The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia’s leading brokers to uncover their career progression, how they’re operating a busy broker business, and their top tips for brokers looking to run a successful brokerage. In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space. Also discover what’s impacting the property market in What’s Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase! Subscribe today and receive each new podcast direct to your podcast player. For further information visit www.theadviser.com.au or email editor@theadviser.com.au.
Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane as she unpacks the big themes in the news. This week, she covers: NAB’s surprising move to focus on proprietary lending. How the major banks are changing lending strategy. Why is hope is fading for a February rate cut. The conclusion of Loan Market’s payroll tax case. And much more!
11/8/24 • 17:14
The first year of broking is arguably the most difficult, but Samantha Barnett from Loan Market Scenic wrote a remarkable 100 deals – or an average of $6 million a month – in her first 12 months as a broker. In this episode of the New Broker podcast, host Annie Kane catches up with the new broker to find out: How she managed to write 100 deals in her first year. How her background in banking and aggregation has informed her career. What she has planned for her second year in broking. And much more!
11/5/24 • 41:23
Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and commercial content writer, Ben Squires, as they discuss the big themes in the news. This week, they cover: New statistics showed that broker numbers are at a record high. The areas of opportunity that need more brokers. Predictions for the RBA’s November cash rate call. New innovations in SME lending. And much more!
11/4/24 • 21:05
Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this fifth episode of the Women in Finance Podcast series 2024, sponsored by AMP Bank, host Annie Kane chats to CEO Sean O’Malley to learn how the industry can continue to move towards gender equality. Tune in to find out: How to foster a supportive community. Why a multifaceted approach helps. How diversity can drive innovation. And much more!
10/31/24 • 27:48
While he may be widely known for his stint as an AFL umpire, Ray Chamberlain – or Razor Ray – has also made a mark as a broker. In this episode of Elite Broker, host Annie Kane catches up with the Chamberlain + Co founder to learn how he made the transition from one competitive field to another. Tune in to find out: How he balanced umpiring duties with learning the ropes as a broker. What attracted him to broking and managing the transition. Why he’s excited to see what the future holds. And much more!
10/29/24 • 39:28
Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this fourth episode of the Women in Finance Podcast series 2024, sponsored by outsource Financial, host Annie Kane chats to CEO Tanya Sale to learn how we can create a more inclusive financial services industry. Tune in to find out: How we can be creating more female CEOs. How to create an inclusive workplace. Why we should stop focusing on being ‘busy’. And much more!
10/24/24 • 33:07
After a corporate career in e-commerce and retail, Melbourne-based Vaughan Clark decided to trade in his focus on aisles for assets, starting his broking career in 2016. In this episode of Elite Broker, host Annie Kane catches up with Vaughan Clark, senior mortgage broker and founder at Clark Finance Group, to find out how he made the move from retail to broking. Tune in to find out: How he went from new broker to writing more than 170 loans a year. The importance of knowing your business’s ‘numbers’. What he loves most about being a broker. And much more!
10/22/24 • 45:40
Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane as she breaks down the big themes in the news. This week, she covers: Another mutual merger is announced. Broking industry members front the Senate home ownership inquiry. AFG brokers lodging near record-high volumes And much more!
10/18/24 • 15:00
Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In this third episode of the Women in Finance Podcast series 2024, sponsored by fintech lender MoneyPlace, host Annie Kane chats to MoneyPlace CEO Kylie Waldock to find out her insights on fostering a mentoring culture and better supporting diversity and inclusion in the fintech industry. Tune in to find out: How she builds a strong company culture. The importance of resilience and continuous learning. Her advice for younger women entering the field. And much more!
10/16/24 • 42:05
With the Consumer Data Right having been ‘reset’ and artificial technology becoming more mainstream, we find out how these technologies are innovating lending. In this episode of In Focus, we catch up with NextGen’s head of broker partnerships Renee Blethyn and the product lead for data at Frollo, Maëlle Debeugny, to find out: What the CDR ‘reset’ means for the progression of open banking. How open banking and AI can enhance the accuracy of loan assessments. What brokers should be on the lookout for in open banking. And much more!
10/15/24 • 41:00
Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane as she breaks down the key issues shaping the property landscape. This week, she covers: An overview of the recommendations put forward by the broking industry to the Senate’s home ownership inquiry. The Connective National Conference 2024. Why more bodies are joining the fight against broker payroll tax. And much more!
10/11/24 • 15:08
Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November. In this second episode of the Women in Finance Podcast series 2024, host Annie Kane sits down with Sally Chadwick, executive manager of corporate communications at Mortgage Choice, and two Mortgage Choice brokers Kelly Carter (Port Macquarie) and Chantelle Rangel (Marrickville) to find out: How they are building their businesses. How they are building a network and community. Overcoming feelings of isolation through connection. And much more!
10/10/24 • 39:22
Canberra-based broker Aimee Bergan from APC Home Loans has only been broking for a year, but has already settled $20 million in loans. As she ramps up for her second year, we find out how she’s going to build her business. In this episode of New Broker, we catch up with the banker-turned-broker to find out: Why she set herself a target of writing $20 million in her first year. How she’s helping clients who have been rejected by the banks. Why she’s already thinking about building her team. And much more!
10/8/24 • 54:22
Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November. In this first episode of the Women in Finance Podcast series 2024, host Annie Kane reveals why the Women in Finance Summit and Awards will be bigger and better than ever this year. Tune in to find out: * The amazing line-up of speakers at the Women in Finance Summit. * How the summit aims to create more female leaders in finance. * The powerful networking opportunities. And much more!
10/3/24 • 07:10
With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Parras often find themselves leaning on the other’s expertise. In this episode of Elite Broker, host Annie Kane is joined by Miranda Brownlee, editor of Accountants Daily, as they sit down with the broker-accountant duo to find out how they work together to make sure they’re always getting the best possible outcome for their clients. Turn in to find out: Shared and unique challenges in each profession. How they work with high-net-worth clients. Why referral partners are crucial and where to find them. And much more!
10/1/24 • 65:22
Welcome to The Adviser’s What’s Making Headlines podcast, your go-to source for the week’s biggest stories in finance and real estate, distilled into bite-sized insights. Join host Annie Kane and Juliet Helmke from Momentum Media’s property brands as they break down the key issues shaping the property landscape. This week, they cover: The renewed focus on negative gearing and what the industry thinks about it. The latest RBA cash rate decision and why it’s unlikely the cash rate will drop soon despite inflation being within the target band. How the rising cost of living has surpassed housing affordability as the main barrier to home ownership. And much more!
9/27/24 • 25:54
Investor lending has been growing apace over the past year, with more borrowers seeking more opportunities in market and turning to brokers to access the finance to do it. In this episode of In Focus, we catch up with NAB’s executive, broker distribution Adam Brown and the head of research at CoreLogic Australia, Eliza Owen, to find out: Why investor lending has been growing so rapidly. The opportunity emerging for brokers. What the spring selling season has in store. And much more!
9/24/24 • 22:55
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser’s commercial content writer Ben Squires as they discuss the big themes in the news. This week, they cover: What stopped the P&N and Beyond Bank merger? Inside the Finsure payroll tax case. All the drama unfolding in Senate. And much more!
9/20/24 • 23:14
It might seem counterintuitive for brokers to help Australians get rid of their mortgage debts, but for Crown Money, it’s the be-all and end-all of their business. In this episode of Elite Broker, host Annie Kane catches up with South Australian-based broker Craig Parry to find out how and why they’re helping borrowers pay down their mortgage faster. Tune in to find out: How he helps borrowers pay down their debts. Why ‘proximity is power’. Why brokers shouldn’t take clawback personally. And much more!
9/17/24 • 53:51
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and The Adviser’s commercial content writer Ben Squires, as they discuss the big themes in the news. This week, they cover: The FBAA’s new wellness hub. Brokers continue to dominate new lending. A new CEO at Westpac And much more!
9/13/24 • 19:29
Over the past 28 years, Phil Rice has been building his broking business writing both residential and commercial loans and now he’s coaching other brokers on how to do it. In this episode of Elite Broker, host Annie Kane catches up with the EZ Finance broker to find out: Why he thinks having an ACL is beneficial. Why he thinks clawbacks are illegal. Why he’s launched a broker coaching business. And much more!
9/10/24 • 46:09
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she unpacks some of The Adviser’s top news stories including changes to broker clawbacks. Tune in to find out: NAB’s new clawback structures. Commercial lending accelerates in broker channel. The SME Bootcamp, run in partnership with Dynamoney. And much more!
9/6/24 • 07:36
Ten years after starting his own brokerage, Dylan Salotti has been mastering the art of running an endurance broking business while running an endurance sport. In this episode of Elite Broker, host Annie Kane catches up with the Divitis Finance broker to find out how he’s built his brokerage over the past decade as well as: The ‘game changers’ he’s implemented in his business. The big opportunity he sees for brokers at the moment. How he finds the time to be an Ironman World Championship contender. And much more! Listen to the podcast with Dylan Salotti from 2017: https://www.theadviser.com.au/broker/35762-the-learnings-of-a-new-to-industry-broker-how-dylan-salotti-made-it
9/3/24 • 52:39
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane as she runs through some of the major headlines impacting mortgage and finance broking. This week, find out: Why CBA and Westpac CEOs have incensed the broking industry Reaction to BOQ's 'pause' in accepting broker loans The winners of the Australian Broking Awards And much more!
8/30/24 • 10:08
After trading in the motor industry for the world of asset finance, Perseus Finance director Khalil Sader has taken his broking firm from strength to strength. In this episode of the Australian Broking Awards Finalist Showcase, we catch up with the finalist for Asset Finance Broker of the Year to find out: His unique approach to asset finance and what he does to stand out. How his ability to adapt has helped him find a place in the broking industry. Why knowing how to build relationships has been the key to his success. And much more!
8/29/24 • 14:59
After seeing their father, Michael Barrett, make a name for himself in broking, brothers Lucas and Elijah Barrett were inspired to open their own Mortgage Choice franchise in 2022. In this episode of New Broker, we catch up with the broker brothers to find out: How they built their broking business. The things about broking that surprised them. Why they’d like to see more transparency from lenders. And much more!
8/27/24 • 47:55
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media’s senior journalist for Cyber Daily, David Hollingworth, as they discuss the importance of Scam Awareness Week. This week, they cover: The prevalence and impact of scams in the financial services industry. The action being taken by the lending industry to reduce scams. How brokers can improve scam awareness among clients. And much more!
8/26/24 • 24:30
EXCLUSIVE: Liberal senator Andrew Bragg sits down with The Adviser to reveal what the new housing lending inquiry will look at and why he most wants to hear from the broking industry for it. In this episode of In Focus, host Annie Kane catches up with the chair of the Senate economics references committee to discuss: The big issues the committee aims to address with this inquiry. What else could be done to improve first home ownership in Australia. Why he wants to hear from the broking industry most. And much more!
8/22/24 • 15:38
With four decades of finance experience across commercial, residential, and asset finance, Craig Walker from First Finance has seen it all. In this episode of Elite Broker, we catch up with the Victorian-based broker and his son Ben Walker to find out: The secrets to long-lasting client relationships. Why he switched his focus from commercial to residential broking. How they manage the ‘mortgage prisoners’ issue. And much more!
8/20/24 • 46:40
The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join host Annie Kane and Momentum Media’s deputy editor of real estate Juliet Helmke as they discuss the brand-new Senate inquiry into financial regulatory framework and home ownership and what the spring selling season may have in store. This week, they cover: What the new Senate inquiry into home lending seeks to examine. What the broking associations would like to see included in the inquiry. How the property market is expected to perform this spring. And much more!
8/16/24 • 24:54