The Adviser Podcast Network
Episodes
What's Making Headlines: Major bank CEO commentary on broker commissions
30 Aug 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join h...
Finalist Showcase: The art of relationship mastery
29 Aug 2024
Contributed by Lukas
After trading in the motor industry for the world of asset finance, Perseus Finance director Khalil Sader has taken his broking firm from strength to ...
New Broker: How these broker brothers are helping first home buyers
27 Aug 2024
Contributed by Lukas
After seeing their father, Michael Barrett, make a name for himself in broking, brothers Lucas and Elijah Barrett were inspired to open their own Mort...
What’s Making Headlines – Scam Awareness Week
26 Aug 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: Senator Andrew Bragg unpacks the home lending inquiry
22 Aug 2024
Contributed by Lukas
EXCLUSIVE: Liberal senator Andrew Bragg sits down with The Adviser to reveal what the new housing lending inquiry will look at and why he most wants t...
What it takes to run a full-service brokerage
20 Aug 2024
Contributed by Lukas
With four decades of finance experience across commercial, residential, and asset finance, Craig Walker from First Finance has seen it all. In this e...
What’s Making Headlines – the Senate inquiry into lending and home ownership
16 Aug 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: How Peloton is helping brokers gear up for growth
13 Aug 2024
Contributed by Lukas
At times, trying to take a broking business to the next level can feel like cycling to the summit of a steep and windy mountain. So, how do good broke...
New Broker: Taking the first steps in broking
06 Aug 2024
Contributed by Lukas
After starting in sports podiatry, The Lending Alliance’s Mitch Bath has turned his passion for helping people into a new career as a mortgage broke...
In Focus: How automation can revolutionise client retention
30 Jul 2024
Contributed by Lukas
As the broker channel works tirelessly to secure competitive rates for clients, innovative platforms such as Sherlok provide a wealth of opportunities...
How these broker brothers built a Top 25 Brokerage
23 Jul 2024
Contributed by Lukas
Seven years ago, Ben and Tom Hawley started their own brokerage, Azura Financial, now one of the Top 25 Brokerages in Australia. In this episode of E...
What’s Making Headlines – concerningly low construction activity
19 Jul 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: What does it take to be a modern-day broker?
16 Jul 2024
Contributed by Lukas
As the broker channel continues to evolve, broking groups are offering their brokers new ways of working. We find out how Lendi Group equips its broke...
What’s Making Headlines – the payroll tax burden on broking
12 Jul 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
New Broker: How sales skills and CrossFit helped this new broker thrive
09 Jul 2024
Contributed by Lukas
For Queensland-based broker Dan Cooke, mortgage broker at Mortgage Choice in Newstead, a background in sales has helped him hit the ground running as ...
What’s Making Headlines – A scathing ASIC report
05 Jul 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: The new face of private lending
02 Jul 2024
Contributed by Lukas
With a focus on process, price, and full transparency, private lender Capspace has quickly emerged as a viable alternative for businesses and individu...
What’s Making Headlines – the ANZ/Suncorp merger
28 Jun 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
Preparing for retirement at the end of a successful career
25 Jun 2024
Contributed by Lukas
As one of the first franchise brokers to open up shop in Darwin, Mortgage Choice broker Tony Schelling has seen it all over his 30 years of broking. N...
What’s Making Headlines – the RBA's June rate decision
21 Jun 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
New Broker: Having the resolve to become a broker
18 Jun 2024
Contributed by Lukas
Tayla Phillips, mortgage broker at Resolve Finance, entered the industry 14 months ago and has been busy establishing herself as a first-home buyer sp...
What’s Making Headlines – Stamp duty reforms
14 Jun 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: Helping Australian borrowers manage the cost of living
12 Jun 2024
Contributed by Lukas
The Mortgage Choice Freedom product suite recently celebrated its first anniversary with the news that in its first 12 months Mortgage Choice brokers ...
In Focus: Why established businesses are turning to brokers
04 Jun 2024
Contributed by Lukas
A new borrower cohort of ‘established businesses’ is increasingly seeking finance from brokers, according to SME lender Prospa. In this episode of...
What’s Making Headlines – the AFR's reporting on brokers
31 May 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
Why this accountant became a commercial broker
28 May 2024
Contributed by Lukas
In 2014, Grace Green left her role as an accountant at a big corporate firm to become her own boss as a Loan Market broker. Fast forward 10 years and ...
What’s Making Headlines – CBA’s new direct-to-consumer product
24 May 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
MORTGAGE AND FINANCE LEADER: Gerald Foley on the history of ANZ’s broker channel and founding nMB
22 May 2024
Contributed by Lukas
In this special episode, host Annie Kane sits down with Gerald Foley, the managing director of National Mortgage Brokers (nMB), to explore how he help...
How this brokerage is harnessing AI to accelerate loan writing
21 May 2024
Contributed by Lukas
Being able to generate and convert business quickly is a key part of building a successful brokerage, but so too is finding solutions quickly. In thi...
What’s Making Headlines – the Federal Budget 2024/25
17 May 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hos...
How this Qantas pilot is flying high with his brokerage
14 May 2024
Contributed by Lukas
Richard (Rick) Garner and his team at Crew Financial have seemingly been working at lightspeed, managing their jobs as airline pilots while seeing the...
In Focus: Steering SMEs through choppy waters
10 May 2024
Contributed by Lukas
In this episode of In Focus, partnered by Banjo Loans, we’re chatting to chief executive Guy Callaghan to unpack the findings of the Banjo SME Compa...
What’s Making Headlines – the RBA’s May cash rate decision
10 May 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: The intricacies of invoice finance
07 May 2024
Contributed by Lukas
In this episode of In Focus, sponsored by TP24, we sit down with Adam Lane, the managing director of TP24 Australia, to unpack some of the trends and ...
What’s Making Headlines – John Symond’s $200 million home listing
03 May 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: Shadow treasurer Angus Taylor on housing, superannuation, and advice
01 May 2024
Contributed by Lukas
In this episode of the In Focus podcast, host Maja Garaca Djurdjevic talks to shadow treasurer Angus Taylor about his thoughts on the state of financi...
New Broker: Making the move from aggregator BDM to broker
30 Apr 2024
Contributed by Lukas
James Cerolini, asset finance director of Simplify Asset Finance and director of ROAM Finance, made the move into broking nine months ago, after an ei...
What's Making Headlines – the surprising rise in inflation
26 Apr 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join ho...
In Focus: How lenders are accelerating turnaround times
23 Apr 2024
Contributed by Lukas
Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Be...
What’s Making Headlines – the Loan Market payroll tax case
19 Apr 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join...
MORTGAGE AND FINANCE LEADER: Sam White on payroll tax, technology, and creating Australasia’s largest mortgage brokerage
18 Apr 2024
Contributed by Lukas
In this special episode, host Annie Kane sits down with the executive chairman of LMG, Sam White, to explore how the group evolved to become the bigge...
The Nu-Age of asset finance broking
16 Apr 2024
Contributed by Lukas
Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she’s been embracing change as the director o...
What’s Making Headlines – Calls for a simplified accreditation process
12 Apr 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join host...
How this broker is evolving her brokerage
09 Apr 2024
Contributed by Lukas
Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time. In this episode of...
What’s Making Headlines – record-high broker market share
05 Apr 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hos...
In Focus: Building a better business
02 Apr 2024
Contributed by Lukas
Following on from the Better Business Summit and Better Business Awards roadshow, partnered by NAB, we’re sitting down with the recently crowned Bro...
How this broker created The Brokers’ Bible
26 Mar 2024
Contributed by Lukas
Property should come before Prada, that’s the mantra of Victorian-based broker Katherine Persoglia. The founder of the Property Before Prada broker...
How this broker is helping borrowers finance their next adventure
21 Mar 2024
Contributed by Lukas
Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the m...
How this broker runs a high-volume business
12 Mar 2024
Contributed by Lukas
Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022....
Women in Finance: Building a brand that lasts
07 Mar 2024
Contributed by Lukas
There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditio...
How Lee Barron is providing exceptional customer service
05 Mar 2024
Contributed by Lukas
With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, th...
What makes Australia’s leading asset finance broker successful?
27 Feb 2024
Contributed by Lukas
Scott Rumble, the broker director of Yakka Finance, was named Australia’s Asset Finance Broker of the Year 2023 last year and Best Finance Broker NS...
How Gary Rock has been cooking up a storm in broking
20 Feb 2024
Contributed by Lukas
After a career as a chef, Nectar Mortgages broker Gary Rock has found the recipe for success in serving up appetising mortgage deals for his clients. ...
What’s Making Headlines – CBA's plummeting broker flows
16 Feb 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hos...
New Broker: How this tradie created the building blocks for success
13 Feb 2024
Contributed by Lukas
Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic but has already settled more than...
What’s Making Headlines – the RBA's first rate decision of the year
09 Feb 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adri...
In Focus: Top 25 Brokerages 2024
06 Feb 2024
Contributed by Lukas
The biggest and most successful brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2024, partnered by NAB. The re...
What’s Making Headlines – what the industry thinks about inflation
01 Feb 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join you...
New Broker: Why this Ironman thinks broking is a marathon, not a sprint
30 Jan 2024
Contributed by Lukas
Lee Pattison, principal of Blue Lion Lending, made the leap from banking to broking in 2021, but it was his training for an Ironman that led him to re...
New Broker: Becoming Adelaide’s TikTok mortgage broker
23 Jan 2024
Contributed by Lukas
Sam Neville may be a relatively new broker, but she’s fast becoming a household name with the new generation of borrowers thanks to her social media...
What’s Making Headlines – streamlining financial services laws
19 Jan 2024
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adr...
How this broker creates relationships that last
16 Jan 2024
Contributed by Lukas
Over his 10-year career, Luke Harborne of IFA Mortgages has been delighting clients with his proactive approach to broking and smiling service. In th...
New Broker: Continuing the family legacy
08 Jan 2024
Contributed by Lukas
Ben Williams is upholding his family’s tradition by stepping into his father’s shoes and establishing himself as a leading broker. While aiming to...
Why Rishi Bhatia’s brokerage is all about good work
01 Jan 2024
Contributed by Lukas
Eight years ago, Rishi Bhatia was looking to get a home loan for himself. But little did he know that the process would actually lead him to become a ...
In Focus: The big themes impacting property in 2023
25 Dec 2023
Contributed by Lukas
In this In Focus episode, Momentum Markets director Phillip Tarrant and Real Estate Gym founder Tom Panos unpack the big shake-ups of 2023 in real ...
What’s Making Headlines – the Connective/Liberty court case.
21 Dec 2023
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adr...
New Broker: Finding a niche in commercial finance
19 Dec 2023
Contributed by Lukas
After nine years with a major bank, Nick Ash transitioned into broking, specialising in commercial finance. Though new to broking, his comprehension o...
What’s Making Headlines - the week commencing 11 December
15 Dec 2023
Contributed by Lukas
Join Adrian Suljanovic and Annie Kane as they discuss some findings from the most recent Consumer Access to Mortgages report and some changes heading ...
How Brendan Scotter has made equipment finance a slam dunk
12 Dec 2023
Contributed by Lukas
Commercial broker Brendan Scotter has really been shooting goals with his brokerage Commercial Point Finance. We find out how he’s been scaling his ...
What’s Making Headlines – the RBA's last rate decision of 2023
08 Dec 2023
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adr...
In Focus: What’s the fuss with SMSF lending?
05 Dec 2023
Contributed by Lukas
Self-managed super funds have been going through a boom period recently, with more Australians looking to control the investments their super make, in...
What’s Making Headlines – what removing clawback could do
01 Dec 2023
Contributed by Lukas
Join Adrian Suljanovic and Annie Kane as they chat about the rebound of mortgage broker market share, what the removal of clawbacks could mean for br...
MORTGAGE AND FINANCE LEADER: The lessons Greg Pennells learned in founding 2 aggregation groups
01 Dec 2023
Contributed by Lukas
In this special episode, host Annie Kane sits down with Greg Pennells, the co-founder of aggregation group Purple Circle Financial Services (and co-fo...
New Broker: Why AFL star Tom Rockliff became a broker
28 Nov 2023
Contributed by Lukas
After a glittering career at Brisbane Lions and Port Adelaide, footballer Tom Rockliff is now setting his sights on being the Best and Fairest in comm...
What’s Making Headlines – a new aggregator launches
24 Nov 2023
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Ann...
Women in Finance: How diversity provides a competitive advantage
23 Nov 2023
Contributed by Lukas
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this epi...
How this broker runs 4 brokerages at the same time
21 Nov 2023
Contributed by Lukas
Queensland-based broker Danny Blair runs not one, but four broking offices, having opened his fourth Aussie franchise earlier this year. After having...
Women in Finance: The power of having strong female role models
17 Nov 2023
Contributed by Lukas
Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this ep...
What’s Making Headlines – backlash over channel conflict
17 Nov 2023
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adri...
In Focus: How brokers can help SMEs access funding in this high-interest market
14 Nov 2023
Contributed by Lukas
In this episode of the In Focus podcast, sponsored by Lumi, host Annie Kane catches up with the SME lender’s head of third party, John Clifford, t...
What’s Making Headlines – rates hitting a 12-year high
10 Nov 2023
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adr...
How Australia’s Regional Broker of the Year overcame burnout
07 Nov 2023
Contributed by Lukas
Ashleigh Pakis outlines the importance of prioritising wellbeing, setting boundaries and reaching out for help to ensure brokers aren’t burning out....
What’s Making Headlines – FHBs flocking back to market
03 Nov 2023
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adr...
Women in Finance: The importance of showcasing diversity at all levels
02 Nov 2023
Contributed by Lukas
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this epi...
In Focus: Understanding the unique needs of self-employed borrowers
31 Oct 2023
Contributed by Lukas
In this episode of In Focus podcast, sponsored by RedZed, host Annie Kane catches up with RedZed’s chief sales and marketing officer, Loralle Slater...
Women in Finance: The Olympian financial planner balancing passion and profession
27 Oct 2023
Contributed by Lukas
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this epi...
MORTGAGE AND FINANCE LEADER: The lessons Ian Rakhit has learned from the UK and Australian mortgage markets
25 Oct 2023
Contributed by Lukas
In this special episode, host Phil Tarrant sits down with general manager of third-party banking at Bankwest, Ian Rakhit, to explore the evolving role...
New Broker: Why starting a franchise was a good option in regional Victoria
24 Oct 2023
Contributed by Lukas
Discover how new broker Martin Reidy overcame challenges of assembling the perfect team and finding skilled tradespeople to establish a thriving broke...
What’s Making Headlines – a new asset finance aggregator
20 Oct 2023
Contributed by Lukas
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adr...
Women in Finance: How Mortgage Choice is working to create inclusive workplaces
20 Oct 2023
Contributed by Lukas
Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in...
How the Commercial Broker of the Year 2023 built his business
17 Oct 2023
Contributed by Lukas
In this episode of the Elite Broker podcast, host Annie Kane is joined by Simplicity Loans & Advisory co-founder Jean Pierre-Gortan – the winner of ...
Women in Finance: Why Joanna James believes in visualising and emotionalising success
13 Oct 2023
Contributed by Lukas
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Joanna James...
MORTGAGE AND FINANCE LEADER: Dive deep into the future of financial advice with Minister Stephen Jones
12 Oct 2023
Contributed by Lukas
In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses...
How this broker is successfully navigating commercial property and development headwinds
10 Oct 2023
Contributed by Lukas
Commercial and property development finance has been in the spotlight recently as costs escalate and many construction businesses find themselves in a...
Women in Finance: Why Tanya Sale believes support is key to being a female leader
06 Oct 2023
Contributed by Lukas
Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Tanya Sale c...
MORTGAGE AND FINANCE LEADER: Why Greg Medcraft believes Australia should have a public RMBS
04 Oct 2023
Contributed by Lukas
In this special episode, host Annie Kane sits down with AFG chairman and former ASIC chairman Greg Medcraft to discuss why he believes Australia needs...
How and why this WA broker is breaking records
03 Oct 2023
Contributed by Lukas
Earlier this year, The Adviser spoke to Strawberry Finance owner Rob Barton via satellite phone as he attempted to become the first person to solo row...
In Focus: Key trends in the business lending space
26 Sep 2023
Contributed by Lukas
The needs and demands of small-business owners have been shifting to keep pace of the new environment. In this episode of In Focus, sponsored by non...
Why broking was a natural move for Mark Sieler
19 Sep 2023
Contributed by Lukas
Mark Sieler started his career in finance back in 2000, but after working alongside brokers in the lending space and at aggregators, he believed the n...
From financial planner to Finance Broker of the Year
12 Sep 2023
Contributed by Lukas
In this episode of the Eite Broker podcast, host Annie Kane is joined by founder of The Finance Consultancy, Chris Slack, recent winner of Finance ...