The Adviser Podcast Network

Delivering fantastic customer service is the key to running a successful brokerage and Own Home Loans, led by Rory Sercombe, has been leading the way down in Victoria — taking home the award of Best Customer Service (Office) in Victoria/Tasmania at the Better Business Awards 2022 earlier this year. The former franchise brokerage set up his own brokerage after wanting to deliver a service proposition that focused on getting rid of mortgage debt, rather than taking on more debt. In this episode of Elite Broker, host Annie Kane catches up with the broker principal to find out:

• Why he wants to help borrowers become mortgage-free
• The process he follows to deliver strong customer service
• How he chose his aggregators

And much more!

Mark Davis from the Australian Lending & Investment Centre has been among one of the busiest brokers in Australia, writing a phenomenal amount of business each year.

In this special episode of our Billion Dollar Broker series, we catch up with the busy broker to discover how he manages to fit it all in.

Tune in to find out:

• The process he follows to run a high-volume brokerage
• How he runs his team
• His top tips for those looking to settle $1 billion or more in loans

And much more!

Becoming a "high performing" doesn't come without grit and determination — something Blake Edwards, director, B.E. Astute, has applied to both his sporting and broking career. Competing for Australia at the Tokyo 2020 Games was just one of the highlights in his sporting career, but we find out how broking has been a major win.

In this episode of New Broker, we find out how he applies winning strategies to broking:

• How he draws similarities on elite sports and broking
• Why making the switch to broking was a good move

And much more!

Former fitness-club manager Morgan Owen has been busy whipping home loans into shape for her clients ever since opening her own brokerage.

In this episode of Elite Broker, we catch up with the Victoria-based broker to find out why she lunged from the fitness industry to broking, how she runs her fully female brokerage, and how she's been getting over imposter syndrome.

Tune in to find out:

• Why she made the leap into broking
• Her advice to those starting out
• Her top fitness tips

And much more!

In this exclusive interview with shadow financial services minister and former assistant treasurer, Stuart Robert MP, editor of mortgages Annie Kane finds out what the Morrison government really thought about the banking royal commission's broker remuneration recommendations. The former assistant treasurer reveals why the government was "uncomfortable" with brokers being included in the banking royal commission, and its reasons for scrapping its "action" on broker remuneration.

Tune in to find out:

• How Treasury reacted to the recommendations on broker remuneration
• How the broking community engaged with the Coalition government
• Why he thinks brokers are an asset to borrowers

And much more!

The financial reporting season has shown that mortgage lenders have been booming recently, with the ability to raise funds to keep mortgages flowing a key part of the success for many of the non-bank lenders, in particular. In fact, residential mortgage-backed securities (RMBS) have been a boon for non-bank lenders recently, with $8 billion of the $10 billion of issuances coming from non-banks in the first quarter of this year. In this episode of In Focus, partnered by Firstmac, we're sitting down with chief financial officer James Austin to find out:

• Why the non-banks have been busy issuing RMBS
• How RMBS issuances actually work
• Why he believes the economy is in a strong position to withstand headwinds

And much more!

Zapping around Adelaide to help Australians on their borrowing journey is business as usual for Nathan Martin, who runs Mobile Mortgage Advice. In this episode of New Broker, we catch up with this year's Best Newcomer SA/NT to find how he does it. Tune in to find out:

• Why he made the switch to become a mortgage broker
• Why running a solo business works for him
• His top tips for new brokers

My Mortgage Freedom broker Anthony Alabakov became a billion-dollar broker after nearly 11 years of broking. As well as citing his success to having a "strong team" and "really clear processes", the Finsure broker says that having the right aggregator partner is also of paramount importance. In this special episode of our new Billion Dollar Broker series, partnered by Finsure, we catch up with the Victoria-based broker and Finsure chief executive Simon Bednar to find out:

• How Anthony hit the $1 billion milestone
• The process he follows to enable high-volume loan writing
• How Finsure is helping high-volume brokers achieve their goals

And much more!

Asset finance has been in strong demand the past few years. As a boom in transport, logistics and housing construction causes strong demand for equipment, Nathan Hogan, principal at iFin Capital, has been very busy keeping Australia moving. In this episode of Elite Broker, the asset finance specialist (and last year's Asset Finance Broker of the Year 2021) catches up with host Annie Kane to discuss how he built his brand and brokerage, and how he's been marrying his love of rugby league with his business. Tune in to find out:

• Why he co-founded iFin Capital
• How and why he hired rugby league star Tom Trbjoevic
• His top tips for writing asset finance

And much more!

Tom Trbojevic, or Tommy Turbo, may be best known for being a rugby league star but the Manly-Warringah Sea Eagle has been soaring to new heights as an asset finance broker, too. In this episode of New Broker, the Brad Fittler Medal recipient 2021 catches up with host Annie Kane to discuss why he became a broker, the importance of training and CAFBA courses, why he has the full backing of Sydney-based brokerage iFin Capital, and how he balances his professional sports career with his finance career. Tune in to find out:

• How and why Tommy Turbo became a broker
• The challenges and opportunities he has faced as a new broker
• His top tips for staying at the top of your game

And much more!