The Adviser Podcast Network

The Western Australian property market is undergoing an unprecedented squeeze, but one broker has unlocked the secret to turning record-low supply into rapid business growth. Max Miorada of Momentum Wealth made the move from construction to broking six years ago and this year claimed the Editor's Choice Award for Western Australia at the Better Business Awards 2026 in recognition of his relentless...

A former broker was charged this week with alleged involvement in the Penthouse Syndicate's mortgage fraud ring. The Adviser senior journalist Charlie Tchetchenian and commercial content writer Ben Squires uncover the latest in the mortgage fraud investigation and the ongoing work being done to stamp out criminal activity. The duo also review the fallout from the incoming negative gearing and CGT...

The end of the financial year presents a prime opportunity for brokers to move from reactive, single-product lending to more connected solutions for SME clients. Reid Davidson, state lead for Victoria, South Australia, and Tasmania at commercial lender Lumi, joins In Focus to discuss how brokers can support SMEs as they actively seek to connect the dots between working capital, asset finance, and...

Can joining an existing brokerage keep new brokers from becoming just another statistic? With roughly one in two mortgage brokers failing to make it past their first 18 months, finding the right operational support and mentorship is often the thin line between a short-lived career and elite success. In this episode of the New Broker podcast, host Annie Kane welcomes Bernard Desmond, founder of Bla...

Changes flowing from the federal budget are already making their way into lending policy, with Macquarie Bank becoming the first lender to remove most negative gearing add-backs from its serviceability calculators for investment loans. The move follows the federal government's decision to restrict negative gearing to new builds, and brokers are now weighing up what it means for investor clients. O...

This year has already been one of major economic upheaval, with more disruption expected to come later this year. We catch up with NAB to find out what brokers and borrowers can expect in the months ahead. Fresh off the 13th annual Better Business Summit roadshow, host Annie Kane and NAB's executive of broker distribution, Adam Brown, unpack how a confluence of global conflict, persistent inflatio...

With more than 20 years of finance experience, Mortgage Choice Modbury principal Melissa Burt has honed her craft to run a powerhouse operation specialising in first home buyers and shared equity schemes. In this episode of Elite Broker, host Annie Kane welcomes the recent Better Business Awards Editor's Choice South Australia/Northern Territory winner to discuss how she effectively structures her...

What if the secret to fixing Australia's housing crisis was making it less profitable to be an investor? Treasurer Jim Chalmers thinks he has found the answer, and it involves the most significant tax reforms since negative gearing first hit the statute books. Join host Annie Kane and senior journalist Charlie Tchetchenian as they review the fallout from a high-stakes federal budget that has effec...

The federal budget has been handed down, and with it, major changes to tax treatment for investors. But will the changes have the intended effect of making the Australian property market more accessible? In this episode of In Focus, real estate educator Tom Panos joins Momentum Media's director, Phil Tarrant, and managing editor for real estate, Liam Garman, to pull apart the most controversial in...

A new wave of technology is allowing new brokers to leapfrog the competition and land directly in front of motivated borrowers, but do you know how to harness it? Ahead of his dynamic session at the New Broker Academy 2026 , host Annie Kane welcomes the "mortgage marketing maven" Darrell Weekes from Purple Thread Marketing to discuss how new brokers can get a river of new clients streaming to them...

After igniting his passion for property investment, Amol Khuntale made the leap into mortgage broking to help other investors, now running a tech-backed brokerage that has been doubling its volumes year on year. In this episode of Elite Broker, host Annie Kane catches up with the founder of Melbourne-based brokerage Ask Financials to hear how he transitioned from retail banking to mastering comple...

After the RBA's move to hike rates to 4.35 per cent, the team breaks down what this means for borrower serviceability and the "double-edged sword" facing the central bank as inflation remains stubbornly high. Plus, the team pulls apart the financial results from three major banks and looks at the shifting landscape for broker flows at the majors. The conversation also highlights the growing pressu...

What does a war in the Middle East have to do with an Australian small business? Potentially, everything. In this episode of In Focus , sponsored by Banjo Loans, Annie Kane is joined by Guy Callaghan, chief executive officer of Banjo Loans, to explore why global geopolitical shocks are hitting far closer to home than many business owners realise. From the spike in fuel and fertiliser costs to the...

The leap from corporate banking to mortgage broking often promises more freedom, but for many, it leads to a "lonely" home office and a bottleneck of paperwork. Not for Daniel Liao. Since making the switch, the South Brisbane-based broker has meticulously engineered a business that allows him to manage massive volume without sacrificing his sanity or his values. In this episode of Elite Broker, ho...

What was already one of this year's biggest stories in the mortgage and finance space continued to unfold this week, with confirmation that major aggregator Finsure has terminated its sub-aggregation agreement with Hai Money. But what does this mean for the more than 200 mortgage brokers operating under Hai Money's licence at the time of termination? The Adviser's editor Annie Kane, senior journal...

Trading the clandestine world of national security for the high-stakes environment of credit policy might not be a typical career pivot, but for Kit Johnson, the transition was surprisingly seamless. Before he was securing homes in Forest Lake and Ellen Grove, Johnson spent over two decades as an intelligence analyst – a role that required an obsession with fine print and the ability to stay cool...

Borrower retention schemes are back in the spotlight after media reports revealed a major bank offering cash incentives to customers already partway through the refinancing process. But brokers have hit back, saying these schemes undermine competition and effectively waste hours of unpaid work. Join The Adviser's senior journalist, Charlie Tchetchenian, and commercial content writer, Ben Squires,...

In an increasingly competitive broker market, the ability to offer out-of-the-box solutions, such as deposit bonds, can be a powerful point of differentiation. Nick Rumpff, head of sales and distribution at Deposit Power, joins In Focus to offer a fresh perspective on the role deposit bonds can play in today's market. He shares practical tips on how to introduce deposit bonds to clients, outlines...

Starting out as a new broker is often synonymous with a steep learning curve of credit policies and lender accreditations. But what if your path into the industry didn't involve writing loans at all? In this episode of New Broker, we speak with Andrea (Ange) McNaughton, managing director of Loan Market Razor. After a decade as a high-level executive at LMG, McNaughton made the pivot from corporate...

Mortgage fraud has become a key talking point across the broking industry, with fresh reports suggesting the ongoing probe by lenders and regulators uncovered alleged involvement from both bankers and mortgage brokers. So just how widespread is the issue? Senior journalist Charlie Tchetchenian and commercial content writer Ben Squires delve into the latest developments in this week's episode of Wh...

With SMEs in the core industries underpinning the Australian economy under mounting pressure, brokers who can unlock working capital are becoming indispensable. James Beeson, CEO of invoice finance lender Earlypay, joins In Focus to explain why working capital solutions have become an important funding tool for SMEs looking to stabilise, grow, and navigate an increasingly uncertain environment. He...

After starting out in asset finance, Ivan David shifted his focus to residential mortgages and hasn't looked back, building a brokerage centred on education and support. Mentorship has been a defining part of his journey at SLAN Finance, earning him a nomination for Mentor of the Year for Victoria at the Better Business Awards 2026. David joined In Focus to discuss his approach to mentorship and w...

How can the mortgage industry stay ahead of criminals using AI to forge documents? It's a question becoming increasingly urgent as a new wave of sophisticated fraud hits the Australian lending landscape Join host Annie Kane, senior journalist Charlie Tchetchenian, and commercial content writer Ben Squires as they review the week's biggest stories in finance and real estate, distilled into bite-siz...

As mortgage brokers look to transition from sole traders to small businesses, many are turning to offshore support to free up their time for high-value client engagement and sustainable growth. In this episode of In Focus, sponsored by VA Platinum, Annie Kane sits down with Kate Garrett, director of Littlespring Finance, to explore her journey of doubling her business volume through strategic outs...

The drive away from dealership finance and toward a transparent, client-first model in broking has helped Luke Meisenhelter build an eight-man brokerage that is giving back. Now the director of Mooloolaba-based Loanright Financial Services, Meisenhelter has successfully navigated the transition from a sole trader earning $30,000 in income to the leader of a successful brokerage that is supporting...