In this episode of the In Focus podcast, host Maja Garaca Djurdjevic talks to shadow treasurer Angus Taylor about his thoughts on the state of financial services and what the Liberal Party thinks needs to be done to reduce the burden on advisers and improve housing affordability. Tune in to find out: Why he opposes Help to Buy and shared equity schemes. His thoughts on allowing Australians to access super for home ownership. Why he thinks the government should ‘get out of the way’. And...

James Cerolini, asset finance director of Simplify Asset Finance and director of ROAM Finance, made the move into broking nine months ago, after an eight-year career in aggregation. In this episode of New Broker, tune in to find out: Why and how he decided to focus on asset finance. The pivotal role of technology in broking. Why he loves soft-touch credit checks. And much more!

The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Charlotte Humphrys as they cover the latest quarterly CPI data, mortgage stress levels and some rumours from a non-major bank This week, they discuss: The next move for the RBA following the March quarter CPI data release. Lowest levels of mortgage stress for 2024. The latest from non-major banks. And much more!

Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Bendigo Bank to find out more about how tech is accelerating the home loan process. In this episode of the In Focus podcast, sponsored by Bendigo Bank Broker, we catch up with the bank’s national manager of broker distribution Natalie Sheehan to find out: The importance of technology in improving service propositions. The role of AI in...

The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.  Join hosts Adrian Suljanovic and Annie Kane as they cover the decision from a landmark payroll tax case and more on lender turnaround times as they continue to adopt new technology.  This week, they discuss: Loan Market versus Revenue NSW.  Westpac turning on opening banking for brokers. More Australians wanting to become “property pals”.  And...

Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she’s been embracing change as the director of Nu-Age Vehicle & Asset Finance. In this episode of Elite Broker, host Annie Kane sits down with the asset finance broker to find out: How asset finance has changed over the last 30 years. What her role as an FBAA board member entails. How she structures her team. And much more!

The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the calls for a simplified accreditation process, a record in turnaround times, and an association’s recommendations for the home loan discharge process. This week, they discuss: Calls from members of the industry to simplify broker accreditation. The MFAA’s new white paper. Findings from AFG’s...

Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time. In this episode of Elite Broker, we catch up with the Sydney-based broker to find out how and why momentum is key to her success. Tune in to find out: Why she’s starting a mentoring program. The hardest parts of changing aggregators. How and why she’s introducing asset finance into her business. And much more!

The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest mortgage broker market share figures, what the RBA has been up to, and new recommendations for the mortgage industry brought to the government. This week, they discuss: The record-high broker market share figures. The RBA’s uncertainty. AFCA’s concerns about hardship requests going...

Following on from the Better Business Summit and Better Business Awards roadshow, partnered by NAB, we’re sitting down with the recently crowned Broker of the Year for Western Australia, Balpreet Bal, and NAB’s executive, broker distribution, Adam Brown, to find out what it takes to run a successful business. In this episode of In Focus, we unpack some of the key takeaways from the Better Business Summit 2024 and learn more about how Western Australia’s Broker of the Year runs his...

Property should come before Prada, that’s the mantra of Victorian-based broker Katherine Persoglia. The founder of the Property Before Prada brokerage and creator of The Brokers’ Bible, sat down with The Adviser live on stage at the Better Business Summit 2024 in Melbourne – run in partnership with NAB – to unpack her secrets to success and why she created a platform to streamline policy research. In this episode of Elite Broker, tune in to find out: How she went from broker trainee...

Western Australia-based broker Joshua de Buelle has been delighting clients with his exceptional customer service for the past 16 years and made the move to set up his own brokerage, FiNEXT, five years ago. After picking his brain at the Better Business Summit 2024 in Perth, we caught up with the FiNEXT broker principal to find out: Why he made the leap into broking from personal training. How he’s structured his growing brokerage. His top tips for brokers looking to grow their business. ...

Queensland-based broker Kieran Jefferies has been broking for the past 18 years, but made the move to open up his new brokerage Olleh Lending in 2022. With six brokers and six support staff, the high-volume brokerage has benefited from its strong process and operational management to ensure that the business is running as efficiently as possible. In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Brisbane – run in partnership with NAB –  we...

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Group), we’re picking the brain of its executive manager, corporate communications, events &...

With over 15 years of industry experience, Lee Barron made the move to set up his own brokerage, Fox Financial Solutions, in 2020. Over this time, the Adelaide-based broker has been earning a name for himself as a master in exceptional customer service, having won rave reviews from clients and winning a number of industry awards. In this episode of Elite Broker, recorded live on stage at the Better Business Summit 2024 in Adelaide – run in partnership with NAB – we find out: How and...

Scott Rumble, the broker director of Yakka Finance, was named Australia’s Asset Finance Broker of the Year 2023 last year and Best Finance Broker NSW/ACT at the Better Business Awards 2024, run in partnership with NAB earlier this month. In this episode of Elite Broker – recorded live on stage at the Better Business Summit 2024 – we find out: How and why he became an asset finance broker. The biggest wins and challenges of his career. His top tips for success. And much more!  

After a career as a chef, Nectar Mortgages broker Gary Rock has found the recipe for success in serving up appetising mortgage deals for his clients. In this episode of Elite Broker, the seasoned ACT-based broker catches up with host Annie Kane to reveal how he’s carved out a career in the broking space over the last 23 years. Tune in to find out: How he’s mastered the art of making the mortgage process stress-free. How he’s structured his team to manage the ebbs and flows of loan...

The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest financial results from a major bank, a new financial services alliance, and the Better Business Awards NSW/ACT! This week, they discuss: Australia’s largest lender’s plummeting broker flows. When we can expect rate cuts. The kick off to the Better Business Awards. And more!

Alex Gee, director and mortgage broker at Kingfisher Finance Group, entered the broking industry during the pandemic but has already settled more than $100 million. In this episode of New Broker, tune in to find out: How he prepared to make the jump into broking. The tech and processes he follows to stay on top of his workload. Why he’s already preparing to recruit. And much more!

The Adviser’s What’s Making Headlines podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join Adrian Suljanovic and Annie Kane as they discuss the RBA’s latest cash rate call, lenders respond to repricing issues, and a big move for a major bank. This week they cover: Cash rate stays on hold. New NAB chief executive. First country head of a new association. And much more!

The biggest and most successful brokerages in Australia have been revealed in The Adviser’s Top 25 Brokerages ranking 2024, partnered by NAB. The results are in for the Top 25 Brokerages ranking 2024, in partnership with NAB! Despite the strong refinancing and repricing trend keeping brokers busy working on their existing clients last financial year, brokers in the Top 25 Brokerages ranking for 2024 still managed to write a whopping 184,244 loans over the year. In this episode of In Focus,...

The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join your hosts Adrian Suljanovic and Annie Kane as they talk about the recent CPI figures, a fall in credit demand from SMEs, and a brand new book by a broker set to help home buyers. This week they discuss: Association heads reacting to December CPI figures. The upcoming release of the Happy Home Loan Handbook. A renewed partnership between an...

Lee Pattison, principal of Blue Lion Lending, made the leap from banking to broking in 2021, but it was his training for an Ironman that led him to rethink how he approaches his broking journey. In this episode of New Broker, tune in to find out: How Mr Pattison set up and runs his business. The importance of setting challenges and having a coach. What he aims to achieve in 2024. And much more!

Sam Neville may be a relatively new broker, but she’s fast becoming a household name with the new generation of borrowers thanks to her social media presence teaching consumers ‘how to home loan’. We find out how she does it. In this episode of New Broker, tune in to find out: How she’s harnessed social media to generate new leads. Why she loves improving financial literacy. What she’s learned from her mentors and team. And much more!