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: The MFAA's new 'university-level' qualification for brokers. ASIC's new...

Andrew "Backman" Wallace may have made a name for himself as one of the biggest wrestlers on the Pro Wrestling Australia roster as part of The Regime, but he is quickly making a name for himself as a mortgage broker, too. In this episode of New Broker, host Annie Kane catches up with the Crowd Property Capital Lending Solutions broker and former pro wrestler to find out how and why he chose brokin...

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 brokers think about moves to use cryptocurrency for mortgages. Why m...

Complex lending challenges make it more important than ever for lenders to truly understand brokers' needs and to build solutions that fit every scenario. In this episode of In Focus, we sit down with Damien Simonfi, founder and CEO of Capital Bridging Finance, to explore his 20-year journey in bridging finance and how he continues to help brokers find solutions to even the most complex lending ch...

Having started his own brokerage 25 years ago, George Massouridis from Mortgage Navigators has charted the course of the broking industry, helping countless borrowers find their truth north in the property journey. In this episode of Elite Broker, host Annie Kane catches up with the Sydney-based broker and recent winner of the MFAA's Residential Broker of the Year – NSW award 2025 to find out 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. This week, join managing editor Annie Kane and commercial content writer Ben Squires as they unpack some of the biggest stories in finance and property. They cover: The RBA's surprise decision for the July cash rate. Where will t...

A groundswell of brokers has been folding asset finance into their business models to provide more solutions to clients while diversifying their revenue streams. But how exactly is it done? In this episode of In Focus, we sit down with Tom Caesar, the group executive of asset finance at LMG, to discuss the evolving trends in the industry, how brokers can harness asset finance to scale their busine...

After leaving banking to become a broker eight years ago, Matt Pongrass has quickly established himself as the go-to broker for professionals and sophisticated investors, averaging $2.2 million a loan. In this episode of Elite Broker, host Annie Kane catches up with the Sydney-based broker to find out how he's been building a successful brokerage with a high-touch servicing model and how he's evol...

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. This week, join managing editor Annie Kane, senior journalist Will Paige, and commercial content writer Ben Squires as they unpack some of the biggest stories in finance and property. They cover: The new and expanded lending init...

The mortgage landscape is undergoing a period of rapid transformation at the moment, with technology rapidly accelerating the "time to yes" and enhancing the broker and customer experience. In this episode of In Focus, host Annie Kane sits down with Natalie Sheehan, head of broker distribution at Bendigo Bank, to delve into the bank's new lending platform and how it is transforming the broker and...

In this special episode of New Broker, host Will Paige speaks with brokers at the beginning of their careers to find out what inspired them to enter the industry, the early challenges they've faced, and what they'd do differently if they had the chance. The episode includes insights from: Jarrod Lawson, broker at Pink Loans Financial Mitchell Flitcroft, broker at Equity One Finance Stephane Belaic...

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. This week, commercial content writer Ben Squires is joined by Emilie Lauer from REB to unpack some of the biggest stories in finance and property. They cover: New state government initiatives to address the housing crisis. The mo...

Award-winning finance broker Will Hamer has been hitting the nail on the head when it comes to asset finance, running not one – but two – successful asset finance brands. In this episode of Elite Broker, host Annie Kane catches up with the Best Finance Broker Victoria/Tasmania 2025 to find out how he's been striking a good deal for both his clients at Hamer Asset Finance and for the clients of his...

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 best interests duty audit from ASIC. Changes to how HELP debt is appl...

An avid interest in property and wealth creation spurred Peter Savage to try his luck as a mortgage broker and, in no time at all, he turned his passion into a thriving business. In this episode of New Broker, host Annie Kane catches up with the founder of Savage Money – who is on track to settle $145 million this financial year – to unpack his approach to broking and learn how he's been able to a...

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 closure of the Advantedge business. Third-Party Lending Report: what...

The asset finance space has been on a roller-coaster ride, but what does the future trajectory look like? In this episode of In Focus, we sit down with Andrew Wagg, head of broker sales at Shift, and Mark Rayson, head of COG Aggregation, to unpack the recent trends that have characterised Australia's asset finance sector and examine best practice tips for writing these loans. Tune in to find out:...

What would elite brokers do differently if they had their time again? To find out, we asked some of our Elite Broker guests their top advice for new brokers. In this episode of Elite Broker, we've compiled some of the top tips for success from recent guests on The Adviser's Elite Broker podcast. Tune in to find out: What they think is the key to their success. What they wish they knew when they fi...

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 details of systemic misconduct in mortgage lending at RAMS. How far w...

ApplyOnline is the cornerstone lending platform for the Australian mortgage and finance industry, used by thousands of brokers daily. But what do brokers really think of it? In this episode of In Focus, host Annie Kane sits down with Renee Blethyn, head of broker partnerships at NextGen, to unpack the findings of the 700 broker respondents to the inaugural Industry Insights Report.   Tune in to fi...

In this episode of New Broker, host Annie Kane catches up with Maulik Chaudhary from Brokio and Matt Turner from GSC Finance Solutions to discover how they work together as mentor/mentee. Tune in to find out: Their top tips for choosing the right mentor. The problems with differentiating mentoring and business coaching. Why they think industry needs to do more on mentoring standards. And much more...

Momentum Media was thrilled to host the Women in Finance Network Lunch in Sydney on 2 May, run with the support of principal partner ANZ . In this episode of the Women in Finance Podcast series, host Annie Kane is joined by Natalie Smith, general manager for retail broker, at ANZ to discuss Natalie's path to senior leadership, as well as how the bank is advocating for greater gender balance and fo...

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: Details of the Commonwealth Bank of Australia's broker strategy. The new...

The Commonwealth Bank of Australia is Australia's largest lender but has the smallest proportion of new broker flows of the major banks. But why? And what is the bank's broker strategy? In this episode of In Focus, sponsored by CBA, we speak with the general manager of third-party banking, Baber Zaka, to explore CBA's broker strategy and their plans for growth in the channel. Tune in to find out:...

Scaling a high-performing business without sacrificing personal life is notoriously difficult, but the key might be ensuring you stay true to your core values. In this episode of Elite Broker, host Annie Kane sits down with Aaron Christie-David, broker director of Atelier Wealth, to discuss how he's built a successful brokerage with his wife Bernadette and how they've adapted business growth as th...