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PODCAST

The Adviser Podcast Network

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

business investing

All Episodes

22:25

What’s Making Headlines: The final rate decision of...

The Adviser Podcast Network ·

2024/12/13

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, senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Why the RBA decided to hold the cash rate for December–January. A flurry of aggregator announcements. The megatrends brokers should be on the lookout for. And much more!

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33:57

How Ben Finis marries resi and commercial broking

The Adviser Podcast Network ·

2024/12/10

Former banker-turned-broker Ben Finis may have won several awards for residential broking, but he’s increasingly being celebrated as a commercial broker, too. In this episode of Elite Broker, host Annie Kane catches up with the FINANCIA director to find out how he does it all. Tune in to find out: How he’s structured his team and process. The types of loans he’s writing in South Australia. The big plans for the brokerage in 2025. And much more!

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21:40

What’s Making Headlines – new CEOs at the lenders

The Adviser Podcast Network ·

2024/12/09

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, senior journalist Will Paige and commercial content writer Ben Squires as they unpack the latest shake-ups in the lending and broking space. This week, they cover: The new CEO appointments at ANZ and Resimac. Record broker market share. Senator Andrew Bragg’s breakfast meeting with brokers. And much

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33:41

Women in Finance Podcast: Business advice from the...

The Adviser Podcast Network ·

2024/12/04

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In the ninth episode of the Women in Finance Podcast series for 2024, sponsored by Mortgage Choice, host Annie Kane is joined by the recent winner of the Mortgage Broker of the Year award from the Women in Finance Awards, Deslie Taylor (Mortgage Choice Ormeau & Yarrabilba). Tune in to find out: How she went from a one-woman brokerage to a team of 15. Why she involves her whole team

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38:22

New Broker: How this processor made the jump into...

The Adviser Podcast Network ·

2024/12/03

Simon Tessmann emerged as a mortgage broker at Queensland-based brokerage Emerge Finance two years ago and now writes around nine loans a month. In this episode of New Broker, host Annie Kane catches up with Tessmann to find out why and how he joined the broking industry in the first place and how he’s built his client base. Tune in to find out: Why he became a broker. The types of loans he’s writing in Queensland. What he thinks brokers should look for in a mentor. And much more!

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26:57

What’s Making Headlines – the Senate’s home ownership...

The Adviser Podcast Network ·

2024/11/29

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 unpack the big themes in the news as Parliament concludes its final sitting week. This week, they cover: The key recommendations from the Senate inquiry into home ownership and financial regulation. AFG’s acquisition activity. The inaugural Commercial Finance

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32:28

Women in Finance Podcast: How Westpac is creating...

The Adviser Podcast Network ·

2024/11/28

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November). In the eighth episode of the Women in Finance Podcast series for 2024, sponsored by Westpac, host Annie Kane is joined by Westpac’s NSW/ACT state general manager for mortgage broker distribution, Sarah Willsallen, to find out how the major bank is creating better gender equilibrium and her path to senior leadership. Tune in to hear about: The importance of “showing up”

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43:29

How this brokerage is rethinking investor loans

The Adviser Podcast Network ·

2024/11/26

Former financial planner Son Pham wrote his first mortgage about 13 years ago and quickly realised that broking was his calling. For the past seven years, Pham has been leading the rapidly growing broking arm of buyer’s agency Rethink Financing, spearheading a team of 14 brokers and six administrative staff. In this episode of Elite Broker, host Annie Kane catches up with the brokerage’s managing director to find out: Why the group specialises in property investors. The next phase of growth for the

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11:21

What’s Making Headlines – more lenders changing...

The Adviser Podcast Network ·

2024/11/22

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 as she unpacks the big themes in the news. This week, she covers: AMP Bank becomes the latest lender to change clawbacks. Another major pushes back rate cut forecast. The broker winners of the Women in Finance Awards 2024 And much more!

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31:34

Women in Finance Podcast: Takeaways from the Women in...

The Adviser Podcast Network ·

2024/11/21

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November), in partnership with principal partner Mortgage Choice. In the seventh episode of the Women in Finance Podcast series for 2024, host Annie Kane is joined by colleagues Imogen Wilson ( journalist, accounting) and Meg Benson (partnership manager, mortgages) to unpack all the key takeaways from this year’s summit and awards. Tune in to find out: What they most loved about the

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46:12

Fulfilling the rising demand for home loans in Newcastle

The Adviser Podcast Network ·

2024/11/19

The NSW city of Newcastle has been one of the boom markets in recent years, with prices having jumped 25 per cent in the last three years. But why? In this episode of Elite Broker, host Annie Kane catches up with Newcastle-based broker Joel Archer to find out more about what’s driving demand in the Hunter area and how Ascension Finance is fulfilling the rising need of borrowers in the area. Tune in to find out: The trends and flows he’s seeing in the Novocastrian market. The tools and tech he uses

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30:55

In Focus: Transforming business finance with AI

The Adviser Podcast Network ·

2024/11/12

As the year draws to a close, businesses are busy preparing for the festive season, with many needing finance, and fast. Here, we explore the trends in SME finance and how a brand-new AI tool is helping hasten business finance. In this episode of In Focus, sponsored by Prospa, we sit down with Roberto Sanz, Prospa’s general manager of sales and partnerships, to find out: How Australian businesses are faring at the moment. How AI is revolutionising the SME finance space. The opportunities and

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17:14

What’s Making Headlines – the change in major banks’...

The Adviser Podcast Network ·

2024/11/08

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!

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41:23

New Broker: How this new broker wrote 100 loans in...

The Adviser Podcast Network ·

2024/11/05

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

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21:05

What’s Making Headlines – a record number of brokers

The Adviser Podcast Network ·

2024/11/04

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

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27:48

Women in Finance Podcast: Breaking barriers and...

The Adviser Podcast Network ·

2024/10/31

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!

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39:28

How this AFL umpire became a best-on-ground broker

The Adviser Podcast Network ·

2024/10/29

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

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33:07

Women in Finance Podcast: Why we need to stop being...

The Adviser Podcast Network ·

2024/10/24

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

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45:40

Trading in the 4 Ps of retail for the 5 Cs of credit

The Adviser Podcast Network ·

2024/10/22

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

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15:00

What’s Making Headlines – more mutual bank mergers

The Adviser Podcast Network ·

2024/10/18

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!

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683 results

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