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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

23:30

What’s Making Headlines – CBA’s broker strategy

The Adviser Podcast Network ·

2025/05/30

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: Details of the Commonwealth Bank of Australia’s broker strategy. The new finance ministers in the shadow cabinet. What’s driving optimism in the SME space. And much more!

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37:13

In Focus: The broker strategy of Australia’s biggest...

The Adviser Podcast Network ·

2025/05/28

The Commonwealth Bank of Australia is Australia’s largest lender but has the smallest proportion of new broker flows of the major banks. But why? And what is the bank’s broker strategy? In this episode of In Focus, sponsored by CBA, we speak with the general manager of third-party banking, Baber Zaka, to explore CBA's broker strategy and their plans for growth in the channel. Tune in to find out: How CBA is working to strengthen relationships with brokers. How the bank is changing its broker

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50:25

Why broking is not business, it’s personal

The Adviser Podcast Network ·

2025/05/27

Scaling a high-performing business without sacrificing personal life is notoriously difficult, but the key might be ensuring you stay true to your core values. In this episode of Elite Broker, host Annie Kane sits down with Aaron Christie-David, broker director of Atelier Wealth, to discuss how he’s built a successful brokerage with his wife Bernadette and how they’ve adapted business growth as their family has grown. Tune in to find out: How he’s navigated aggressive business growth with personal

en

21:39

What’s Making Headlines – RBA rate cut fallout

The Adviser Podcast Network ·

2025/05/23

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, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: All the fallout from the RBA’s latest interest rate decision. The broking industry hits back at a controversial column. Treasurer Jim Chalmers’ response to LRBA speculation.

en

48:40

How this broker settled $320m in a year

The Adviser Podcast Network ·

2025/05/20

Chris Bates took out the top spot in The Adviser’s residential Elite Broker ranking 2024, having settled $329 million across 412 loans in the financial year. In this episode of Elite Broker, host Annie Kane sits down with the CEO and broker principal of Alcove to find out how he’s built an efficient brokerage. Tune in to find out: How he structures his team for optimal efficiency. How he navigated rebranding his brokerage. Why he believes the role of brokers is evolving. And much more!

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21:38

What’s Making Headlines – new leaders at the top

The Adviser Podcast Network ·

2025/05/16

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: The new political leaders in Australia. Alexis George's defence of AMP's 10-year IO loan. Flint’s expansion following a new merger. And much more!

en

42:20

In Focus: The evolution of Aussie

The Adviser Podcast Network ·

2025/05/14

Aussie is one of the most recognisable brands in broking but recently underwent a brand evolution. Here, we find out how and why the brokerage is helping Australians Find.Buy.Own property. In this episode of In Focus, we sit down with Brad Cramb, CEO of distribution at Lendi Group, to unpack how and why the household brand is evolving. Tune in to find out: Why Aussie is moving to become a property ecosystem. How the evolution streamlines the property journey for Australians. The new services and

en

50:47

New Broker: Starting an explosive career in broking

The Adviser Podcast Network ·

2025/05/13

After a diverse career, including working on a blast crew in Western Australia, Sam McDonald made the move into commercial broking and hasn’t looked back since. In this episode of New Broker, host Annie Kane finds out how the Atlas Broker has navigated from blasting to broking to put commercial finance broking on the map. Tune in to find out: His strategies for building strong relationships with accountants and equipment suppliers. Insights into the intricacies of structuring complex equipment

en

34:54

What’s Making Headlines – the changing broker flows...

The Adviser Podcast Network ·

2025/05/09

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 review the news of the week. This week, they discuss: The diverging broker flows at the major banks. The reasons why aggregators drop lenders. A groundswell in broker tech. And much more!

en

23:24

In Focus: How brokers can benefit from a specialist...

The Adviser Podcast Network ·

2025/05/07

Non-bank lenders form an increasingly important part of the mortgage market, particularly when it comes to servicing clients with specialist finance needs, such as the self-employed. In this episode of In Focus, we sit down with Tony MacRae, chief commercial officer of Bluestone Home Loans, to unpack the current lending market and discuss how brokers can grow their business by supporting clients who have specialist finance needs. Tune in to find out: The growing importance of specialist lenders in

en

54:40

From coding to clients: How this broker harnesses AI...

The Adviser Podcast Network ·

2025/05/06

After two decades in IT, Arnab Baral made the leap into broking to transform the client experience, but he’s still harnessing his obsession with tech to escalate his brokerage. In this episode of Elite Broker, host Annie Kane speaks with Arnab Baral – CEO and managing director of Cinch Loans and recipient of the Editor’s Choice Award Vic/TAS at the 2025 Better Business Awards – to find out how he’s building Cinch Loans with technology, the principles that guide his team, and the lessons new brokers

en

17:46

What's Making Headlines - the federal election 2025

The Adviser Podcast Network ·

2025/05/02

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 commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: The federal election 2025. House prices and inflation data. The latest ADI statistics. And much more!

en

29:04

In Focus: How to steer your SME clients to growth

The Adviser Podcast Network ·

2025/04/30

As Australia’s small and medium-sized enterprises navigate myriad challenges, brokers are playing an important role in charting a course to finance solutions. In this episode of In Focus, we sit down with Guy Callaghan, chief executive officer of Banjo Loans, to unpack key insights from the SME lending specialist’s latest SME Compass report, and what’s keeping the engine room of the Australian economy turning. Tune in to find out: What’s next on the horizon for Australia’s SMEs. The opportunity for

en

36:02

New Broker: Creating an aspirational brokerage for...

The Adviser Podcast Network ·

2025/04/29

After a decade in banking, Estelle Dejean and her husband Devon Mohi started their own brokerage last year and have been rapidly growing their Queensland-based brokerage. In this episode of New Broker, host Annie Kane catches up with Dejean to find out how she’s been building an aspirational brokerage and lifestyle brand, FINANS Brokers, for her clientele and how she serviced 90 clients in her first 12 months of business. Tune in to find out: Why she’s expanding into commercial and asset finance

en

18:26

What’s Making Headlines – pressure rising for first...

The Adviser Podcast Network ·

2025/04/24

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 commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: New data showing housing affordability levels are now near record lows. Election policies announced by the major parties. The latest mergers in the mutual bank space. And much more!

en

43:12

How this finance broker is helping SMEs grow

The Adviser Podcast Network ·

2025/04/22

Finance broker Gus Gilkeson is well known for helping SMEs go from seed to scale with his brokerage Grow Capital. In this episode of Elite Broker, host Annie Kane sits down with the Sydney-based broker to find out how he’s cultivating capital for his business clients and ensuring they’re well-rooted for growth. Tune in to find out: Why he moved from commercial banking to broking. How he’s structured his five-person brokerage. Why he’s written a book on how businesses can fund growth. And much

en

33:34

What’s Making Headlines – election promises for first...

The Adviser Podcast Network ·

2025/04/17

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 review the news of the week. This week, they discuss: The fallout from the political pledges for first home buyers. The details of alleged fraudulent activity at RAMS. Yet another mutual merger voted through. And much more!

en

26:26

In Focus: How to build a solid relationship with your...

The Adviser Podcast Network ·

2025/04/16

The relationship you have with your business development manager can be the key to ensuring loans are processed quickly and efficiently. But how do you build a good relationship? In this episode of In Focus, sponsored by NAB, we find out. In this episode of In Focus, sponsored by NAB, we sit down with Adam Brown (NAB's executive, broker distribution) and NAB's award-winning BDM Kelly Beer (recently crowned the Best Lender BDM [Bank] South Australia/the Northern Territory) to find out how brokers can

en

49:13

New Broker: The importance of choosing the right...

The Adviser Podcast Network ·

2025/04/15

Queensland-based Spencer Clarke made the move from sales into broking three years ago, joining the award-winning brokerage Cube Home Loans, and has been thriving ever since. In this episode of New Broker, host Annie Kane catches up with the regional broker to find out how he’s successfully navigated his first three years of broking and his top tips for new brokers. Tune in to find out: The importance of finding the right brokerage and mentor. Why he chose a niche of acreage properties. How he

en

33:19

What’s Making Headlines – reforming or scrapping the...

The Adviser Podcast Network ·

2025/04/11

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: The ongoing tariff turmoil and its impact to the cash rate. Why the Coalition wants to get rid of the CSLR. Industry wish lists for the next government. And much more!

en

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