The Adviser Podcast Network

Over his 10-year career, Luke Harborne of IFA Mortgages has been delighting clients with his proactive approach to broking and smiling service. In this episode of Elite Broker, we catch up with the Sydney-based broker to explore what he has for his second decade of broking, the importance of mentorship, and what he thinks could be brought in to make broking better.

Tune in to find out:

• How he creates genuine client relationships that stand the test of time.
• His journey from mentee to mentor.
• His top tips for finding new business.

And much more!

Ben Williams is upholding his family's tradition by stepping into his father's shoes and establishing himself as a leading broker. While aiming to chart his unique course, Mr Williams extended his footprint by launching a second branch. In this episode of New Broker, tune in to find out:

• His management of an independent branch.
• The crucial role played by diverse referrals.
• The importance of cultivating a collaborative team environment.

And much more!

Eight years ago, Rishi Bhatia was looking to get a home loan for himself. But little did he know that the process would actually lead him to become a broker!

Fast forward to today and his Melbourne-based brokerage KRIA Mortgage Managers is delighting customers by taking the time to learn their wants and needs and finding them a loan that works for them.

Tune in to find out:

• How a bad broker experience led Rishi Bhatia to becoming a broker himself.
• How he's been building strong referral relationships.
• Why he's been diversifying into SMSF.

And much more!

In this In Focus episode, Momentum Markets director Phillip Tarrant and Real Estate Gym founder Tom Panos unpack the big shake-ups of 2023 in real estate, property investment, and mortgages. Momentum Markets director and host of the Smart Property Investment Show Phillip Tarrant and Real Estate Gym founder and auctioneer Tom Panos unveil what got them talking this year in the property market.

Tune in to find out:

• How the property market fared this year.
• The shocks and surprises of 2023.
• The big announcements that got everyone talking.

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 cover the results of an aggregator's court case, lender and broker response to the flooding in Cairns, and lenders being called on to adapt with market demands.

This week they discuss:

• Connective's court case.
• ex-Tropical Cyclone Jasper.
• Brokers calling for policy changes.

And much more!

After nine years with a major bank, Nick Ash transitioned into broking, specialising in commercial finance. Though new to broking, his comprehension of financial structures and client needs has equipped him with the essential tools for success.

In this episode of New Broker, tune in to find out:

• What's needed to succeed as a new broker.
• Why he has chosen to specialise in commercial finance.
• Tips for new brokers.

And much more!

Join Adrian Suljanovic and Annie Kane as they discuss some findings from the most recent Consumer Access to Mortgages report and some changes heading towards foreign investors This week they cover: - Trust in brokers by consumers - The strength of broker loyalty - Alterations in Australia's foreign investment framework And more!

Commercial broker Brendan Scotter has really been shooting goals with his brokerage Commercial Point Finance. We find out how he's been scaling his brokerage to new heights. Sydney-based broker Brendan Scotter may have started his broking career around 13 years ago, but it has really been in the last two years that his brokerage has changed pace, as he welcomed three new brokers into his team. In this episode of Elite Broker, host Annie Kane catches up with Brendan to find out:

• How he went from the basketball court to the broking world.
• How he's recruited two former athletes into broking.
• His top tips for writing commercial finance.

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 talk about some good news and bad news for borrowers and a surprising announcement from the Assistant Treasurer.

This week they discuss:

• RBA holds rates over the holiday season.
• APRA's 3 per cent buffer.
• A new brand of financial adviser.

And much more!

Self-managed super funds have been going through a boom period recently, with more Australians looking to control the investments their super make, including property.

In this episode of In Focus, sponsored by Pepper Money, we catch up with the lender's head of mortgages, retail broker Siobhan Williams to find out:

• What's behind the growth in SMSF lending.
• The types of properties being bought through SMSFs.
• How Pepper is helping brokers write SMSF loans.

And much more!