Claim OwnershipThe Adviser Podcast Network
Subscribed: 245Played: 10,843
Subscribe
© All rights reserved
Description
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.
693 Episodes
Reverse
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!
Momentum Media was proud to bring the Women in Finance community together for the 2025 Women in Finance Summit and Awards in Sydney – a day and night celebrating excellence, leadership, and authentic storytelling across financial services. In this episode of the Women in Finance Podcast, host Annie Kane is joined once again by Natalie Smith, general manager, retail broker at ANZ, and a platinum partner of the Women in Finance Summit and Women in Finance Awards 2025. Fresh off the back of the event, they unpack the themes and standout moments from this year's summit – from the importance of building authentic businesses, to the power of community, flexibility, and support in helping women thrive in finance. Tune in to hear: Why authenticity and clarity of purpose are essential for building successful businesses. How ANZ is fostering gender inclusion through initiatives like its Doyenne program. How ANZ's new 2030 strategy will reshape the bank's customer-first approach. And much more!
Despite only becoming a broker 18 months ago, Aussie broker Dominy (Dom) Vaughan has been quickly establishing himself as a successful broker in Liverpool, NSW. In this episode of New Broker, host Annie Kane sits down with Vaughan from Aussie Liverpool to discuss how and why he made the transition from hospitality to broking, what he learned during the Aussie Broker Academy, and the tools and tech he's using that help him write a loan in an hour. Tune in to find out: How he generates leads in every location. The main misconceptions he's busting about the 5 per cent Deposit Scheme. The growing popularity of buyer's agents. 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. In this special, cross-over episode with Momentum's property brands, host Annie Kane is joined by Phil Tarrant, SPI director, and REB managing editor Liam Garman, as they review the news of the week. This week, they discuss: Whether APRA will bring further limits on investor lending. Why concerns are mounting about unlicensed advice from buyer's agents. The problems with the government's 5 per cent Deposit Scheme. And much more!
From payments to policy, few roles carry as much responsibility and visibility as that of Michelle McPhee, assistant governor (business services) at the Reserve Bank of Australia. In this candid conversation from the Women in Finance Summit 2025, host Annie Kane sits down with the central banker to discover the leadership lessons she's learned navigating high-stakes decisions, career pivots, and a rapidly evolving financial landscape. Tune in to find out: How she built confidence and resilience in complex roles. The pivotal moments that shaped her leadership journey at the RBA. Her advice for women aspiring to be senior leaders in finance. And much more!
Earlier this year, Katie Thomas from Focus Finance took out the top spot of the Elite Broker Ranking 2025 – Residential, becoming the first woman to do so. In this episode of Elite Broker, host Annie Kane sits down with the Hunter Valley-based broker to find out how she wrote $496 million in residential loans over the last financial year, with her broker colleagues also writing substantial volumes. Tune in to find out: How her relationship-first, self-sourced lead generation model works. How her brokerage manages to lodge nearly 1,000 applications a year. Her advice for building a successful, rapidly growing 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: Why commercial finance is the buzz of the moment What's blowing out lender turnaround times Athena's bridging finance innovation And much more!
As Australia's private credit sector continues to grow, operators such as Aquamore provide brokers with an alternative for specialised situations. In this episode of In Focus, sponsored by Aquamore, we speak with Matthew Porch, head of distribution at the lender, to unpack the latest developments in the private credit space and discuss how brokers can make the most of these opportunities. Tune in to discover: The types of transactions currently seeing the strongest demand. What the future holds for private credit amid increased regulatory scrutiny. How Aquamore differentiates itself from other private lenders. And much more!
As director of Sydney-based brokerage The Asset Finance Shop, Colin Evans is dedicated to finding tailored solutions for small businesses. In this episode of The Adviser's Winner's Showcase, we catch up with the broker who leads the team nominated for Asset Finance Brokerage of the Year at the 2025 Commercial Finance Awards to discuss: His approach to asset finance broking and what drives his passion for helping small businesses. How he manages a high-performing team and builds strong relationships with lenders. The importance of trust, integrity, and leadership in business success. 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 Will Paige as they review the news of the week. This week, they discuss: What's driving record levels of investor lending. The MFAA's open letter to the banks. How major bank broker flows are diverging. And much more!
As one of Australia's leading SME lenders, Prospa delivers practical, tech-driven solutions that help brokers support their clients and ease cash flow pressures. In this episode of In Focus, sponsored by Prospa, we speak with Roberto Sanz, general manager of sales and partnerships at the lender, about the key trends shaping the SME sector as we move into the holiday season and how technology is empowering brokers to provide smarter, faster finance solutions. Tune in to discover: The key forces driving demand for SME finance today. How innovations like Prospa IQ can help brokers overcome common challenges in the SME space. Details on Prospa's new end-of-year promotion for broker partners. 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 Will Paige as they review the news of the week. This week, they discuss: The fallout from the November RBA rate decision. Westpac's revelation it is focusing on proprietary. The first look into uptake of the government's expanded deposit scheme. And much more!
For more than 30 years, MSA National has been transforming the loan documentation process – partnering with some of Australia's largest lenders to make settlements faster, smoother, and more seamless for brokers and their clients. In this episode of In Focus, we speak with MSA National founder and CEO Sam Makhoul and Sergio Delvescovo, national sales manager for the broker channel and former head of lending operations at ING Australia. They discuss how MSA's partnerships have helped drive efficiency, lift broker satisfaction scores, and reduce ING Australia's average settlement time from 24 days to just 10–12 days. Tune in to discover: Three things that brokers can do for faster settlements. How MSA's products have transformed the broker and customer experience. The borrower story that made Makhoul cry and how that shaped the MSA culture. And much more!
Former consultant Chris Dodson made the switch to mortgage broking two years ago after being told, "If you're gonna fail, fail fast and go for it." He has since grown his brokerage from the bottom up, using community connections for advice and to generate leads. In this episode of the New Broker podcast, host Will Paige sits down with the Sydney-based broker to find out how he made the switch to broking and his plans for future growth. Tune in to find out: The importance of mentorship. The tech he's using to grow his brokerage. The one piece of advice he'd give to brokers just starting out. 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 The Adviser's commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: Higher-than-expected quarterly inflation data. Forecasts ahead of next week's rate decision. Big announcements and a leadership change. And much more!
Former financial planner Son Pham's career continues to go from strength to strength, and now, as managing director of Rethink Financing, he leads a growing team of commercial brokers. In this episode of The Adviser's Winner Showcase, we catch up with the Commercial Broker of the Year at the Australian Broking Awards 2025 to discuss: His approach to commercial broking and what he finds most rewarding. Why getting the fundamentals right is crucial in the broking industry. His journey as a mentor and how he's shaping the next generation of commercial brokers at Rethink Financing. And much more!
Comments
Download from Google Play
Download from App Store
United States