The Adviser Podcast Network
Episodes
How the future of broking could change heading into 2019
23 Dec 2018
Contributed by Lukas
In this special episode, recorded live at The Adviser's Asia Study Tour in Hong Kong, host Annie Kane is joined by the group CEO and founder of Malab...
In Focus: Why client needs have shifted to favour the non-banks
17 Dec 2018
Contributed by Lukas
In this episode of In Focus, Lucky Money CEO Louis Velasquez and Bluestone BDM Jerome Porcia join host Annie Kane to discuss the changes that we have ...
Constantly striving to do things differently
11 Dec 2018
Contributed by Lukas
With more than 30 years in the finance sector and a broking career which began in 1987, WA based SME broker Michael Coombes has built a client base wh...
More than $150 million in residential mortgages last financial year
04 Dec 2018
Contributed by Lukas
Regional broker and director of SMS Finance Colin Mason has broken into the Elite Business Writers ranking 2018, placing 10th after having written mor...
In Focus: Navigating a changing broker market
27 Nov 2018
Contributed by Lukas
In this episode of In Focus, Brett Halliwell, general manager of Advantedge joins host Annie Kane to discuss the changing broker commission structures...
In Focus: The new “normal” in the mortgage space
20 Nov 2018
Contributed by Lukas
With the major banks streamlining their offerings recently, coupled with a stricter lending environment as a result of the royal commission, more and ...
How this regional broker is writing 500 loans each year
13 Nov 2018
Contributed by Lukas
Ulladulla broker and general manager of South Coast Business & Financial Solutions Karen Bashford believes that reputation is paramount to being a suc...
In Focus: Reverse mortgages and their role in the lending market
05 Nov 2018
Contributed by Lukas
Reverse mortgages have been in the headlines recently, with several banks announcing that they would be moving away from offering this type of loan to...
Treasury economist turned mortgage broker on how he is educating borrowers
30 Oct 2018
Contributed by Lukas
Redom Syed’s journey into broking was fuelled by a passion to improve financial literacy among borrowers after his parents lost their jobs and, subs...
In Focus: Australia's first blockchain lender
23 Oct 2018
Contributed by Lukas
Transparency in the mortgage industry, particularly when it comes to pricing, has been firmly in the sights of the regulators and commissions this yea...
How this leading commercial broker gets a 100% success rate
16 Oct 2018
Contributed by Lukas
Commercial finance broking is often seen as a tricky field to enter into, but Acuity Funding’s managing director has a 100 per cent success rate and...
Why technology will never replace one-on-one client communication
09 Oct 2018
Contributed by Lukas
Brokers need to be one step ahead by providing proactive support to their clients - and that's the mantra adopted by Aussie Neutral Bay brokers. In t...
In Focus: Short-term loans in a tighter lending economy
02 Oct 2018
Contributed by Lukas
In this episode of In Focus, Andrew Way, the director of Semper Capital, joins host Annie Kane to break down the basics of short-term finance and reve...
A passion for education and financial literacy
25 Sep 2018
Contributed by Lukas
As a finalist in last week’s Women in Finance Awards and with countless accolades in the Smartline franchise awards, Deb Smith is well versed in wha...
Infinite innovation – how Graeme Holm does it
18 Sep 2018
Contributed by Lukas
In this episode of The Adviser's Elite Broker podcast, former banker and F45 proprietor Graeme Holm joins Annie Kane to discuss how and why he went fr...
In Focus: Mental health and wellbeing in the financial services sector
11 Sep 2018
Contributed by Lukas
This Thursday (13th September) is national R U OK? Day, a day of action dedicated to helping support those struggling with life. In the lead up to the...
A career in broking spanning more than 30 years
04 Sep 2018
Contributed by Lukas
In this episode of The Adviser’s Elite Broker podcast, seasoned broker and director of Finance Brokers Tasmania Lance Cure joins hosts Annie Kane an...
The intricate workings of a successful broking franchise
28 Aug 2018
Contributed by Lukas
After a career in hotel management, Aussie broker Sam Walker transitioned into broking, a move that eventually saw his team take out the award for Fra...
Bringing the ethos of the Vikings to mortgage broking
21 Aug 2018
Contributed by Lukas
With so many new brokers entering the industry and many looking to start work under their own independent brand, the process of starting off can be a ...
The secrets of running an award-winning brokerage
14 Aug 2018
Contributed by Lukas
Having been a broker for more than 15 years, Melbourne-based broker Clint Waters is an old-hand at broking and has seen the industry shift and change ...
Key learnings from Australia's Asset Finance Broker of the Year 2018
07 Aug 2018
Contributed by Lukas
Finance broking and writing loans for SMEs has been a hot topic of discussion this year, as government and regulators increasingly look at improving a...
How a desire to help others turned into a career
31 Jul 2018
Contributed by Lukas
Madhu Chaudhuri is a broker and mentor whom many in the industry will know as a passionate advocate for the broker channel and a specialist in providi...
In Focus: Improving access to SME finance
25 Jul 2018
Contributed by Lukas
In this episode of In Focus, the general manager of NAB Commercial Broker, Chris Thomas, and Simplicity Loans & Advisory’s director, Matthew Johnson...
How your personality can set you apart
17 Jul 2018
Contributed by Lukas
Resolve franchisee and broker Liam O’Donnell has looked at broking from both sides of the fence, having worked for an aggregator and now as a broker...
Broker, mentor, philanthropist, and winning in all three
10 Jul 2018
Contributed by Lukas
Nancy Youssef’s initial attraction to broking was because of the flexibility that the role offered. Initially starting her broking business, Classic...
How Leah Busby became the big fish of diversification
03 Jul 2018
Contributed by Lukas
Broker and director of BlackFish Finance Leah Busby is creating a name for herself as one of the leading mortgage brokers in Adelaide, with a string o...
Forging a path in the WA broking market
26 Jun 2018
Contributed by Lukas
Director of Calculated Lending Bianca Patterson is no stranger to recognition within the industry. The WA Better Business Awards this year saw her tak...
Balancing broking and motherhood
19 Jun 2018
Contributed by Lukas
Winner of the 2018 Editor’s Choice award at the Better Business Awards in Victoria, Pinpoint Finance founder and complex loan specialist Edwena Dixo...
How this broker is connecting for success
12 Jun 2018
Contributed by Lukas
Louisa Sanghera was initially hesitant to become a mortgage broker due to her knowledge and impressions of how the UK industry operated. Now three yea...
In Focus: A non-traditional approach to lending
04 Jun 2018
Contributed by Lukas
In this episode of In Focus, Prospa’s general manager of sales and business development, Matt Bauld, joins hosts Annie Kane and James Mitchell to di...
No downturn for this award-winning broker
29 May 2018
Contributed by Lukas
Named as WA’s best residential broker of 2018, Capita Finance franchise owner Adam Donald has seen his career rise astronomically since his initial ...
In Focus: A new player in near-prime
22 May 2018
Contributed by Lukas
In this episode of In Focus, Royden D’Vaz, Bluestone’s head of sales and marketing, and Fay Wood, associate director at Mortgages & Co, join Annie...
Delivering award-winning customer service in the regions
15 May 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Bowral-based Wilson Financial, Liz Wilson. Recently...
Success through exceptional customer service
08 May 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Elephant Financial, Shehan Wijayasinghe. Having rec...
The making of a mentor - how IFA Mortgages does it
01 May 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane is joined IFA Mortgages’ director Anthony O’Flynn and broker Luke Harborne. While at different s...
In Focus: The rise of white label loans
24 Apr 2018
Contributed by Lukas
In this episode of In Focus, Brett Halliwell, general manager of Advantedge, and George Mihalopoulos, broker and director of Connected Finance, join A...
How this SA broker overcame the challenges of being an independent broker
17 Apr 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane is joined by seasoned broker and the winner of the Editor’s Choice award at the SA Better Business...
How these brothers offer a complete financial solution
10 Apr 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane is joined by brothers Garry and Michael Pesochinsky of Full Circle Investment Group, a business so n...
In Focus: Reviewing the reviews; the FBAA on the commission inquiries
03 Apr 2018
Contributed by Lukas
In this episode of In Focus, the FBAA’s executive director Peter White discusses what the association, and industry, have been doing behind the scen...
How this new broker became NSW’s Broker of the Year
26 Mar 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane is joined by broker and director of Eventus Financial Alex Veljancevski, who was recently crowned NS...
How this restaurant manager became a successful broker
19 Mar 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by broker and founder of Copper Finance Vinay Gehi, who shares why he ...
Joanne Dillion carving her way to success
12 Mar 2018
Contributed by Lukas
In this episode of Elite Broker, host Annie Kane and James Mitchell are joined by Smartline’s Roxby Downs broker, Joanne Dillion, to find out how sh...
Why this broker client became a broker himself
05 Mar 2018
Contributed by Lukas
In this episode of Elite Broker, Annie Kane and James Mitchell are joined by the director of Mortgage Choice Miami and Burleigh, James Hasselle, to ch...
How this broker guarantees satisfaction
26 Feb 2018
Contributed by Lukas
In the latest episode of Elite Broker, Annie Kane and James Mitchell are joined by Cube Central broker and BDM Scott Beattie to chat about the radical...
How Josh Egan carved a formidable career in broking
20 Feb 2018
Contributed by Lukas
In this episode of Elite Broker, join hosts Annie Kane and James Mitchell as they catch up with award-winning broker Josh Egan to find out why he chos...
How the Best Residential Broker 2017 made it to the top
13 Feb 2018
Contributed by Lukas
In this episode of Elite Broker, Annie Kane chats with broker and owner of Sydney-based brokerage PFS Financial Services, Daniel O’Brien, to find ou...
In Focus: How to manage a leading brokerage
06 Feb 2018
Contributed by Lukas
Ahead of his session at The Adviser’s Better Business Summit, the Australian Lending & Investment Centre’s managing director, Jason Back, reveals ...
From the field to the office, Sean Wellman is still kicking goals
31 Jan 2018
Contributed by Lukas
This week on Elite Broker, Annie Kane and James Mitchell are joined by another former athlete, ex-AFL player Sean Wellman, who reveals the lessons he ...
How Bernard Desmond wrote $20m in his first six months
22 Jan 2018
Contributed by Lukas
This week, Annie Kane and James Mitchell are joined by a new broker, Loan Market’s Bernard Desmond, to find out how he has written $20 million in hi...
How Andrew Mirams became one of the country’s top brokers
16 Jan 2018
Contributed by Lukas
Intuitive Finance managing director, Andrew Mirams, is this week’s guest on Elite Broker and reveals how he first got into the industry, how he wrot...
Why this professional cyclist chose to become a broker
09 Jan 2018
Contributed by Lukas
Annie Kane and James Mitchell are joined by professional cyclist turned Finance Detective mortgage broker Travis Meyer to discuss why he chose to take...
How Effie Nicol makes a difference
02 Jan 2018
Contributed by Lukas
Yellow Brick Road Earlwood principal Effie Nicol joins Annie Kane and James Mitchell as the first Elite Broker guest of the new year. The broker revea...
Marissa Schulze on why it’s important to improve financial literacy
26 Dec 2017
Contributed by Lukas
Marissa Schulze, director and broker at Rise High Financial Solutions, joins Annie and James to reveal why she is passionate about improving financial...
Why this leading brokerage offers wealth and legal services
19 Dec 2017
Contributed by Lukas
Theo Chambers, the CEO of North Sydney-based Shore Financial, joins Annie and James in the studio to discuss why he diversified the brokerage to inclu...
SPECIAL EPISODE: Australia’s top young brokers
13 Dec 2017
Contributed by Lukas
In a special edition of Elite Broker, Annie Kane and James Mitchell report from The Adviser’s Rising Stars event to reveal the top young brokers tha...
The one question you need to ask clients
05 Dec 2017
Contributed by Lukas
In this episode of Elite Broker, Annie Kane is joined by Todd Duncan, founder of High Trust, to find out the one question brokers need to can ask to c...
Matt Punter on property investment, life coaching and ultra-marathons
28 Nov 2017
Contributed by Lukas
Queensland-based broker Matt Punter joins Annie Kane and James Mitchell in the studio to share his thoughts on residential and commercial property inv...
BONUS EPISODE: New entrant exceeds all expectations in the Elite Business Writers ranking
26 Nov 2017
Contributed by Lukas
A new entrant this year, Jamie Giles from Giles Finance Group reveals his secrets on how he exceeded expectations to come 6th in the 2017 Elite Busine...
BONUS EPISODE: Josh Bartlett rises through the ranks
21 Nov 2017
Contributed by Lukas
After jumping 35 places to third place in the Elite Business Writers 2015 ranking, Josh Bartlett has once again climbed the ladder to achieve second p...
BONUS EPISODE: Top ranked female reveals all
20 Nov 2017
Contributed by Lukas
In this episode of Elite Broker, James Mitchell talks to Loan Market broker Hannah Nguyen, who ranked in 20th place in this year’s Elite Business Wr...
Elite Business Writers 2017 revealed!
14 Nov 2017
Contributed by Lukas
Annie and James reveal The Adviser’s Elite Business Writers ranking for 2017, celebrating the top 25 brokers in the country. Tune in to hear who the...
Kathryn Bordonaro on mental health, asset finance and CAFBA.
07 Nov 2017
Contributed by Lukas
Allbiz Finance Brokers director and commercial equipment finance broker Kathryn Bordonaro joins The Adviser to discuss gender equality in the finance ...
How brain surgery changed this broker’s life
01 Nov 2017
Contributed by Lukas
Loan Market’s Lee Wisniewski talks to The Adviser team about his journey from car salesman to mortgage broker, the ups and downs he’s encountered ...
Tracy Kearey on mentoring, mental health and management
24 Oct 2017
Contributed by Lukas
Broker and managing sirector of Home Loan Connexion, Tracy Kearey, joins The Adviser team to relive her 20-year journey in the broking industry, what ...
How financial planning can add a string to your bow
17 Oct 2017
Contributed by Lukas
In this episode of Elite Broker, the founder and managing director of Wealthful joins The Adviser team to talk how he’s married mortgage broking and...
The opportunities for brokers in the SME space
10 Oct 2017
Contributed by Lukas
In this episode of In Focus, OnDeck Australia’s head of sales Michael Burke and SME Finance Group CEO Neil McKay join Annie Kane to talk everything ...
The rise of female brokers
03 Oct 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser team talk to Geelong-based Loan Market broker Sarah Thomson about her 18 years of broking, how the indust...
From medical sales rep to broker: John Manciameli's pathway to success
27 Sep 2017
Contributed by Lukas
Former medical sales rep turned broker John Manciameli, talks to the team about why he set up Australia’s first aggregator of investment property re...
Chris Pryer and Jonathan Harris’ road to the “broking life”
15 Sep 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser team talk to First Point mortgage brokers Chris Pryer and Jonathan Harris, who discuss how they went into...
Mhairi MacLeod talks asset finance, business partnerships and diversification
07 Sep 2017
Contributed by Lukas
In this episode of Elite Broker, Astute Ability Group owner Mhairi MacLeod reveals how she successfully applied her knowledge of the motor trade indus...
Tom and Chaice share the ‘winning’ formula behind Winning Home Loans
01 Sep 2017
Contributed by Lukas
The Adviser talks to Tom Blackhurst and Chaice Paterson, the team behind Brisbane-based brokerage Winning Home Loans, to find out how they combined th...
Ren Wong on diversification, customer service and listing on the ASX
25 Aug 2017
Contributed by Lukas
In this episode of Elite Broker, N1 Holdings chief executive Ren Wong reveals how he successfully transformed his brokerage into an ASX-listed firm th...
Andrew Ford on how reverse mortgages are giving power back to the people
18 Aug 2017
Contributed by Lukas
In this episode of In Focus, Heartland Seniors Finance chief executive Andrew Ford gives listeners the rundown on reverse mortgages and how these prod...
Natasha Choi talks debt, balance and her learnings as a new broker
11 Aug 2017
Contributed by Lukas
The Adviser talks to the Australian Lending & Investment Centre's Natasha Choi, who discusses her involvement with the New Broker Academy and her key ...
How Nelson Bedoya will become the ‘branch manager of the '80s’
04 Aug 2017
Contributed by Lukas
In light of changes to mortgage lending, Nelson Bedoya says the role of the broker has never been more important – that’s why he’s working to be...
Regional broker Brenden Lowbridge on ‘mentor’ as a buzzword
30 Jul 2017
Contributed by Lukas
The Adviser talks to Newcastle lending strategist Brenden Lowbridge, who explains why regional broking is relationships-driven and how working within ...
BONUS EPISODE: Jeremy Fisher on broker productivity and client retention
27 Jul 2017
Contributed by Lukas
In this bonus episode of Elite Broker, 1st Street Home Loans founder Jeremy Fisher discusses the group’s broker productivity, the investment they’...
Damian Collins on managing client expectations in a changing environment
24 Jul 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser talks to Damian Collins about how Momentum Wealth’s end-to-end service offering and support team work c...
BONUS EPISODE: James Symond on digital disruption, new brokers and remaining relevant
20 Jul 2017
Contributed by Lukas
Aussie chief executive James Symond talks to The Adviser about how the business has maintained its position as the country’s leading mortgage broker...
Brett Spencer explains why brokers are ‘here to stay’ amidst online disruption
16 Jul 2017
Contributed by Lukas
In this episode of Elite Broker, industry veteran Brett Spencer explains that while the emergence of online players won’t run brokers out of busines...
BONUS EPISODE: iSelect and the future of mortgage broking
13 Jul 2017
Contributed by Lukas
In this bonus episode of Elite Broker, The Adviser talks to iSelect chief executive Scott Wilson about ranking among this year’s Top 25 Brokerages. ...
SPECIAL EPISODE: Top 25 Brokerages revealed
07 Jul 2017
Contributed by Lukas
This year the Top 25 Brokerages welcomed eight new entrants, a clear indicator that Australian mortgage businesses are continuing along a strong growt...
How regional broker Tamara Virgo succeeded in the face of adversity
30 Jun 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser talks to award-winning regional broker Tamara Virgo, who reveals how she made the most out of an adverse ...
A husband and wife team on why brokers need more education
23 Jun 2017
Contributed by Lukas
The Adviser talks to Aaron and Bernadette Christie-David from Atelier Wealth, who explain why higher education is essential to achieving better consum...
Chris Helder on why brokers should have 'useful belief'
16 Jun 2017
Contributed by Lukas
In this special episode of In Focus, The Adviser talks to best-selling author, speaker and neuro-linguistic programming expert Chris Helder about the ...
How this husband and wife team work on their broking business together
09 Jun 2017
Contributed by Lukas
The Adviser talks to Andrew and Annette Dickson, the husband and wife team behind Altitude Finance. We find out how they operate their business as a m...
Anthony Landahl reveals his three-tiered offering for referral partners
02 Jun 2017
Contributed by Lukas
The Adviser talks to Anthony Landahl from Equilibria Finance about his new business and how he balances relations between financial advice practices a...
How commission cuts drove Tony Bice to diversify his business
26 May 2017
Contributed by Lukas
In this episode of Elite Broker, Tony Bice from Finance Made Easy explains why he’s driven to control his own destiny through mortgage broking, and ...
How a career in property development helped this broker write $340 million in loans
19 May 2017
Contributed by Lukas
The Adviser talks to Dan Holden about his business, HoldenCAPITAL, and how his role in property development differs from traditional mortgage broking....
Siobhan Hayden on the benefits of partnering with a fintech(sponsored)
18 May 2017
Contributed by Lukas
In this first episode of In Focus, brought to you by Hashching, The Adviser talks to HashChing COO Siobhan Hayden about the value of fintech. The form...
How a love for property encouraged Kevin Sum to pursue a career in broking
05 May 2017
Contributed by Lukas
New-to-industry mortgage broker Kevin Sum of Let’s Do Mortgages speaks to The Adviser about how his love for property investment kick-started a care...
Paul Walshe on how he plans to face online disruption
28 Apr 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser talks to Paul Walshe of Fair Go Finance about how his business has evolved over time, why he’s developi...
Jeremy Fisher charts his journey from novice to number one
21 Apr 2017
Contributed by Lukas
The Adviser talks to 1st Street Home Loans founder Jeremy Fisher about his start in broking, from labouring over his first loan to growing a national ...
How degrees helped these brokers achieve better client outcomes
07 Apr 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser talks to brothers Tom and Ben Hawley about their new business, Azura Financial, their thoughts on financi...
How diversification led to Ben Kingsley’s business success
31 Mar 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser talks to Empower Wealth founder Ben Kingsley about his origins in the broking industry, how he set up his...
How Hank ‘The Bank’ Hong broke out on his own
24 Mar 2017
Contributed by Lukas
The Adviser talks to Hank Hong about the decision-making process behind choosing an aggregator for his new business, how keeping in touch over social ...
Why Chris Sales wants to bring the broker reputation 'out of the gutter'
16 Mar 2017
Contributed by Lukas
In this episode of Elite Broker, The Adviser talks to Sydney-based broker Chris Sales about his thoughts on the ASIC remuneration review, how he conve...
How this broker plans to revolutionise the customer experience
09 Mar 2017
Contributed by Lukas
The Adviser talks to Neue Black’s Marshall Condon about his passion for working with millennial clientele, the strategies he’s put in place for ge...
Digital marketing guru reveals how to generate leads and retain clients
03 Mar 2017
Contributed by Lukas
In this special episode of Elite Broker, The Adviser talks to digital marketing guru and Better Business Summit speaker Beth Powell, who reveals her t...
The learnings of a new-to-industry broker: how Dylan Salotti made it
23 Feb 2017
Contributed by Lukas
The Adviser talks to Dylan Salotti of Divitis Finance about how a passion for property led him to break into broking, the obstacles he experienced whi...