The Adviser Podcast Network

Hosted by Momentum Media

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Episodes

757

Latest episode

Jun 2026

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About the show

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.

Listen to episodes

60 recent

June 16, 202635 min

New Broker – Top advice from the New Broker Academy 2026

With record market share, a rapidly changing credit environment, and increasingly sophisticated technological updates, the mortgage broking industry is more rewarding than ever, but building a brand-new business requires a lot more than just a laptop and a phone. In this jam-packed episode of the New Broker podcast, recorded live on the ground at the New Broker Academy 2026 – run with support from principal partner Bendigo Bank Broker – host Ben Squires catches up with a dynamic line-up of new brokers, aggregators, and finance partners to uncover the real-world strategies that separate new broker success from early burnout. Tune in to find out: The critical importance of focusing on prospecting rather than processing loans. How to diversify your business for success. The strategies brokers can use to build authentic, long-term referral relationships. And much more!

June 12, 202646 min

What's Making Headlines – Broker market share smashes the 80% ceiling

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. Broker market share has finally crossed the historic 80 per cent threshold, but how much higher can the third-party channel actually go before artificial intelligence kicks in? Join host Annie Kane, senior journalist Charlie Tchetchenian, and commercial content writer Ben Squires as they dissect a monumental week of news for the mortgage industry. The team discusses National Australia Bank, major warnings from ANZ and Westpac predicting a substantial slowdown in mortgage lending, and a steep drop in investor activity off the back of proposed federal budget tax changes. This week, they discuss: The MFAA data revealing broker market share surged to a record 81 per cent in the March quarter. Why National Australia Bank completely reversed its rate forecast to predict the next cash rate move will be down. How major banks are forecasting a sharp slowdown in mortgage credit and property price growth for fiscal year 2027. And much more!

June 10, 202620 min

In Focus: How short-term lenders can help brokers ride the storm

In a market defined by uncertainty, brokers need lending partners that can deliver speed, flexibility, and certainty to achieve the best possible outcomes for their clients. Damien Simonfi, founder and CEO of Capital Bridging Finance, joins In Focus to discuss the dynamics behind one of the most challenging lending environments in recent years. He also explores changing credit appetites among major lenders, the rise of second-tier lending, how flexibility has become a key differentiator, and why short-term and bridging lenders are no longer viewed as lenders of last resort but as strategic solution providers. Tune in to find out: The growing need for brokers who can take a more strategic approach. Why a one-size-fits-all approach to funding is no longer effective. The importance of working with a partner that has a proven track record. And much more!

June 9, 202643 min

New Broker – How this new broker carved out her niche

After a life-altering accident required Katherine Looke to leave her corporate job, she thrived under the flexibility of mortgage and finance broking and now specialises in working with essential services workers. In this episode of New Broker, host Annie Kane chats to the First Look Finance founder about her first 18 months in the industry and how she's building her broking business for future growth through diversification and deep community networking. Tune in to find out: The unique challenges of writing loans for essential services personnel. How she manages her growing workflow. Why she's diversifying into commercial finance. And much more!

June 5, 202628 min

What's Making Headlines – A new era for the FBAA

This week marked the start of a new era for the Finance Brokers Association of Australia (FBAA), with the association appointing its first new CEO in 20 years, alongside a new chair. By bringing in external talent for both leadership roles, the FBAA has signalled a fresh new direction. But what do these appointments mean for the body and its 14,000 members? In this episode of What's Making Headlines, The Adviser commercial content writer Ben Squires is joined by Broker Daily senior journalist Julian Barnes to discuss the latest leadership changes at one of Australia's leading broker associations. They also discuss: How brokerages are underutilising AI by not using it as a strategic thinking partner. The latest educational resources being launched to support brokers. A wave of new technology hitting the market, including Pepper Money's application tracker and Aussie's new app. And much more!

June 3, 202637 min

In Focus: How brokers can help connect the dots in the borrowing crunch

Rising interest rates and tightening servicing requirements have left many borrowers feeling that traditional home loans are out of reach. As mainstream banks tighten their policies, a new era of specialist lending is moving into the mainstream through non-bank lenders, such as Brighten. Jason Azzopardi, CEO of non-bank lender Brighten, joins In Focus to discuss how brokers can rescue borrowers left stranded by traditional bank policies. With more Australians managing multiple income streams, trust structures, and side businesses, the traditional one-size-fits-all approach to lending is breaking down. Joining host Annie Kane, Azzopardi highlights how Brighten's broad product suite - encompassing full-doc, alt-doc, non-resident, construction and bridging finance as well as commercial lending, SMSF loans, and reverse mortgages - allows brokers to secure higher borrowing capacities and faster execution. Tune in to find out: What is driving the rapid growth of the non-bank sector. Why products like SMSF lending, trust borrowing, bridging finance, and commercial construction are surging. Top tips for submitting scenarios to credit teams to guarantee a fast "yes" or "no". And much more!

June 2, 202649 min

How WA's Editor's Choice winner is building a property investment powerhouse

The Western Australian property market is undergoing an unprecedented squeeze, but one broker has unlocked the secret to turning record-low supply into rapid business growth. Max Miorada of Momentum Wealth made the move from construction to broking six years ago and this year claimed the Editor's Choice Award for Western Australia at the Better Business Awards 2026 in recognition of his relentless commitment to client service and sophisticated property investment advice. In this episode of Elite Broker, host Annie Kane speaks with the Western Australia-based broker to uncover how he writes more than 200 loans a year, how he's using artificial intelligence to drastically slash data entry times, and why he believes the traditional nine-to-five mentality won't cut it for brokers aiming for the top tier. Tune in to find out: How he leverages AI agents to improve productivity. Why he favours 'organised flexibility' over time blocking. His blueprint for building an elite broker career. And much more!

May 29, 202633 min

What's Making Headlines – Mortgage fraud arrests

A former broker was charged this week with alleged involvement in the Penthouse Syndicate's mortgage fraud ring. The Adviser senior journalist Charlie Tchetchenian and commercial content writer Ben Squires uncover the latest in the mortgage fraud investigation and the ongoing work being done to stamp out criminal activity. The duo also review the fallout from the incoming negative gearing and CGT changes, looking at which lenders are moving quickly to strip negative gearing benefits from their serviceability calculators, and new dramatic projections warning of a sharp drop in investor activity. This week, they discuss: The major NSW Police update on the "Penthouse Syndicate" mortgage fraud investigation, which has seen a Sydney broker and bank manager arrested over tens of millions of dollars in fraudulent loans. How major lenders – including NAB, ANZ, Macquarie, and Suncorp – are rapidly updating their serviceability calculators to eliminate negative gearing benefits for established properties following the federal budget announcements. The federal court ordering Westpac to pay a $26 million penalty for repeatedly failing to properly process borrower hardship requests over a six-year period. And much more!

May 27, 202616 min

In Focus: Why EOFY is the perfect business catalyst for brokers

The end of the financial year presents a prime opportunity for brokers to move from reactive, single-product lending to more connected solutions for SME clients. Reid Davidson, state lead for Victoria, South Australia, and Tasmania at commercial lender Lumi, joins In Focus to discuss how brokers can support SMEs as they actively seek to connect the dots between working capital, asset finance, and property. He discusses the growing expectation for brokers to operate as "full-capital advisers"; explains the structural and process challenges that can make it difficult to deliver joined-up solutions in practice; and highlights how tools, like Lumi Pulse, are designed to streamline quoting and execution, so brokers can maintain momentum during peak EOFY activity. Tune in to find out: The impact of increased volatility on structural pressures facing SMEs. Why EOFY is prompting SMEs to take a more strategic approach to funding. How brokers can deliver faster, more connected capital solutions. And much more!

May 26, 202637 min

New Broker - How BLANK Financial is supporting new brokers

Can joining an existing brokerage keep new brokers from becoming just another statistic? With roughly one in two mortgage brokers failing to make it past their first 18 months, finding the right operational support and mentorship is often the thin line between a short-lived career and elite success. In this episode of the New Broker podcast, host Annie Kane welcomes Bernard Desmond, founder of Blank Financial, alongside his first new-to-industry broker, Rex Francis. The childhood friends share how they are transitioning a 35-year personal bond into a high-performing business partnership, the exact back-office structures required to fast-track a new broker's career, and why keeping brokers out of data entry is the key to scaling volumes nationwide. Tune in to find out: The exact back-office framework that frees up brokers to focus purely on prospecting. How a retainer and credit-debit model can help ease early cash flow pressures for new starters. Their top strategies for building bulletproof referral partnerships. And much more! Related article: How this broker chose his aggregator