The Adviser Podcast Network

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

Joanna James is an advocate for constant reinvention and resilience, having herself adapted to change over her career in the finance space. Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy – she now helps support women in building successful businesses through Artemis Space, a women's community group delivered by the Finance Brokers Association of Australia. In this episode, Annie Kane sits down with Joanna James to find out:

• Why success is subjective.
• The power of visualisation, emotionalisation and manifestation.
• Why she believes the finance industry is a great industry for women.

And much more!

In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, and delves into the role of superannuation funds, banks, and insurers in shaping the future of advice. Discover the minister's vision for the advice industry and his plans to inspire young Australians to pursue careers in this field. You'll hear:

• Minister Jones' reflections on his commitment to addressing industry issues and the progress made during his first year and a half in government.
• Insights into the legislative timeline for streams one and two of the Quality of Advice Review response.
• The minister's views on consumer protection, Michelle Levy's good advice model, and strategies to encourage funds to offer advice.
• The enactment of the experience pathway, its reception, and Minister Jones' message to those who find it contentious.

Listen to the episode with Stephen Jones from 2022 here:

https://www.mortgagebusiness.com.au/economy/16517-exclusive-interview-shadow-financial-services-minister-and-shadow-assistant-treasurer-stephen-jones-mp

Commercial and property development finance has been in the spotlight recently as costs escalate and many construction businesses find themselves in a jam. But for Cameron Perry of Perry Finance, demand for specialist credit advice in this space is booming.

In this episode of Elite Broker, host Annie Kane catches up with the Victoria-based broker to find out how his family's business has been navigating the changing environment and what opportunities are in market:

Tune in to find out:

• The process and tools he uses to write commercial finance.
• Why they set up their own property development fund.
• How he charges mandates and fees.

And much more!

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

Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Tanya now one of the very few female chief executives in the mortgage industry.

In this episode, Annie Kane sits down with Tanya Sale to find out:

• How a piggy bank triggered her love of finance
• Why she started her own aggregation business
• Why she believes support is critical to succeed as a female business leader

And much more!

In this special episode, host Annie Kane sits down with AFG chairman and former ASIC chairman Greg Medcraft to discuss why he believes Australia needs a public RMBS and his proudest achievements as chairman of the financial services regulator.

Tune in to find out:

• Why he's passionate about securitisation
• What he's most proud of from his tenure as ASIC chairman
• Why he joined AFG

And much more!

Earlier this year, The Adviser spoke to Strawberry Finance owner Rob Barton via satellite phone as he attempted to become the first person to solo row from Australia to Africa without touching land.With Mr Barton now back on dry land, we're catching up with the Strawberry Finance broker to find out how the three-month rowing adventure went and learn more about his journey into broking. In this episode of Elite Broker, host Annie Kane catches up with Mr Barton to find out:

• The highs and lows of his 8,358-kilometre rowing challenge
• Why he's fundraising for youth mental health charity Zero2Hero
• How and why he became a broker

And much more!

Content warning - This podcast contains content about suicide and suicidal feelings. Listener discretion is advised

The needs and demands of small-business owners have been shifting to keep pace of the new environment. In this episode of In Focus, sponsored by non-bank lender OnDeck Australia, we find out how SME finance trends have been changing in tandem.

In this episode, host Annie Kane catches up with OnDeck's head of partnerships, Nick Reily to find out:

• What SMEs are seeking finance for at the moment.
• The changing role of brokers.
• The benefits of technology in the lending process.

And much more!

Mark Sieler started his career in finance back in 2000, but after working alongside brokers in the lending space and at aggregators, he believed the next logical step was to become one himself. Six years ago, he joined Mortgage Choice and has been delighting clients in the Mount Keira & Surrounds ever since.In this episode of Elite Broker, host Annie Kane catches up with Mr Sieler to find out:

• What he thinks is key to a broker's success
• Why he joined a major brokerage
• How he thinks the mortgage process can be made better

And much more!

In this episode of the Eite Broker podcast, host Annie Kane is joined by founder of The Finance Consultancy, Chris Slack, recent winner of Finance Broker of the Year at the Australian Broking Awards. In this episode of Elite Broker, he shares his journey into finance broking, his experience winning the award, and his top tips for brokers thinking about writing SME finance for the first time.

Tune in to find out:

• What it takes to be Australia's Finance Broker of the Year
• His recent team expansion and why he plans to hire more staff
• His top tips for brokers starting out in the industry

And much more!

In this special episode, host Annie Kane sits down with founder of Stargate and Interstar Securities, Vernon Spencer, to discuss the beginnings of the mortgage industry and how he became the father of residential mortgage-backed securities in Australia. Tune in to find out:

• How the mortgage and broking industry started in Australia
• How and why he brought RMBS to Australia
• The importance of technology and innovation in improving the mortgage process

And much more!