Parhaat Adviser Podcastit (2025)

1
What’s Making Headlines – The value of mortgage and finance brokers 27:03

3d ago27:03

27:03

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 Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The launch of the Value…

1
From politics to property: The first few weeks of 2025 55:23

4d ago55:23

55:23

It’s already been a hectic first few weeks of the year in the SMSF sector with legislative changes and political manoeuvring. In this week’s SMSF Adviser Show, hosts Keith Ford and Aaron Dunn delve into what has happened and what may transpire in the coming months. They’re joined by Daniel Butler, director of DBA Lawyers, to talk about the complexi…

1
64 - Escape Artist On FIRE 1:31:04

4d ago1:31:04

1:31:04

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including LifeStrategy figures, NEST talking tripe, Vanguard says “No” to BitCoin, scrapping Cash ISAs, Abrdn selling advice branch, Dan Haylett podcast, Ben Carlson on how much is enough, Hargreave…

1
Client Acquisition and Retention Tools with Roxi Becker 42:54

6d ago42:54

42:54

With a passion for data and property, it’s no surprise that Roxi Becker is now supporting the 3rd party channel in her role at CoreLogic. In this interview, Roxi provides a brief time of her career and what brought her to Australia and current gig. From there, we discuss key tools that brokers can use to help them with their client acquisition, ret…

1
In Focus: Unveiling opportunities in SME finance 31:51

5d ago31:51

31:51

As a leading SME challenger bank, Judo Bank has been integral in supporting brokers and business customers with their banking and finance needs. We find out what challenges and opportunities they see in SME lending environment this year. In this episode of In Focus, we sit down with George Obeid, Chief Third-Party Officer at Judo Bank, to find out:…

1
What’s Making Headlines – lenders, latest data, and big announcements 14:40

10d ago14:40

14:40

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 senior journalist Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: How Macquarie is shaping up compared to t…

1
Steve Palise: The Buyer’s Agent for Commercial Property Investors 37:46

13d ago37:46

37:46

As a well known authority and buyer’s agent for commercial property investors, Steve Palise has also purchased more than 1,000 residential properties for his property investing clients. This of course makes him well positioned to share his knowledge and experience and pay it forward to brokers and consumers alike. With a professional background in …

1
How these elite brokers have merged to spark success at Flint 55:30

13d ago55:30

55:30

Sydney-based brokerage Flint recently reshaped its ownership structure and leadership team following a merger with brokerage Confidence Finance. In this episode of Elite Broker, host Annie Kane sits down with Flint directors Christian Stevens and Redom Syed to find out: Why they’ve merged their businesses Why and how Flint aims to support broker gr…

1
What’s Making Headlines – why all 4 major banks think there will be a February rate cut 22:38

17d ago22:38

22:38

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 Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Increasing optimism for …

1
63 - We Need To Talk About Trump 1:26:52

18d ago1:26:52

1:26:52

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including Deepseek, GIA CGT ruses, charging for initial meetings, millionaires fleeing UK, Carl’s 3rd Act, digital wills, DB pension surpluses, Tax Freedom Day, Tax List 2005, Voyant User Group 21st…

1
How digital advice can benefit the SMSF sector and Australia’s growing appetite for financial guidance 44:20

19d ago44:20

44:20

There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia’s 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford tal…

1
How to Build a Sustainable and Successful Broking Firm with Blake Buchanan 53:23

20d ago53:23

53:23

There's no question Blake Buchanan would be one of the most trusted and respected leaders in the mortgage and finance industry. Having started in the industry over 20 years ago as a broker and subsequently moving into distribution and aggregation, he has accumulated significant knowledge and wisdom, which he imparts in this interview. Some of our d…

1
New Broker: How this new broker wrote $2.8m in his first month 46:18

20d ago46:18

46:18

When former AFG state manager Joseph Khal made the leap into broking last year, he set himself some formidable goals, including writing $40 million across 122 loans in his first year. In this episode of New Broker, host Annie Kane catches up with the broker director at The Lending Alliance to find out how he’s been tracking in his first seven month…

1
What’s Making Headlines – the end of a Heritage brand 28:47

24d ago28:47

28:47

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 Will Paige, and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: The beginning of the en…

1
How this broker is building a flock of happy clients 50:11

27d ago50:11

50:11

With eight years of broking experience, Natalie Denyer has been spreading her wings as a mortgage broker at award-winning brokerage Birdie Wealth. Having spread her wings from banking to broking, Denyer now focuses on financial literacy education and ensuring her clients are empowered in their home loan decisions. In this episode of Elite Broker, h…

1
What’s Making Headlines – new heads of broker at the majors 28:29

1M ago28:29

28:29

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 commercial content writer, Ben Squires, as they dive into the many appointment changes and the new Facebook advertising rules brokers need to be across. T…

1
62 - Planning Your Best Year Yet 1:37:00

1M ago1:37:00

1:37:00

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including the passing of TRAPist Stuart Knight, massive outflows from active in 2024, Terry Smith annual letter, BitCoin Newport landfill horrors, private equity risk, Verve cohorts, Irish pension “loopholes”, Saba Capital coming after…

1
Litigation, legislation and retirement: What to expect from 2025 44:34

1M ago44:34

44:34

In the first episode of the SMSF Adviser Show for 2025, hosts Keith Ford and Aaron Dunn take a look at the hot topics that will impact the SMSF space in the new year. The pair discuss the upcoming federal election, which is set to dominate the outlook for the first half of the year, as a range of measures related to SMSF advice hang in the balance …

1
How the SA/NT Broker of the Year 2024 is ramping up for 2025 44:47

1M ago44:47

44:47

Regional broker Steven Toome was named the SA/NT Broker of the Year at the Better Business Awards 2024, recognising his efforts delivering outstanding service to the seafood capital of Australia and beyond. In this episode of Elite Broker, host Annie Kane sits down with Loan Market Link broker Toome to find out: Why he’s decided to become a branded…

1
How to make your business twice as memorable (But you won't do it) 20:58

1M ago20:58

20:58

In today’s episode, we're diving into a quirky, yet powerful secret to brand success: rhyming. We've all heard those catchy jingles and slogans—"Beanz Meanz Heinz" or "Once you pop, you can't stop!"—but why do they stick with us? Is there more magic to a rhyme than we realise?Richard Shotton and Alex Thompson dug into this very question, and the sc…

1
What's Making Headlines – what to expect in 2025 29:15

1M ago29:15

29:15

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 Will Paige as they dive into the key developments shaping 2025. This week, they cover: What brok…

1
What it takes to be Australia’s Commercial Broker of the Year 38:57

1M ago38:57

38:57

Commercial broker Isabella Constantinou dominated the awards scene in 2024, winning multiple accolades including Commercial Broker of the Year at the inaugural Commercial Finance Awards 2024 and the Women in Finance Excellence Award. In this episode of Elite Broker, host Annie Kane chats to the Simplicity Loans and Advisory broker to learn more abo…

1
61 - Best of 2024 1:00:57

2M ago1:00:57

1:00:57

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. It's Christmas. There's no way we're getting anything done, so here's a lazy rehash of some juicy bits from 2024. Have a good one, TRAPists - the TRAP Pack look forward to catching up with you in 2025. Show links: http://tiny.cc/traplinks ============================ TRAP LIVE25 - 14TH MAY. PUT THE DA…

1
New Broker: Why Cathie Gandy is madd about loans 36:26

2M ago36:26

36:26

Having become a broker in April 2022, Queensland-based broker Cathie Gandy’s enthusiasm and expertise in broking has made her a successful broker, very fast. In this episode of New Broker, host Annie Kane catches up with the Madd Loans broker to find out how she wrote $87 million in her first financial year of broking and how she’s managed to tripl…

1
What’s Making Headlines – Reflections on 2024 36:02

2M ago36:02

36:02

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 commercial content writer Ben Squires as they unpack the biggest news stories of the year 2024. This week, they cover: What’s been driving record broker m…

1
What’s Making Headlines – the new RBA board appointments 18:27

2M ago18:27

18:27

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 Will Paige as they review the news of the week. This week, they discuss: Who’s who on the two new RBA boards. Allegations being levelled…

1
Mortgage and Finance Leader: Luke Howarth MP, shadow financial services minister and shadow assistant treasurer of Australia 50:33

2M ago50:33

50:33

In this special episode, host Maja Garaca Djurdjevic sits down with Luke Howarth, the shadow financial services minister and shadow assistant treasurer of Australia, to deep dive into the world of financial services, touching upon regulatory challenges, political accountability, and the future of financial advice in Australia. Tune in to find out: …

1
60 - TRAP WRAP 2024 1:30:51

2M ago1:30:51

1:30:51

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including details about TRAP LIVE25, tax-free cash back in the toothpaste tube snafus, the need in Ireland & UK for consistent long-term pension legislation, Microstrategy joining the NASDAQ100, Goldman Sachs 10 year market prediction,…

1
Putting a bow on 2024 and understanding legacy pension conversions 49:22

2M ago49:22

49:22

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to break down an early Christmas present for the SMSF sector – the introduction of regulations on legacy retirement product commutations and reserves. Miller explains why there was a need for thes…

1
#22: How to Lead with Foresight with Jay Karen of the National Golf Course Owners Association 43:27

2M ago43:27

43:27

Most leaders share a common trait: they are doers. They take action, even when it means stepping outside of their comfort zones. Jay Karen, CEO of the National Golf Course Owners Association (NGCOA), exemplifies this mindset. As a key figure in the $103 billion golf industry, Jay not only leads NGCOA but also contributes his expertise as a board ch…

1
In Focus: Navigating burnout and recharging for the new year 39:49

2M ago39:49

39:49

As we head into the holiday season, we catch up with Bronwyn Penhaligon to uncover her practical tips for managing burnout, setting purposeful goals, and finding balance. In this episode of In Focus, we catch up with the strategic psychotherapist to find out: How to navigate the holidays without succumbing to exhaustion. Advice for planning and pre…

1
More Attention, More Mortgage Leads? 29:06

2M ago29:06

29:06

Research by Luca Cian, Aradhna Krishna, and Ryan S. Elder—published a behavioural science experiment: ‘A Sign of Things to Come’ which shows that dynamic imagery, or visuals that suggest motion, can actually influence our behaviour. One of the most interesting tests involved a warning sign for falling rocks. In one version, the rocks had already la…

1
What’s Making Headlines: The final rate decision of the year 22:25

2M ago22:25

22:25

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 Will Paige and commercial content writer Ben Squires as they review the news of the week. This week, they discuss: Why the RBA decided to h…

1
Walmart Makes Public IPM Commitment and This Means IPM Plans Are Required - A Deep Dive into Auditable IPM 39:21

2M ago39:21

39:21

Send us a text In this episode, we’re joined by Eric Peterson, a Compliance Specialist at Azzule Systems, a division of Primus GFS, to discuss his recent article in The Adviser magazine titled A PCA’s Introduction to Auditable Integrated Pest Management Plans. Eric breaks down what makes an IPM program auditable, why it's critical today, and how PC…

1
#21: Unlocking the Power of Value Propositions for Associations with David Murillo of Compass Management 25:35

2M ago25:35

25:35

Understanding your association’s value proposition is key to showing up effectively for members—because every membership sector has unique needs. This insight is especially critical today, as members are more discerning about where they invest their dollars, expecting clear returns on their membership. Today, we’re joined by David Murillo, Presiden…

1
How Ben Finis marries resi and commercial broking 33:57

2M ago33:57

33:57

Former banker-turned-broker Ben Finis may have won several awards for residential broking, but he’s increasingly being celebrated as a commercial broker, too. In this episode of Elite Broker, host Annie Kane catches up with the FINANCIA director to find out how he does it all. Tune in to find out: How he’s structured his team and process. The types…

1
The Lead Ladies - Room 101 Team Christmas Special 46:35

2M ago46:35

46:35

Join The Lead Ladies and some of The Lead Engine team in this entertaining episode as they vent about their holiday annoyances! Featuring input from the Queens of Christmas on what to banish to Room 101, and a surprising twist from our resident Grinch, it’s a festive mix of humour and holiday spirit. Brought to you from the team at The Lead Engine …

1
What’s Making Headlines – new CEOs at the lenders 21:40

2M ago21:40

21:40

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 Will Paige and commercial content writer Ben Squires as they unpack the latest shake-ups in the lending and broking space. This week, they …

1
59 - Analysing Adviser Alpha 1:32:05

2M ago1:32:05

1:32:05

TRAP LIVE25 - 14TH MAY. PUT THE DATE IN YOUR DIARY! Click here to register your interest. In this latest pile of TRAP, the Trap Pack discuss Topical Titbits including TRAP Live25 date - 14th May, Tom Redmayne’s property piece, SJP Property, Blackbee débâcle, Warren Buffer Share Pledge letter, Lifestyling woes, Irish commission ban pending, cash man…

1
Women in Finance Podcast: Business advice from the Mortgage Broker of the Year 2024 33:41

2M ago33:41

33:41

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney on 15 November. In the ninth episode of the Women in Finance Podcast series for 2024, sponsored by Mortgage Choice, host Annie Kane is joined by the recent winner of the Mortgage Broker of the Year award from the Women in Finance Awards, Deslie Tay…

1
Last-minute legislative whirlwinds and their impacts on the SMSF sector 39:46

2M ago39:46

39:46

Following a whirlwind of legislative activity in the last few days of the parliamentary sitting calendar for the year, the Senate passed a number of bills via a guillotine motion. Although the controversial Division 296 tax was not among them after a last-minute reprieve, several other bills were passed that will ultimately affect the SMSF sector. …

1
New Broker: How this processor made the jump into broking 38:22

3M ago38:22

38:22

Simon Tessmann emerged as a mortgage broker at Queensland-based brokerage Emerge Finance two years ago and now writes around nine loans a month. In this episode of New Broker, host Annie Kane catches up with Tessmann to find out why and how he joined the broking industry in the first place and how he’s built his client base. Tune in to find out: Wh…

1
#20: Integrating AI for Associations with Michael Reed of the American Fence Association 32:45

3M ago32:45

32:45

Technology isn’t something to fear—it’s a powerful tool that can propel your association to new heights. Today, we’ll speak with a leader who used both data and new technology like AI to transform his association. In this episode, we’re joined by Michael Reed, Executive Director of the American Fence Association. With over 25 years of experience wo…

1
Jamie Thompson Mortgages Returns! 53:20

3M ago53:20

53:20

In this week’s podcast, Alex chats with mortgage broker Jamie Thompson about his triumphant journey as a first-time buyer specialist, highlighting how he effectively utilises search engine optimisation (SEO) to attract leads and enhance his business. Jamie shares practical tips and strategies for other brokers aiming to create impactful content tha…

1
What’s Making Headlines – the Senate’s home ownership inquiry report 26:57

3M ago26:57

26:57

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 commercial content writer, Ben Squires, as they unpack the big themes in the news as Parliament concludes its final sitting week. This week, they cover: T…

1
Women in Finance Podcast: How Westpac is creating better equilibrium 32:28

3M ago32:28

32:28

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November). In the eighth episode of the Women in Finance Podcast series for 2024, sponsored by Westpac, host Annie Kane is joined by Westpac’s NSW/ACT state general manager for mortgage broker distribution, Sarah Willsallen, to find…

1
How this brokerage is rethinking investor loans 43:29

3M ago43:29

43:29

Former financial planner Son Pham wrote his first mortgage about 13 years ago and quickly realised that broking was his calling. For the past seven years, Pham has been leading the rapidly growing broking arm of buyer’s agency Rethink Financing, spearheading a team of 14 brokers and six administrative staff. In this episode of Elite Broker, host An…

1
Talking Ads - Episode 14 22:57

3M ago22:57

22:57

In this month's edition, Alex, Hannah, Stephanie and Tessa from the Talking Ads team delve into the intriguing world of marketing, showcasing standout advertisements that pique their interest. They explore a diverse range of products, from cozy electric blankets and effective deodorants to cutting-edge technology and strategies for boosting YouTube…

1
What’s Making Headlines – more lenders changing clawbacks 11:21

3M ago11:21

11:21

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 as she unpacks the big themes in the news. This week, she covers: AMP Bank becomes the latest lender to change clawbacks. Another major pushes back rate cut f…

1
Women in Finance Podcast: Takeaways from the Women in Finance Summit and Women in Finance Awards 2024 31:34

3M ago31:34

31:34

Momentum Media was thrilled to host the Women in Finance Summit and Women in Finance Awards in Sydney last Friday (15 November), in partnership with principal partner Mortgage Choice. In the seventh episode of the Women in Finance Podcast series for 2024, host Annie Kane is joined by colleagues Imogen Wilson ( journalist, accounting) and Meg Benson…

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