The Adviser Podcast Network

As one of only five women in our Elite Business Writers Ranking 2018, and a new entrant this year, Holly Bundy of Bundy Financial Services' has blasted onto the scene having written more than $100 million in mortgages last year.

In this episode of Elite Broker, host Annie Kane is joined by Holly to find out how she is achieving the success that she is, how she is forging her own path in a male-dominated industry and why and how she runs her independent brokerage.

She will discuss the benefits of working as a broker and the flexibility it provides, her plans for the business throughout 2019, and how her business has changed over the years.

You will also find out:

- The challenges that came with starting her own business - The mentors who have influenced her career - Her thoughts on the royal commission's representation of the broker channel

And plenty more!

In this episode of Elite Broker, host Annie Kane reflects on what has been a huge year in the broking sector, recounting some of the recognised brokers across the Elite Business Writers ranking, 30 Under Thirty ranking, and the Better Business Awards 2018. Annie will also reveal the must-listen-to-episodes of Elite Broker for 2018, and looks forward to the Better Business Awards 2019.

In this special episode, recorded live at The Adviser's Asia Study Tour in Hong Kong, host Annie Kane is joined by the group CEO and founder of Malabar AI who shares why he believes that the royal commission has further blurred the lines between broker and mortgage adviser, and what the impact of that could be.

You will also find out: - The positive impact that the royal commission could have on the financial advice sector - How Malabar is helping brokers to more accurately match their clients with loans - Why there has been so much focus on borrower expenses

And plenty more!

In this episode of In Focus, Lucky Money CEO Louis Velasquez and Bluestone BDM Jerome Porcia join host Annie Kane to discuss the changes that we have seen in the past 12 months within the lending sector. Having both begun their careers working with the major banks, they will share how the non-bank sector is changing the game and rising once again, along with the benefits that it opens up to the consumer.

In this episode, tune in to find out:

- How Bluestone will help your deal to be processed as fast as possible - Their thoughts on the future of the lending environment - How Bluestone is set to shake up the industry in 2019

And plenty more!

With more than 30 years in the finance sector and a broking career which began in 1987, WA based SME broker Michael Coombes has built a client base which continues to return to him year on year. In this episode of Elite Broker, host Annie Kane is joined by the leading Perth broker, who shares how the only thing that has been consistent in his business has been his client base. He discusses the importance of being able to adapt, change and do things differently, and discusses how he is educating politicians on the importance of the broker cause. You will also find out: - How he has built a strong client base having never advertised his business - His advice for brokers wishing to try their hand at SME finance - How he is achieving favourable outcomes when approaching politicians to discuss broking And plenty more!

Regional broker and director of SMS Finance Colin Mason has broken into the Elite Business Writers ranking 2018, placing 10th after having written more than $150 million in residential mortgages in the last financial year. In this episode of Elite Broker, Colin joins host Annie Kane to discuss his thoughts on the current lending environment and share how he is bringing in numbers that can compete with those in significantly larger markets. You will also find out: - How he ensures that all applications are complete and submitted within 48 hours - How he is creating a strong referral network - The one occasion where he considered changing careers - and what made him reconsider

And plenty more!

In this episode of In Focus, Brett Halliwell, general manager of Advantedge joins host Annie Kane to discuss the changing broker commission structures within the sector and the future of the industry in light of recent changes. With Advantedge being one of the first lenders to shift broker remunerations in line with reforms of the Combined Industry Forum, he will discuss how the new structure is impacting broker incomes, his predictions for the industry going forward, and the increase in broker popularity.

In this episode, tune in to find out:

- How the wholesale funder is ensuring that it adheres to responsible lending guidelines - How Advantedge is working with brokers to create awareness of white-label loans - Why the role of the broker has changed

And plenty more!

With the major banks streamlining their offerings recently, coupled with a stricter lending environment as a result of the royal commission, more and more non-bank lenders are embracing the opportunities that these circumstances present.

In this episode of In Focus, Semper Capital director Andrew Way joins host Annie Kane to discuss how they are successfully targeting and attracting short-term commercial and SME borrowers, and what this means for the brokers who represent them.

In this episode, find out: - About Semper's new rates - How to expediate a short-term loan - How the current property market will impact the lending sector going forward

And plenty more!

Ulladulla broker and general manager of South Coast Business & Financial Solutions Karen Bashford believes that reputation is paramount to being a successful regional broker. In this episode of Elite Broker, Karen joins host Annie Kane to share how she is connecting with the local community, how she became one of the Elite Business Writers 2018, and how she balances working on the business with working in the business. You will also find out: - Why she believes that diversification is so important for brokers - How she makes the most of business cards - Her top tips for new brokers

And plenty more!

Reverse mortgages have been in the headlines recently, with several banks announcing that they would be moving away from offering this type of loan to borrowers. But Heartland Seniors Finance has outlined that there is still a role for this product in the market.

In this episode of In Focus, Heartland Seniors Finance CEO Andrew Ford joins host Annie Kane to discuss the role of reverse mortgages in the finance market. Given the recent ASIC review into the space finding a number of benefits but suggesting that more could be done to educate seniors of the risks, Andrew shares how the lender is working with brokers to help customers make informed decisions.

In this episode, find out: - The steps that a borrower needs to take to secure this class of finance - When a reverse mortgage is not the right decision - Andrew's advice for brokers considering entering into the reverse mortgage market

And plenty more!