The Adviser Podcast Network

In this episode of In Focus, the FBAA's executive director Peter White discusses what the association, and industry, have been doing behind the scenes to champion the cause of the broking industry to the Productivity Commission, Royal Commission and Treasury. Tune in to find out: -What he believes brokers should be doing in this time of scrutiny -How the FBAA is working with government -What the C...

In the latest episode of Elite Broker, Annie Kane is joined by broker and director of Eventus Financial Alex Veljancevski, who was recently crowned NSW's Best Newcomer and Broker of the Year. Although relatively new to broking, Alex has been forging a path for himself in the profession – coming in at 11th place in our 30 Under Thirty ranking in 2017 and clinching not one, but two awards at the Bet...

In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by broker and founder of Copper Finance Vinay Gehi, who shares why he became a broker after 18 years in the food industry. This Melbourne-based broker reveals his advice on building a database from scratch, why he believes in making his time with clients "feel like an experience", and how he has grown his business whil...

In this episode of Elite Broker, host Annie Kane and James Mitchell are joined by Smartline's Roxby Downs broker, Joanne Dillion, to find out how she has been carving a path to success despite the downturn in the mining sector. This broker, who was recently crowned the Best Regional Broker at the Better Business Awards in Adelaide, discusses how she has been keeping pace in the regional markets, h...

In this episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Mortgage Choice Miami and Burleigh, James Hasselle, to chat about how he went from being a broker client to becoming a broker himself. Find out how the UK broking industry differs from the Australian, and what James believes gave him the edge to place 10th in our Elite Business Writers 2017. Tune in to fin...

In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by Cube Central broker and BDM Scott Beattie to chat about the radical steps he takes to ensure client satisfaction, why he took an 18-month career break and what he believes are the keys to success. The Queensland-based broker at the award-winning independent brokerage in Logan City took home our Editor's Choice award...

In this episode of Elite Broker, join hosts Annie Kane and James Mitchell as they catch up with award-winning broker Josh Egan to find out why he chose to follow in his father's footsteps to become a broker, the key to his success in the industry and his tips for other brokers considering the same path. This finance manager and director at Astute Financial reveals how he ensures good consumer outc...

In this episode of Elite Broker, Annie Kane chats with broker and owner of Sydney-based brokerage PFS Financial Services, Daniel O'Brien, to find out why he made the move from banking to broking and how he went from 'failing miserably' to writing more than 360 mortgages a year. Recognised as Best Residential Broker 2017 at the Better Business Awards (NSW) and is a finalist in two categories of the...

Ahead of his session at The Adviser's Better Business Summit, the Australian Lending & Investment Centre's managing director, Jason Back, reveals how he runs one of the country's leading independent brokerages, his thoughts on outsourcing, and why training is imperative. In this episode of In Focus, tune in to find out: - Why he believes brokers need to delegate, - How to succeed without a backgro...

This week on Elite Broker, Annie Kane and James Mitchell are joined by another former athlete, ex-AFL player Sean Wellman, who reveals the lessons he has taken into business from his 212 game AFL career, and why he's gone from coaching footie to coaching borrowers on finance. After joining Positive Home Loans in 2013, the Victoria-based broker last year launched his own brokerage, Wellman Finance,...

This week, Annie Kane and James Mitchell are joined by a new broker, Loan Market's Bernard Desmond, to find out how he has written $20 million in his first six months of business. The Melbourne-based broker, who is up for Best Customer Service and Rising Star at the Better Business Awards (Victoria), discusses what triggered him to make the jump from banking to broking, his 2018 goals after exceed...

Intuitive Finance managing director, Andrew Mirams, is this week's guest on Elite Broker and reveals how he first got into the industry, how he wrote 346 loans last year and why he believes that being a specialist allows for greater growth. The broker, who came third in the 2017 Elite Business Writers ranking and is a nominee for this year's Best Finance Broker Award at the Better Business Awards...

Annie Kane and James Mitchell are joined by professional cyclist turned Finance Detective mortgage broker Travis Meyer to discuss why he chose to take the off ramp from cycling, how he settled $20 million in his first year and what his goals are for the future. The WA-based broker reveals his thoughts on the entry requirements for brokers, what drew him to work for Finance Detective and why he is...

Yellow Brick Road Earlwood principal Effie Nicol joins Annie Kane and James Mitchell as the first Elite Broker guest of the new year. The broker reveals how she works with clients to address their financial needs, some details of her work fundraising for charities and supporting women in finance, and why she is setting her sights on expansion. Ms Nicol also talks about how she achieved her goals o...

Marissa Schulze, director and broker at Rise High Financial Solutions, joins Annie and James to reveal why she is passionate about improving financial literacy and how it felt to be awarded the Young Leader of the Year at the inaugural Women in Finance Awards. The award-winning SA-based broker also discusses her experience of driving a solar car from Darwin to Adelaide, why she brought accounting...

Theo Chambers, the CEO of North Sydney-based Shore Financial, joins Annie and James in the studio to discuss why he diversified the brokerage to include in-house legal and wealth departments, why he's "in-sourcing" data entry and why he's launching a white label product next year. Theo also reveals his experiences of transitioning from broker to CEO, his advice for those considering the same journ...

In a special edition of Elite Broker, Annie Kane and James Mitchell report from The Adviser's Rising Stars event to reveal the top young brokers that made it into The Adviser's 30 Under Thirty ranking 2017. Annie catches up with this year's winner George Samios and Connective director Mark Haron to find out what it takes to become the number one young broker in Australia. We reveal: - The top 30 y...

In this episode of Elite Broker, Annie Kane is joined by Todd Duncan, founder of High Trust, to find out the one question brokers need to can ask to connect emotionally with clients, the trick to talking to fewer people but doing more business and how much time brokers should be spending on income-producing activities. Tune in to find out how one broker closed 71 loans in a month after hosting one...

Queensland-based broker Matt Punter joins Annie Kane and James Mitchell in the studio to share his thoughts on residential and commercial property investment in Queensland and the broader Australian market. The Savings Centre chief executive talks about his background in banking, how he got into broking and the challenges of writing insurance and other types of business. He also discusses his expe...

A new entrant this year, Jamie Giles from Giles Finance Group reveals his secrets on how he exceeded expectations to come 6th in the 2017 Elite Business Writers ranking. Jamie discusses the importance of being adaptable and accessible to his clients, how harnesses his 23 years of banking experience to exceed at broking, and reveals his tips for success for young brokers. We reveal: - His goals for...

After jumping 35 places to third place in the Elite Business Writers 2015 ranking, Josh Bartlett has once again climbed the ladder to achieve second place this year. The Loan Market broker joins James and Annie to discuss how his structure and procedures have allowed him to become one of the top business writers, what he has learnt over the last six years as a broker, as well as the tips he has fo...

In this episode of Elite Broker, James Mitchell talks to Loan Market broker Hannah Nguyen, who ranked in 20th place in this year's Elite Business Writers ranking. The highest ranked female broker outlined that her success comes down to not only providing "second to none" quality of service but also by loving what she does. Tune in to find out how the Victoria-based broker generates leads, why she...

Annie and James reveal The Adviser's Elite Business Writers ranking for 2017, celebrating the top 25 brokers in the country. Tune in to hear who the top 10 brokers are, how the figures have changed from last year, and the volumes that these elite brokers are writing. www.theadviser.com.au https://www.theadviser.com.au/features/rankings/37006-elite-business-writers-2017

Allbiz Finance Brokers director and commercial equipment finance broker Kathryn Bordonaro joins The Adviser to discuss gender equality in the finance industry, overcoming personal challenges, and how she addresses the element of loneliness within the profession. The winner of the Association Leader of the Year category at this year's Women in Finance Awards reveals how she went from living on a sm...

Loan Market's Lee Wisniewski talks to The Adviser team about his journey from car salesman to mortgage broker, the ups and downs he's encountered throughout and how he survived a life threatening brain haemorrhage. This broker has a passion for people and helping them achieve positive outcomes. In this episode he also discusses the mistakes he has made along the way, what he has learned, and how w...