The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • What's Making Headlines – Reflections on 2024

    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 content writer Ben Squires as they unpack the biggest news stories of the year 2024.

    This week, they cover:

    • What's been driving record broker market share.
    • The big payroll tax decisions.
    • The Senate home ownership inquiry.

    And much more!

    37 min
  • What's Making Headlines – the new RBA board appointments

    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:

    • Who's who on the two new RBA boards.
    • Allegations being levelled at HSBC Australia.
    • An early Christmas present from ASIC.

    And much more!

    19 min
  • Mortgage and Finance Leader: Luke Howarth MP, shadow financial services minister and shadow assistant treasurer of Australia

    In this special episode, host Maja Garaca Djurdjevic sits down with Luke Howarth, the shadow financial services minister and shadow assistant treasurer of Australia, to deep dive into the world of financial services, touching upon regulatory challenges, political accountability, and the future of financial advice in Australia.

    Tune in to find out:

    • His thoughts on what should be done about the serviceability buffer.
    • The problems with the Compensation Scheme of Last Resort (CSLR).
    • What the Coalition would like to see happen in advice and super.

    And much more!

    51 min
  • In Focus: Navigating burnout and recharging for the new year

    As we head into the holiday season, we catch up with Bronwyn Penhaligon to uncover her practical tips for managing burnout, setting purposeful goals, and finding balance.

    In this episode of In Focus, we catch up with the strategic psychotherapist to find out:

    • How to navigate the holidays without succumbing to exhaustion.
    • Advice for planning and preparation.
    • Simple exercises for when you need a reset.

    And much more!

    40 min
  • What's Making Headlines: The final rate decision of the year

    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:

    • Why the RBA decided to hold the cash rate for December–January.
    • A flurry of aggregator announcements.
    • The megatrends brokers should be on the lookout for.

    And much more!

    23 min
  • How Ben Finis marries resi and commercial broking

    Former banker-turned-broker Ben Finis may have won several awards for residential broking, but he's increasingly being celebrated as a commercial broker, too. In this episode of Elite Broker, host Annie Kane catches up with the FINANCIA director to find out how he does it all.

    Tune in to find out:

    • How he's structured his team and process.
    • The types of loans he's writing in South Australia.
    • The big plans for the brokerage in 2025.

    And much more!

    34 min
  • What's Making Headlines – new CEOs at the lenders

    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 unpack the latest shake-ups in the lending and broking space.

    This week, they cover:

    • The new CEO appointments at ANZ and Resimac.
    • Record broker market share.
    • Senator Andrew Bragg's breakfast meeting with brokers.

    And much more!

    22 min
  • Women in Finance Podcast: Business advice from the Mortgage Broker of the Year 2024

    Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney on 15 November.

    In the ninth episode of the Women in Finance Podcast series for 2024, sponsored by Mortgage Choice, host Annie Kane is joined by the recent winner of the Mortgage Broker of the Year award from the Women in Finance Awards, Deslie Taylor (Mortgage Choice Ormeau & Yarrabilba).

    Tune in to find out:

    • How she went from a one-woman brokerage to a team of 15.
    • Why she involves her whole team in her six-monthly business planning meetings.
    • How she has found the right coach for her as a business owner.

    And much more!

    34 min
  • New Broker: How this processor made the jump into broking

    Simon Tessmann emerged as a mortgage broker at Queensland-based brokerage Emerge Finance two years ago and now writes around nine loans a month. In this episode of New Broker, host Annie Kane catches up with Tessmann to find out why and how he joined the broking industry in the first place and how he's built his client base.

    Tune in to find out:

    • Why he became a broker.
    • The types of loans he's writing in Queensland.
    • What he thinks brokers should look for in a mentor.

    And much more!

    39 min
  • What's Making Headlines – the Senate's home ownership inquiry report

    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 content writer, Ben Squires, as they unpack the big themes in the news as Parliament concludes its final sitting week.

    This week, they cover:

    • The key recommendations from the Senate inquiry into home ownership and financial regulation.
    • AFG's acquisition activity.
    • The inaugural Commercial Finance Awards.

    And much more!

    27 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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