The Adviser Podcast Network

In this special episode, host Maja Garaca Djurdjevic sits down with Luke Howarth, the shadow financial services minister and shadow assistant treasurer of Australia, to deep dive into the world of financial services, touching upon regulatory challenges, political accountability, and the future of financial advice in Australia. Tune in to find out: His thoughts on what should be done about the serv...

As we head into the holiday season, we catch up with Bronwyn Penhaligon to uncover her practical tips for managing burnout, setting purposeful goals, and finding balance. In this episode of In Focus, we catch up with the strategic psychotherapist to find out: How to navigate the holidays without succumbing to exhaustion. Advice for planning and preparation. Simple exercises for when you need a res...

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 the RBA decided to hold the cash rate for December–January. A flurry o...

Former banker-turned-broker Ben Finis may have won several awards for residential broking, but he's increasingly being celebrated as a commercial broker, too. In this episode of Elite Broker, host Annie Kane catches up with the FINANCIA director to find out how he does it all. Tune in to find out: How he's structured his team and process. The types of loans he's writing in South Australia. The big...

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 unpack the latest shake-ups in the lending and broking space. This week, they cover: The new CEO appointments at ANZ and Resimac...

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In the ninth episode of the Women in Finance Podcast series for 2024, sponsored by Mortgage Choice, host Annie Kane is joined by the recent winner of the Mortgage Broker of the Year award from the Women in Finance Awards, Deslie Taylor (Mortgage Choice Ormeau & Yarrabilba). Tune in...

Simon Tessmann emerged as a mortgage broker at Queensland-based brokerage Emerge Finance two years ago and now writes around nine loans a month. In this episode of New Broker, host Annie Kane catches up with Tessmann to find out why and how he joined the broking industry in the first place and how he's built his client base. Tune in to find out: Why he became a broker. The types of loans he's writ...

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 unpack the big themes in the news as Parliament concludes its final sitting week. This week, they cover: The key recommendations from the Senate inquiry int...

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November). In the eighth episode of the Women in Finance Podcast series for 2024, sponsored by Westpac, host Annie Kane is joined by Westpac's NSW/ACT state general manager for mortgage broker distribution, Sarah Willsallen, to find out how the major bank is creating better gender...

Former financial planner Son Pham wrote his first mortgage about 13 years ago and quickly realised that broking was his calling. For the past seven years, Pham has been leading the rapidly growing broking arm of buyer's agency Rethink Financing, spearheading a team of 14 brokers and six administrative staff. In this episode of Elite Broker, host Annie Kane catches up with the brokerage's managing...

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 as she unpacks the big themes in the news. This week, she covers: AMP Bank becomes the latest lender to change clawbacks. Another major pushes back rate cut forecast. The broker winners of the Women in Financ...

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November), in partnership with principal partner Mortgage Choice. In the seventh episode of the Women in Finance Podcast series for 2024, host Annie Kane is joined by colleagues Imogen Wilson ( journalist, accounting) and Meg Benson (partnership manager, mortgages) to unpack all th...

The NSW city of Newcastle has been one of the boom markets in recent years, with prices having jumped 25 per cent in the last three years. But why? In this episode of Elite Broker, host Annie Kane catches up with Newcastle-based broker Joel Archer to find out more about what's driving demand in the Hunter area and how Ascension Finance is fulfilling the rising need of borrowers in the area. Tune i...

As the year draws to a close, businesses are busy preparing for the festive season, with many needing finance, and fast. Here, we explore the trends in SME finance and how a brand-new AI tool is helping hasten business finance. In this episode of In Focus, sponsored by Prospa, we sit down with Roberto Sanz, Prospa's general manager of sales and partnerships, to find out: How Australian businesses...

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 as she unpacks the big themes in the news. This week, she covers: NAB's surprising move to focus on proprietary lending. How the major banks are changing lending strategy. Why is hope is fading for a February...

The first year of broking is arguably the most difficult, but Samantha Barnett from Loan Market Scenic wrote a remarkable 100 deals – or an average of $6 million a month – in her first 12 months as a broker. In this episode of the New Broker podcast, host Annie Kane catches up with the new broker to find out: How she managed to write 100 deals in her first year. How her background in banking and 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 and commercial content writer, Ben Squires, as they discuss the big themes in the news. This week, they cover: New statistics showed that broker numbers are at a record high. The areas of opportunity that nee...

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this fifth episode of the Women in Finance Podcast series 2024, sponsored by AMP Bank, host Annie Kane chats to CEO Sean O'Malley to learn how the industry can continue to move towards gender equality. Tune in to find out: How to foster a supportive community....

While he may be widely known for his stint as an AFL umpire, Ray Chamberlain – or Razor Ray – has also made a mark as a broker. In this episode of Elite Broker, host Annie Kane catches up with the Chamberlain + Co founder to learn how he made the transition from one competitive field to another. Tune in to find out: How he balanced umpiring duties with learning the ropes as a broker. What attracte...

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this fourth episode of the Women in Finance Podcast series 2024, sponsored by outsource Financial, host Annie Kane chats to CEO Tanya Sale to learn how we can create a more inclusive financial services industry. Tune in to find out: How we can be creating more...

After a corporate career in e-commerce and retail, Melbourne-based Vaughan Clark decided to trade in his focus on aisles for assets, starting his broking career in 2016. In this episode of Elite Broker, host Annie Kane catches up with Vaughan Clark, senior mortgage broker and founder at Clark Finance Group, to find out how he made the move from retail to broking. Tune in to find out: How he went f...

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 as she breaks down the big themes in the news. This week, she covers: Another mutual merger is announced. Broking industry members front the Senate home ownership inquiry. AFG brokers lodging near record-high...

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this third episode of the Women in Finance Podcast series 2024, sponsored by fintech lender MoneyPlace, host Annie Kane chats to MoneyPlace CEO Kylie Waldock to find out her insights on fostering a mentoring culture and better supporting diversity and inclusion...

With the Consumer Data Right having been 'reset' and artificial technology becoming more mainstream, we find out how these technologies are innovating lending. In this episode of In Focus, we catch up with NextGen's head of broker partnerships Renee Blethyn and the product lead for data at Frollo, Maëlle Debeugny, to find out: What the CDR 'reset' means for the progression of open banking. How ope...

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 as she breaks down the key issues shaping the property landscape. This week, she covers: An overview of the recommendations put forward by the broking industry to the Senate's home ownership inquiry. The Conn...