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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

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All Episodes

39:45

In Focus: How and why the Morrison government changed...

The Adviser Podcast Network ·

2022/09/15

In this exclusive interview with shadow financial services minister and former assistant treasurer, Stuart Robert MP, editor of mortgages Annie Kane finds out what the Morrison government really thought about the banking royal commission’s broker remuneration recommendations. The former assistant treasurer reveals why the government was “uncomfortable” with brokers being included in the banking royal commission, and its reasons for scrapping its “action” on broker remuneration. Tune in to find out:

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28:35

In Focus: How the RMBS market works

The Adviser Podcast Network ·

2022/09/13

The financial reporting season has shown that mortgage lenders have been booming recently, with the ability to raise funds to keep mortgages flowing a key part of the success for many of the non-bank lenders, in particular. In fact, residential mortgage-backed securities (RMBS) have been a boon for non-bank lenders recently, with $8 billion of the $10 billion of issuances coming from non-banks in the first quarter of this year. In this episode of In Focus, partnered by Firstmac, we’re sitting down

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23:44

New Broker: Why running a mobile brokerage works for...

The Adviser Podcast Network ·

2022/09/07

Zapping around Adelaide to help Australians on their borrowing journey is business as usual for Nathan Martin, who runs Mobile Mortgage Advice. In this episode of New Broker, we catch up with this year’s Best Newcomer SA/NT to find how he does it. Tune in to find out: Why he made the switch to become a mortgage broker Why running a solo business works for him His top tips for new brokers

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25:44

Billion Dollar Broker: How Anthony Alabakov, My...

The Adviser Podcast Network ·

2022/09/06

My Mortgage Freedom broker Anthony Alabakov became a billion-dollar broker after nearly 11 years of broking. As well as citing his success to having a “strong team” and “really clear processes”, the Finsure broker says that having the right aggregator partner is also of paramount importance. In this special episode of our new Billion Dollar Broker series, partnered by Finsure, we catch up with the Victoria-based broker and Finsure chief executive Simon Bednar to find out: How Anthony hit the $1

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27:58

How this leading asset finance broker is keeping up...

The Adviser Podcast Network ·

2022/08/30

Asset finance has been in strong demand the past few years. As a boom in transport, logistics and housing construction causes strong demand for equipment, Nathan Hogan, principal at iFin Capital, has been very busy keeping Australia moving. In this episode of Elite Broker, the asset finance specialist (and last year’s Asset Finance Broker of the Year 2021) catches up with host Annie Kane to discuss how he built his brand and brokerage, and how he’s been marrying his love of rugby league with his

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17:14

New Broker: Why Tom ‘Turbo’ Trbojevic became a broker

The Adviser Podcast Network ·

2022/08/24

Tom Trbojevic, or Tommy Turbo, may be best known for being a rugby league star but the Manly-Warringah Sea Eagle has been soaring to new heights as an asset finance broker, too. In this episode of New Broker, the Brad Fittler Medal recipient 2021 catches up with host Annie Kane to discuss why he became a broker, the importance of training and CAFBA courses, why he has the full backing of Sydney-based brokerage iFin Capital, and how he balances his professional sports career with his finance career.

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30:35

How the Best Regional Broker Victoria/Tasmania...

The Adviser Podcast Network ·

2022/08/23

While Sorrento might have long been the go-to suburb for Victoria’s millionaires (and has its own Millionaire’s Walk), the south-west city of Geelong has been fast attracting the well-heeled borrower. Indeed, according to CoreLogic, most of the 22 regional house markets in Victoria that made the million-dollar list over the year to March 2022 were in Geelong. As such, it’s perhaps no surprise that Loan Market Geelong broker Liz McRae has been in hot demand from borrowers, and claimed the award of

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39:16

How TikTok and a new app is helping the...

The Adviser Podcast Network ·

2022/08/16

While Emmanuel Marios, the director of Hobart-based mortgage brokerage Derwent Finance, may be working in the country’s smallest state, he has been making a big name for himself and his brokerage. Earlier this year, he was crowned the Finance Broker of the Year for Victoria/Tasmania at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane discovers how his brokerage has been harnessing technology and social media to expand its reach to all of Australia and offer

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21:05

New Broker: How being a mother and running a...

The Adviser Podcast Network ·

2022/08/10

We catch up with this year’s Qld Best Newcomer award winner, Melissa Wright, to find out how she’s found success as a mother and managing a team of five. For Mellisa Wright running a successful brokerage is all about having the right cultural fit, and she’s found that in her team of five mothers. In this episode of New Broker, we find out: How to find the right cultural fit for your business What’s it like juggling business and family Why she took the leap to broking

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26:50

Delivering award-winning customer service in the Gold...

The Adviser Podcast Network ·

2022/08/09

Queensland-based broker Jason Cuerel has been broking for nearly 20 years and won numerous awards for his customer service and offerings to clients up in Varsity Lakes. Most recently, the Loan Market broker was crowned Queensland’s broker with the best customer service at the Better Business Awards (Queensland), with his office winning the award for Best Regional Office, too. In this episode of Elite Broker, host Annie Kane catches up with the Mortgage Innovations broker to find out: The process

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43:41

How Qld’s Thought Leader of the Year builds his presence

The Adviser Podcast Network ·

2022/08/02

Being a mortgage and finance adviser increasingly requires brokers to educate their clients on how the changes in the financial environment will impact them and their repayments. It’s a skill that takes time and effort – but pays back in dividends as it positions brokers as invaluable trusted advisers. As Ewan Ramsey, Queensland’s Thought Leader of the Year 2022, says – providing this education shouldn’t just be limited to existing clients, though. By expanding it to the market more broadly, brokers

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34:27

In Focus: The importance of resilience and support

The Adviser Podcast Network ·

2022/07/26

The third-party channel has been flat out for the past few years, and with a rising interest rate environment now upon us, the busyness will likely only continue. But while being busy is good for the bottom line, the downside is that it can be extremely hard on our mental health and resilience. In this month’s episode of In Focus, partnered by Bankwest, we’re catching up with Vic/Tas state manager Anthony Calandrella and NSW/ACT state manager Lisa Wright to explore the importance of wellness and

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45:06

Why WA’s Broker of the Year 2022 has customer service...

The Adviser Podcast Network ·

2022/07/19

Delighting clients is always at the core of a great brokerage, according to Adam Burstein from Core Finance Co. The WA-based broker was named WA’s Residential Broker and Broker of the Year at the the state's Better Business Awards earlier this year in recognition of his client success. In this episode of Elite Broker, we catch up with Adam to find out: How he’s been rapidly building his brokerage What he thinks the keys to success are His top tips for new brokers And much more!

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40:28

Billion Dollar Broker: How Deslie Taylor, Mortgage...

The Adviser Podcast Network ·

2022/07/12

Mortgage Choice Ormeau franchisee Deslie Taylor became a billion-dollar broker – settling $1 billion in loans – after her 13th year in business. Given that she’s writing large volumes of smaller loan sizes, having a systematic process and structure has been critical to her success, she says. In this special episode of our new Billion Dollar Broker series, partnered by Mortgage Choice, we catch up with Deslie and Mortgage Choice’s director of national sales, David Zammit, to find out: How Deslie

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35:25

Why this broker bought her own office space

The Adviser Podcast Network ·

2022/07/05

One of the most rewarding parts of being a broker is seeing your clients succeed and achieve their goals. As such, the name for Success Finance Solutions was a no-brainer for Western Australian broker Sarcha Sagisaka. In this episode of Elite Broker, we catch up with the winner of the Editor’s Choice award Western Australia to find out her journey across different brokerage model types, why she loves being a broker, and what led her to run for office. Tune in to find out: How and why she’s bought

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38:44

Why changing team structure was a ‘game changer’ for...

The Adviser Podcast Network ·

2022/06/28

Mornington Peninsula-based broker Katrina Lagos had to hit the ground running when she started up her own brokerage, Vision Finance Australia, more than 17 years ago. But since then, she’s been busy building her brokerage – expecting to have a team of 17 people around her by the end of this year. In this episode of Elite Broker, we catch up with the winner of the Editor’s Choice Award Victoria/Tasmania to find out how she’s grown and structured her team, why she thinks her current structure is a

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22:56

In Focus: Better Business Summit and Awards 2022

The Adviser Podcast Network ·

2022/06/21

The Better Business Summit and Better Business Awards roadshow 2022 has now wrapped up, and what a few months it’s been! We unpack the key takeaways from the event with the event’s principal partner, NAB. Between April and June, more than 4,000 members of the broking industry came together for the new silent disco conference and gala awards dinner at the Better Business Summit and Awards, run in partnership with NAB. In this episode of In Focus, host Annie Kane caught up with Phil Waugh, NAB’s

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42:10

How Caroline Mundey runs two broking offices

The Adviser Podcast Network ·

2022/06/14

After settling in Australia with five young children, former accountant Caroline Mundey entered the broking industry in 2010, following a number of years assisting a professional investor In the 12 years since, the Directional Finance broker has been committed to helping borrowers navigate the mortgage process, with a particular focus on giving back financial independence and improving financial literacy - winning her the recent Editor’s Choice Award SA/NT 2022. In this episode of Elite Broker,

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37:57

How Qld’s Broker of the Year 2022 made it to the top

The Adviser Podcast Network ·

2022/06/07

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’s Broker of the Year and the state’s Best Residential Broker at the Better Business Awards 2022. In this episode of Elite Broker, host Annie Kane catches up with Queensland’s newly crowned Broker of the Year to find out how he’s managed to achieve so much in just eight years. Tune in to find out: His process for bringing in new brokers How his

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35:12

How this leading broker structures her booming brokerage

The Adviser Podcast Network ·

2022/05/31

As a broker of 19 years, Emma Cattermole has long been providing exceptional customer service. And, after joining forces with another broker and separating out the operations management, her brokerage has been growing from strength to strength. In this episode of Elite Broker, host Annie Kane catches up with the Editor’s Choice Award winner for Queensland 2022 to find out how she built and expanded her brokerage, why having an operations manager is crucial to growth, and her top tips for other

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685 results

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