The Adviser Podcast Network

Women in Finance Podcast: Breaking barriers and building futures

31 Oct 2024

Contributed by Lukas

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 ...

How this AFL umpire became a best-on-ground broker

29 Oct 2024

Contributed by Lukas

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 o...

Women in Finance Podcast: Why we need to stop being ‘busy’

24 Oct 2024

Contributed by Lukas

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 fourt...

Trading in the 4 Ps of retail for the 5 Cs of credit

22 Oct 2024

Contributed by Lukas

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 brok...

What’s Making Headlines – more mutual bank mergers

18 Oct 2024

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...

Women in Finance Podcast: Feminising the fintech space

16 Oct 2024

Contributed by Lukas

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 thi...

In Focus: Utilising open banking and AI in mortgages

15 Oct 2024

Contributed by Lukas

With the Consumer Data Right having been ‘reset’ and artificial technology becoming more mainstream, we find out how these technologies are innova...

What’s Making Headlines – broker submissions to the Senate inquiry

11 Oct 2024

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...

Women in Finance Podcast: Overcoming feelings of isolation through community

10 Oct 2024

Contributed by Lukas

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal pa...

New Broker: How Aimee Bergan settled $20m in her first year

08 Oct 2024

Contributed by Lukas

Canberra-based broker Aimee Bergan from APC Home Loans has only been broking for a year, but has already settled $20 million in loans. As she ramps up...

Women in Finance Podcast: What to expect from the 2024 event

03 Oct 2024

Contributed by Lukas

Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal pa...

How this broker and accountant forged a winning partnership

01 Oct 2024

Contributed by Lukas

With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Pa...

What’s Making Headlines – negative gearing reform

27 Sep 2024

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: What’s driving the surge in investor lending?

24 Sep 2024

Contributed by Lukas

Investor lending has been growing apace over the past year, with more borrowers seeking more opportunities in market and turning to brokers to access ...

What’s Making Headlines – the mutual merger that wasn’t meant to be

20 Sep 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 broker is helping clients pay off their mortgage

17 Sep 2024

Contributed by Lukas

It might seem counterintuitive for brokers to help Australians get rid of their mortgage debts, but for Crown Money, it’s the be-all and end-all of ...

What’s Making Headlines – broker mental health

13 Sep 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...

How Phil Rice aims to make broking easier

10 Sep 2024

Contributed by Lukas

Over the past 28 years, Phil Rice has been building his broking business writing both residential and commercial loans and now he’s coaching other b...

What’s Making Headlines – clawback changes

06 Sep 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...

How this broker built an endurance business

03 Sep 2024

Contributed by Lukas

Ten years after starting his own brokerage, Dylan Salotti has been mastering the art of running an endurance broking business while running an enduran...

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...