The Adviser Podcast Network

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...

Could the escalating conflict in the Middle East be the catalyst that pushes Australia's cash rate to its highest level in nearly two decades? As fuel security concerns take centre stage, and Treasury officials scramble to rewrite the federal budget, the ripple effects are already being felt across the lending landscape. In this week's episode of What's Making Headlines podcast, host Annie Kane, c...

Michael Killiner of Tusk Finance has never been afraid of the hard graft required to succeed in the Western Australian broker market. After launching his own brand two years ago, the Subiaco-based broker has grown his brokerage into a high-volume business, writing over 320 loans a year while embracing a "give first" philosophy to win over referral partners. Annie Kane catches up with the multi-fin...

Cost-of-living pressures and fuel supply chain constraints continue to weigh on the mortgage market following the Reserve Bank of Australia's (RBA) second interest rate hike in 2026. This week, the central bank offered a glimpse at its thinking, noting most mortgagors still have sufficient buffers to withstand tougher conditions. But questions remain about how resilient households will be if rates...

As the mortgage landscape undergoes rapid digital transformation, lenders are increasingly leveraging automation, AI, and insurance to deliver a more seamless, efficient experience for brokers and their clients. In this episode of In Focus, sponsored by First Title, Annie Kane speaks with Chris Evans, general manager of sales and relationships at First Title, and Darren McLeod, head of third party...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Charlie Tchetchenian, commercial content writer Ben Squires, and Julian Barnes, senior journalist on Broker Daily, as they review the news of the week. This week, they discuss: How brokers have responded to the RBA's la...

As Bankwest pivots to a digital-first model, the lender is doubling down on its commitment to the third-party channel with a clear goal: to become the number one bank for brokers in Australia. In this episode of In Focus, host Annie Kane is joined by Grant Roden, executive manager of operations in home buying distribution at Bankwest. They explore how the bank's digital transformation is reshaping...

As housing affordability and supply bites, the shift toward alternative housing like kit homes and modular builds has seen inquiry volumes surge. Teressa Fisk, senior finance broker and director of YourFinanceBroker.co, has been at the forefront of this movement, working to modernise lending policies for factory-built homes. In this episode of Elite Broker, host Annie Kane sits down with the Sunsh...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Charlie Tchetchenian, commercial content writer Ben Squires, and special guest Liam Garman, managing editor for REB and Smart Property Investment, as they review the news of the week. This week, they discuss: What APRA'...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Phil Tarrant, Major General (Ret'd) Dr Marcus Thompson, and Momentum Media journalist Stephen Kuper as they review the news of the week. This week, they discuss: How the widening conflict in the Middle East is driving u...

As optimism returns to the SME sector, commercial lending is booming. With businesses rebuilding margins and household consumption rising, brokers are finding that business lending is no longer a niche - it's a core part of a broker's offering. In this episode of In Focus, Annie Kane catches up with George Obeid, chief third-party officer at Judo Bank, to discuss the shifting demands for SME finan...

Having spent over a decade in banking before launching his own brokerage, Matt Spears of Evoke Capital has built a reputation for solving complex problems and bridging the gap between residential and commercial finance. In this episode of Elite Broker, host Annie Kane sits down with the Sydney-based broker to discuss how he scaled his business to a team of 17 in just six years and why he believes...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and senior journalist Charlie Tchetchenian as they review the news of the week. This week, they discuss: New MFAA data showing broker market share reached a record December high of 76.7 per cent. The industry...

Edward Chin, managing director and head finance broker at CZM Finance, has built a reputation for turning "Band-Aid" financial fixes into long-term growth strategies. In this episode of Elite Broker, host Annie Kane sits down with the Brisbane-based broker to unpack his 10-year career and his obsession with efficiency and agility – working with everyone from local butchers and cafes to large-scale...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, senior journalist Charlie Tchetchenian, and Accountants Daily and Accounting Times journalist Emma Partis as they review the news of the week. This week they discuss: The latest updates on the push to reduce...

As part of its commitment to improvement, Ubank has rebuilt its lodgement platform to deliver one of the fastest and simplest digital home loan experiences in the market. In this episode of In Focus, Ben Squires speaks with George Srbinovski Ubank's head of broker distribution, about how Ubank has been hard at work doubling down on the things that make UBank home loans a reliable part of the broke...

After two decades in banking, Ali Mehboob transitioned into the world of mortgage broking in 2024 and has found success specialising in Islamic finance. In this episode of New Broker, host Annie Kane sits down with the founder of Noor Finance during Ramadan to discuss how he wrote $10 million in his first year and the ins and outs of writing sharia-compliant finance. Tune in to discover: The mecha...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Charlie Tchetchenian, commercial content writer Ben Squires, and senior journalist on Broker Daily, Julian Barnes, as they review the news of the week. This week, they discuss: The latest results from some of the indust...

As demographic shifts, rising complexity, and evolving income trends reshape the lending landscape, brokers have a powerful opportunity to step up. In this episode of In Focus, Annie Kane speaks with Ryan Harkness, co-founder and COO of ORDE Financial, about why non-bank lenders are becoming critical partners in helping brokers support self-employed Australians, complex borrowers, and the next wav...

Having navigated the shift from a downturn to a booming Western Australian market, Adam Donald of Capita Finance has been scaling his brokerage into one of the state's most decorated businesses. In this episode of Elite Broker, host Annie Kane welcomes back the founder and multi-award-winning broker Donald to discuss how his business has evolved over the years and different economic cycles and how...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: The news that Peter White is stepping down as managing directo...

Having made the leap from aggregation to broking, Colin Mason and Jessie Spencer at Mason Finance Group have been leading one of Australia's Top 25 Brokerages through a season of massive transformation. In this episode of Elite Broker, host Annie Kane sits down with the leaders of Mason Finance Group – which recently merged with Invest Blue (part of Ironbark Group Australia) – to discuss how they'...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: Why the RBA decided to lift rates this week. Why ASIC levies a...

With a finance career spanning 40 years, from the policy halls of the Reserve Bank of Australia to corporate lending, Matt 'The Cashman' Erwin is now helping SMEs access finance to better manage their cash flow and turn around their businesses. In this episode of Elite Broker, Annie Kane sits down with the Cashman Consulting director to unpack how he helps business owners rescue their reputations...

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: Two big mutual merger announcements. Concerns about how brokers...