The Adviser Podcast Network
Episodes
MORTGAGE AND FINANCE LEADER: How Vernon Spencer brought RMBS to Australia
06 Sep 2023
Contributed by Lukas
In this special episode, host Annie Kane sits down with founder of Stargate and Interstar Securities, Vernon Spencer, to discuss the beginnings of the...
In Focus: Borrowing in the cost-of-living crisis
05 Sep 2023
Contributed by Lukas
Australia’s cost-of-living crisis has been hitting households hard, with rising prices for essentials like groceries, petrol, and energy bills. As a...
New Broker: From banking to broking
29 Aug 2023
Contributed by Lukas
In this episode of the New Broker podcast, host Annie Kane is joined by Shubham Bhaskar from diversified brokerage Sheel Capital to share how he wrote...
In Focus: The ins and outs of invoice finance
22 Aug 2023
Contributed by Lukas
We sit down with Lee Trego, Earlypay’s national head of growth, to discuss the intricacies of debtor finance and the critical role that brokers pl...
New Broker: From refugee to successful mortgage broker
15 Aug 2023
Contributed by Lukas
Finance broker Mohsen Shahsavarzdeh shares his journey from fleeing Iran to being detained on Christmas Island before becoming a successful mortgage ...
From childhood friends to broker directors
08 Aug 2023
Contributed by Lukas
The dynamic duo behind Two Birds One Loan, Elouise Dooley and Alissa Childs, have been in each other’s lives since they were children. Years later, ...
In Focus: The payroll tax issue
01 Aug 2023
Contributed by Lukas
With more than 6,000 brokers across Australia and New Zealand, LMG is now the biggest aggregator in the continent. But what exactly does it look like...
In Focus: How Australian mortgage arrears are tracking
25 Jul 2023
Contributed by Lukas
We sit down with Erin Kitson, director of structured finance at S&P Global Ratings to discuss the current state of mortgage arrears and the prospects...
New Broker: Making the switch to independent
18 Jul 2023
Contributed by Lukas
Tommy Anderson always knew he wanted to start his own mortgage brokerage and has hit the ground running, having written more than $50 million in loans...
How Mark Kevin is building a profitable, scalable brokerage
11 Jul 2023
Contributed by Lukas
For Mark Kevin, principal and director of Mortgage Advice Bureau Sydney, the core attraction of setting up a brokerage in 2020 wasn’t just helping b...
New Broker: Tech tools for new brokers
04 Jul 2023
Contributed by Lukas
Earlier this year, The Adviser hosted its New Broker Academy 2023, sharing insights and strategies to help new and prospective brokers succeed in thei...
In Focus: How non-banks are supporting mortgage prisoners
27 Jun 2023
Contributed by Lukas
As more borrowers find themselves trapped in mortgage prison amid high serviceability buffers and rising rates, non-bank lenders have been seeing more...
In Focus: Addressing the loyalty tax
20 Jun 2023
Contributed by Lukas
With 12 interest rate rises since May 2022, and more potentially on the horizon, many borrowers are looking at how they can save money and meet their ...
New Broker: Secrets to success
13 Jun 2023
Contributed by Lukas
In this episode, Nicola Cranswick shares her secrets to succeeding as a new broker. After deciding to make the move from banking to broking, Ms Cra...
In Focus: The self-employed opportunity
06 Jun 2023
Contributed by Lukas
Over the past few years, self-employed borrowers have been turning to brokers in their droves to solve their lending needs. And, even in the current e...
Rowing to Africa — why and how Rob Barton is looking to break the world record
02 Jun 2023
Contributed by Lukas
Rob Barton, broker principal at Western Australia-based brokerage Strawberry Finance (part of the Money Quest Group), is six weeks through his Guinnes...
New Broker: How podcasts paved the way to mortgage broking
30 May 2023
Contributed by Lukas
Meet Jack Fouracre, a former Australian hurdles champion- turned- property investor and mortgage broker. Discover how his determined mindset on the t...
How this broker has been rapidly growing his team
23 May 2023
Contributed by Lukas
Melbourne-based broker Suvidh Arora, CEO at Cinch Loans, may have only been in broking for the past seven years, but what a few years he’s had. Aft...
New Broker: Broking as brothers
17 May 2023
Contributed by Lukas
Brokers Blake and Reece Thorn never intended to follow in their father’s footsteps into broking, but both ended up finding their way to their dad’...
How Theo Chambers runs a leading independent brokerage
16 May 2023
Contributed by Lukas
Sydney-based brokerage Shore Financial has taken home the title of the highest-ranked independent brokerage for not one but two years straight. The gr...
Running a brokerage with a family feel
09 May 2023
Contributed by Lukas
Victoria-based broker Paul Williams has become the go-to broker for vendors at the South Melbourne market, with nearly all his business being referred...
In Focus: How brokers can help SMEs at EOFY and beyond
02 May 2023
Contributed by Lukas
One of the biggest headaches facing small businesses at the moment is ATO debt. As the Tax Office chases debts that were on hold over the pandemic, ma...
How this broker is getting ahead of the fixed-rate cliff
26 Apr 2023
Contributed by Lukas
Anthony O'Flynn has been at the forefront of third-party mortgage distribution for decades, helping set up CBA’s launch into third-party banking aro...
In Focus: Reviewing the RBA review
20 Apr 2023
Contributed by Lukas
A 294-page review of the Reserve Bank of Australia (RBA) has been released, putting forward 51 recommendations to improve the structure, governance, a...
Service with a smile — how Nick Bartel is delighting clients in SA
18 Apr 2023
Contributed by Lukas
Broker principal and finance specialist Nick Bartel is well known among his clients for offering mortgage support with a friendly smile and a can-do a...
New Broker: How tech opportunities are helping Fabien Tribe succeed
12 Apr 2023
Contributed by Lukas
Fabien Tribe, founder of The Lending Lab, has the trifecta of mortgage broking experience. Having worked in the mortgage and finance industry in a ran...
How Mel Smith is kicking goals broking in Qld
11 Apr 2023
Contributed by Lukas
Building a broking business is a constantly-evolving task, says Aussie broker Mel Smith, with new processes and marketing techniques coming out thick ...
In Focus: The secrets to a great broker-BDM relationship
04 Apr 2023
Contributed by Lukas
Business development managers can be a godsend for brokers, often being the key to whether a deal makes it across the line or not. But what makes a gr...
Why US broker Chris DiBlasi made the jump to Australia
28 Mar 2023
Contributed by Lukas
With a bachelor’s in finance, a post graduate degree in economics, and a background in banking and broking in both retail and commercial lending in...
New Broker: How Jen Hughes is making a mark as a franchise owner on the NSW South Coast
20 Mar 2023
Contributed by Lukas
Getting over the two-year hurdle was made easy for Jen Hughes at Mortgage Choice Merimbula, beingsurrounded by a strong community and broking network....
In Focus: Navigating the fixed-rate cliff
14 Mar 2023
Contributed by Lukas
We’ve had 10 consecutive cash rate rises, with interest rates hiking up sharply and borrowers fearing what will happen as we approach the ‘fixed r...
In Focus: Mark Bouris on the payroll tax issue and the changing mortgage market
09 Mar 2023
Contributed by Lukas
In this episode of In Focus, Momentum Markets director Phil Tarrant catches up with Yellow Brick Road executive chairman Mark Bouris to discuss the ma...
How this broker encourages diversity in his brokerage
07 Mar 2023
Contributed by Lukas
Being inclusive and supporting diversity are not only good for business, but good for a happy workplace too, says Kerry Kalendra, founder and director...
Billion Dollar Broker: Ross Le Quesne, Billion Dollar Broker, on what it takes to become a top broker
28 Feb 2023
Contributed by Lukas
Former Aussie broker Ross Le Quesne knows a thing or two about running a successful brokerage, having headed up one of Aussie’s most prolific franch...
New Broker: Tom Carmody, Craft Financial
21 Feb 2023
Contributed by Lukas
Making the switch into broking came at a busy time for Tom Carmody, as he entered the industry from the construction industry — where he was working...
Billion Dollar Broker: How Matt Punter of TSC Mortgage Brokers settled $1bn in loans
14 Feb 2023
Contributed by Lukas
Queensland-based broker Matt Punter, the managing director of TSC Mortgage Brokers, celebrated the billion-dollar milestone after 13 years of broking....
In Focus: Top 25 Brokerages 2023
07 Feb 2023
Contributed by Lukas
The results are in for the Top 25 Brokerages ranking 2023, in partnership with NAB! The top brokerages in Australia have been smashing records again ...
Addressing the elephant in the room
31 Jan 2023
Contributed by Lukas
Building a brokerage beyond yourself can be a daunting idea. For many, it isn’t until breaking point is reached that action is taken to bring in sup...
New Broker: How patience is the key to success for this new broker
24 Jan 2023
Contributed by Lukas
Stepping into the industry only seven months ago, Dean Naylor shares why now was the right time for him and how challenges have become opportunities. ...
The importance of goal setting in broking
17 Jan 2023
Contributed by Lukas
NSW-based broker Adam Buckley has spent the past two decades dedicated to mortgages and seen the origination and settlement process from nearly all an...
In Focus: Top tips to becoming a better leader in 2023
10 Jan 2023
Contributed by Lukas
Many of us may have made new year’s resolutions for our personal lives this year, but what about for your professional life? In this episode, we unp...
New Broker: Patrick Johnson, Mortgage Choice Sutherland
02 Jan 2023
Contributed by Lukas
Despite being raised by successful brokers, it wasn’t until the pandemic hit that Patrick Johnson, broker at Mortgage Choice Sutherland, began think...
In Focus: The changing face of foreign interference, with Senator James Paterson
22 Dec 2022
Contributed by Lukas
The last few years have seen an exponential increase in cyber attacks and cyber crime - with the need for strong cyber security of paramount importanc...
In Focus: 2022 – The year in review
19 Dec 2022
Contributed by Lukas
How will you remember 2022? After the bumper year that was 2021, this year has been filled with surprises and change. While the property market was bo...
How Melissa Ashcroft became a leading commercial broker
13 Dec 2022
Contributed by Lukas
They say the apple doesn’t fall far from the tree, but for Melissa Ashcroft, following in her father’s (John Macalyk) footsteps into broking wasn’...
New Broker: How Lendi Group is supporting new brokers
07 Dec 2022
Contributed by Lukas
Earlier this year, The Adviser hosted its New Broker Academy 2022, sharing insights and strategies to help new and prospective brokers succeed in thei...
In Focus: Supporting the next generation of women in finance
06 Dec 2022
Contributed by Lukas
Camilla Love started F3 — Future Females in Finance to bring more women into the financial services industry. The program — which won the Women’...
New Broker: How Adele Andrews changed strategies to succeed in the first 2 years
29 Nov 2022
Contributed by Lukas
While she’s only been in the industry for two years, Adele Andrews is making a mark on the lives of hundreds of Australian borrowers. As an avid pro...
Billion Dollar Broker: Australia’s Broker of the Year 2022 on his secrets to success
29 Nov 2022
Contributed by Lukas
At the Australian Broking Awards earlier this year, Australia’s Commercial Broker of the Year, Grant Rheuben from Rheuben & Associates, was bestowed...
New Broker: Top tips for success from NextGen
23 Nov 2022
Contributed by Lukas
Earlier this year, The Adviser hosted its New Broker Academy 2022, sharing insights and strategies to help new and prospective brokers succeed in thei...
In Focus: The future opportunities in lending
22 Nov 2022
Contributed by Lukas
The economic environment is changing, with rates now rising, house prices falling, and continuing natural disasters and conflicts adding pressure to t...
How Mark Winter is helping Mo Men with their mental health
15 Nov 2022
Contributed by Lukas
As many Australians grow moustaches this month to raise funds for the Movember foundation, Queensland-based broker Mark Winter is going a step further...
In Focus: Serving the self-employed
08 Nov 2022
Contributed by Lukas
It’s been a topsy-turvy few years for small-business owners, who have had to be more agile and navigate changing operational environment. In this ep...
New Broker: How WA’s Best Newcomer hit the ground running
02 Nov 2022
Contributed by Lukas
Western Australia-based broker Nathan Bennett always knew he wanted to be a broker and made his dream come true in 2019 — writing a whopping $40 mil...
Billion Dollar Broker: How Mark Stevenson, Bell Partners Finance, settled $1bn in loans
28 Oct 2022
Contributed by Lukas
Sydney-based broker Mark Stevenson, the managing director of Bell Partners Finance, says that despite having joined the billion-dollar broker club, h...
In Focus: Making financial services less ‘male, stale and pale’
25 Oct 2022
Contributed by Lukas
The financial services industry has historically been male-dominated but encouraging more women into the space is not only good for society, but good ...
New Broker: When is the right time to grow your team?
19 Oct 2022
Contributed by Lukas
From banking to broking was an easy transition for Ajay Kathpal, founder & director of A4 Finance Group and after two years, he’s keen to expand t...
How this commercial broker is smashing records
18 Oct 2022
Contributed by Lukas
MoneyQuest Balwyn broker Scott Seng achieved a new settlement record for the network earlier this year, with his commercial broker offering going from...
How Long Property helps clients for the long haul
11 Oct 2022
Contributed by Lukas
Victoria-based broker Daniel Gold may have only been broking for the past five years, but he has been rapidly building his presence and offering for b...
How Own Home Loans delivers award-winning service
04 Oct 2022
Contributed by Lukas
Delivering fantastic customer service is the key to running a successful brokerage and Own Home Loans, led by Rory Sercombe, has been leading the way ...
Billion Dollar Broker: How Mark Davis, Australian Lending & Investment Centre, settled $1bn in loans
27 Sep 2022
Contributed by Lukas
Mark Davis from the Australian Lending & Investment Centre has been among one of the busiest brokers in Australia, writing a phenomenal amount of busi...
New Broker: An Olympian shares why becoming a mortgage broker was his best move yet
21 Sep 2022
Contributed by Lukas
Becoming a “high performing” doesn’t come without grit and determination — something Blake Edwards, director, B.E. Astute, has applied to both...
How Morgan Owen whips loans into shape
20 Sep 2022
Contributed by Lukas
Former fitness-club manager Morgan Owen has been busy whipping home loans into shape for her clients ever since opening her own brokerage. In this e...
In Focus: How and why the Morrison government changed its mind on broker commissions
15 Sep 2022
Contributed by Lukas
In this exclusive interview with shadow financial services minister and former assistant treasurer, Stuart Robert MP, editor of mortgages Annie Kane f...
In Focus: How the RMBS market works
13 Sep 2022
Contributed by Lukas
The financial reporting season has shown that mortgage lenders have been booming recently, with the ability to raise funds to keep mortgages flowing a...
New Broker: Why running a mobile brokerage works for this Adelaide broker
07 Sep 2022
Contributed by Lukas
Zapping around Adelaide to help Australians on their borrowing journey is business as usual for Nathan Martin, who runs Mobile Mortgage Advice. In th...
Billion Dollar Broker: How Anthony Alabakov, My Mortgage Freedom, settled $1bn in loans
06 Sep 2022
Contributed by Lukas
My Mortgage Freedom broker Anthony Alabakov became a billion-dollar broker after nearly 11 years of broking. As well as citing his success to having a...
How this leading asset finance broker is keeping up with demand
30 Aug 2022
Contributed by Lukas
Asset finance has been in strong demand the past few years. As a boom in transport, logistics and housing construction causes strong demand for equipm...
New Broker: Why Tom ‘Turbo’ Trbojevic became a broker
24 Aug 2022
Contributed by Lukas
Tom Trbojevic, or Tommy Turbo, may be best known for being a rugby league star but the Manly-Warringah Sea Eagle has been soaring to new heights as an...
How the Best Regional Broker Victoria/Tasmania delights clients in Geelong
23 Aug 2022
Contributed by Lukas
While Sorrento might have long been the go-to suburb for Victoria’s millionaires (and has its own Millionaire’s Walk), the south-west city of Geel...
How TikTok and a new app is helping the Victorian/Tasmanian Finance Broker of the Year 2022
16 Aug 2022
Contributed by Lukas
While Emmanuel Marios, the director of Hobart-based mortgage brokerage Derwent Finance, may be working in the country’s smallest state, he has been ...
New Broker: How being a mother and running a successful brokerage has paid off
10 Aug 2022
Contributed by Lukas
We catch up with this year’s Qld Best Newcomer award winner, Melissa Wright, to find out how she’s found success as a mother and managing a team o...
Delivering award-winning customer service in the Gold Coast
09 Aug 2022
Contributed by Lukas
Queensland-based broker Jason Cuerel has been broking for nearly 20 years and won numerous awards for his customer service and offerings to client...
How Qld’s Thought Leader of the Year builds his presence
02 Aug 2022
Contributed by Lukas
Being a mortgage and finance adviser increasingly requires brokers to educate their clients on how the changes in the financial environment will impac...
In Focus: The importance of resilience and support
26 Jul 2022
Contributed by Lukas
The third-party channel has been flat out for the past few years, and with a rising interest rate environment now upon us, the busyness will likely on...
Why WA’s Broker of the Year 2022 has customer service at his core
19 Jul 2022
Contributed by Lukas
Delighting clients is always at the core of a great brokerage, according to Adam Burstein from Core Finance Co. The WA-based broker was named WA’s ...
Billion Dollar Broker: How Deslie Taylor, Mortgage Choice Ormeau, settled $1bn in loans
12 Jul 2022
Contributed by Lukas
Mortgage Choice Ormeau franchisee Deslie Taylor became a billion-dollar broker – settling $1 billion in loans – after her 13th year in business. G...
Why this broker bought her own office space
05 Jul 2022
Contributed by Lukas
One of the most rewarding parts of being a broker is seeing your clients succeed and achieve their goals. As such, the name for Success Finance Soluti...
Why changing team structure was a ‘game changer’ for Vision Finance
28 Jun 2022
Contributed by Lukas
Mornington Peninsula-based broker Katrina Lagos had to hit the ground running when she started up her own brokerage, Vision Finance Australia, more th...
In Focus: Better Business Summit and Awards 2022
21 Jun 2022
Contributed by Lukas
The Better Business Summit and Better Business Awards roadshow 2022 has now wrapped up, and what a few months it’s been! We unpack the key takeaways...
How Caroline Mundey runs two broking offices
14 Jun 2022
Contributed by Lukas
After settling in Australia with five young children, former accountant Caroline Mundey entered the broking industry in 2010, following a number of ye...
How Qld’s Broker of the Year 2022 made it to the top
07 Jun 2022
Contributed by Lukas
In 2014, Paul Hixon set up a Loan Market branch in New Farm, Brisbane, and has been rapidly building his brokerage and brand, being named Queensland’...
How this leading broker structures her booming brokerage
31 May 2022
Contributed by Lukas
As a broker of 19 years, Emma Cattermole has long been providing exceptional customer service. And, after joining forces with another broker and sepa...
In Focus: Supporting SMEs in a changing economic environment
24 May 2022
Contributed by Lukas
With a rising cash rate environment, escalating inflation and a new government – there’s a huge amount of upheaval facing SMEs now and into the ne...
In Focus: Building cyber resilience in the banking and finance sector
17 May 2022
Contributed by Lukas
Major General (Ret’d) Marcus Thompson and Phil Tarrant highlight the need for cyber security awareness across the banking and finance sector. In th...
Secrets to success from Qld’s Best Regional Broker 2022
10 May 2022
Contributed by Lukas
RB Finance managing director Ryan Baddock was crowned Queensland’s Best Regional Broker at this year’s Better Business Awards in recognition of al...
In Focus: The changing cash rate environment
03 May 2022
Contributed by Lukas
With rapidly rising inflation, a changing cash rate environment and a changing property market, all eyes are on the cost of living as we head into a f...
Why Liz Zaki loves being a broker
26 Apr 2022
Contributed by Lukas
Sydney-based broker Liz Zaki has been totally obsessed with mortgages ever since she began researching them to buy her first investment property. So m...
How this broker grew her business over 20 years
19 Apr 2022
Contributed by Lukas
Peita Davies, finance specialist at MoneyQuest Penrith & Blue Mountains, first entered the industry in 2002 and has grown her team and presence to run...
How this established broker set up her own brokerage
12 Apr 2022
Contributed by Lukas
Starting your own broking business can be a daunting process, but – for many brokers – the flexibility in being your own boss and building a valua...
From firefighter to putting out financial fires
05 Apr 2022
Contributed by Lukas
Victoria-based broker Nikki Berzin from Cherry Lending & Finance has had a somewhat unusual route into broking. Having been a banker and then a firefi...
In Focus: Growing your broking business
29 Mar 2022
Contributed by Lukas
Whether you’re in the first few years of broking, or have more than a decade’s experience, there’s always one common theme in growing your broki...
How this new-to-industry broker has hit the ground running
22 Mar 2022
Contributed by Lukas
Joining a new industry is daunting at the best of times, but starting a new career and business during a pandemic – and navigating a new world of co...
In Focus: The challenges and opportunities for SMEs
15 Mar 2022
Contributed by Lukas
In this month’s episode of In Focus, partnered by OnDeck, we are looking at what small businesses are seeking finance for, the challenges and opport...
In Focus: Why brokers need to heed PM’s warning regarding Russian cyber-attack reprisals
09 Mar 2022
Contributed by Lukas
In this special episode, Momentum Media director Phil Tarrant and MAJGEN (Ret’d) Marcus Thompson, inaugural head of information warfare for the Aus...
How this female-run brokerage thrives in a male-dominated space
09 Mar 2022
Contributed by Lukas
As we celebrate International Women’s Day, we’re catching up with ACT-based broker Lucy Blain to find out how she runs her brokerage in the countr...
How this broker is making finance black and white for borrowers
01 Mar 2022
Contributed by Lukas
Having formerly been a bank BDM before making the move into broking with his wife Jamie, NSW broker Peter Vassilis was well versed in credit when he s...
In Focus: Shadow financial services minister and shadow assistant treasurer, Stephen Jones MP
23 Feb 2022
Contributed by Lukas
In this exclusive interview with shadow financial services minister and shadow assistant treasurer, Stephen Jones MP, join Momentum Media’s editor o...
How this new broker wrote $80m in his 1st year
22 Feb 2022
Contributed by Lukas
Writing $80 million in your first year of broking is an impressive feat for any broker, let alone a regional one, but GSC Finance Solutions’ Matt Tu...
How brokers and accountants can best service SMEs
15 Feb 2022
Contributed by Lukas
Small businesses have been having to move rapidly over the past two years to pivot, grow and overhaul their businesses over the pandemic – and, in o...