The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • New Broker: How Australia's New Broker of the Year 2025 created a successful business

    Mortgage Choice broker Richard Brown was crowned the New Broker of the Year 2025 at the Australian Broking Awards 2025, with judges championing his dedication to financial literacy and making the home loan process enjoyable.

    In this episode of New Broker, host Annie Kane sits down with the recently crowned New Broker of the Year 2025 to find out how he went from a career in advertising to becoming the nation's best new broker.

    Tune in to find out:

    • Why building a financial runway is essential for new brokers.
    • Why he chose to outsource his administrative work early.
    • How he leverages his networks to generate leads.

    And much more!

    59 min
  • What's Making Headlines – how the CSLR special levy will be paid

    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, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

    This week, they discuss:

    • The problems with the CSLR and how to pay the $47 million shortfall.
    • The growing number of broker adverts in market.
    • Why concerns are rising about unlicensed advice to property investors.

    And much more!

    28 min
  • In Focus: Navigating the world of SMSF lending

    Self-managed super fund (SMSF) lending offers brokers a chance to diversify, but it's also a niche full of nuance, requiring expertise and close collaboration, says Bluestone Home Loans.

    In this episode of In Focus, we sit down with Richard Chesworth, head of specialised distributions at Bluestone Home Loans, to unpack this specialised market and explore how brokers can ensure they're writing SMSF loans the right way.

    Tune in to find out:

    • The evolution of SMSF lending and current trends in market.
    • What brokers need to know to confidently navigate the SMSF lending space.
    • How Bluestone Home Loans supports this growing segment.

    And much more!

    28 min
  • New Broker: Scaling from $20m to $200m in just one year

    After building his business as director for several years, Sydney-based broker Joseph Daoud started loan writing himself and settled a staggering $200 million in FY2025.

    In this episode of New Broker, host Annie Kane sits down to uncover the story behind this rapid rise, the challenges overcome along the way, and his plans for future growth.

    Tune in to find out:

    • Why he's launching a mentoring and training platform for new-to-industry brokers.
    • How he's helping streamline lending for doctors and allied health professionals.
    • Why he thinks having strong BDM relationships has been key to success.

    And much more!

    39 min
  • What's Making Headlines – the growing size of the aggregators

    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, senior journalist Will Paige, and commercial content writer Ben Squires as they review the news of the week.

    This week, they discuss:

    • What the financial results from AFG and Finsure tell us.
    • Another mutual merger in the making.
    • The AI strategy at Mortgage Choice.

    And much more!

    35 min
  • What it takes to run a top 25 brokerage

    As the managing director of one of the top 25 brokerages in the country, Nick Reilly has pivoted from broker to business strategist, leading a team of more than 50 staff who settle over $800 million a year.

    In this episode of Elite Broker, host Annie Kane sits down with the brokerage MD to understand what it takes to run a major independent brokerage and where the business is heading next.

    Tune in to find out:

    • How Inovayt scaled to become one of Australia's top brokerages.
    • Why the business is focused on a full financial services offering.
    • The biggest lessons he's learned from managing a team of 50+.

    And much more!

    Related links:

    • Why this independent broker expanded into financial services
    43 min
  • What's Making Headlines – The economic reform roundtable

    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, senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss:

    • What happened at this week's Economic Reform Roundtable.
    • The opportunities and barriers in open banking.
    • What's driving growth at the lenders.

    And much more!

    32 min
  • In Focus: How brokers helped build AMP Bank's new lending origination platform

    This month, AMP Bank officially launched its new home loan origination platform, a major milestone in the lender's drive to deliver faster, simpler, and more consistent lending experiences. In this episode of In Focus, host Annie Kane catches up with AMP Bank's head of lending origination, Melissa Christy, and its head of lending and everyday banking distribution, Paul Herbert, to find out how the new lending platform is transforming home loans.

    Tune in to find out:

    • Why the platform was broker-designed from day one.
    • How the new system integrates leading technology across both pre- and post-submission stages.
    • How brokers can learn more about the new platform.

    And much more!

    38 min
  • How this brokerage is supporting the booming investor market

    Being a brokerage focused on investor lending has seen boutique brokerage Finni grow substantially over the years, with the team becoming specialists in knowing how to structure loans in an investor's best interest.

    In this episode of Elite Broker, host Annie Kane catches up with the new principal of Sydney-based brokerage Finni, Eva Loisance, to find out how she's been servicing the brokerage's growing investor clientele and her plans for the brokerage's future.

    Tune in to find out:

    • How Finni aims to hit $1 billion in the next two years.
    • How the work of brokers is changing.
    • How she'd like to see clawback changed to become more equitable.

    And much more!

    43 min
  • What's Making Headlines – how long does it take for lenders to pass on rate cuts?

    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, senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week.

    This week, they discuss:

    • How long will it take for the July cash rate cut to filter through.
    • The changing broker flows at the major banks.
    • What's driving investor lending growth.

    And much more!

    31 min

About The Adviser Podcast Network

From the publisher's feed

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.

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