The Adviser Podcast Network

As well as being crucial credit advisers, brokers are also lynchpins of their community. We catch up with Gippsland-based broker Robert Trewin, who took home two awards at the recent Better Business Awards in Victoria for his work in giving back to his community, to find out how he does it. Trewin Mortgage Broking's principal and broker Robert Trewin took home the Best Community Engagement Program and the Editor's Choice award at the Better Business Awards Vic/Tas earlier this year. As well as cementing himself as a key mortgage adviser for the region, he's also been giving back to the community with voluntary work, helped people get back on their feet after the devastating bushfires, and raising awareness about Sudden Unexplained Death In Childhood (SUDC). Tune in to find out: - How his brokerage gives back in Gippsland - His process for writing loans - How a personal loss led him to set up the Brighter Days Festival in Bright to raise money and awareness of SUDC And much more!

Victoria-based broker Nicola Tucker is one of two directors of growing regional brokerage Surf Coast Finance, writing resi and asset business for borrowers in Torquay. The former banker became a broker three years ago, initially as a Loan Market franchisee, and has quickly established herself as a rising star – taking home several awards already, including Best Newcomer Vic/Tas at the Better Business Awards last year.

In this episode of Elite Broker, we're catching up with the Loan Market broker to find out how and why she decided to partner with Lanie Conquest to join businesses, and how the duo co-run the brokerage, as well as how she manages broking and being a new mother.

Tune in to find out:

- The ins and outs of forming a business partnership - How she markets the business - Why and how they hired their staff

At the beginning of this financial year, a range of changes came in for the self-managed super fund market. Thinktank reveals how these affect SMSF lending. In this episode of In Focus, partnered by Thinktank, host Annie Kane is joined by Per Amundsen, company secretary of Thinktank, and Peter Vala, general manager of partnerships and distribution, to discuss exactly what brokers need to know when writing SMSF loans this financial year and the key trends in this space. Tune in to find out: - How SMSF loans are structured - The new member caps and contributions for FY22 - How Thinktank is helping brokers write SMSF loans And much more!

Long delays in broker-lodged loans have been an ongoing issue for the past year - but are things starting to look up? Annie Kane and Michael Johnson explore more In this episode of In Focus, host Annie Kane is joined by Momentum Intelligence's head of strategy, Michael Johnson, to discuss what the data is showing us about turnaround times at the lenders, and whether this is the beginning of improved service times. Tune in to find out: - What the latest Broker Pulse survey shows us - Which lenders have been improving - What the banks are doing to improve turnaround times And much more!

Michelle Towner of Towner Finance took home not one, but three awards at the Better Business Awards in Perth earlier this year, including WA's Broker of the Year 2021. We find out how she runs her leading brokerage. In May of this year, the founder and managing director of Towner Finance, Michelle Towner, was crowned the Best Residential Broker and the Broker of the Year at The Adviser's Better Business Awards in Perth, while the company took home the award for Best Customer Service (Office). In this episode of Elite Broker, we catch up with Michelle to find out:

Commercial finance broker Jason Boccaccio was named SA/NT's Best Finance Broker and Broker of the Year earlier this month for his work servicing clients during a very difficult year. We catch up with Jason to find out more.

As a former accountant turned broker, Adelaide Commercial Finance director Jason Boccaccio has a strong affinity for helping businesses make the most of their finances. But, when COVID-19 first hit and lockdowns restricted movements and lender appetite dried up, he had to work quickly to pivot his business offering.

Fast forward to 2021, and Jason has not one, but two brokerage brands, having diversified into residential mortgage broking too.

In this episode of Elite Broker, host Annie Kane catches up with Jason to find out how he did it:

Tune in to find out:

- How COVID-19 impacted his commercial brokerage - How he manages two separate brokerage brands - The key commercial property trends he's seeing in Adelaide And much more!

SA broker Aaron Vogt has been running his full-service brokerage, Preferred Finance, for the past 15 years, servicing borrowers in the wine region of the Adelaide hills. We catch up with SA/NT's Regional Broker of the Year 2021 to find out how he does it.

In this episode of Elite Broker, we're sitting down with Preferred Finance director and broker Aaron Vogt to find out how he's been running an award-winning brokerage in the SA wine region, how he's been hiring and growing his team, and what he's learned over his 18-year broking career.

Tune in to find out:

- Why he left business banking to become a broker - The tools he uses with his team to keep up-to-date with client files - How he embeds himself, and his brokerage, in the local community And much more!

Engineer-turned-broker Adam Bradley has been running his Brisbane-based brokerage, Emerge Finance, for the past seven years, specialising in first home buyers. We catch up with the self-proclaimed 'Guarantor King of Brisbane' to find out how he's been growing his business.

In this episode of Elite Broker, we're sitting down with Emerge Finance director and broker Adam Bradley to find out why he left tunnel engineering to become a mortgage broker, how he works with his award-winning loan administrator to create a seamless customer experience, and why he loves this industry so much.

Tune in to find out:

- Why he's 'The Guarantor King of Brisbane' - How he works with Queensland's Loan Administrator of the Year 2021, Michelle Rogers - His process for forming referral relationships And much more!

At this year's Better Business Awards in Queensland, Jodie Wolfenden, Gold Coast broker and director at Superior Wealth, took home not one, but two awards on the night: Best Finance Broker and the coveted Broker of the Year 2021 for the state. The Burleigh Heads-based Loan Market broker sees herself as more of a finance strategist than a traditional broker, as she works hard with customers to ensure that they understand their investment and financial decisions when it comes to credit.

In this episode of Elite Broker, we're sitting down with Queensland's Broker of the Year 2021 to find out what the secrets to her success are.

Tune in to find out:

- Why she enjoys 'complex' finance such as investment, self-employed and SMSF - How she chooses and works with referral partners - Her experience with valuations and the impacts they're having on clients And much more!