The Adviser Podcast Network

Momentum Media
  • 5.0 (1)
  • Investing
  • Updated Weekly

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. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia's leading brokers to uncover their career progression, how they're operating a busy broker business, and their top tips for brokers looking to run a successful brokerage. In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space. Also discover what's impacting the property market in What's Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase! Subscribe today and receive each new podcast direct to your podcast player. For further information visit www.theadviser.com.au or email editor@theadviser.com.au.

  1. 5h ago

    What's Making Headlines – Could unlinked offset accounts be costing your clients thousands?

    Are major banks failing to link offset accounts, leaving thousands of home loan borrowers out of pocket without even knowing it? 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: Widespread failures uncovered by ASIC across major lenders' mortgage offset accounts. Westpac reversing its cash rate hike forecast following cooler-than-expected CPI data. Pepper Money raising its maximum LVR to 98 per cent alongside AMP's launch of a 40-year investor loan. And much more! News stories mentioned: Banks slammed over offset failures in ASIC probe https://www.theadviser.com.au/compliance/48733-banks-slammed-over-offset-failures-in-asic-probe New lender joins Help to Buy scheme https://www.theadviser.com.au/lender/48720-new-lender-joins-help-to-buy-scheme Productivity Commission calls for overhaul of housing rules https://www.theadviser.com.au/borrower/48730-productivity-commission-calls-for-overhaul-of-housing-rules Westpac scraps double hike call as CPI drops https://www.theadviser.com.au/borrower/48736-westpac-scraps-double-hike-call-as-cpi-drops Lending emerges as leading source of Banking Code breaches https://www.theadviser.com.au/lender/48715-lending-emerges-as-leading-source-of-banking-code-breaches Pepper unveils sweeping expansion of lending parameters https://www.theadviser.com.au/lender/48726-pepper-unveils-sweeping-expansion-of-lending-parameters Bluestone flags major trends reshaping borrowers and credit https://www.theadviser.com.au/lender/48729-bluestone-flags-major-trends-reshaping-borrowers-and-credit 40-year investor loan with 10 years of IO launches https://www.theadviser.com.au/growth/48739-40-year-investor-loan-with-10-years-of-io-launches Qudos Bank brand to be retired in 2027 https://www.theadviser.com.au/lender/48724-qudos-bank-brand-to-be-retired-in-2027

    What's Making Headlines – Could unlinked offset accounts be costing your clients thousands?

  2. 3d ago

    New Broker: Why 17 years in banking was the ultimate prep for broking success

    Can 17 years of banking experience turn a new broker into an overnight success? For MoneyQuest Clayfield broker Matt Glennon, the journey to settling over $80 million in his first year took nearly two decades of building trust, mastering credit, and honing relationships. Host Annie Kane catches up with the former BOQ owner-manager to discuss his leap into broking, how he structured his business to write 10 to 12 loans a month right out of the gate, and why he immediately outsourced his back office to focus on high-value client conversations. He also shares how he's building a specialised niche helping self-employed clients resolve ATO tax debt. Tune in to find out: Why and how he leverages BDM relationships to his gain. The strategies he uses to convert high-value referral partners. Why he chose a franchise model to fast-track growth. And much more!

    New Broker: Why 17 years in banking was the ultimate prep for broking success

  3. Jul 24

    What's Making Headlines – ASIC's best interests review, clawback changes, and aggregator movements

    What do regulatory compliance, clawback policies, and aggregator shifts have in common? They are all driving major conversations across the Australian mortgage broking landscape right now. Join host Annie Kane and commercial content writer Ben Squires as they break down the biggest news across the finance sector this week and takeaways from the MFAA National Conference in Melbourne. This week, they discuss: What ASIC is looking at in its best interests duty review and warnings about boilerplate documentation. How ING's clawback policy update is shifting the conversation around broker commissions. Key takeaways from WealthX's inaugural report tracking credit representative movements across major aggregators. And much more! News stories mentioned: ASIC to release best interests duty report by Q4 https://www.theadviser.com.au/compliance/48707-asic-to-release-best-interests-duty-report-by-q4 Assistant Treasurer backs brokers as drivers of competition https://www.theadviser.com.au/broker/48705-assistant-treasurer-backs-brokers-as-drivers-of-competition Standing still is the biggest threat to broker market share, panel warns https://www.theadviser.com.au/growth/48713-standing-still-is-the-biggest-threat-to-broker-market-share-panel-warns New independent report reveals aggregator movements https://www.theadviser.com.au/aggregator/48694-new-independent-report-reveals-aggregator-movements Which states are the aggregators attracting brokers from? https://www.theadviser.com.au/aggregator/48697-revealed-the-aggregators-that-are-dominating-in-each-state ING confirms major clawback change https://www.theadviser.com.au/lender/48698-ing-confirms-major-clawback-change

    What's Making Headlines – ASIC's best interests review, clawback changes, and aggregator movements

  4. Jul 22

    In Focus: How green lending is saving money and the planet

    With interest rates and household bills taking a heavy toll on everyday Australians, sustainable finance is quickly shifting from a niche choice to a major mainstream opportunity. In today's episode of In Focus, Annie Kane speaks with Zeb Drummond, chief operating officer of Gateway Bank, about the surging demand for eco-friendly home and car loans and how brokers can position themselves to help clients cut household expenses. Tune in to find out: How retrofitting existing properties and choosing green builds can yield long-term savings and preserve house value. What differentiates sustainable mortgage products, personal loans, and EV car loans in today's credit market. How brokers can effectively start sustainability conversations with clients to drive real value. And much more!

    In Focus: How green lending is saving money and the planet

  5. Jul 21

    Scaling to $300m+: How Justin Picker built a 20-person broking engine

    After buying his own investment properties triggered his love for property, Justin Picker transitioned into broking and now runs a high-volume brokerage settling over $300 million a year. In this episode of Elite Broker, host Annie Kane speaks with the founder of Picker Financial to trace his journey from sole operator to managing a 20-person team, how his team processes over 1,000 applications in a single financial year, and how he's adapting his business to recent regulatory shifts in SMSF lending. Tune in to find out: How he scaled from writing single-digit loans to settling more than $300 million annually. The tech stack and time-blocking strategies he uses to drive efficiencies. Why he's transitioning from loan writing to focus on high-level strategy. And much more!

    Scaling to $300m+: How Justin Picker built a 20-person broking engine

  6. Jul 17

    What's Making Headlines – Are clawbacks out of control?

    The frustrating reality of having hard-earned commissions ripped away for reasons entirely out of your control has been the bane of the industry for years, but the fight to make them fairer has come back into the spotlight again. Join host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian as they review the news of the week. The team looks at the FBAA's recent submission to government flagging how clawbacks might amount to an unfair trading practice, One Nation's proposed 30-year government-backed mortgages, and the latest levy costs from ASIC. This week, they discuss: How the FBAA is taking the fight over "unfair and inequitable" lender clawbacks directly to Treasury. Why the MFAA is demanding that home lending be placed at the very front of the government's new digital identity rollout. The looming 17 per cent surge in ASIC levies that is set to hit credit intermediaries and aggregators where it hurts. And much more! News stories mentioned: Clawbacks under fire as FBAA slams lender tactics https://www.theadviser.com.au/broker/48678-fbaa-urges-crackdown-on-unfair-lender-practices MFAA says lending must sit at heart of verifiable credentials https://www.theadviser.com.au/broker/48683-mfaa-says-lending-must-sit-at-heart-of-verifiable-credentials ASIC levies surge for credit intermediaries https://www.theadviser.com.au/compliance/48667-asic-levies-surge-for-credit-intermediaries One Nation proposes government-backed 30-year fixed mortgages https://www.theadviser.com.au/borrower/48672-one-nation-proposes-government-30-year-fixed-mortgages Non-banks plugged into open banking data grid https://www.theadviser.com.au/lender/48669-non-banks-plugged-into-open-banking-data-grid Westpac locks in major cash rate prediction https://www.theadviser.com.au/borrower/48662-westpac-locks-in-major-cash-rate-prediction Commercial Finance Awards launches for 2026 https://www.theadviser.com.au/broker/48668-commercial-finance-awards-launches-for-2026

    What's Making Headlines – Are clawbacks out of control?

  7. Jul 15

    In Focus: How Australia's biggest bank is working with brokers

    With an updated broker strategy underway, Australia's largest mortgage lender is now targeting partnerships with 'high-quality, highly productive' brokers to provide a tailored service to better support their clients. But what does that actually entail? In this today's episode of In Focus, sponsored by the Commonwealth Bank of Australia, host Annie Kane welcomes national broker sales lead Michael Piper to dive into how the major bank is leveraging technology, tiering support, and evolving its lending policies to help brokers navigate increasingly complex borrower scenarios and scale their businesses. Tune in to find out: Why CBA thinks brokers will thrive as client needs become more complex. What the bank's three-tiered support system for brokers entails. How digitisation is helping brokers proactively manage client portfolios. And much more! Disclaimer: Applications for credit are subject to credit approval, satisfactory security, and minimum deposit requirements. Conditions apply to all loan options. Full terms and conditions will be set out in our loan offer if an offer is made. Interest rates are subject to change.

    In Focus: How Australia's biggest bank is working with brokers

  8. Jul 14

    How Kirsty McKinnon writes a loan a day from a cottage office

    Ditching the salon for the spreadsheet might not seem like a traditional career path, but for Kirsty McKinnon of Flair Finance, it was the stepping stone to building one of regional NSW's most successful brokerages. Having recently taken home the Editor's Choice Award for NSW/ACT at the Better Business Awards 2026, the Dubbo-based broker has built a high-volume business based entirely on customer comfort and deep community connections. In this episode of Elite Broker, host Annie Kane sits down with McKinnon to find out how she transitioned from an admin role to running a booming brokerage, why she operates her business from client-friendly cottage, and how she manages a team of five to write nearly a loan a day. Tune in to find out: How she structures a five-person support team, including a dedicated full-time compliance manager. Why she bypasses traditional marketing entirely to rely solely on word-of-mouth referrals. Her long-term vision to build a true "one-stop shop". And much more!

    How Kirsty McKinnon writes a loan a day from a cottage office
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About

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. Lead by editor Annie Kane, The Adviser Podcast Network includes a number of focused programs, including: Elite Broker: Interviews with Australia's leading brokers to uncover their career progression, how they're operating a busy broker business, and their top tips for brokers looking to run a successful brokerage. In Focus: Looking at one particular theme, segment or trend impacting the broking industry, In Focus aims to help brokers keep across the latest developments in the space. Also discover what's impacting the property market in What's Making Headlines and tune in to discover more about leading brokers in the Awards Finalist Showcase! Subscribe today and receive each new podcast direct to your podcast player. For further information visit www.theadviser.com.au or email editor@theadviser.com.au.

Information

  • Creator
    Momentum Media
  • Years Active
    2015 - 2026
  • Episodes
    773
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    The Adviser Podcast Network