engagement an...

In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Elephant Financial, Shehan Wijayasinghe. Having recently won the award for Best Customer Service at the Better Business Awards NSW, Shehan shares what he believes is the key to delivering superior service to his customers. Find out why brotherly affection led him to start a career in mortgage broking...

In the latest episode of Elite Broker, Annie Kane is joined IFA Mortgages' director Anthony O'Flynn and broker Luke Harborne. While at different stages in their careers, the two Bondi brokers are both achieving recognition within the industry: Anthony was a finalist in the Best Residential Broker category at The Adviser's Better Business Awards NSW earlier this year, while his mentee and colleague...

In this episode of In Focus, Brett Halliwell, general manager of Advantedge, and George Mihalopoulos, broker and director of Connected Finance, join Annie Kane and James Mitchell to discuss the rise of white label loans and how Advantedge is working with brokers to increase customer satisfaction. Tune in to find out: - What a white label loan is and how it is best presented to a client - The benef...

In the latest episode of Elite Broker, Annie Kane is joined by seasoned broker and the winner of the Editor's Choice award at the SA Better Business Awards 2018, Evan Sourbis. The principal of Henley Home Loans reveals why his reasons for being a broker have changed over his 16-year career, his recent induction into the AFG Hall of Fame, and how his dedication to good customer service has been par...

In the latest episode of Elite Broker, Annie Kane is joined by brothers Garry and Michael Pesochinsky of Full Circle Investment Group, a business so named because of the wide variety of services that they offer in an attempt to be a one-stop shop for everything financial. Both beginning their careers as brokers for very different reasons, the pair will share how they split the business duties and...