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The Adviser Podcast Network
The Adviser Podcast Network
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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.
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.
707 Episodes
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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, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: The news that Peter White is stepping down as managing director of the FBAA. Treasurer Chalmers' position on scrapping clawbacks. REA Group's move to acquire a commercial brokerage. And much more!
Having made the leap from aggregation to broking, Colin Mason and Jessie Spencer at Mason Finance Group have been leading one of Australia's Top 25 Brokerages through a season of massive transformation. In this episode of Elite Broker, host Annie Kane sits down with the leaders of Mason Finance Group – which recently merged with Invest Blue (part of Ironbark Group Australia) – to discuss how they've grown the Queensland-based brokerage from a small business to one of the nation's top broking businesses. Tune in to find out: How they quickly built a high-performing team writing over $130 million a month. How "front office ninjas" help improve efficiencies. Why they've merged with Invest Blue and what a major merger entails. And much more!
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, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: Why the RBA decided to lift rates this week. Why ASIC levies are coming in higher than expected. What the broking industry wants to see in the federal budget. And much more!
With a finance career spanning 40 years, from the policy halls of the Reserve Bank of Australia to corporate lending, Matt 'The Cashman' Erwin is now helping SMEs access finance to better manage their cash flow and turn around their businesses. In this episode of Elite Broker, Annie Kane sits down with the Cashman Consulting director to unpack how he helps business owners rescue their reputations and operations when facing the threat of insolvency and how he uses his "The Cashman" persona to differentiate his brand. Tune in to find out: How he transitioned from the RBA to building a specialised cash flow brokerage. What his "money tool" philosophy is and how it helps SMEs better manage cash flow. How he manages his pipeline of working capital and asset finance solutions. And much more!
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, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: Two big mutual merger announcements. Concerns about how brokers market and advertise on social media. Why the market thinks the RBA will hike on Tuesday. And much more!
As more brokers plan retirement and more firms grow via acquisition, knowing your trail book value (and how to fund growth) matters more than ever. Annie Kane speaks with Jeff Zulman, managing director of TrailBlazer Finance, on practical steps brokers can take now. Tune in to learn: How to assess your trail book value (beyond the multiple). The key risks buyers miss - and how to protect yourself. Funding strategies to support growth without strangling cash flow. And much more!
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, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week. This week, they discuss: The first new resi aggregator for 15 years. New appointments, including a new bank CEO. What the new unemployment figures mean for the cash rate. And much more!
Nicole Taylor has spent over two decades in asset and medico finance before making the leap into broking, and in just two years she's carved out a niche in asset and medical finance across two separate businesses. In this episode of New Broker, host Annie Kane catches up with the Queensland-based broker Taylor, the founder of Medifund and one of the co-franchisees of Loan Market's first dedicated asset finance brokerage, about why she left a long career in banking for broking, how she built a business from scratch, and what it takes to specialise in asset finance. Tune in to discover: How she combined her experience in car dealerships and medical finance to create unique brokerage offerings. The strategies she uses to grow her pipeline Her tips for brokers on leveraging niche expertise And much more!
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: A stream of brokerage acquisitions. How lenders are supporting flood and bushfire victims. The first non-bank to tighten up trust lending policies. And much more!
As the new calendar year begins, many SMEs are shifting focus from getting by to actively planning for growth, taking stock of their funding needs and looking for smarter ways to scale. In this episode of In Focus, sponsored by Bizcap, we speak with Isaac Garson, senior business development manager at the non-bank lender, to unpack the key trends shaping SME lending in 2026 and what they mean for the brokers who service this segment. Tune in to learn: Why SMEs are prioritising speed, flexibility, and cash flow-aligned funding. How brokers can leverage non-banks to deliver faster, more adaptive solutions. Why a human-centred approach still matters. And much more!
The year 2026 will not be a normal year for the broking industry. The gap between brokers who adapt quickly and those who don't is widening fast – driven by AI, changing borrower behaviour, rising competition, and new expectations around speed and visibility. In this episode of Elite Broker, Annie Kane unpacks how and why the 13th annual Better Business Summit 2026, run with the support of principal partner NAB, is helping top brokerages across the country pull away from the pack in 2026. Tune in to find out: How the Better Business Summit agenda will deliver tactical and practical business advice. The new normal in lead generation, visibility, and broker operations in 2026. How brokers can help come up with a solution to the awards conundrum. And much more!
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 senior journalist on Broker Daily, Julian Barnes, as they review the news of the week. This week, they discuss: What the broking industry thinks 2026 will look like. Why Western Australian brokers think Help to Buy could be improved. How the 5 per cent Deposit Scheme is pushing up house prices. And much more!
As more Australians look to upsize, downsize, or relocate in a fast-moving property market, bridging finance is emerging as a critical – yet often misunderstood – tool to help borrowers make their next move with confidence. In this episode of In Focus, sponsored by Athena Home Loans, we sit down with Athena's chief product officer, Mira Hohn, to unpack what's happening in the property market, why so many Australians feel "stuck", and how better bridging solutions could unlock greater mobility. Hohn shares how Athena has been working with brokers to co-create an innovative new product and scenario modelling tool to help brokers and their clients navigate complex buy-sell decisions. Tune in to discover: Why fewer Australians are moving – and what's holding them back. How bridging finance can help borrowers buy before they sell. How Athena's new tools and policies are making bridging simpler, fairer, and more flexible. And much more!
Stephanie Thomas never planned to become a mortgage broker – but four years on, she's leading a 20-person team across three Queensland offices and was named Mortgage Broker of the Year at the Women in Finance Awards 2025. In this episode of Elite Broker, Annie Kane sits down with the Loan Market Ignite director to unpack how she built a high-growth brokerage from scratch without a client database; why education and service sit at the heart of her model; and how she's used people, process, and technology to scale quickly without sacrificing client experience. Tune in to find out: How she's built her team to settle around $450 million a year. How she structures a multi-office, pod-based team across Brisbane, Ipswich, and Buderim. How AI, automation, and delegation help her manage hundreds of loans a year. And much more!
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 writer Ben Squires as they review the news of the week. This week, they discuss: The growing volume of lenders forecasting a rate hike in February. The flurry of regulatory action taken against lenders and brokers. The top brokers listed in the Elite Broker Ranking – Asset Finance, partnered by Optimise Aggregation. And much more!
As more mortgage brokers look to elevate their performance and build sustainable, scalable businesses, broker coaching is emerging as one of the most in-demand support tools in the industry. In this episode of In Focus, sponsored by Success & Broker, we sit down with broker-turned-coach Ruan Burger to explore why coaching has become a critical component of broker growth – and what it actually looks like behind the scenes. Burger shares how he transitioned from elite broker to business coach, the common challenges he helps brokers overcome, and the importance of building a brokerage that aligns with your life, not the other way around. Tune in to discover: What today's brokers really need help with – and why demand for coaching is rising. The most common "hidden problems" in broker businesses (and how to spot them). How social proof, client experience, and strong internal processes can transform a brokerage. And much more!
Felix Katzen stumbled into the world of asset finance by accident, but he's been hitting the ground running, rapidly growing his brokerage, and expanding out his team. In this episode of Elite Broker, Annie Kane sits down with Katzen – founder of Katzen Financial Group – to unpack his journey from contractor to business owner, how he rebuilt lender accreditations from scratch, and the high-volume, rapid turnaround model that defines his business today. Tune in to find out: How he's grown his brokerage into a busy commercial outfit in just 18 months. How he manages 40 loans a month. His approach to hiring and building culture in a new brokerage. And much more!
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 writer Ben Squires as they review the news of the week. This week, they discuss: The RBA's surprising rhetoric on the cash rate trajectory. The problems with the CSLR funding model. Why we might need to start calling Macquarie a major bank. And much more!
Elite Broker Katrina Rowlands was among the first generation of mortgage brokers and has gone to win countless awards for her and her team. But what's next? In this special return episode of Elite Broker, Annie Kane catches up with Rowlands – AFG's first Hall of Fame recipient and a mentor and champion of the broking industry – to unpack her three decades in the industry, why she started up a female broker scholarship program, and how she's running her successful Wollongong-based brokerage with her daughter. Tune in to find out: Why she set up a women's broking scholarship (now called Women on the Move). The ins and outs of succession planning with a family member. Her top tips for aspirational mentors. And much more!
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 writer Ben Squires as they review the news of the week. This week, they discuss: Controversy around the new Help to Buy scheme. Why another major bank thinks this is the end of rate cuts. RACQ Bank offloads its retail banking arm. And much more!








