최고 Adviser 팟캐스트 (2025)

1
What’s Making Headlines – compliance in the mortgage industry 24:31

1d ago24:31

24:31

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 best interests duty…

1
73 - The Network Effect 1:29:29

1d ago1:29:29

1:29:29

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Network Effect Culture Corner TRAPist question(s) from Dave Quinn www.twitter.com/investwiseFP Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack…

1
Streamlining the audit process 47:51

3d ago47:51

47:51

With just two weeks remaining until the financial year wraps up, getting an SMSF ready for tax time involves ensuring there is a smooth audit process. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by well-known industry auditor Deanne Firth, director of Tactical Super. Firth offers some valuable insights an…

1
New Broker: How this new broker plans to write $250m next financial year 46:52

4d ago46:52

46:52

An avid interest in property and wealth creation spurred Peter Savage to try his luck as a mortgage broker and, in no time at all, he turned his passion into a thriving business. In this episode of New Broker, host Annie Kane catches up with the founder of Savage Money – who is on track to settle $145 million this financial year – to unpack his app…

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What’s Making Headlines: The closure of the Advantedge business 29:30

8d ago29:30

29:30

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 closure of the Adva…

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In Focus: Why relationships matter in asset finance 25:45

10d ago25:45

25:45

The asset finance space has been on a roller-coaster ride, but what does the future trajectory look like? In this episode of In Focus, we sit down with Andrew Wagg, head of broker sales at Shift, and Mark Rayson, head of COG Aggregation, to unpack the recent trends that have characterised Australia's asset finance sector and examine best practice t…

1
Advice for new brokers from elite brokers 26:47

11d ago26:47

26:47

What would elite brokers do differently if they had their time again? To find out, we asked some of our Elite Broker guests their top advice for new brokers. In this episode of Elite Broker, we’ve compiled some of the top tips for success from recent guests on The Adviser’s Elite Broker podcast. Tune in to find out: What they think is the key to th…

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What’s Making Headlines – home loan misconduct at RAMS 22:59

15d ago22:59

22:59

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 details of systemic…

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72 - M&A Musings with special guest Rob Stevenson. 1:12:54

16d ago1:12:54

1:12:54

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: M&A Musings with special guest Rob Stevenson. Culture Corner TRAPist question(s) from Conor McLarnon http://linkedin.com/in/conormclarnon Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics…

1
In Focus: How broker feedback is shaping ApplyOnline® 38:16

17d ago38:16

38:16

ApplyOnline is the cornerstone lending platform for the Australian mortgage and finance industry, used by thousands of brokers daily. But what do brokers really think of it? In this episode of In Focus, host Annie Kane sits down with Renee Blethyn, head of broker partnerships at NextGen, to unpack the findings of the 700 broker respondents to the i…

1
EOFY super planning and tax strategies 48:30

17d ago48:30

48:30

As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three w…

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New Broker: How mentors and mentees can get the most out of their partnerships 46:02

18d ago46:02

46:02

In this episode of New Broker, host Annie Kane catches up with Maulik Chaudhary from Brokio and Matt Turner from GSC Finance Solutions to discover how they work together as mentor/mentee. Tune in to find out: Their top tips for choosing the right mentor. The problems with differentiating mentoring and business coaching. Why they think industry need…

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Women in Finance Podcast: Leading from the top at ANZ 33:56

19d ago33:56

33:56

Momentum Media was thrilled to host the Women in Finance Network Lunch in Sydney on 2 May, run with the support of principal partner ANZ. In this episode of the Women in Finance Podcast series, host Annie Kane is joined by Natalie Smith, general manager for retail broker, at ANZ to discuss Natalie’s path to senior leadership, as well as how the ban…

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What’s Making Headlines – CBA’s broker strategy 23:30

22d ago23:30

23:30

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: Details of the Commonwe…

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In Focus: The broker strategy of Australia’s biggest bank 37:13

24d ago37:13

37:13

The Commonwealth Bank of Australia is Australia’s largest lender but has the smallest proportion of new broker flows of the major banks. But why? And what is the bank’s broker strategy? In this episode of In Focus, sponsored by CBA, we speak with the general manager of third-party banking, Baber Zaka, to explore CBA's broker strategy and their plan…

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Why broking is not business, it’s personal 50:25

25d ago50:25

50:25

Scaling a high-performing business without sacrificing personal life is notoriously difficult, but the key might be ensuring you stay true to your core values. In this episode of Elite Broker, host Annie Kane sits down with Aaron Christie-David, broker director of Atelier Wealth, to discuss how he’s built a successful brokerage with his wife Bernad…

1
What’s Making Headlines – RBA rate cut fallout 21:39

29d ago21:39

21:39

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: All the fallout from th…

1
71 - TRAP LIVE25! 1:42:20

1M ago1:42:20

1:42:20

TRAPLIVE25 RECORDING PLUS Q&A!!! In this latest LIVE pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Four Horsemen’s Origin Stories Culture Corner TRAPist question(s) from Peter Watts https://www.linkedin.com/in/peter-watts-dippfs-cert-cii-mp-23047169/ Q&A with the TRAP Pack and our beloved TRAPists Show links: http://tin…

1
Media mayhem and Div 296 41:51

1M ago41:51

41:51

The $3 million super tax has been headline news around the country over the past couple of weeks and has finally made the front pages of the mainstream media. In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn highlight a critical aspect of the debate that has captured the media’s attention: the difference between the percept…

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How this broker settled $320m in a year 48:40

1M ago48:40

48:40

Chris Bates took out the top spot in The Adviser’s residential Elite Broker ranking 2024, having settled $329 million across 412 loans in the financial year. In this episode of Elite Broker, host Annie Kane sits down with the CEO and broker principal of Alcove to find out how he’s built an efficient brokerage. Tune in to find out: How he structures…

1
What’s Making Headlines – new leaders at the top 21:38

1M ago21:38

21:38

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: The new political leade…

1
Biocontrol of Spotted Lanternfly 30:29

1M ago30:29

30:29

Send us a text A planthopper from Asia is marching across the U.S. — and California’s vineyards and citrus groves are squarely in its sights. The spotted lanternfly (SLF) has already devastated crops in the East, and its arrival in California is only a matter of time. But there’s hope. In this episode, Dr. Marco Molfini talks about scientific disco…

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In Focus: The evolution of Aussie 42:20

1M ago42:20

42:20

Aussie is one of the most recognisable brands in broking but recently underwent a brand evolution. Here, we find out how and why the brokerage is helping Australians Find.Buy.Own property. In this episode of In Focus, we sit down with Brad Cramb, CEO of distribution at Lendi Group, to unpack how and why the household brand is evolving. Tune in to f…

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New Broker: Starting an explosive career in broking 50:47

1M ago50:47

50:47

After a diverse career, including working on a blast crew in Western Australia, Sam McDonald made the move into commercial broking and hasn’t looked back since. In this episode of New Broker, host Annie Kane finds out how the Atlas Broker has navigated from blasting to broking to put commercial finance broking on the map. Tune in to find out: His s…

1
Student Involvement 46:46

1M ago46:46

46:46

Join Gretchen and Frank along with special guests Sabrina Pugh and Celine Armijo in a discussion about the importance of student organizations and student involvement!저자 WTAMU Advising Services

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How Google reviews generate leads 17:45

1M ago17:45

17:45

Prof. Robert Cialdini author of "Influence" says: " People follow the lead of many others."Richard Shotton who references Cialdini's work in his book "The Choice Factory" says: "People are deeply influenced by others."Social proof is a highly effective strategy for businesses. It can even help convince people to do something that they probably don'…

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What’s Making Headlines – the changing broker flows at the majors 34:54

1M ago34:54

34:54

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 diverging broker fl…

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70 - BitCoin Battles 1:31:20

1M ago1:31:20

1:31:20

In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: BitCoin Battles Culture Corner TRAPist question(s) from Anonymous Lewis Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to…

1
The Div 296 battle continues 37:31

2M ago37:31

37:31

With Labor winning the election with a clear majority, the SMSF sector is now once again poised for battle over the controversial Division 296 tax. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn sit down with SMSF Association CEO Peter Burgess to talk about the implications of the election results, what it may mean goi…

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In Focus: How brokers can benefit from a specialist approach 23:24

2M ago23:24

23:24

Non-bank lenders form an increasingly important part of the mortgage market, particularly when it comes to servicing clients with specialist finance needs, such as the self-employed. In this episode of In Focus, we sit down with Tony MacRae, chief commercial officer of Bluestone Home Loans, to unpack the current lending market and discuss how broke…

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From coding to clients: How this broker harnesses AI in broking 54:40

2M ago54:40

54:40

After two decades in IT, Arnab Baral made the leap into broking to transform the client experience, but he’s still harnessing his obsession with tech to escalate his brokerage. In this episode of Elite Broker, host Annie Kane speaks with Arnab Baral – CEO and managing director of Cinch Loans and recipient of the Editor’s Choice Award Vic/TAS at the…

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What's Making Headlines - the federal election 2025 17:46

2M ago17:46

17:46

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 commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: The federal election 2025. House prices a…

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In Focus: How to steer your SME clients to growth 29:04

2M ago29:04

29:04

As Australia’s small and medium-sized enterprises navigate myriad challenges, brokers are playing an important role in charting a course to finance solutions. In this episode of In Focus, we sit down with Guy Callaghan, chief executive officer of Banjo Loans, to unpack key insights from the SME lending specialist’s latest SME Compass report, and wh…

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New Broker: Creating an aspirational brokerage for high-net-worth clients 36:02

2M ago36:02

36:02

After a decade in banking, Estelle Dejean and her husband Devon Mohi started their own brokerage last year and have been rapidly growing their Queensland-based brokerage. In this episode of New Broker, host Annie Kane catches up with Dejean to find out how she’s been building an aspirational brokerage and lifestyle brand, FINANS Brokers, for her cl…

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What’s Making Headlines – pressure rising for first home buyers 18:26

2M ago18:26

18:26

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 commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: New data showing housing affordability le…

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69 - The Couples Conundrum 1:41:19

2M ago1:41:19

1:41:19

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: The Couples Conundrum Culture Corner TRAPist question(s) from www.twitter.com/james_bulpit Show links: http://tiny.cc/traplinks ============================ Take part in the conve…

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Election countdown 45:56

2M ago45:56

45:56

In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the issues that may affect super and the policy positions of the two major parties. Tax reform has been the elephant in the room during the federal election campaign, but there has been some mention of the Division 296 tax by the opposition, which has also made com…

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How this finance broker is helping SMEs grow 43:12

2M ago43:12

43:12

Finance broker Gus Gilkeson is well known for helping SMEs go from seed to scale with his brokerage Grow Capital. In this episode of Elite Broker, host Annie Kane sits down with the Sydney-based broker to find out how he’s cultivating capital for his business clients and ensuring they’re well-rooted for growth. Tune in to find out: Why he moved fro…

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CAPCA’s CDFA Grant-Funded Study and Update 1:14:26

2M ago1:14:26

1:14:26

Send us a text We’re talking all things CDFA SPM grant study! In this episode we provide news and updates to the CDFA grant-funded study for 2025; we chat with Jonathan Battig about his involvement in the 2024 study and what he’s excited about for 2025; we have a conversation with FMC's Issa Qandah about almonds (a newly added crop to the grant stu…

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What’s Making Headlines – election promises for first home buyers 33:34

2M ago33:34

33:34

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 review the news of the week. This week, they discuss: The fallout from the political pledges for first home …

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In Focus: How to build a solid relationship with your BDM 26:26

2M ago26:26

26:26

The relationship you have with your business development manager can be the key to ensuring loans are processed quickly and efficiently. But how do you build a good relationship? In this episode of In Focus, sponsored by NAB, we find out. In this episode of In Focus, sponsored by NAB, we sit down with Adam Brown (NAB's executive, broker distributio…

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New Broker: The importance of choosing the right mentor and finding the right fit 49:13

2M ago49:13

49:13

Queensland-based Spencer Clarke made the move from sales into broking three years ago, joining the award-winning brokerage Cube Home Loans, and has been thriving ever since. In this episode of New Broker, host Annie Kane catches up with the regional broker to find out how he’s successfully navigated his first three years of broking and his top tips…

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What’s Making Headlines – reforming or scrapping the CSLR 33:19

2M ago33:19

33:19

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 ongoing tariff turm…

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68 - Tariff Tantrums 1:43:13

2M ago1:43:13

1:43:13

TRAP LIVE25 - 14TH MAY. REGISTER INTEREST HERE: http://www.therealadviserpodcast.com In this latest pile of TRAP, the Trap Pack discuss Topical Titbits Meat and Potatoes: Tariff Tantrums Culture Corner TRAPist question(s) from M Connor Show links: http://tiny.cc/traplinks ============================ Take part in the conversation! We want YOU to su…

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Unpacking the Bendel decision 49:13

2M ago49:13

49:13

In this edition of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by legal specialist Phil Broderick, principal at Sladen Legal, to discuss the implications of the Bendel court decision – a landmark ruling with potentially far-reaching consequences for SMSFs and private trusts. This ruling has profound implications for the use…

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In Focus: Unpacking broker myths surrounding lenders mortgage insurance 28:22

2M ago28:22

28:22

As housing affordability issues persist, home buyers are increasingly asking about lenders mortgage insurance (LMI) and how it can let them achieve their home ownership goals sooner. But what is fact and what is fiction? In this episode of In Focus, we sit down with Greg McAweeney, Helia’s chief commercial officer, to bust some of the most-common m…

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How this broker scaled a brokerage in a new location 25:19

2M ago25:19

25:19

Discover how one broker successfully transitioned from Melbourne to Byron Bay and built a thriving business serving high-net-worth clients in a new community. In this episode of Elite Broker, recorded live at the Better Business Summit NSW/ACT, host Annie Kane catches up with the Byron Bay-based broker to learn more about how she’s running a broker…

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What’s Making Headlines – US tariffs and their impact on Australia’s cash rate 15:53

3M ago15:53

15:53

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: Highlights from the Bet…

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AI in the Classroom 26:53

3M ago26:53

26:53

Come listen and see how AI is in the classroom! Dr. Leslie Ramos-Salazar digs in on how its benefits and much more!저자 WTAMU Advising Services

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How this broker builds and manages his team 23:19

3M ago23:19

23:19

With a focus on culture and support, South Australia-based broker Scott Bament has created an environment where brokers can thrive at Mortgage Choice Morphett Vale. In this episode of Elite Broker, recorded live at the Better Business Summit South Australia, host Annie Kane catches up with Bament to learn more about his journey and approach. Tune i…

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