The Adviser Podcast Network

Having spent over a decade in banking before launching his own brokerage, Matt Spears of Evoke Capital has built a reputation for solving complex problems and bridging the gap between residential and commercial finance.

In this episode of Elite Broker, host Annie Kane sits down with the Sydney-based broker to discuss how he scaled his business to a team of 17 in just six years and why he believes diversification is the ultimate key to long-term wealth and business resilience.

Tune in to find out:

• How he manages a high-volume brokerage writing approximately $40 million a month.
• How he uses systems, processes, and an intranet to onboard staff in just two days.
• His advice for graduating from residential to commercial lending to increase client lifetime value.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane and senior journalist Charlie Tchetchenian as they review the news of the week.

This week, they discuss:

• New MFAA data showing broker market share reached a record December high of 76.7 per cent.
• The industry's response to allegations of a $1 billion mortgage fraud involving AI-doctored documents.
• The top performers in the inaugural Women in Finance Elite Broker ranking and the upcoming Better Business Summit.

And much more!

Edward Chin, managing director and head finance broker at CZM Finance, has built a reputation for turning "Band-Aid" financial fixes into long-term growth strategies.

In this episode of Elite Broker, host Annie Kane sits down with the Brisbane-based broker to unpack his 10-year career and his obsession with efficiency and agility – working with everyone from local butchers and cafes to large-scale manufacturing and medical clinics.

Tune in to find out:

• The reality of the "Band-Aid versus sustainability" approach when dealing with ATO debt and working capital.
• How to handle complex M&A (mergers and acquisitions) and identify operational efficiencies for clients.
• The impact of upcoming reforms, including Payday Super and the removal of tax deductibility on ATO interest.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, senior journalist Charlie Tchetchenian, and Accountants Daily and Accounting Times journalist Emma Partis as they review the news of the week.

This week they discuss:

• The latest updates on the push to reduce the capital gains tax discount, rising property values nationwide, and climbing mortgage demand.
• Changes to payday super and the lack of wider awareness.
• The latest results from some of the industry's biggest lenders.

And much more!

As part of its commitment to improvement, Ubank has rebuilt its lodgement platform to deliver one of the fastest and simplest digital home loan experiences in the market.

In this episode of In Focus, Ben Squires speaks with George Srbinovski Ubank's head of broker distribution, about how Ubank has been hard at work doubling down on the things that make UBank home loans a reliable part of the broker toolkit and how Ubank is planning to continue to grow and strengthen in 2026.

Tune in to learn:

• How they transformed their broker experience from the ground up.
• How they turned application times from 45 minutes to 15 minutes.

Products issued by Ubank, part of NAB. Credit criteria and other conditions apply. Find out more Ubank broker - ubank

After two decades in banking, Ali Mehboob transitioned into the world of mortgage broking in 2024 and has found success specialising in Islamic finance.

In this episode of New Broker, host Annie Kane sits down with the founder of Noor Finance during Ramadan to discuss how he wrote $10 million in his first year and the ins and outs of writing sharia-compliant finance.

Tune in to discover:

• The mechanics of sharia and Islamic finance.
• How he safely leveraged his inner circle to write his first 22 loans.
• His plans for growing his brokerage into the future.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Charlie Tchetchenian, commercial content writer Ben Squires, and senior journalist on Broker Daily, Julian Barnes, as they review the news of the week.

This week, they discuss:

• The latest results from some of the industry's biggest lenders and aggregators.
• Fallout from the alleged cyber incident involving asset finance fintech youX.
• A new shadow ministry and IMF warnings about the 5 per cent Deposit Scheme.

And much more!

As demographic shifts, rising complexity, and evolving income trends reshape the lending landscape, brokers have a powerful opportunity to step up.

In this episode of In Focus, Annie Kane speaks with Ryan Harkness, co-founder and COO of ORDE Financial, about why non-bank lenders are becoming critical partners in helping brokers support self-employed Australians, complex borrowers, and the next wave of upsizers.

Tune in to learn:

• Why complex scenarios are where brokers build the strongest client relationships.
• How population growth and changing workforce trends will impact lending demand.
• What role non-banks can play as income streams become more diverse.

And much more!

Having navigated the shift from a downturn to a booming Western Australian market, Adam Donald of Capita Finance has been scaling his brokerage into one of the state's most decorated businesses.

In this episode of Elite Broker, host Annie Kane welcomes back the founder and multi-award-winning broker Donald to discuss how his business has evolved over the years and different economic cycles and how he manages a high-volume brokerage, while maintaining a strict four-day work week.

Tune in to find out:

• How he writes over 380 loans a year, while focusing only on client-facing tasks.
• Why he moved away from traditional real estate referral partnerships.
• His "Die with Zero" philosophy on work/life balance and mental health.

And much more!

Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian, as they review the news of the week.

This week, they discuss:

• The news that Peter White is stepping down as managing director of the FBAA.
• Treasurer Chalmers' position on scrapping clawbacks.
• REA Group's move to acquire a commercial brokerage.

And much more!