PODCAST · business
The Adviser Podcast Network
by Momentum Media
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.theadvis
Episodes
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From ex-banker to elite broker – How Tony Xia scaled a powerhouse without referrals
What does it take to transition from a major bank background into building a high-performing solo brokerage writing over $120 million a year? In this episode of Elite Broker, host Charlie Tchetchenian catches up with Tony Xia, director of Sydney-based brokerage The Mortgage Agency, to discuss his...
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What's Making Headlines – ASIC's BID review unpacked
The Australian Securities and Investments Commission's (ASIC's) long-awaited review into the best interests duty (BID) landed this week, prompting plenty of discussion across the mortgage broking industry. In this episode of What's Making Headlines, The Adviser's senior journalist Charlie...
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Women in Finance Podcast: Building empires with kindness and confidence
From starting out on the retail shop floor to spending years as CEO of iconic Australian brands Sportsgirl and Sussan, Colleen Callander has built a career in leadership while helping others build their own through her mentorship platform, Mentor Me Women. Ahead of her keynote at the Women in...
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What's Making Headlines – Retention tactics in the spotlight
Retention tactics came under renewed scrutiny this week, with Macquarie Equity Research's latest broker survey revealing concerns that some lenders are holding back their strongest retention offers until a discharge is lodged. In this week's episode of What's Making Headlines, The Adviser's…
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In Focus: What brokers and investors need to know about private credit
Private credit can provide flexibility for borrowers, but getting the right outcome requires careful structuring, clear communication, and a strong focus on the exit strategy. In this episode of In Focus, sponsored by Greenlink Capital, CEO Kiro Georgy and chief investment officer Rory Gazarian...
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New Broker – Why this former tradie turned broker is scaling a team and charging a fee for service
What makes a successful property investor turn into a high-volume broker? For Jack Williams, founder of Insightful Capital, maxing out his own borrowing capacity was the ultimate catalyst to master the financial system and become a broker. Having transitioned from a background in plumbing,...
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What's Making Headlines – Cash rate hits 15-year high
The Reserve Bank of Australia (RBA) hiked the cash rate again this week, taking it to a 15-year high. But that was just one of the big stories shaping the mortgage and finance broking space. In this week's episode of What's Making Headlines, The Adviser's senior journalist Charlie Tchetchenian…
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Women in Finance Podcast: Leading the way in commercial finance
Of all finance sectors, commercial finance is perhaps the most male dominated. But Melissa Ashcroft, managing director of AAA Mortgages and Altura Funding, has been making a name for herself as a leading name in complex construction finance. In this candid conversation ahead of the Women in…
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What's Making Headlines – ASIC puts private credit on notice
From ASIC issuing stern warnings to private credit providers to the ongoing challenges in housing feasibility, this week's news highlights the ongoing headwinds impacting the property and mortgage market. Join host Annie Kane and senior journalist Charlie Tchetchenian as they review the news of…
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New Broker – Why this young investor became a broker
Buying two properties by age 20 and going viral in a QR code box on the streets of Sydney isn't your typical entry into mortgage broking. But for Sinead Grant, a new broker with Flint Group, taking bold risks and speaking directly to the next generation of property investors is all in a day's…
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What's Making Headlines – Mortgage demand dips ahead of cash rate call
Mortgage demand is continuing to slide across key borrower segments, while crude oil prices and rising inflation are adding to uncertainty ahead of the Reserve Bank of Australia's (RBA) September meeting next week. So, what could the shifting market mean for brokers? In this episode of What's...
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In Focus: Tailoring finance to the needs of the business
Commercial finance is rarely a one-size-fits-all proposition, with businesses at different stages and with different needs requiring tailored solutions. In this episode of In Focus, sponsored by Shift, director – broker distribution, Andrew Wagg, and general manager, small business division,...
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Building a business to be proud of – How James Brett did it
After more than a decade in lending and several years in aggregation, James Brett, principal broker at Truly Finance, made the move into broking and started up his own brokerage five years ago. Key to James' success has been building a business that he can be proud of, expanding the Truly Finance...
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What's Making Headlines – $95m seized in loan fraud probe
The latest arrests in the mortgage fraud probe have been confirmed, with police now having seized $95 million in assets. 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: Major...
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From BDM to broker – How Chris Raymond built an investor-focused powerhouse
What does it take to move from the lender side of the fence to building an elite, high-volume brokerage? Chris Raymond, founder of Unconditional Finance, joins host Annie Kane to share how he leveraged his back-office BDM expertise to scale a high-performing Sydney brokerage, structure his team,...
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What's Making Headlines – Why 8 in 10 borrowers use a broker
Mortgage brokers are writing a record proportion of home loans in Australia, as more borrowers turn to the channel for credit advice in a changing market. But how high can market share get? Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as...
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In Focus: Why the specialist borrower isn't who you think
Specialist lending is no longer simply a solution for borrowers with impaired credit, with self-employed borrowers, investors, and customers with more complex financial circumstances increasingly looking beyond the mainstream lenders. In this episode of In Focus, sponsored by Bluestone Home…
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Going all-in: How to scale a high-performing brokerage
What does it take to transform a single-operator set-up into a high-performing, scalable brokerage? Building a resilient business requires completely different playbooks depending on your career stage. In this episode of Elite Broker, host Annie Kane interviews Mortgage Choice franchise owner…
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What's Making Headlines – Banks backflip on rate calls
With inflation proving stickier than expected and the RBA adopting a more hawkish tone in its latest minutes, several major banks have completely rewritten their rate calls. So, could borrowers face another rate hike as early as September? Join host Annie Kane, commercial content writer Ben...
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In Focus: Driving growth for self-employed borrowers and the broker channel
Refinance activity is soaring as property dynamics shift, creating a goldmine of opportunity for brokers who know where to look When federal budgets change and market pressures mount, adaptable brokers don't slow down – they pivot. In this episode of In Focus, Annie Kane talks with Sergio...
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New Broker: From disability care to mortgage broking: How this new broker built his business
What drives a senior healthcare manager overseeing 300 support workers to leave executive life and step into mortgage broking? Gold Coast-based broker James Allen, co-founder of Coastal Financial Consultants, made that exact leap after a decade spanning insurance broking and disability support...
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What's Making Headlines – Hundreds caught up in mortgage probe
AUSTRAC has referred over 200 entities, including brokers, lawyers, and accountants, to authorities over suspected mortgage fraud following a major operation. But that is just the tip of the iceberg in a week packed with massive industry updates. Join host Annie Kane, commercial content writer…
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In Focus: Bridging the funding gap at settlement
What happens when a deal looks perfect on paper until a last-minute valuation shortfall, stamp duty gap, or LMI threshold threatens to derail it completely? In this episode of In Focus, sponsored by Latitude Financial, host Annie Kane speaks with Natasha Murray, general manager, broker and...
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Finalist Showcase: Who are the broker finalists of the Australian Broking Awards 2026
With 257 high-achieving finalists revealed across 29 categories, competition for the 16th annual Australian Broking Awards has reached a record high. But which brokers are among the country's elite residential brokers, commercial brokers, asset finance brokers, and what are the top aggregators...
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What's Making Headlines – When will the cash rate start falling?
With inflation target timelines pushed out to 2028, hopes for interest rate reductions any time soon are dwindling – but some lenders are already dropping rates out of cycle. Join host Annie Kane and senior journalist Charlie Tchetchenian as they examine the biggest stories shaping the finance...
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In Focus: Why investor opportunities could be closer than brokers think
For mortgage brokers, uncovering new revenue opportunities doesn't always mean finding new clients – it can mean helping existing clients take the next step in their property journey. Julian Fadini, founder of PRPTY 360, joins In Focus to explore the current investor landscape and why experienced...
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New Broker: How this new broker wrote $100m and built a team of 5 in 12 months
After a decade in banking, former BOQ franchisee Nicholas Barker made the leap into broking, starting a brokerage that quickly scaled to a team of five and settled $145 million in its first year. In this edition of New Broker, host Annie Kane catches up with the founder and mortgage broker at...
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What's Making Headlines – The largest ever mortgage book sale
History was made this week as HSBC sold its Australian loan book to Blackstone in what is believed to be the largest home loan portfolio transaction globally. From banks selling their loan books to tax reform clarity, join host Annie Kane, commercial content writer Ben Squires, and senior...
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In Focus: How SME lending will change over the next 5 years
The opportunity to unlock new revenue doesn't always require finding new clients – sometimes it's about having different conversations with the ones you already have. Stephen Lew, state manager for NSW and the ACT at SME lender Lumi, joins In Focus to explore how SME lending is set to evolve over...
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How this elite broker doubled his team in a year
Elite broker Fabio De Castro currently writes over 400 loans a year and recently doubled his team to expand his brokerage's capacity as it aims to become a fully diversified financial services business. In this episode of Elite Broker, host Annie Kane brings Simplify Finance director and…
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What's Making Headlines – Could unlinked offset accounts be costing your clients thousands?
Are major banks failing to link offset accounts, leaving thousands of home loan borrowers out of pocket without even knowing it? 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:...
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New Broker: Why 17 years in banking was the ultimate prep for broking success
Can 17 years of banking experience turn a new broker into an overnight success? For MoneyQuest Clayfield broker Matt Glennon, the journey to settling over $80 million in his first year took nearly two decades of building trust, mastering credit, and honing relationships. Host Annie Kane catches…
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What's Making Headlines – ASIC's best interests review, clawback changes, and aggregator movements
What do regulatory compliance, clawback policies, and aggregator shifts have in common? They are all driving major conversations across the Australian mortgage broking landscape right now. Join host Annie Kane and commercial content writer Ben Squires as they break down the biggest news across…
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In Focus: How green lending is saving money and the planet
With interest rates and household bills taking a heavy toll on everyday Australians, sustainable finance is quickly shifting from a niche choice to a major mainstream opportunity. In today's episode of In Focus, Annie Kane speaks with Zeb Drummond, chief operating officer of Gateway Bank, about…
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Scaling to $300m+: How Justin Picker built a 20-person broking engine
After buying his own investment properties triggered his love for property, Justin Picker transitioned into broking and now runs a high-volume brokerage settling over $300 million a year. In this episode of Elite Broker, host Annie Kane speaks with the founder of Picker Financial to trace his...
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What's Making Headlines – Are clawbacks out of control?
The frustrating reality of having hard-earned commissions ripped away for reasons entirely out of your control has been the bane of the industry for years, but the fight to make them fairer has come back into the spotlight again. Join host Annie Kane, commercial content writer Ben Squires, and...
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In Focus: How Australia's biggest bank is working with brokers
With an updated broker strategy underway, Australia's largest mortgage lender is now targeting partnerships with 'high-quality, highly productive' brokers to provide a tailored service to better support their clients. But what does that actually entail? In this today's episode of In Focus,...
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How Kirsty McKinnon writes a loan a day from a cottage office
Ditching the salon for the spreadsheet might not seem like a traditional career path, but for Kirsty McKinnon of Flair Finance, it was the stepping stone to building one of regional NSW's most successful brokerages. Having recently taken home the Editor's Choice Award for NSW/ACT at the Better...
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What's Making Headlines – Is today's mortgage burden worse than in the 90s?
The jury is in: paying off a mortgage now is harder than it has ever been – even when interest rates were up around 17 per cent. But why? 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…
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Fighting fires and financing excavators – How James Allan is writing millions in heavy machinery asset finance
From forklift salesman to financing multimillion-dollar firefighting helicopters and 200-tonne excavators, James Allan has carved out a unique and highly successful lane in the asset finance space. As the director of Sydney-based brokerage MFG Finance, he has bypassed the high-volume car loan...
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What's Making Headlines – Mortgage fraud storms and the FY27 shock waves
Happy new financial year! As FY27 rolls in, a wave of compliance shake-ups, shifting housing data, and explosive media headlines are set to completely reshape the landscape for mortgage and finance brokers. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie...
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How this Bendigo broker established a successful regional business
Just one year after taking the leap to launch his own work-from-home franchise, the Bendigo-based broker took home the prestigious Victoria/Tasmania Editor's Choice Award at the Better Business Awards 2026. In this week's episode of Elite Broker, host Annie Kane catches up with the Mortgage…
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What's Making Headlines – The shocking SMSF property lending ban
A surprise political deal has blindsided the mortgage industry this week, threatening to wipe out large chunks of broker pipelines overnight. Join host Annie Kane, senior journalist Charlie Tchetchenian, and commercial content writer Ben Squires as they review a frantic week of massive…
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New Broker – How a regional broker wrote 150 loans in his first year
What does it take to write 150 loans in your first year as a solo broker? For regional Victoria broker Jay Nash, the answer lies in generating a strong social following and backing himself 100 per cent. After building a stellar reputation in commercial and small business banking across major and...
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What's Making Headlines – Is this peak cash rate?
The Reserve Bank of Australia (RBA) has handed out its June cash rate decision, and while the decision didn't surprise too many, it does have the market asking what's next. In this week's episode of The Adviser's What's Making Headlines podcast, your go-to source for the biggest stories in…
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New Broker – Top advice from the New Broker Academy 2026
With record market share, a rapidly changing credit environment, and increasingly sophisticated technological updates, the mortgage broking industry is more rewarding than ever, but building a brand-new business requires a lot more than just a laptop and a phone. In this jam-packed episode of the...
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What's Making Headlines – Broker market share smashes the 80% ceiling
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. Broker market share has finally crossed the historic 80 per cent threshold, but how much higher can the third-party channel...
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In Focus: How short-term lenders can help brokers ride the storm
In a market defined by uncertainty, brokers need lending partners that can deliver speed, flexibility, and certainty to achieve the best possible outcomes for their clients. Damien Simonfi, founder and CEO of Capital Bridging Finance, joins In Focus to discuss the dynamics behind one of the most...
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New Broker – How this new broker carved out her niche
After a life-altering accident required Katherine Looke to leave her corporate job, she thrived under the flexibility of mortgage and finance broking and now specialises in working with essential services workers. In this episode of New Broker, host Annie Kane chats to the First Look Finance...
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What's Making Headlines – A new era for the FBAA
This week marked the start of a new era for the Finance Brokers Association of Australia (FBAA), with the association appointing its first new CEO in 20 years, alongside a new chair. By bringing in external talent for both leadership roles, the FBAA has signalled a fresh new direction. But what…
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ABOUT THIS SHOW
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.theadvis
HOSTED BY
Momentum Media
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Frequently Asked Questions
How many episodes does The Adviser Podcast Network have?
The Adviser Podcast Network currently has 802 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Adviser Podcast Network about?
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...
How often does The Adviser Podcast Network release new episodes?
The Adviser Podcast Network releases new episodes frequently with a large back catalog of 802 episodes. Check the episode list for recent publication dates.
Where can I listen to The Adviser Podcast Network?
You can listen to The Adviser Podcast Network 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 The Adviser Podcast Network?
The Adviser Podcast Network is created and hosted by Momentum Media.
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