PODCAST · business
Finance and Coffee: Friday Wrap
by Finance and Coffee
Discussing all things finance lending related in Australia. Specifically aimed at the 3rd Party Lending (broker) space. Mortgages, business, asset, development funding and a myriad of other associated topics will be discussed....over a coffee.
Episodes
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The Blue Sheep and Beyond: Unpacking AMP Bank's New Digital Platform
In this episode, we sit down with Travis Hall and Melissa Christie from AMP Bank to discuss the bank's recent "reinvigoration" and significant digital transformation. Melissa details the launch of AMP Bank's new digital platform, which focuses on providing a transformed service proposition to...
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Rate Money's Growth, Specialisation, and Franchise Opportunities
Finance and Coffee sat down with Ryan Gair, CEO from Rate Money, discussing the lender's rapid growth and unique business model since its founding in 2019. Rate Money has experienced exponential growth, escalating from approximately 15 franchises to 41 across the Eastern seaboard (Queensland, New...
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Unpacking LMI
In this episode we Unpack LMI, the podcast that helps you navigate the world of Lenders Mortgage Insurance and its power to help your clients enter the property market sooner with a smaller deposit. Today, we dive into an industry-shaping campaign from Helia. For the first time on the show…
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Finance Talk with Dien
Finance Talk with Peter White (FBAA), Julian Wills (F&C Compliance Guy) and Ray Regmi from Ryker CapitalTopics: *Rev NSW Payroll Tax view from the FBAA view a from outside of the LMG view from Ryker for someone setting up a business today *US Tarrif War doing funky things to the Sharemarket and...
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Friday Wrap 07 Feb 2025
Your hostsSadish Visvalingam andBeth Comino Joining them for this episode isAndrew Tan from Masters Broker Group in VIC. Andrew has been in the mortgage game for a long time. He has been a Banker, a Broker, Co-Owner of a Sub Aggregator (which he sold), and then about 12 years ago he started...
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Words of Wisdom for someone in their 3rd Year - Justin Delanty
So you made it into your 3rd year running your broker business, now what? You are, in theory, exiting the "Survival Mode" and now entering the "Growth Mode" of your business. Do you pivot? Do you get a mentor? Do you bring on more staff? What roles should the new staff members do? Does more staff...
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Friday Wrap 31 Jan 2025
Your hosts Sadish Visvalingam and Beth Comino are back in the first Friday Wrap for 2025! Joining them this episode is Justin Delanty from Finance 4 U in TAS. Justin also happens to be the State President for the FBAA in TAS. The final half of the podcast is where we ask Justin what advice he…
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Friday Wrap 29 Nov 2024
Todays hosts are Sadish Visvalingam and stepping in for Beth CominoBeth Comino is the lovely Chelsea Deacon. As always we will chat about the happenings in the group and news in the wider industry that may be interesting to brokers. In the hotseat this week we have David Browne, Mortgage broker...
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Friday Wrap 06 Dec 2024
Today's hosts are Sadish Visvalingam, and back from her well deserved holiday, Beth Comino. As always we will chat about the happenings in the group and news in the wider industry that may be interesting to brokers. In the hotseat this week we have Rachael Bland. Currently streaming from the...
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Finance Talk with Dien: Interview with Wendy Brown, Head of Broker Sales at Macquarie Bank!
I recently had the opportunity to sit down with Wendy Brown, Head of Broker Sales at Macquarie Bank, at their new headquarters in Sydney. In this candid conversation, Wendy covers: A Look Back at 2024: Reflecting on the key trends and challenges of the broker industry over the past year....
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Friday Wrap 06 Dec 2024
Todays hosts are Sadish VisvalingamSadish Visvalingam and stepping in for Beth Comino, is the lovely Chelsea Deacon. As always we will chat about the happenings in the group and news in the wider industry that may be interesting to brokers. In the hotseat this week we have Paul Ballinger…
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Friday Wrap 08 NOV 2024
News and views relating to the F&C Community and the wider broker industry. This week, while Sadish Visvalingam is away, Dien Le stepped in to Co Host with Beth Comino. Our Guests this week are Paul Wright and Ali Dunphy-Foden. In addition to chatting about the news, The topic for…
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Friday Wrap 04 OCT 2024
News and views relating to the F&C Community and the wider broker industry. This week, Beth Comino goes solo on a different style of the usual weekly wrap. In the news this week: it is a new month so rate movement will be a topic of discussion again. Whilst the RBA has yet to make any...
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Friday Wrap 27 Sept 2024
News and views relating to the F&C Community and the wider broker industry. Hosted by Sadish Visvalingam and Beth CominoThis week we have Rob Flynn in WA, Malcolm Withers in NSW on as guests. TOPICS THIS WEEK: (1)LMG Announces Tech Fee Increases Does it seem fair? but lets be realistic, F&C hosts...
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Friday Wrap 20 Sept 2024
News and views relating to the F&C Community and the wider broker industry. Hosted by Sadish Visvalingam and Beth Comino This week we have Michael Russell (MD MoneyQuest Group) on as guest. TOPICS: (1) Right to disconnect A "right to disconnect" rule has come into effect in Australia, offering...
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F&C Friday Wrap: 13 Sept 2024
Todays hosts are Sadish Visvalingam and stepping in for Beth Comino is the lovely Chelsea Deacon. As always we will chat about the happenings in the group and news in the wider industry that may be interesting to brokers. In the hotseat this week we have Blake Buchanan (GM at Specialist Finance...
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F&C Friday Wrap: 6 Sept 2024
News and Opinions on the happenings in the F&C Community and the wider industry. Hosted by Sadish Visvalingam and Beth Comino This week we have two guests Chris Slater from Zettle and Rachael Bland from Get Smart Financial Services. We ask them what they would advise someone who has a…
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F&C Friday Wrap: 30 Aug 2024
News and Opinions on the happenings in the F&C Community and the wider industry. Hosted by Sadish Visvalingam and Beth CominoTopics:1: CBA CEO calling for cap on broker commissions2: Bendigo & Adelaide Bank Announce approvals sub 6 mins3: Bank TD rates are moving down - what does this mean?4:...
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F&C Friday Wrap 23 Aug 2024
This week, the lovely Victoria Coster stands in place of Beth as Co-host with Sadish to chat about the happenings in the F&C Community and some interesting topics in the wider industry that may affect Finance Brokers in Australia. Today's Topics: BoQ to cut jobs; Changes to broker reference...
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F&C Friday Wrap: 16 Aug 2024
Our hosts Beth and Sadish chat about the happenings in the F&C Community and some interesting topics in the wider industry that may affect Finance Brokers in Australia. Today's guest is Joanna James - Chief Development Officer from the Finance Brokers Association of Australia (FBAA). We ask…
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Teach Me Tuesdays - EP 1 - Remote Broker Solutions
Each week, we drop a video inside the group where you get to learn something new about a product or service out there that may be of benefit for you or your clients. We make it fun by incorporating these sessions in a monthly quiz where you can win $1000 gift voucher from us? - All you got to do…
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Steve Matsoukas: From Food to Finance
In our conversation with Steve Matsoukas, a Legend in the Finance Industry, we delve into his remarkable journey. After running a successful food business alongside his brother for 16 years, Steve decided that the cold working environment was enough, so he decided to transitioned into the broker...
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Gateway Bank: Green loans for the future
In this podcast, I interview Ronald Pringle and Arun Gupta from Gateway Bank about their Green Pocket and Planet initiative and their commercial lending offering. Gateway Bank was the one of the first to offer a green home loan program in Australia, which rewards customers for investing in...
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Peter White: FBAA Milestones, clawback policies and events to look out for!
In this episode of the podcast, Peter White from the FBAA discusses the organization's recent milestones, including their 30th anniversary and reaching over 11,000 members. They also discuss the CBA's recent change in clawback policy and whether other lenders will follow suit. Finally, they talk...
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Abraham Mathew: A New Era of Speed and Efficiency at Suncorp Bank
In this episode, we sat down with Abraham Mathew from Suncorp Bank to discuss their image turnaround with F&C Members. In the past, Suncorp Bank had a reputation for slow turnaround times. This lead to frustrations and a few memes on here. However, that has changed recently. Thanks to their new...
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Anja Pannek - 9 months into the role as CEO of the MFAA
In today's episode, we had the privilege of sitting down with the CEO of the Mortgage & Finance Association of Australia (MFAA), Anja Pannek. With her unique insights, Anja shared her observations on the industry and the association since taking the seat as CEO nine months ago. We began by...
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Mandeep Sodhi - A conversation on Data Security, the rise of Chat GPT and everything in between that can help brokers at Effi
In this interview, we catch up with Mandeep Sodhi, CEO of Effi, to learn about their recent developments since our last conversation 12 months ago. During this time, Effi has achieved SOC 2 certification, which means that more aggregators should, in theory, accept them as part of their ecosystem...
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Anny Le Wilson: Digital Leads and the challenges that brokers face.
In this interview, we speak with Anny Le Wilson, the Chief Revenue Officer of Joust, to discuss the topic of digital leads. We begin the conversation by exploring what Joust has brought to the market over the past two years. Unfortunately, their offerings were often misunderstood by the market,...
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Ryan Gair - June 2023 - A challenging year so far.
In our recent podcast episode, we had the pleasure of speaking with Ryan Gair, the CEO of Rate Money, about the market performance in the first half of the year. Despite facing some significant challenges, Rate Money has not only managed to weather the storm but also expand its franchise...
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Guy Callaghan: From Olympic Swimmer to CEO of a Fintech
In case you didnt know, the 2021 Tokyo Olympics are on. So it is timely we speak to someone who has been there and done that. They train very hard to be at the top of their chosen sport to represent their country at the ultimate sporting event. The level of discipline and determination is quiet...
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Talking Finance: Dealing with Lockdown, WFH, Kids and Mental Toughness
In this Podcast we chat to Victoria Coster (CEO Credit Fix Solutions) about what trends she has seen, given lockdown meant a lot of people have lost their jobs/unable to work. All of this affected their debt repayment obligations and hence their credit reports. However before we get into that, we...
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Innovation in Banking - Gateway Bank
The word "innovation" is thrown about in media releases by a multitude of businesses including banks. But just how much innovation have you really seen? Since Gateway Bank was founded in 1955 with just one employee and a briefcase, they’ve always been pushing themselves to do business in the…
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Glenn Gibson: Because its Friday
It's not often we have someone so senior in a multinational Bank give a candid story about their journey in Finance. In this Podcast, we speak to Glenn Gibson (Acting Head of Retail Bank at ING Australia). We find out how he almost didn't have a career in Banking at all because he wanted to go on…
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Joel Dieu: Following a dream and his heart.
Its not often we have come across someone who was a former credit analyst (assessor) who took a leap of faith to the broker side. In this Podcast, we chat with Joel Dieu about what prompted his move from SA to VIC - it was for love. Why he eventually came to realise that his career needed a…
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Anita Marshall: Here's to 17 crazy years in Brokering
17 years ago Anita Marshall, started her mortgage broking business as a one woman show in her spare bedroom to try and make a better life for her son as a single mum. She was told by an uncle (who was a broker himself at the time) that she was crazy and not to do it. However she was determined…
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Luke Phan: Head of Product for Bluestone
A little chat with Luke Phan, Bluestone's Head of Product. Here at Finance and Coffee we love chatting to folks about their job and it's not very often that we get to sit down with a Head of Product. It’s a pretty cool job title but it’s one Luke Phan gets to live out everyday. Luke’s interest in...
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Bluestone : Doing the simple things well
In this episode, we picked the brains of James Angus, Chief Customer Officer from Bluestone, finding inspiration around the success of this fast-growing lender, just for you. James offers us an inside look at the changes made and the principle in which Bluestone sets their values around to do...
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Murray Cowan: From the Farm to the Finance World
Growing up on the family farm (in which his brother now runs) to working for the largest bank in the world (at the time), to running his own Mortgage Management Company. This is one human's journey into finance that you definately want to listen to. In this Podcast, Dien speaks to Murray Cowan...
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Petra Novakova: From Czech Republic to Bondi!
Venturing out on your own is super-scary for many people, but it’s a decision that’s paid off for Czech-born back office solution expert Petra Novakova. We’re chuffed to have Petra in the hot seat to tell us how she built her kick-ass business Koruna Assist from the ground up. Long story short,...
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Marco Symons: Falling into Commercial Lending
How often does someone on the Credit/Risk side make the move to Sales? The mentality is totally different. Whilst one waits to have a file passed to them to check if all things meet the requirements so as not to "harm" the lender they work for, the other is constantly out there hunting for new...
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Gateway Bank: An Introduction
Where did bankers used to do their own banking? why it was with Gateway Bank! In this Podcast, Dien speaks to Arun Gupter (Manager Third Party Sales) and Zeb Drummond (Head of Customer Operations) about the Bank that has a Big Heart! Founded in 1955, Gateway Bank is now one of Australia’s leading...
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Aaron Milburn: The Kiwi Banker
In this episode, Dien chats with Aaron Milburn - General Manager Mortgages and Commercial Lending for Pepper Money. He is a massive fan of the broking industry and genuinely believes brokers are the people who can get their customers in the best possible place financially in life. Throughout his…
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Ryan Gair - Seeing Opportunities and Taking It!
In this podcast episode, Dien had a fun chat with Ryan Gair, the brilliant mind behind Rate Money – Australia’s leading financial service provider for the self-employed. Ryan has been in the finance industry for 18 years. On day one, he got out there cold-calling and door-knocking to drive the...
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Dalibor Ivkovic: From Refugee to a Powerhouse in the FinTech Space in Australia
Salestrekker is the name of a CRM platform that all smaller aggregators who don't have their own proprietary software use. A few brokers and large brokerages who are with larger aggregators also use Salestrekker in addition to their aggregator software. Why is this the case? Ease of use and...
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Bluestone: Insights behind the philosophy to "earn the right to do business" with brokers by building better relationships and training
In this podcast, Dien Le and James Angus (Bluestone's Chief Customer Officer) have a candid chat about what the non-bank lender is doing to win broker trust by treating them with respect and installing the belief that when they put business via Bluestone, they are given the respect that they...
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Bluestone: Prime Lending, it's not just about the Rate
In this Podcast, Dien Le and James Angus (Bluestone Mortgages Chief Customer Officer) have a candid chat about the anniversary of Bluestone's launch of their Prime Product. More often than not, Brokers do not associate Prime Lending with Bluestone. Topics discussed are: How has it been received,...
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Bluestone: insights into the post-COVID-19 lending environment EP1
In this Podcast, Dien Le and James Angus (Bluestone Mortgages Chief Customer Officer) had a candid chat about the Federal Budget, the easing of Responsible Lending and how that may have an impact on broker business. Also discussed was an insightful look into the operations of how Bluestone worked...
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Ciaran Burke: Swooping in to help SMEs
SMEs are the engine room of Australia, we hear this time and time again. SMEs employ around 4.8 million Australians (44 per cent) and are a major GDP contributor (57 percent). Employment growth in small businesses accounted for approximately 60 per cent of total employment growth in the private...
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Mandeep Sodhi: One of the top 100 coolest people in Australian tech
Many in the Third Party Finance Broker space have heard of HashChing, but not many would know about it's visionary Founder - Mandeep Sodhi. Even Less would know about the cheeky story of how he went behind his parents back to prepare for his journey to Australia. Having now exited HashChing and...
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Tracy Field: One of the few Women Leaders in Banking
In Grade 11, Tracy was bored and was seen filling out an application to join the ANZ Bank, with a little help (she later found out) she was successful in landing her first bank role. Little did she know that her Journey, in and out of Finance, would lead her to being one of the few Women Leaders…
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ABOUT THIS SHOW
Discussing all things finance lending related in Australia. Specifically aimed at the 3rd Party Lending (broker) space. Mortgages, business, asset, development funding and a myriad of other associated topics will be discussed....over a coffee.
HOSTED BY
Finance and Coffee
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Frequently Asked Questions
How many episodes does Finance and Coffee: Friday Wrap have?
Finance and Coffee: Friday Wrap currently has 74 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Finance and Coffee: Friday Wrap about?
Discussing all things finance lending related in Australia. Specifically aimed at the 3rd Party Lending (broker) space. Mortgages, business, asset, development funding and a myriad of other associated topics will be discussed....over a coffee.
How often does Finance and Coffee: Friday Wrap release new episodes?
Finance and Coffee: Friday Wrap has 74 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Finance and Coffee: Friday Wrap?
You can listen to Finance and Coffee: Friday Wrap on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Finance and Coffee: Friday Wrap?
Finance and Coffee: Friday Wrap is created and hosted by Finance and Coffee.
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