The Adviser Podcast Network

Join Adrian Suljanovic and Annie Kane as they chat about the rebound of mortgage broker market share, what the removal of clawbacks could mean for brokers, and some news from lenders.

This week they discuss:

-MFAA announcing broker market share reaching above 70 per cent once again. -Industry reactions to AMP's latest move. -A new lender joining the third party.

And much more!

In this special episode, host Annie Kane sits down with Greg Pennells, the co-founder of aggregation group Purple Circle Financial Services (and co-founder of former aggregator Choice Aggregation Services) to find out how the mortgage aggregation space has been evolving.

Tune in to discover:

• Why and how mortgage broker aggregation first started.
• Why he co-founded Choice Aggregation Services and Purple Circle.
• His thoughts on the future role of aggregators.

And much more!

Content warning: This podcast contains content about depression. Listener discretion is advised. If you require mental health support and want to talk to a counsellor, free, confidential counselling is available from Beyond Blue on 1300 22 4636. If you are concerned for your immediate safety or the safety of others, call Triple Zero (000).

After a glittering career at Brisbane Lions and Port Adelaide, footballer Tom Rockliff is now setting his sights on being the Best and Fairest in commercial broking. We find out how and why he became a broker.

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

• Why he made the decision to retire from professional sport.
• How he decided to make the move into broking.
• How he is going above and beyond for his clients.

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 Annie Kane and Josh Needs as they discuss the newest aggregator to launch, why brokers think clawback may be illegal, and why more brokers are sending clients to the major banks. This week, they discuss:

• Viking Aggregation launches.
• Why brokers think clawback must go.
• Why more brokers are writing major bank deals.
• What industry thinks of Queensland doubling its first home buyer grant.

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space.

In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she believes inclusion and diversity are not just morally imperative, but key to achieving superior business results.

Tune in to find out:

• Why she loves commercial finance.
• The secret power of 'quiet achievers'.
• How CommBank is creating a more inclusive and supportive work culture.

And much more!

Queensland-based broker Danny Blair runs not one, but four broking offices, having opened his fourth Aussie franchise earlier this year. After having become a broker 11 years ago and joining Aussie's original retail store, Aussie Sunnybank, Danny Blair has rapidly shifted from being a loan writer to a multi-franchise operator, managing Aussie franchises in Kenmore, Mount Ommaney, Ipswich and – most recently – Forest Lake.

In this episode of Elite Broker host Annie Kane catches up with the Aussie broker to find out:

• Why he decided to take on multiple stores

• The tools, systems and support he uses to work in and on his brokerages

• The process he uses to train new brokers

And much more!

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, State General Manager Residential Broker Victoria/Tasmania at Westpac Group (and State Chair Women of Westpac), about how she climbed the career ladder in banking and the power of having strong female role models. Tune in to find out:

• How she learnt the art of having difficult conversations.
• The perils of unconscious bias and how to tackle them.
• How Westpac is supporting women through the Women of Westpac group.

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 broker backlash at a major bank over channel conflict, an association pushing for CDR and borrower behaviour that brokers have seen.This week they discuss:

• CBA's quarterly results.
• MFAA urging for accelerated CDR.
• Women in Finance Summit and winners.

And much more!

In this episode of the In Focus podcast, sponsored by Lumi, host Annie Kane catches up with the SME lender's head of third party, John Clifford, to find out the key trends in the SME lending landscape and how brokers can support their SME clients in this challenging climate marked by high-interest rates and limited borrowing power. Tune in to find out:

• How SMEs can access business funding despite the current market challenges.
• The importance of adapting business loan offerings to the ever-changing needs of SMEs.
• Lumi's new business finance products in response to the current state of the market.

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 Josh Needs as they cover off some big interest rate news, an outage that frustrated the nation and how brokers build their workforce.

This week they discuss:

• Interest rates hit a 12-year high.
• Optus outage.
• Building a workforce in a tight labour market.

And much more!