The Adviser Podcast Network

What's Making Headlines – Budget reforms strike serviceability

22 May 2026

Contributed by Lukas

Changes flowing from the federal budget are already making their way into lending policy, with Macquarie Bank becoming the first lender to remove most...

In Focus: How brokers can navigate the 'rocky' economic horizon

21 May 2026

Contributed by Lukas

This year has already been one of major economic upheaval, with more disruption expected to come later this year. We catch up with NAB to find out wha...

How Melissa Burt dedicates herself to first home buyer education

19 May 2026

Contributed by Lukas

With more than 20 years of finance experience, Mortgage Choice Modbury principal Melissa Burt has honed her craft to run a powerhouse operation specia...

What's Making Headlines: The budget's billion-dollar property shake-up

15 May 2026

Contributed by Lukas

What if the secret to fixing Australia's housing crisis was making it less profitable to be an investor? Treasurer Jim Chalmers thinks he has found th...

In Focus: Unpacking the biggest housing tax shake-up in decades

14 May 2026

Contributed by Lukas

The federal budget has been handed down, and with it, major changes to tax treatment for investors. But will the changes have the intended effect of m...

New Broker – The secrets to building a solid client book fast

13 May 2026

Contributed by Lukas

A new wave of technology is allowing new brokers to leapfrog the competition and land directly in front of motivated borrowers, but do you know how to...

How Amol Khuntale is harnessing AI to write 700+ loans a year

12 May 2026

Contributed by Lukas

After igniting his passion for property investment, Amol Khuntale made the leap into mortgage broking to help other investors, now running a tech-back...

What's Making Headlines – Rate hike tightens the screws on borrowers

08 May 2026

Contributed by Lukas

After the RBA's move to hike rates to 4.35 per cent, the team breaks down what this means for borrower serviceability and the "double-edged sword" fac...

In Focus: The headwinds and opportunities in SME lending

06 May 2026

Contributed by Lukas

What does a war in the Middle East have to do with an Australian small business? Potentially, everything. In this episode of In Focus, sponsored by Ba...

From banker to broker: How Daniel Liao writes 290 loans a year while finding 'zen'

05 May 2026

Contributed by Lukas

The leap from corporate banking to mortgage broking often promises more freedom, but for many, it leads to a "lonely" home office and a bottleneck of ...

What's Making Headlines – Finsure terminates agreement with Hai Money

01 May 2026

Contributed by Lukas

What was already one of this year's biggest stories in the mortgage and finance space continued to unfold this week, with confirmation that major aggr...

From intelligence analyst to Editor's Choice: How Kit Johnson declassifies the mortgage world

28 Apr 2026

Contributed by Lukas

Trading the clandestine world of national security for the high-stakes environment of credit policy might not be a typical career pivot, but for Kit J...

What's Making Headlines – Brokers slam major bank's retention strategy

24 Apr 2026

Contributed by Lukas

Borrower retention schemes are back in the spotlight after media reports revealed a major bank offering cash incentives to customers already partway t...

In Focus: Why deposit bonds belong in your toolkit

22 Apr 2026

Contributed by Lukas

In an increasingly competitive broker market, the ability to offer out-of-the-box solutions, such as deposit bonds, can be a powerful point of differe...

New Broker – Taking the leap into broking without writing a loan

21 Apr 2026

Contributed by Lukas

Starting out as a new broker is often synonymous with a steep learning curve of credit policies and lender accreditations. But what if your path into ...

What's Making Headlines – Mortgage fraud fears intensify across the industry

17 Apr 2026

Contributed by Lukas

Mortgage fraud has become a key talking point across the broking industry, with fresh reports suggesting the ongoing probe by lenders and regulators u...

In Focus: Why cash flow now matters more than ever

15 Apr 2026

Contributed by Lukas

With SMEs in the core industries underpinning the Australian economy under mounting pressure, brokers who can unlock working capital are becoming indi...

Finalist Showcase: Building sustainable broker businesses through strong mentorship

14 Apr 2026

Contributed by Lukas

After starting out in asset finance, Ivan David shifted his focus to residential mortgages and hasn't looked back, building a brokerage centred on edu...

What's Making Headlines – Can open banking be the fix for mortgage fraud?

10 Apr 2026

Contributed by Lukas

How can the mortgage industry stay ahead of criminals using AI to forge documents? It's a question becoming increasingly urgent as a new wave of sophi...

In Focus: Scaling your brokerage through strategic outsourcing

08 Apr 2026

Contributed by Lukas

As mortgage brokers look to transition from sole traders to small businesses, many are turning to offshore support to free up their time for high-valu...

From $30k in his first year to scaling a high-volume brokerage on the Sunshine Coast

07 Apr 2026

Contributed by Lukas

The drive away from dealership finance and toward a transparent, client-first model in broking has helped Luke Meisenhelter build an eight-man brokera...

What's Making Headlines – How fuel security fears are changing the economic outlook

02 Apr 2026

Contributed by Lukas

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...

How this broker leads WA's best boutique non-franchise office

31 Mar 2026

Contributed by Lukas

Michael Killiner of Tusk Finance has never been afraid of the hard graft required to succeed in the Western Australian broker market. After launching ...

What's Making Headlines – Can households handle higher rates?

27 Mar 2026

Contributed by Lukas

Cost-of-living pressures and fuel supply chain constraints continue to weigh on the mortgage market following the Reserve Bank of Australia's (RBA) se...

In Focus: Accelerating mortgages through technological innovation

25 Mar 2026

Contributed by Lukas

As the mortgage landscape undergoes rapid digital transformation, lenders are increasingly leveraging automation, AI, and insurance to deliver a more ...

What's Making Headlines – RBA rate call fallout and what happens next

20 Mar 2026

Contributed by Lukas

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 ...

In Focus: How Bankwest is innovating the broker experience

18 Mar 2026

Contributed by Lukas

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...

Bridging the finance gap for modular and tiny homes

17 Mar 2026

Contributed by Lukas

As housing affordability and supply bites, the shift toward alternative housing like kit homes and modular builds has seen inquiry volumes surge. Tere...

What's Making Headlines – Shifting forecasts and market pressures

13 Mar 2026

Contributed by Lukas

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 ...

What's Making Headlines: Mounting global conflict and its impact on Australia

11 Mar 2026

Contributed by Lukas

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 ...

In Focus: What brokers need to know about commercial finance and the SME landscape

11 Mar 2026

Contributed by Lukas

As optimism returns to the SME sector, commercial lending is booming. With businesses rebuilding margins and household consumption rising, brokers are...

Why this powerhouse broker says staying in your lane is a myth

10 Mar 2026

Contributed by Lukas

Having spent over a decade in banking before launching his own brokerage, Matt Spears of Evoke Capital has built a reputation for solving complex prob...

What's Making Headlines – Record broker market share and AI fraud warnings

06 Mar 2026

Contributed by Lukas

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 ...

How this finance broker helps SMEs pivot to growth

03 Mar 2026

Contributed by Lukas

Edward Chin, managing director and head finance broker at CZM Finance, has built a reputation for turning "Band-Aid" financial fixes into long-term gr...

What's Making Headlines – Tax debate rages on as property values soar

27 Feb 2026

Contributed by Lukas

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 ...

In Focus: How UBank delivers a simple path to a fast loan

25 Feb 2026

Contributed by Lukas

As part of its commitment to improvement, UBank has rebuilt its lodgement platform to deliver one of the fastest and simplest digital home loan experi...

New Broker – How this broker is forming a niche in sharia finance

24 Feb 2026

Contributed by Lukas

After two decades in banking, Ali Mehboob transitioned into the world of mortgage broking in 2024 and has found success specialising in Islamic financ...

What's Making Headlines – Reporting season in full swing

20 Feb 2026

Contributed by Lukas

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 ...

In Focus: How this lender is supporting the out of the ORD(E)inary

18 Feb 2026

Contributed by Lukas

As demographic shifts, rising complexity, and evolving income trends reshape the lending landscape, brokers have a powerful opportunity to step up. In...

Broking in the WA boom: How Adam Donald is writing 380+ loans a year in a 4-day week

17 Feb 2026

Contributed by Lukas

Having navigated the shift from a downturn to a booming Western Australian market, Adam Donald of Capita Finance has been scaling his brokerage into o...

What's Making Headlines – Peter White leaves the FBAA

13 Feb 2026

Contributed by Lukas

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 ...

How this Top 25 Brokerage writes $130m a month

10 Feb 2026

Contributed by Lukas

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 Br...

What's Making Headlines – The first rate hike in 2 years

06 Feb 2026

Contributed by Lukas

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 ...

How Matt 'The Cashman' Erwin is helping SMEs avoid insolvency

03 Feb 2026

Contributed by Lukas

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 ...

What's Making Headlines – Mutual merger drama

30 Jan 2026

Contributed by Lukas

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 ...

In Focus: Funding growth and succession in broking

28 Jan 2026

Contributed by Lukas

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. An...

What's Making Headlines – The first new aggregator for 15 years

23 Jan 2026

Contributed by Lukas

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 ...

New Broker: Why this new broker is running two asset finance businesses

20 Jan 2026

Contributed by Lukas

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 nic...

What's Making Headlines – The consolidation of the broking industry

16 Jan 2026

Contributed by Lukas

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 ...

In Focus: Where the SME landscape is heading in 2026

14 Jan 2026

Contributed by Lukas

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...

Why the Better Business Summit 2026 is a must-attend event

13 Jan 2026

Contributed by Lukas

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 – d...

What's Making Headlines – What 2026 has in store for mortgages

09 Jan 2026

Contributed by Lukas

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 ...

In Focus: Unlocking movement in the property market with smarter bridging solutions

07 Jan 2026

Contributed by Lukas

As more Australians look to upsize, downsize, or relocate in a fast-moving property market, bridging finance is emerging as a critical – yet often m...

How this award-winning broker scaled from start-up to powerhouse in 4 years

06 Jan 2026

Contributed by Lukas

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 w...

What's Making Headlines – a flurry of last-minute regulatory activity

19 Dec 2025

Contributed by Lukas

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 ...

In Focus: Becoming your best broking self in 2026

17 Dec 2025

Contributed by Lukas

As more mortgage brokers look to elevate their performance and build sustainable, scalable businesses, broker coaching is emerging as one of the most ...

How this asset finance broker built a thriving commercial business

16 Dec 2025

Contributed by Lukas

Felix Katzen stumbled into the world of asset finance by accident, but he's been hitting the ground running, rapidly growing his brokerage, and expand...

What's Making Headlines – will the next rate movement be a hike?

12 Dec 2025

Contributed by Lukas

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 ...

How this first-generation broker is succession planning for the second generation

09 Dec 2025

Contributed by Lukas

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...

What's Making Headlines – controversy with the Help to Buy scheme

05 Dec 2025

Contributed by Lukas

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 ...

Women in Finance Podcast: Shifting the dial – How ANZ is championing women in finance

02 Dec 2025

Contributed by Lukas

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 nigh...

New Broker: Making a success of your first year

02 Dec 2025

Contributed by Lukas

Despite only becoming a broker 18 months ago, Aussie broker Dominy (Dom) Vaughan has been quickly establishing himself as a successful broker in Liver...

What's Making Headlines – will APRA bring in investor lending limits?

28 Nov 2025

Contributed by Lukas

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 ...

Women in Finance Podcast: Lessons from the Reserve Bank of Australia

26 Nov 2025

Contributed by Lukas

From payments to policy, few roles carry as much responsibility and visibility as that of Michelle McPhee, assistant governor (business services) at t...

Lessons from the most prolific mortgage broker of 2025

25 Nov 2025

Contributed by Lukas

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...

What's Making Headlines - the big business of business finance

21 Nov 2025

Contributed by Lukas

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...

In Focus: Navigating the private credit space for brokers

19 Nov 2025

Contributed by Lukas

As Australia's private credit sector continues to grow, operators such as Aquamore provide brokers with an alternative for specialised situations. In ...

Winner Showcase: Leading with integrity in asset finance

18 Nov 2025

Contributed by Lukas

As director of Sydney-based brokerage The Asset Finance Shop, Colin Evans is dedicated to finding tailored solutions for small businesses. In this epi...

What's Making Headlines – a new record for investor lending

14 Nov 2025

Contributed by Lukas

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 ...

In Focus: How tech is helping brokers tap into SME finance

12 Nov 2025

Contributed by Lukas

As one of Australia's leading SME lenders, Prospa delivers practical, tech-driven solutions that help brokers support their clients and ease cash flow...

What's Making Headlines – the major banks' proprietary push

07 Nov 2025

Contributed by Lukas

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 ...

In Focus: How MSA helped ING become the sixth-largest bank in 90 days

05 Nov 2025

Contributed by Lukas

For more than 30 years, MSA National has been transforming the loan documentation process – partnering with some of Australia's largest lenders to m...

New Broker: how community connections helped this broker grow his business

04 Nov 2025

Contributed by Lukas

Former consultant Chris Dodson made the switch to mortgage broking two years ago after being told, "If you're gonna fail, fail fast and go for it." He...

What's Making Headlines – major rate forecast shift

31 Oct 2025

Contributed by Lukas

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 ...

Winner Showcase: Mastering the fundamentals of commercial broking

29 Oct 2025

Contributed by Lukas

Former financial planner Son Pham's career continues to go from strength to strength, and now, as managing director of Rethink Financing, he leads a g...

In Focus: Laying the foundations for a successful broking business

28 Oct 2025

Contributed by Lukas

Building a successful brokerage may seem like a daunting prospect, but if you get the fundamentals right, you're well-positioned for success. In this ...

What's Making Headlines – million-dollar housing markets

24 Oct 2025

Contributed by Lukas

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 ...

What's Making Headlines – mortgage brokers in the spotlight

17 Oct 2025

Contributed by Lukas

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 ...

How this broker aims to write $1bn in loans a year by 2030

13 Oct 2025

Contributed by Lukas

Going from being an on-the-tools broker to the leader of a brokerage can be daunting, but Phil Rogers from Loan Market Edge is embracing the new role ...

What's Making Headlines – Westpac's NZ move to change broker remuneration

10 Oct 2025

Contributed by Lukas

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 ...

In Focus: Navigating the commercial finance landscape

08 Oct 2025

Contributed by Lukas

The commercial finance sector is rapidly evolving, with private lenders increasingly stepping up to provide accelerated finance for businesses. But ho...

What's Making Headlines – the risks and rewards of the expanded First Home Guarantee Scheme

02 Oct 2025

Contributed by Lukas

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 ...

New Broker: how this new broker aims to double his volumes next year

30 Sep 2025

Contributed by Lukas

Former tax accountant Ankur Ahluwalia has been hitting the ground running as a residential broker at Smartfinn Advisors, writing $20 million in his fi...

What's Making Headlines – a crackdown by the regulator

26 Sep 2025

Contributed by Lukas

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 ...

In Focus: How this new broker tool aims to silence the 'self-employed sigh'

24 Sep 2025

Contributed by Lukas

Self-employed lending has typically been seen as more complex and time-consuming, leading borrowers and brokers alike feeling underwhelmed. But a new ...

How this asset finance specialist is carving her niche in a male-dominated market

23 Sep 2025

Contributed by Lukas

Asset finance broker Nicole Romero has helped build a thriving asset finance offering at Loan Market Newcastle CBD, writing nearly 150 deals a year. I...

What's Making Headlines – a major fine for a major bank

19 Sep 2025

Contributed by Lukas

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 ...

In Focus: The professionalisation of the mortgage broking industry

17 Sep 2025

Contributed by Lukas

Earlier this year, a new, professional designation was unveiled exclusively for experienced mortgage brokers - the first to be offered in Australia. B...

Building Australia’s Major Independent Brokerage of the Year

16 Sep 2025

Contributed by Lukas

With a 100-strong team spanning three countries, including around 40 brokers, Smartmove-Professional Mortgage Advisors was recently crowned Australia’...

What’s Making Headlines – redundancies and restructuring at the banks

12 Sep 2025

Contributed by Lukas

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...

In Focus: The boom in private lending

10 Sep 2025

Contributed by Lukas

Private lending in Australia is experiencing a boom, creating new opportunities for brokers and borrowers. But what should brokers look for in a priva...

New Broker: How Australia’s New Broker of the Year 2025 created a successful business

09 Sep 2025

Contributed by Lukas

Mortgage Choice broker Richard Brown was crowned the New Broker of the Year 2025 at the Australian Broking Awards 2025, with judges championing his de...

What’s Making Headlines – how the CSLR special levy will be paid

05 Sep 2025

Contributed by Lukas

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...

In Focus: Navigating the world of SMSF lending

03 Sep 2025

Contributed by Lukas

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 col...

New Broker: Scaling from $20m to $200m in just one year

02 Sep 2025

Contributed by Lukas

After building his business as director for several years, Sydney-based broker Joseph Daoud started loan writing himself and settled a staggering $200...

What’s Making Headlines – the growing size of the aggregators

29 Aug 2025

Contributed by Lukas

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...

What it takes to run a top 25 brokerage

26 Aug 2025

Contributed by Lukas

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...

What’s Making Headlines – The economic reform roundtable

22 Aug 2025

Contributed by Lukas

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...

In Focus: How brokers helped build AMP Bank’s new lending origination platform

20 Aug 2025

Contributed by Lukas

This month, AMP Bank officially launched its new home loan origination platform, a major milestone in the lender's drive to deliver faster, simpler, a...

How this brokerage is supporting the booming investor market

19 Aug 2025

Contributed by Lukas

Being a brokerage focused on investor lending has seen boutique brokerage Finni grow substantially over the years, with the team becoming specialists ...