The Adviser Podcast Network
Episodes
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...
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...