The Adviser Podcast Network

The Adviser Podcast Network

By Momentum MediaBusinessInvesting
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The Adviser Podcast Network episodes

  • From intelligence analyst to Editor's Choice: How Kit Johnson declassifies the mortgage world

    Trading the clandestine world of national security for the high-stakes environment of credit policy might not be a typical career pivot, but for Kit Johnson, the transition was surprisingly seamless. Before he was securing homes in Forest Lake and Ellen Grove, Johnson spent over two decades as an intelligence analyst – a role that required an obsession with fine print and the ability to stay cool when the stakes were high. Now the co-owner of Aussie Forest Lake, he has leveraged that analytical rigour to become a decorated broker in just four years.

    In this episode of Elite Broker, host Annie Kane welcomes the recent Better Business Awards Editor's Choice Queensland winner to discuss how he traded need-to-know secrets for the need-to-know details of the mortgage world. They discuss the realities of running a high-volume storefront brokerage, the technical expertise required to navigate a shifting market, and why his client reviews have turned locals into "raving fans" who celebrate settlements with traditional shoeys.

    Tune in to find out:

    • How his background in financial crime and organised crime investigations helps him spot red flags in a rising fraud environment.
    • Why he views high shopping center rent as an advertising investment that brings in high lead volumes.
    • His strategies for managing a multi-generational team, as his daughter follows in his footsteps.

    And much more!

    49 min
  • What's Making Headlines – Brokers slam major bank's retention strategy

    Borrower retention schemes are back in the spotlight after media reports revealed a major bank offering cash incentives to customers already partway through the refinancing process.

    But brokers have hit back, saying these schemes undermine competition and effectively waste hours of unpaid work.

    Join The Adviser's senior journalist, Charlie Tchetchenian, and commercial content writer, Ben Squires, as they unpack questions of channel conflict in this week's episode of What's Making Headlines – your weekly wrap-up of all the news shaping the mortgage and finance broking space.

    They also discuss:

    • Why brokers are increasingly walking away from certain types of deals.
    • Confirmation of fraud in the network of one of Australia's biggest aggregators.
    • A broker association's appearance before the Senate select committee on productivity.

    And much more!

    37 min
  • In Focus: Why deposit bonds belong in your toolkit

    In an increasingly competitive broker market, the ability to offer out-of-the-box solutions, such as deposit bonds, can be a powerful point of differentiation.

    Nick Rumpff, head of sales and distribution at Deposit Power, joins In Focus to offer a fresh perspective on the role deposit bonds can play in today's market.

    He shares practical tips on how to introduce deposit bonds to clients, outlines strategies for breaking down barriers with agents and vendors, and explains why deposit bonds should be a staple in every broker's toolkit. Rumpff also walks through several real-world broker scenarios where deposit bonds have been a game changer for clients.

    Tune in to find out:

    • The truth behind common deposit bond myths and misconceptions.
    • Proven ways to turn deposit bonds into a competitive edge.
    • How deposit bonds can provide a point of difference for brokers.

    And much more!

    27 min
  • New Broker – Taking the leap into broking without writing a loan

    Starting out as a new broker is often synonymous with a steep learning curve of credit policies and lender accreditations. But what if your path into the industry didn't involve writing loans at all?

    In this episode of New Broker, we speak with Andrea (Ange) McNaughton, managing director of Loan Market Razor. After a decade as a high-level executive at LMG, McNaughton made the pivot from corporate leadership to business ownership.

    While she initially set out to be a traditional broker, McNaughton quickly realised that her strengths lay in building the business, not the bank files. She joins host Annie Kane to share why she decided to "back herself" as a non-writing director and how she is redefining what success looks like for a new entrant in the 2026 market.

    Tune in to find out:

    • What being a non-loan-writing member of the broking industry entails.
    • How she's using her corporate background to implement AI and streamline the "back office" engine room.
    • Why she believes new brokers should never start completely alone.

    And much more!

    51 min
  • What's Making Headlines – Mortgage fraud fears intensify across the industry

    Mortgage fraud has become a key talking point across the broking industry, with fresh reports suggesting the ongoing probe by lenders and regulators uncovered alleged involvement from both bankers and mortgage brokers. So just how widespread is the issue?

    Senior journalist Charlie Tchetchenian and commercial content writer Ben Squires delve into the latest developments in this week's episode of What's Making Headlines, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

    They also discuss:

    • How major banks are responding to declining consumer confidence.
    • The RBA's acknowledgment of uncertainty in the current economic outlook.
    • How recent shifts in policy are impacting first home buyer behaviour.

    And much more!

    34 min
  • In Focus: Why cash flow now matters more than ever

    With SMEs in the core industries underpinning the Australian economy under mounting pressure, brokers who can unlock working capital are becoming indispensable.

    James Beeson, CEO of invoice finance lender Earlypay, joins In Focus to explain why working capital solutions have become an important funding tool for SMEs looking to stabilise, grow, and navigate an increasingly uncertain environment.

    He also outlines how a more holistic funding approach enables brokers to deliver smarter, integrated solutions and how Earlypay has refined its offering in response to broker feedback.

    Against a challenging economic backdrop, cash flow has become the defining pressure point – and one that brokers are increasingly at the centre of solving.

    Tune in to find out:

    • The opportunity for brokers to move beyond transactional lending and become strategic partners to SME clients.
    • How working capital solutions can help businesses stabilise, fund growth, and manage volatility.
    • What a holistic funding approach looks like in practice.

    And much more!

    26 min
  • Finalist Showcase: Building sustainable broker businesses through strong mentorship

    After starting out in asset finance, Ivan David shifted his focus to residential mortgages and hasn't looked back, building a brokerage centred on education and support.

    Mentorship has been a defining part of his journey at SLAN Finance, earning him a nomination for Mentor of the Year for Victoria at the Better Business Awards 2026.

    David joined In Focus to discuss his approach to mentorship and what it takes to build a brokerage where brokers can prioritise clients rather than back-end administration.

    Tune in to find out:

    • How strong systems and clear roles enable brokers to scale without losing control.
    • The importance of investing in learning and development to stay competitive.
    • How the right infrastructure frees brokers to focus on clients and relationships.

    And much more!

    32 min
  • What's Making Headlines – Can open banking be the fix for mortgage fraud?

    How can the mortgage industry stay ahead of criminals using AI to forge documents? It's a question becoming increasingly urgent as a new wave of sophisticated fraud hits the Australian lending landscape

    Join host Annie Kane, senior journalist Charlie Tchetchenian, and commercial content writer Ben Squires as they review the week's biggest stories in finance and real estate, distilled into bite-sized insights.

    This week, the team discusses the move by finance associations to lobby for ATO data integration into open banking as a "single source of truth" to verify borrower income and crush fraudulent applications. They also dive into the recent acquisition, creating Australia's largest deposit bond provider, and how the government thinks it can fix the Compensation Scheme of Last Resort.

    This week, they discuss:

    • The pros and cons of introducing ATO data in open banking.
    • The details of the merger between Deposit Power and Deposit Assure.
    • What the proposed Compensation Scheme of Last Resort changes mean.

    And much more!

    33 min
  • In Focus: Scaling your brokerage through strategic outsourcing

    As mortgage brokers look to transition from sole traders to small businesses, many are turning to offshore support to free up their time for high-value client engagement and sustainable growth.

    In this episode of In Focus, sponsored by VA Platinum, Annie Kane sits down with Kate Garrett, director of Littlespring Finance, to explore her journey of doubling her business volume through strategic outsourcing.

    Together, they discuss the practicalities of embedding a virtual assistant (VA) into a brokerage and the mental clarity that comes with having a trusted support team.

    Tune in to learn:

    • How utilising full-time offshore support can provide the momentum needed to manage exponential growth.
    • Why investing time in initial training is critical for long-term success and trust.
    • The impact of outsourcing on a broker's wellbeing during high-capacity periods.

    And much more!

    35 min
  • From $30k in his first year to scaling a high-volume brokerage on the Sunshine Coast

    The drive away from dealership finance and toward a transparent, client-first model in broking has helped Luke Meisenhelter build an eight-man brokerage that is giving back.

    Now the director of Mooloolaba-based Loanright Financial Services, Meisenhelter has successfully navigated the transition from a sole trader earning $30,000 in income to the leader of a successful brokerage that is supporting the local community.

    Annie Kane catches up with the Better Business Awards finalist to discuss his recent experience switching aggregators to gain better data control and how he has helped raise $75,000 for charity through community-led business events.

    Tune in to find out:

    • How he overcame the "dark period" of moving aggregators while building a custom tech stack.
    • Why he believes hiring people better than himself was the key to uncapped growth.
    • The "give first" philosophy behind his Legacy Lunch that has funded the rescue of 42 children from trafficking.

    And much more!

    46 min

About The Adviser Podcast Network

From the publisher's feed

The Adviser Podcast Network brings together the best of the Australian broking industry within one dedicated platform – delivering brokers professional development advice and top tips on running a successful broking business.

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