The Adviser Podcast Network

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 Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: New data on the size, scale, and systemic issues with private lending. Th...

Self-employed lending has typically been seen as more complex and time-consuming, leading borrowers and brokers alike feeling underwhelmed. But a new broker-built tool aims to transform how brokers handle self-employed clients. In the latest In Focus podcast, host Annie Kane sits down with Accurateli co-founders Joel Wyld and Ben Callaghan from brokerage Peasy, who've channeled their frustration w...

Asset finance broker Nicole Romero has helped build a thriving asset finance offering at Loan Market Newcastle CBD, writing nearly 150 deals a year. In this episode of Elite Broker, host Annie Kane sits down with Romero to explore her journey from car dealership finance manager to specialist asset finance broker and how she's building meaningful relationships with clients and referral partners in...

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 Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The major penalty for a major bank. How climate change will impact proper...

Earlier this year, a new, professional designation was unveiled exclusively for experienced mortgage brokers - the first to be offered in Australia. But what is it, and what does it entail? In the latest In Focus podcast, Annie Kane discusses the newly launched Mortgage Finance Professional Australia (MFPA) designation with MFAA CEO Anja Pannek, outlining how and why it aims to elevate the profess...

With a 100-strong team spanning three countries, including around 40 brokers, Smartmove-Professional Mortgage Advisors was recently crowned Australia's Major Independent Brokerage of the Year. In this episode of Elite Broker, host Annie Kane sits down with Darren Little, general manager of lending for Smartmove (and executive director of parent company Viridian Financial Group), to look under the...

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 Will Paige, and commercial content writer Ben Squires, as they review the news of the week. This week, they discuss: Why payroll tax might be a bigger problem for the broking industry. What...

Private lending in Australia is experiencing a boom, creating new opportunities for brokers and borrowers. But what should brokers look for in a private lender partner? In this episode of In Focus, we speak with Joseph Eichenblatt, co-founder and managing director of Equity Access, to unpack the private lending landscape and explore how brokers can effectively use these solutions to help their cli...

Mortgage Choice broker Richard Brown was crowned the New Broker of the Year 2025 at the Australian Broking Awards 2025, with judges championing his dedication to financial literacy and making the home loan process enjoyable. In this episode of New Broker, host Annie Kane sits down with the recently crowned New Broker of the Year 2025 to find out how he went from a career in advertising to becoming...

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 Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The problems with the CSLR and how to pay the $47 million shortfall. The...

Self-managed super fund ( SMSF ) lending offers brokers a chance to diversify, but it's also a niche full of nuance, requiring expertise and close collaboration, says Bluestone Home Loans. In this episode of In Focus, we sit down with Richard Chesworth, head of specialised distributions at Bluestone Home Loans, to unpack this specialised market and explore how brokers can ensure they're writing SM...

After building his business as director for several years, Sydney-based broker Joseph Daoud started loan writing himself and settled a staggering $200 million in FY2025. In this episode of New Broker, host Annie Kane sits down to uncover the story behind this rapid rise, the challenges overcome along the way, and his plans for future growth. Tune in to find out: Why he's launching a mentoring and...

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 Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: What the financial results from AFG and Finsure tell us. Another mutual m...

As the managing director of one of the top 25 brokerages in the country, Nick Reilly has pivoted from broker to business strategist, leading a team of more than 50 staff who settle over $800 million a year. In this episode of Elite Broker, host Annie Kane sits down with the brokerage MD to understand what it takes to run a major independent brokerage and where the business is heading next. Tune in...

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 Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: What happened at this week's Economic Reform Roundtable. The opportunities...

This month, AMP Bank officially launched its new home loan origination platform, a major milestone in the lender's drive to deliver faster, simpler, and more consistent lending experiences. In this episode of In Focus, host Annie Kane catches up with AMP Bank's head of lending origination, Melissa Christy, and its head of lending and everyday banking distribution, Paul Herbert, to find out how the...

Being a brokerage focused on investor lending has seen boutique brokerage Finni grow substantially over the years, with the team becoming specialists in knowing how to structure loans in an investor's best interest. In this episode of Elite Broker, host Annie Kane catches up with the new principal of Sydney-based brokerage Finni, Eva Loisance, to find out how she's been servicing the brokerage's g...

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 Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: How long will it take for the July cash rate cut to filter through. The ch...

What makes a great trail book – and how can brokers maximise their business value? We sit down with Trailblazer Finance's Simon Lewis to uncover the key factors to look out for when buying or selling a trail book. In this episode of In Focus, host Annie Kane catches up with Simon Lewis, growth strategist at Trailblazer Finance, to discuss what's driving the current wave of mergers, acquisitions, a...

After first entering the broking industry four years ago, Loan Market broker Julian Choo has been quickly building his business under the Loan Market brand, supported by four team members. In this episode of New Broker, host Annie Kane sits down with the Sydney-based broker Choo from Loan Market to explore his journey from real estate to mortgage broking and his plans for future growth. Tune in to...

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 Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: How the broking industry is reacting to the mainstreaming of AI Key takeaw...

After buying into a broker franchise in NSW, broker Kristie Gould hit the ground running making it her own. In this episode of Elite Broker, host Annie Kane sits down with the Mortgage Choice Warners Bay franchise owner to explore how she values human connection in a digital age, and how she embeds her brokerage in the heart of the community. Tune in to find out: The process and changes she implem...

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 commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: The latest inflation data from the Reserve Bank of Australia. AMP Bank's newly launched bro...

What does it take to make the broking industry more diverse? We sit down with Finsure's Fatima Dib to discover how gender diversity is transforming Australia''s broking industry, offering flexibility and unlimited potential for women. In this episode of In Focus, host Annie Kane catches up with Fatima Dib, the head of business innovation and co-chair of Women in Finsure, to discuss why the broking...

Sydney broker Paul Biddle has had an unusual path into broking, having gone from the army to owning a dance studio before making the move into broking 10 years ago. Over that time, he's embedded himself deep into the industry and built a successful brokerage in the form of Mortgage Rate Finder. In this episode of Elite Broker, host Annie Kane catches up with the founder and principal broker at Mor...