The Adviser Podcast Network
Episodes
What’s Making Headlines – The week commencing 3 August
07 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...
In Focus: Marketing, lead generation and creating a strong brand
04 Aug 2020
Contributed by Lukas
Effective marketing and lead generation play an integral role in any broker’s success at the best of times, but even more so under challenging circu...
What’s Making Headlines – The week commencing 27 July
31 Jul 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...
Australia's Residential Broker of the Year shares her top tips for success
28 Jul 2020
Contributed by Lukas
Earlier this month, Cathy Anderson was crowned Residential Broker of the Year at the Australian Broking Awards 2020. The Smartline broker of 15 years ...
What’s Making Headlines – The week concluding 26 July
24 Jul 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...
How this Broker of the Year builds trust with clients and referral partners
21 Jul 2020
Contributed by Lukas
Andrew Kelly from Anasta Finance Consulting believes that being a successful broker is as much about finding fulfillment in one's personal life as it ...
What’s Making Headlines – The week concluding 19 July
17 Jul 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...
The Australian Broking Awards 2020 Finalist Showcase - How the awards will work
14 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we have been bringing you a series ...
The Australian Broking Awards 2020 Finalist Showcase – Regional Broker of the Year
10 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
What’s Making Headlines – The week concluding 12 July
10 Jul 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...
The Australian Broking Awards 2020 Finalist Showcase – Industry Thought Leader of the Year
09 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
The Australian Broking Awards 2020 Finalist Showcase – Innovator of the Year
09 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
The Australian Broking Awards 2020 Finalist Showcase – Loan Administrator of the Year
08 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
How clear goal setting has provided this broker with more flexibility
07 Jul 2020
Contributed by Lukas
According to Equilibria Finance's Anthony Landahl, brokers need to establish early on whether they intend to remain a broker practitioner or become a ...
The Australian Broking Awards 2020 Finalist Showcase – Commercial Broker of the Year
06 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
The Australian Broking Awards 2020 Finalist Showcase – Training and Education Program of the Year
03 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a Live Broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
What’s Making Headlines – The week concluding 5 July
03 Jul 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...
The Australian Broking Awards 2020 Finalist Showcase – Residential Broker of the Year
01 Jul 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a live broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
The Australian Broking Awards 2020 Finalist Showcase – Our partnership with NAB
30 Jun 2020
Contributed by Lukas
With the 10th annual Australian Broking Awards 2020 set to occur as a live broadcast event on Thursday, 16 July at 6pm, we are bringing you a series o...
In Focus: ASIC commissioner Sean Hughes on best interests duty guidance
30 Jun 2020
Contributed by Lukas
Last week, ASIC released its regulatory guide 273, the final guidance for the incoming best interests duty for mortgage brokers. In this episode of In...
How this broker streamlines his processes to maximise efficiency
23 Jun 2020
Contributed by Lukas
As the director of a team of six other brokers at Mortgage Broker Melbourne, Marc Barlow is an advocate for tools that free up brokers' time in order ...
What’s Making Headlines – The week concluding 21 June
19 Jun 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...
How this newcomer provides valued service to home buyers and SME clients
16 Jun 2020
Contributed by Lukas
Former business banker Zac Goodman established his Brisbane-based brokerage Mortar Finance two years ago and was recently awarded Queensland's Best Ne...
How this award-winning broker is helping SMEs when they need it most
09 Jun 2020
Contributed by Lukas
Recently crowned SA/NT Finance Broker of the Year at this year's Better Business Awards, Monica Wandel of SA Finance Hub credits her success to her br...
How this broker has been growing his business during the lockdown period
02 Jun 2020
Contributed by Lukas
While times are tough for many businesses right now, others are experiencing even more demand than usual. One such business is Time Home Loans, whose ...
In Focus: How COVID-19 will change mortgage broking
26 May 2020
Contributed by Lukas
The coronavirus pandemic and its associated social distancing requirements forced businesses across Australia to change the way they operated, with ma...
How professional development and training equipped this broker with the skills to succeed
19 May 2020
Contributed by Lukas
Kris Menon - NSW’s recently crowned Best Customer Service (Individual) broker at the Better Business Awards 2020 - credits his confidence and aptitu...
In Focus: How COVID-19 has been impacting brokers across Australia
12 May 2020
Contributed by Lukas
In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation's small businesses. ...
How this broker maintains work/life balance while managing two businesses
05 May 2020
Contributed by Lukas
Tired of the lifestyle that came with working as a lawyer, Craig Vaughan switched career paths and became a broker, establishing his own brokerage MAP...
How the SA/NT Broker of the Year goes above and beyond for his clients
28 Apr 2020
Contributed by Lukas
According to Peiran Hu, senior lending adviser at Norwood-based brokerage Keylend, "If you contribute with your heart, the customer can feel it." This...
Why this former sales manager made the switch to broking
21 Apr 2020
Contributed by Lukas
Four years ago, Gordon MacVicar was a sales manager for a lighting company in Sydney while his wife Larissa worked in financial services. Fast forward...
How this rising star sets himself apart from other brokers
14 Apr 2020
Contributed by Lukas
Recently named Victoria/Tasmania Rising Star at the Better Business Awards 2020, Christopher Borg takes pride in offering his clients a full suite of ...
The impacts of COVID-19 on this leading brokerage
07 Apr 2020
Contributed by Lukas
With businesses around the world being impacted by the COVID-19 pandemic, leading brokerage Catalyst Advisers (part of the Catalyst group) is adapting...
How WA’s Broker of the Year has adapted to a COVID-19 environment
31 Mar 2020
Contributed by Lukas
Welshpool-based Loan Market broker Balpreet Bal, senior finance specialist at WA Prime Finance Solutions, has always recognised the importance of educ...
How this broker ensures his clients keep coming back
24 Mar 2020
Contributed by Lukas
SA-based brokerage Rise High Financial Solutions recently won several awards at the Better Business Awards SA 2020 for its exceptional service, with i...
In Focus: What the borrower of the future thinks of the mortgage process
17 Mar 2020
Contributed by Lukas
This episode of In Focus, recorded live at The Adviser's recent Better Business Summit 2020, unveils what Australians think of the mortgage process an...
How this broker delivers exceptional customer service across Qld/NT
10 Mar 2020
Contributed by Lukas
Broker and director of Vision Money Bridget MacGregor is an award-winning broker that covers clients across two different states, Queensland and the N...
How this broker’s business structure sets his brokerage apart
03 Mar 2020
Contributed by Lukas
With almost two decades of experience in the finance and broking space, Anthony Alabakov has witnessed the evolution of the mortgage industry into the...
How this broker offers round-the-clock service to his clients
25 Feb 2020
Contributed by Lukas
From selling sandwiches in the schoolyard as a kid to starting his own footwear label, to becoming one of Sydney’s leading brokers, Fane Levy has al...
How this broker provides finances across the Pacific Ocean
18 Feb 2020
Contributed by Lukas
As the former CEO of ANZ South East Pacific, Stapleton Finance founder Gayle Stapleton understands the nuances of investing in both Australia and the ...
The Top 25 brokerages in Australia
11 Feb 2020
Contributed by Lukas
This episode of Elite Broker reveals who made the cut in The Adviser's annual Top 25 brokerages ranking, run in partnership with NAB. NAB's general ma...
In Focus: Broking beyond mortgages with RateSetter
04 Feb 2020
Contributed by Lukas
In this episode of In Focus, brought to you by RateSetter, host Annie Kane is joined the platform's national sales manager, Nicki Olds, to explore how...
Building a better business – the Better Business Summit and Awards 2020
28 Jan 2020
Contributed by Lukas
With the finalists of the Better Business Awards now announced, The Adviser's events team discuss this year's peak event for the mortgage and finance ...
How this broker runs two commercial businesses
21 Jan 2020
Contributed by Lukas
Matthew Johnson is the managing director of Sydney-based brokerage Simplicity Loans & Advisory as well as Marketplace.finance, a new digital solution ...
Why this independent broker expanded into financial services
14 Jan 2020
Contributed by Lukas
Nick Reilly is the co-founder and managing director of mortgage broking and financial planning firm Inovayt, a finalist in this year's Better Business...
How this broker joined the billion-dollar club
07 Jan 2020
Contributed by Lukas
Loan Market Bayside's Josh Bartlett recently reached the major milestone of settling $1 billion of loans, a major achievement for his nine-year brokin...
The leading brokers of 2019
30 Dec 2019
Contributed by Lukas
As the year draws to a close, Annie Kane reviews some of the award-winning brokers that were providing excellent customer service in 2019. Recounting...
In Focus: Consumer Access to Mortgages
24 Dec 2019
Contributed by Lukas
In this episode of In Focus, host Annie Kane is joined by Michael Johnson, head of strategy at Momentum Intelligence, to delve into the Consumer Acces...
Why this broker expanded her service offering
16 Dec 2019
Contributed by Lukas
Aussie St Marys franchisee and mortgage broking mentor Kim Horan transitioned from writing car loans into the mortgage industry and now operates a ful...
In Focus: Becoming the paperless broker with Loan Market
10 Dec 2019
Contributed by Lukas
In this episode of In Focus, host Annie Kane is joined by Sam White, executive chairman of Loan Market, to delve into the value of paperless broking. ...
How this former AFL player started his own brokerage
03 Dec 2019
Contributed by Lukas
Domenic Cassisi set up his brokerage, Funding Options, while he was still captain of the Port Adelaide Football Club, and has since become an award-wi...
How this female-led brokerage looks after its clients
26 Nov 2019
Contributed by Lukas
As the recipient of Best Customer Service (Individual) award at the Better Business Awards in Victoria this year, Belinda Gibson places the utmost imp...
How this young broker acquired clients all over Australia
19 Nov 2019
Contributed by Lukas
Belinda Caesar bought her first property at just 19, fell in love with real estate, and now delivers independent, award-winning broking services to cl...
How this regional broker develops strong relationships
12 Nov 2019
Contributed by Lukas
Named "Rising Star" at the Better Business Awards in Brisbane earlier this year, Bradbury Finance's Kim Mahnken prides herself on her proactive approa...
Why this senior broker chose the branded route
05 Nov 2019
Contributed by Lukas
Senior mortgage broker Lisa Maxwell was initially attracted to working at Aussie because of its compelling television marketing and brand recognition....
How this broker manages her time effectively
29 Oct 2019
Contributed by Lukas
Like many brokers, Sarah Farrugia has had several careers before finding her calling as a mortgage broker, having been a receptionist and a BDM before...
How this commercial broker is gearing for growth
22 Oct 2019
Contributed by Lukas
Award-winning equipment finance broker Renee Tocco began her broking career in 2016, harnessing her skills from her corporate business account managem...
Broking in Ireland and Northern Ireland: EU Study Tour 2019
15 Oct 2019
Contributed by Lukas
In this special episode, recorded live at The Adviser's EU Study Tour in Dublin, Ireland, host Annie Kane is joined by two European brokers to learn h...
Why this Sydney broker is venturing into new markets
08 Oct 2019
Contributed by Lukas
Loan Market broker Daniel Pym is moving from strength to strength, with the 15-year veteran recently unveiling new plans to build on the success of hi...
How this regional broker is writing 15 loans a month
01 Oct 2019
Contributed by Lukas
Despite having only been broking for three years, Newcastle-based broker Amy Small has been making waves in the broking industry, settling more than 1...
How this rising star is broking across two states
24 Sep 2019
Contributed by Lukas
Broker and property investor Sofie Chapman joins host Annie Kane to discuss how and why she's been splitting her time across two states, servicing cli...
How this regional broker is protecting her clients
17 Sep 2019
Contributed by Lukas
Banker-turned-broker Jaime Savory joins host Annie Kane to discuss how and why she left her banking career to set up Gippsland Finance Solutions in Ba...
In Focus: How brokers can build resilience in their businesses
10 Sep 2019
Contributed by Lukas
Darren Cantor, managing director of Mortgage Advice Bureau, joins host Annie Kane to outline how brokers can build value in their broking businesses o...
Why this broker is working for change
03 Sep 2019
Contributed by Lukas
Loan Market broker Stephen O'Reilly Nugent, joins host Annie Kane to discuss how he's operating his growing brokerage in Victoria and why he thinks gi...
How this broker delivers exceptional customer service
27 Aug 2019
Contributed by Lukas
Ruan Berger, director at Brisbane-based Time Home Loans, joins host Annie Kane to reveal how he runs his award-winning brokerage. Ruan reveals his for...
In Focus: How the health of homes will impact the mortgage market
20 Aug 2019
Contributed by Lukas
In this episode of In Focus, host Annie Kane is joined by Joanna James, general manager of Mortgage Ezy, to discuss how the health of homes may impact...
In Focus: What brokers need to be telling their clients in the current market
16 Aug 2019
Contributed by Lukas
In this bonus episode of In Focus recorded live on stage at the Loan Market Game On conference in Hobart, Tasmania, host Annie Kane is joined by Sam W...
How this broker is gearing for growth
13 Aug 2019
Contributed by Lukas
Director and broker of Victoria-based Future Finance group Amie Tennant joins host Annie Kane to reveal how she runs an award-winning brokerage that i...
How this duo created the perfect partnership
06 Aug 2019
Contributed by Lukas
In this episode of Elite Broker, the dynamic duo from Loan Connexion, managing director Tracy Kearey and finance broker Lauren Conde, delve into how t...
In Focus: SME lending and SunEducation
30 Jul 2019
Contributed by Lukas
In this episode of In Focus, host Annie Kane is joined by Suncorp’s national manager for SME and commercial, Robynne Frost, to discuss the need for ...
Award-winning Customer Service in the Regions
23 Jul 2019
Contributed by Lukas
Sam Arthurs, Customer Service of the Year (Regional) winner at the Australian Broking Awards joins host Annie Kane on this week’s episode of Elite B...
How this best new office took flight
16 Jul 2019
Contributed by Lukas
In this episode of Elite Broker, broker and director of Birdie Wealth, Nathan Smith, joins host Annie Kane to delve into how his independent brokerag...
How this nurse-turned banker found his passion in broking
09 Jul 2019
Contributed by Lukas
In this episode of Elite Broker, host Annie Kane is joined by the winner of this year's Australian Broking Award for Newcomer of the Year - Regional, ...
In Focus: The importance of branding and brand image
02 Jul 2019
Contributed by Lukas
In this episode of In Focus, host Annie Kane is joined by Mortgage Choice CEO Susan Mitchell and Gordon MacVicar, owner of Mortgage Choice in Peregian...
Asset finance tips and tricks for EOFY
25 Jun 2019
Contributed by Lukas
In this episode of Elite Broker, Josh Ugo director of Finicky Finance sits down with host Annie Kane to delve deeper into the asset finance space and ...
In Focus: How powerful questions can change the world
18 Jun 2019
Contributed by Lukas
In 2017, author, speaker and founder of High Trust, Todd Duncan, joined host Annie Kane at The Adviser US Study Tour in San Francisco to unpack how br...
Why this leading broker became a broker advocate
11 Jun 2019
Contributed by Lukas
In this episode of Elite Broker, Katrina Rowlands, AFG's first hall of fame recipient and principal of Mortgage Success, sits down with host Annie Kan...
How this broker is leading the way without banking on trail
04 Jun 2019
Contributed by Lukas
Paulette will discuss how the broking sector operates in the land of the long white cloud, what it's like operating in a market where trail isn't a ce...
How a logistics career has guided this leading commercial broker
28 May 2019
Contributed by Lukas
In this episode of Elite Broker, Kevin Wheatley, broker and managing director of Bayside Residential & Commercial Mortgages, sits down with host Annie...
In Focus: Building strong referral relationships
21 May 2019
Contributed by Lukas
Establishing a strong referral network is one of the key aspects of building a successful brokerage. But how do you make sure that your referral partn...
A business vision forged during maternity leave
14 May 2019
Contributed by Lukas
In this episode of Elite Broker, Acitv8 Finance founder Cathy Brown joins host Annie Kane to reflect on how she was inspired to become a broker while ...
How this brokerage is supporting progress worldwide
07 May 2019
Contributed by Lukas
In March, Keystone Financial took home the NSW Better Business Award for Community Engagement Program, in recognition of its Golden Hearts charity and...
In Focus: Marrying digital and personal interaction into one
30 Apr 2019
Contributed by Lukas
The In Focus podcast has previously looked at the role of CRM systems in creating more efficient, personalised service for the customer and broker ali...
Educating her clients on finance while raising awareness of domestic violence
23 Apr 2019
Contributed by Lukas
The branding of Rebecca Jarrett Dalton’s mortgage broking business, Two Red Shoes, cannot be disputed as she attends every client meeting wearing e...
In Focus: Shifting your mindset to propel you to the top
15 Apr 2019
Contributed by Lukas
Having recently travelled the country for the Better Business Summit 2019 and coaching countless mortgage brokers on a weekly basis, motivational spea...
How this husband and wife duo are delivering exceptional consumer outcomes
09 Apr 2019
Contributed by Lukas
Having obtained continued recognition in the customer service categories of the Better Business Awards, husband and wife duo Marcus and Michelle Towne...
How customer service catapulted this broker’s business
02 Apr 2019
Contributed by Lukas
Kathy Dundas of No Fuss Home Loans took home the award for Best Customer Service (individual) at this year's Better Business Awards NSW. In this epis...
In Focus: How digital change is transforming client expectations
26 Mar 2019
Contributed by Lukas
Customer service and transparency have long been a drawcard for the broking industry, but as society becomes more accustomed to using and relying o...
What makes a multi-award-winning brokerage stand out from the crowd
19 Mar 2019
Contributed by Lukas
Red Door Financial Group took out three categories at the recent Better Business Awards in Melbourne, with the brokerage being named Victoria's Best I...
Mentoring more than 200 brokers: How Tracie Palmer does it
12 Mar 2019
Contributed by Lukas
Cornerstone Home Loans director and broker Tracie Palmer has helped train more than 200 brokers since she launched her own mentoring program, Cornerst...
In Focus: Update on the royal commission
05 Mar 2019
Contributed by Lukas
It has been a month since the banking royal commission's final report was released and each week seems to bring new updates, political inroads and new...
Forging a strong brokerage in the NT
26 Feb 2019
Contributed by Lukas
Northern Territory-based broker Janine Ashmore took home two awards at the Better Business Awards 2019 SA/NT, winning the Best Regional Broker for her...
Why this broker merged his business with another
19 Feb 2019
Contributed by Lukas
Leon Spadavecchia, managing director and broker at Financia, placed eighth in the Elite Business Writers ranking 2018 – having moved up 10 places on...
Utilising technology to build a relationship-based business
11 Feb 2019
Contributed by Lukas
Having previously joined the Elite Broker podcast in 2017 to discuss the launch of his then new business Equilibria Finance, broker and director Antho...
In Focus: Unpacking the findings of the banking royal commission report
05 Feb 2019
Contributed by Lukas
In this episode of In Focus, host Annie Kane is joined by Charbel Kadib, journalist at The Adviser, and Momentum Intelligence's Alex Whitlock to discu...
Setting up a niche broker franchise; how Richard Hewitt did it
29 Jan 2019
Contributed by Lukas
Richard Hewitt has always been close to the farming industry, having been born on a farm and even having tried his hand at being a jackaroo. His backg...
How this rising star manages a growing broker business
22 Jan 2019
Contributed by Lukas
Newcastle-based broker Brad East believes that experience is worth far more than qualifications. For Brad, however, it is a combination of both - alon...
How this award-winning broker is forging strong referral relationships
15 Jan 2019
Contributed by Lukas
After winning the Regional Professional Of The Year award at the Young Leaders in Finance Awards last year and a finalist in multiple categories at th...
How this elite business writer runs an independent brokerage
08 Jan 2019
Contributed by Lukas
As one of only five women in our Elite Business Writers Ranking 2018, and a new entrant this year, Holly Bundy of Bundy Financial Services’ has bla...
Reflecting on a year of achievements in the broking sector
31 Dec 2018
Contributed by Lukas
In this episode of Elite Broker, host Annie Kane reflects on what has been a huge year in the broking sector, recounting some of the recognised broker...