The Adviser Podcast Network

As more brokers plan retirement and more firms grow via acquisition, knowing your trail book value (and how to fund growth) matters more than ever. Annie Kane speaks with Jeff Zulman, managing director of TrailBlazer Finance, on practical steps brokers can take now. Tune in to learn: How to assess your trail book value (beyond the multiple). The key risks buyers miss - and how to protect yourself....

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 first new resi aggregator for 15 years. New appointments,...

Nicole Taylor has spent over two decades in asset and medico finance before making the leap into broking, and in just two years she's carved out a niche in asset and medical finance across two separate businesses. In this episode of New Broker, host Annie Kane catches up with the Queensland-based broker Taylor, the founder of Medifund and one of the co-franchisees of Loan Market's first dedicated...

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 commercial content writer Ben Squires, as they review the news of the week. This week, they discuss: A stream of brokerage acquisitions. How lenders are supporting flood and bushfire victims. The first no...

As the new calendar year begins, many SMEs are shifting focus from getting by to actively planning for growth, taking stock of their funding needs and looking for smarter ways to scale. In this episode of In Focus, sponsored by Bizcap, we speak with Isaac Garson, senior business development manager at the non-bank lender, to unpack the key trends shaping SME lending in 2026 and what they mean for...

The year 2026 will not be a normal year for the broking industry. The gap between brokers who adapt quickly and those who don't is widening fast – driven by AI, changing borrower behaviour, rising competition, and new expectations around speed and visibility. In this episode of Elite Broker, Annie Kane unpacks how and why the 13th annual Better Business Summit 2026, run with the support of princip...

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 on Broker Daily, Julian Barnes, as they review the news of the week. This week, they discuss: What the broking industry thinks 2026 will look like. Why Western Australian brokers think H...

As more Australians look to upsize, downsize, or relocate in a fast-moving property market, bridging finance is emerging as a critical – yet often misunderstood – tool to help borrowers make their next move with confidence. In this episode of In Focus, sponsored by Athena Home Loans, we sit down with Athena's chief product officer, Mira Hohn, to unpack what's happening in the property market, why...

Stephanie Thomas never planned to become a mortgage broker – but four years on, she's leading a 20-person team across three Queensland offices and was named Mortgage Broker of the Year at the Women in Finance Awards 2025. In this episode of Elite Broker, Annie Kane sits down with the Loan Market Ignite director to unpack how she built a high-growth brokerage from scratch without a client database;...

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 commercial writer Ben Squires as they review the news of the week. This week, they discuss: The growing volume of lenders forecasting a rate hike in February. The flurry of regulatory action taken against...

As more mortgage brokers look to elevate their performance and build sustainable, scalable businesses, broker coaching is emerging as one of the most in-demand support tools in the industry. In this episode of In Focus, sponsored by Success & Broker, we sit down with broker-turned-coach Ruan Burger to explore why coaching has become a critical component of broker growth – and what it actually look...

Felix Katzen stumbled into the world of asset finance by accident, but he's been hitting the ground running, rapidly growing his brokerage, and expanding out his team. In this episode of Elite Broker, Annie Kane sits down with Katzen – founder of Katzen Financial Group – to unpack his journey from contractor to business owner, how he rebuilt lender accreditations from scratch, and the high-volume,...

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 commercial writer Ben Squires as they review the news of the week. This week, they discuss: The RBA's surprising rhetoric on the cash rate trajectory. The problems with the CSLR funding model. Why we migh...

Elite Broker Katrina Rowlands was among the first generation of mortgage brokers and has gone to win countless awards for her and her team. But what's next? In this special return episode of Elite Broker, Annie Kane catches up with Rowlands – AFG's first Hall of Fame recipient and a mentor and champion of the broking industry – to unpack her three decades in the industry, why she started up a fema...

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 commercial writer Ben Squires as they review the news of the week. This week, they discuss: Controversy around the new Help to Buy scheme. Why another major bank thinks this is the end of rate cuts. RACQ...

Momentum Media was proud to bring the Women in Finance community together for the 2025 Women in Finance Summit and Awards in Sydney – a day and night celebrating excellence, leadership, and authentic storytelling across financial services. In this episode of the Women in Finance Podcast, host Annie Kane is joined once again by Natalie Smith, general manager, retail broker at ANZ, and a platinum pa...

Despite only becoming a broker 18 months ago, Aussie broker Dominy (Dom) Vaughan has been quickly establishing himself as a successful broker in Liverpool, NSW. In this episode of New Broker, host Annie Kane sits down with Vaughan from Aussie Liverpool to discuss how and why he made the transition from hospitality to broking, what he learned during the Aussie Broker Academy, and the tools and tech...

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. In this special, cross-over episode with Momentum's property brands, host Annie Kane is joined by Phil Tarrant, SPI director, and REB managing editor Liam Garman, as they review the news of the week. This week, they discuss: Whet...

From payments to policy, few roles carry as much responsibility and visibility as that of Michelle McPhee, assistant governor (business services) at the Reserve Bank of Australia. In this candid conversation from the Women in Finance Summit 2025, host Annie Kane sits down with the central banker to discover the leadership lessons she's learned navigating high-stakes decisions, career pivots, and a...

Earlier this year, Katie Thomas from Focus Finance took out the top spot of the Elite Broker Ranking 2025 – Residential, becoming the first woman to do so. In this episode of Elite Broker, host Annie Kane sits down with the Hunter Valley-based broker to find out how she wrote $496 million in residential loans over the last financial year, with her broker colleagues also writing substantial volumes...

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 commercial writer Ben Squires as they review the news of the week. This week, they discuss: Why commercial finance is the buzz of the moment What's blowing out lender turnaround times Athena's bridging fi...

As Australia's private credit sector continues to grow, operators such as Aquamore provide brokers with an alternative for specialised situations. In this episode of In Focus, sponsored by Aquamore, we speak with Matthew Porch, head of distribution at the lender, to unpack the latest developments in the private credit space and discuss how brokers can make the most of these opportunities. Tune in...

As director of Sydney-based brokerage The Asset Finance Shop, Colin Evans is dedicated to finding tailored solutions for small businesses. In this episode of The Adviser's Winner's Showcase, we catch up with the broker who leads the team nominated for Asset Finance Brokerage of the Year at the 2025 Commercial Finance Awards to discuss: His approach to asset finance broking and what drives his pass...

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 Will Paige as they review the news of the week. This week, they discuss: What's driving record levels of investor lending. The MFAA's open letter to the banks. How major bank broker flow...

As one of Australia's leading SME lenders, Prospa delivers practical, tech-driven solutions that help brokers support their clients and ease cash flow pressures. In this episode of In Focus, sponsored by Prospa, we speak with Roberto Sanz, general manager of sales and partnerships at the lender, about the key trends shaping the SME sector as we move into the holiday season and how technology is em...