The Adviser Podcast Network

How this husband-wife team make running a brokerage look Peasy

08 Feb 2022

Contributed by Lukas

At the end of last year, North Sydney-based broker Joel Wyld was named the leading broker in Australia for customer service, taking home the Australia...

How diversification was key for the Finance Broker of the Year 2021

01 Feb 2022

Contributed by Lukas

After nearly 20 years in the broking industry and in banking before that, First Choice Mortgage Brokers broker director Tony Bice has seen the broker ...

How Australia’s Regional Broker of the Year 2021 is supporting the self-employed

25 Jan 2022

Contributed by Lukas

As a self-employed business owner, Liz Wilson of Wilson Financial can recognise and understand the trials and tribulations faced by SMEs in regional A...

Running a leading independent brokerage

18 Jan 2022

Contributed by Lukas

Victoria-based brokerage Entourage Finance has been growing rapidly in recent years, hiring new brokers and staff even while enduring the world’s lo...

How Australia’s Broker of the Year 2021 is supporting Australia’s farmers

11 Jan 2022

Contributed by Lukas

Ian Robinson, the founding director of agribusiness and corporate finance brokerage Robinson Sewell, was crowned Broker of the Year and Commercial ...

In Focus: Senator Jane Hume on the need for female leadership

03 Jan 2022

Contributed by Lukas

In December, senator Jane Hume – the Minister for Superannuation, Financial Services, and the Digital Economy and the new Minister for Women’s Eco...

Writing the book on construction finance broking

20 Dec 2021

Contributed by Lukas

Commercial broker Dan Holden of HoldenCAPITAL has won countless awards for his work in construction and commercial property finance, and has now (lite...

The importance of succession planning

14 Dec 2021

Contributed by Lukas

Brokers are known for going above and beyond for clients; but Louisa Sanghera of brokerage Zippy Financial has demonstrated an extraordinary dedicatio...

In Focus: The key trends in SME finance

07 Dec 2021

Contributed by Lukas

In this month’s episode, partnered by Prospa, we are looking at what small businesses are seeking finance for and how brokers can help support them....

Helping first home buyers get into the property market

30 Nov 2021

Contributed by Lukas

After migrating to Australia from Vietnam, EZ Financing broker Thuy Hook started working in banking before making the leap into broking. Having been ...

Running a full-range financial services business

23 Nov 2021

Contributed by Lukas

For Jennifer Richardson, offering clients help with their finances is something she takes seriously. After qualifying as an accountant and setting up ...

In Focus: Supporting the self-employed

16 Nov 2021

Contributed by Lukas

Over the past year, there’s been a groundswell of Australians leaving their PAYG roles to set up their dream businesses – with more expected to do...

3 different models of growing a brokerage

09 Nov 2021

Contributed by Lukas

When it comes to running a successful brokerage, there’s a range of different models and routes you can choose to take to build, grow and evolve you...

Paving a way for women in broking

02 Nov 2021

Contributed by Lukas

Alycia Inglis has been a mortgage broker for more than 15 years, and over that time has established her own award-winning broking business, Stoneturn,...

What makes Ben Adih a rising star

28 Oct 2021

Contributed by Lukas

Earlier this year, Keylend broker Ben Adih was named the Rising Star for SA/NT at the Better Business Awards 2021. After training as a neuroscientist...

In Focus: The road ahead for Mortgage Choice and Smartline

27 Oct 2021

Contributed by Lukas

Earlier this year, the REA Group completed its acquisition of major brokerage Mortgage Choice, bringing it into the fold of its financial services bus...

How this new broker set up an award-winning business

19 Oct 2021

Contributed by Lukas

Smartline broker Xia Xia Yu was named the Best Newcomer NSW/ACT at the Better Business Awards 2021 earlier this year. We find out how she did it. Aft...

In Focus: Federal Treasurer Josh Frydenberg on the future of mortgage broking, emerging from lockdowns and the economic environment

13 Oct 2021

Contributed by Lukas

In this exclusive interview with federal Treasurer Josh Frydenberg, join Momentum Media director Alex Whitlock as he speaks to Mr Frydenberg about the...

In Focus: Preparing SMEs for the summer rush

06 Oct 2021

Contributed by Lukas

As NSW, ACT and Victoria edge closer to their vaccination targets, small businesses are preparing to reopen and hit the ground running, with many requ...

In Focus: Coming out of COVID-19: the roadmap for the ‘new normal’

28 Sep 2021

Contributed by Lukas

Over the last year, the pandemic has constantly changed how businesses operate, with a cavernous divide opening between those doing well, and those wh...

Broking in the ACT

21 Sep 2021

Contributed by Lukas

While all Australian capital cities have property price increases, Canberra has been topping the charts for price growth; rising 8.2 per cent in the J...

Focusing on wellness in the broking space

14 Sep 2021

Contributed by Lukas

Victoria/Tasmania’s recently crowned Wellness Advocate of the Year, Sadish Visvalingam, outlines why it’s crucial for brokers to look after their ...

SPECIAL EPISODE - In Focus: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention

09 Sep 2021

Contributed by Lukas

This year's R U OK? Day serves as an important reminder to open up the conversation on mental health, both in the workplace and at home, according to ...

Why this broker wishes she hired support earlier

07 Sep 2021

Contributed by Lukas

Rise High Financial Solutions broker Kristin Tunbridge has wide-ranging experience in the mortgage industry - having been on the processing side of th...

In Focus: The new credit reporting

31 Aug 2021

Contributed by Lukas

The credit profile of a borrower has always been at the centre of the mortgage process. Whether a borrower has a good credit history or not plays a fu...

Victoria’s Broker Of the Year 2021

24 Aug 2021

Contributed by Lukas

In July, Mortgage Choice Oakleigh broker Marvin Coleman was named Victoria/Tasmania’s Broker of the Year 2021 and the Best Residential Broker in the...

MORTGAGE AND FINANCE LEADER: Riding the wave of digital banking – how Volt Bank is redefining mortgage lending

19 Aug 2021

Contributed by Lukas

Join host Alex Whitlock as he invites his guests to open up on the biggest issues and opportunities facing the mortgage and finance industry. Volt Ban...

In Focus: The importance of education

17 Aug 2021

Contributed by Lukas

Professional development and ongoing education is a key part to running any successful business. NAB discusses how it is supporting a successful broke...

How this broker makes a difference in his community

10 Aug 2021

Contributed by Lukas

As well as being crucial credit advisers, brokers are also lynchpins of their community. We catch up with Gippsland-based broker Robert Trewin, who to...

Merging two broking businesses

03 Aug 2021

Contributed by Lukas

Victoria-based broker Nicola Tucker is one of two directors of growing regional brokerage Surf Coast Finance, writing resi and asset business for borr...

In Focus: How the changes in SMSF rules impact lending

26 Jul 2021

Contributed by Lukas

At the beginning of this financial year, a range of changes came in for the self-managed super fund market. Thinktank reveals how these affect SMSF le...

In Focus: The greenshoots of improved turnarounds?

20 Jul 2021

Contributed by Lukas

Long delays in broker-lodged loans have been an ongoing issue for the past year - but are things starting to look up? Annie Kane and Michael Johnson e...

WA’s Broker of the Year 2021

13 Jul 2021

Contributed by Lukas

Michelle Towner of Towner Finance took home not one, but three awards at the Better Business Awards in Perth earlier this year, including WA’s Broke...

In Focus: The key trends for FY22

06 Jul 2021

Contributed by Lukas

As we commence a new financial year, there are a range of trends and regulatory changes that may impact brokers. Mortgage Ezy outlines what brokers ne...

SA/NT’s Broker of the Year 2021

29 Jun 2021

Contributed by Lukas

Commercial finance broker Jason Boccaccio was named SA/NT’s Best Finance Broker and Broker of the Year earlier this month for his work servicing cli...

Broking in the Adelaide Hills

22 Jun 2021

Contributed by Lukas

SA broker Aaron Vogt has been running his full-service brokerage, Preferred Finance, for the past 15 years, servicing borrowers in the wine region of ...

Why Adam Bradley is ‘The Guarantor King of Brisbane’

15 Jun 2021

Contributed by Lukas

Engineer-turned-broker Adam Bradley has been running his Brisbane-based brokerage, Emerge Finance, for the past seven years, specialising in first hom...

Queensland’s Broker of the Year 2021

08 Jun 2021

Contributed by Lukas

At this year’s Better Business Awards in Queensland, Jodie Wolfenden, Gold Coast broker and director at Superior Wealth, took home not one, bu...

Why this property investor became a broker

01 Jun 2021

Contributed by Lukas

As a property investor, Amy Ferguson already knew some of the ins and outs of property finance but decided to make her passion her career, by becoming...

How this brokerage doubled in size in a year

25 May 2021

Contributed by Lukas

In the past 12 months, Queensland-based brokerage Borro has gone from a team of two to a team of seven. We find out how the brokerage has been rapidly...

In Focus: How to scale your brokerage

18 May 2021

Contributed by Lukas

As mortgage applications reach record levels, finding the time to work on your business while writing new business can be difficult. But without setti...

Creating a niche out of a hobby

11 May 2021

Contributed by Lukas

While many brokers have established themselves as specialists in particular segments, WA-based MoneyQuest broker Peter Flint has developed his niche o...

Building a large brokerage from the ground up

04 May 2021

Contributed by Lukas

Building a large brokerage is a major task but some brokers, like Martin Bennett from The Loan Room, has been doing it in a step-by-step process. We f...

In Focus: Why this broker-only bank is gaining approval

27 Apr 2021

Contributed by Lukas

With turnaround times and bank servicing being a hot topic of conversation at the moment, Adelaide Bank reveals how it has been growing its presence a...

How Karen Wright is providing financial literacy to the deaf community

20 Apr 2021

Contributed by Lukas

New-to-industry broker Karen Wright started making videos in Australian Sign Language in 2019 following a family tragedy, and has since gone on to gai...

The accession of Accession Finance

13 Apr 2021

Contributed by Lukas

A life-threatening incident gave Tim Reynolds a new outlook on life, leading him to change career and take the leap into broking. We catch up with the...

In Focus: Broking in the regions

07 Apr 2021

Contributed by Lukas

Demand for property and the services of brokers has skyrocketed during COVID, as Australians embrace remote working and look to purchase property in m...

In Focus: Commercial property investment

30 Mar 2021

Contributed by Lukas

Commercial property has become an increasingly popular asset class, given a combination of high yields and low interest rates on commercial mortgages....

In Focus: What trends is the real estate market seeing?

23 Mar 2021

Contributed by Lukas

The mortgage and property market have both been growing rapidly this past year, with property prices and mortgage volumes setting new volume records ...

Broking in an end-to-end property business

16 Mar 2021

Contributed by Lukas

As the senior finance specialist at the mortgage broking arm of end-to-end property business Coronis, Mat Crossley is a specialist in working with cl...

How the ‘most viewed broker’ in Australia created a social following

09 Mar 2021

Contributed by Lukas

Shore Financial broker Christian Stevens has only been in broking for a few years, but in that time, he has successfully harnessed social media to bec...

MORTGAGE AND FINANCE LEADER: How the broking industry has evolved - and what's next for Aussie

04 Mar 2021

Contributed by Lukas

Mortgage and Finance Leader gives you a unique insight into the mindset of the most influential figures in Australia’s $2.7-trillion mortgage indu...

Why the future is bright for Marcus Roberts

02 Mar 2021

Contributed by Lukas

After having worked in banking and financial planning, Brighter Finance’s broker and podcaster Marcus Roberts made the move into brokers four years ...

In Focus: The Top 25 Brokerages 2021

23 Feb 2021

Contributed by Lukas

The biggest and most productive brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2021, partnered by NAB. We rev...

How this broker ‘wrote the book’ on financial literacy

17 Feb 2021

Contributed by Lukas

As well as being a busy broker and director of Queensland-based brokerage Evolve Loans, Jai Hobbs has also added ‘author’ to his resume, co-writin...

In Focus: Kate Carnell on the challenges facing SMEs

09 Feb 2021

Contributed by Lukas

If anyone knows the ins and outs of the challenges facing small businesses, it’s the Australian Small Business & Family Enterprise Ombudsman, Kate C...

Making big moves to help small business

02 Feb 2021

Contributed by Lukas

Turnaround times have been the word on everyone’s lips at the moment, as some lenders experience blowouts due to record-high mortgage demand and luc...

In Focus: Better Business Awards submission tips

19 Jan 2021

Contributed by Lukas

In this month’s episode, host Annie Kane is joined by Momentum Media’s head of events, Jennifer Hardy, to discuss their top tips for writing a win...

How this broker is leading the way in WA

12 Jan 2021

Contributed by Lukas

Starting up a new brokerage can be a daunting prospect, but Sam Carrello has shown how it can be done successfully, taking home the award for Best N...

Choosing the right model for your broking journey

04 Jan 2021

Contributed by Lukas

When starting up a broking business, one of the first choices you have to make is picking which model is right for you: independent or branded. We tal...

How these two brokers manage their mentor-mentee relationship

28 Dec 2020

Contributed by Lukas

Choosing a mentor for the first time, or looking to select a new mentor for your next stage of growth, can be a daunting experience. In this episode o...

The secrets to building successful referral relationships

21 Dec 2020

Contributed by Lukas

Referrals are a major part of how a broker finds new business. But the key to not only getting referrals, but also maintaining strong flows is what ma...

In Focus: What’s driving SME credit?

14 Dec 2020

Contributed by Lukas

In this month’s episode, partnered by Prospa, we are looking at the key forces driving SME credit and how brokers can help the engine room of the ec...

What’s Making Headlines – the ACCC's latest report on borrowing

11 Dec 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

How Kirsty Dunphey is turning it ‘Up’ in Tasmania

08 Dec 2020

Contributed by Lukas

Having a strong network is important for all brokers, but for Tasmanian-based broker Kirsty Dunphey, director and broker at Up Loans, it’s paramount...

What’s Making Headlines – decision fatigue

04 Dec 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

In Focus: Helping self-employed clients when they need it most

01 Dec 2020

Contributed by Lukas

In this episode of In Focus, partnered by RedZed, we discover why it’s crucial for brokers to help self-employed SMEs over the summer period. Decemb...

What’s Making Headlines – the COVID-19 vaccine

27 Nov 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

Why Sarah Wells is a solutionist

24 Nov 2020

Contributed by Lukas

WA-broker Sarah Wells describes herself as a solutionist – finding solutions to her clients’ money goals as a broker, finance coach and all-around...

MORTGAGE AND FINANCE LEADER: Responsible Lending - what could lie ahead for lenders, brokers and borrowers?

24 Nov 2020

Contributed by Lukas

Mortgage and Finance Leader gives you a unique insight into the mindset of the most influential figures in Australia's $2 trillion mortgage industry. ...

What’s Making Headlines – The week commencing 16 November

20 Nov 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

How this broker ascended to the top

17 Nov 2020

Contributed by Lukas

Accession Finance’s Evelyn Clark was named Mortgage and Finance Broker of the Year at this year’s Women in Finance Awards, being recognised for he...

What’s Making Headlines – The week commencing 9 November

13 Nov 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

In Focus: How Mortgage Choice is helping aspiring female brokers

10 Nov 2020

Contributed by Lukas

In this episode of In Focus, partnered by Mortgage Choice, we catch up with CEO Susan Mitchell to discuss why Mortgage Choice is taking action to brin...

What’s Making Headlines – The week commencing 2 November

06 Nov 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

How this single operator runs two successful businesses

03 Nov 2020

Contributed by Lukas

As a qualified accountant, financial planner and mortgage broker, Sova Financial broker Natasha Janssens holds the triad of tools needed to run her aw...

What’s Making Headlines – The week commencing 26 October

30 Oct 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

In Focus: Celebrating women in finance

26 Oct 2020

Contributed by Lukas

In September, Momentum Media held its annual Women in Finance Awards, which champion the women leading the way in the financial services industry. The...

What’s Making Headlines – The week commencing 19 October

23 Oct 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. In a special investment special, hosts Phil Tarrant a...

Why this leading Aussie broker values brand

20 Oct 2020

Contributed by Lukas

Aussie Liverpool franchisee Evelyn Burton has been working as a broker for nearly 19 years, having spent nearly her whole broking career with the majo...

What’s Making Headlines – The week commencing 12 October

16 Oct 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

Building a brand in the mortgage broking space

13 Oct 2020

Contributed by Lukas

One of the first challenges any broker faces is establishing a brand and presence in the market. Given that so much of a broker’s business relies on...

What’s Making Headlines – The week commencing 5 October

09 Oct 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

How Infinity Group is innovating its offering to consumers

06 Oct 2020

Contributed by Lukas

In this week’s episode of Elite Broker, we’ve brought in a broker who has been making a name for himself both within and without the broking indus...

What’s Making Headlines – The week commencing 28 September

02 Oct 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

In Focus: Commercial lending during COVID-19

29 Sep 2020

Contributed by Lukas

The commercial lending landscape has changed dramatically since COVID-19 began, but knowing which sectors are thriving and which need support is key....

What’s Making Headlines – The week commencing 21 September

25 Sep 2020

Contributed by Lukas

What’s Making Headlines is your source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and Tom...

Surviving the COVID-19 pandemic as a new broker

22 Sep 2020

Contributed by Lukas

Being a new broker can be a challenge at the best of times, but COVID-19 has made the experience even more tumultuous. In this episode of Elite Broker...

What’s Making Headlines – The week commencing 14 September

18 Sep 2020

Contributed by Lukas

What’s Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant an...

From teacher to broker to mentor: How Kirsty Best did it

15 Sep 2020

Contributed by Lukas

Gold Coast-based broker Kirsty Best set up her brokerage, Living Home Loans, with her husband Andrew Best after a teaching career. Kirsty outlines how...

What’s Making Headlines – The week commencing 7 September

11 Sep 2020

Contributed by Lukas

What’s Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant an...

Creating a winning partnership

08 Sep 2020

Contributed by Lukas

Earlier this year, Miranda-based brokerage Birdie Wealth completed a hattrick by taking home three awards. We catch up with principal Nathan Smith an...

What’s Making Headlines – The week commencing 31 August

04 Sep 2020

Contributed by Lukas

What’s Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant an...

Why this award-winning broker is focused on financial wellness

01 Sep 2020

Contributed by Lukas

Being financially secure plays a large part in our overall wellness, according to the recently crowned Wellness Advocate of the Year, Mikaela Patterso...

What’s Making Headlines – The week commencing 24 August

28 Aug 2020

Contributed by Lukas

What’s Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant an...

In Focus: Endurance and resilience during COVID-19

24 Aug 2020

Contributed by Lukas

The year 2020 has caused unprecedented challenges for Australians, but the adversity has once again showcased how crucial brokers are in helping Austr...

What’s Making Headlines – The week commencing 17 August

21 Aug 2020

Contributed by Lukas

What's Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and T...

What makes this Franchise Office of the Year stand out in the current environment

18 Aug 2020

Contributed by Lukas

Victoria-based broker Jonathan Lee has been offering his broking services to inner west Melbourne for almost 9 years and is the principal of this year...

What’s Making Headlines – The week commencing 10 August

14 Aug 2020

Contributed by Lukas

What's Making Headlines is your new source for all the very latest in Australian real estate news. Tune in every week to hear hosts Phil Tarrant and T...

Why this BDM-turned-broker set up his own franchise

11 Aug 2020

Contributed by Lukas

Paul Wright started out in the finance world working at a bank when he was only 16. After finding his feet, he made the switch to broking and set up a...