Episodes

  • New Broker: how this new broker aims to double his volumes next year
    Sep 30 2025

    Former tax accountant Ankur Ahluwalia has been hitting the ground running as a residential broker at Smartfinn Advisors, writing $20 million in his first nine months.

    In this episode of the New Broker podcast, host Annie Kane sits down with the Sydney-based broker to find out how he built strong foundations as a broker, and why and how he’s intending on doubling his volumes in the next year.

    Tune in to find out:

    • The crucial role of mentorship.
    • The biggest surprises he faced as a new broker.
    • What he wishes he knew when he first started out.

    And much more!

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    45 mins
  • What’s Making Headlines – a crackdown by the regulator
    Sep 26 2025

    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:

    • New data on the size, scale, and systemic issues with private lending.
    • The changing nature of broker complaints.
    • Why cash rate forecasts are shifting.

    And much more!

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    27 mins
  • In Focus: How this new broker tool aims to silence the ‘self-employed sigh’
    Sep 24 2025

    Self-employed lending has typically been seen as more complex and time-consuming, leading borrowers and brokers alike feeling underwhelmed. But a new broker-built tool aims to transform how brokers handle self-employed clients.

    In the latest In Focus podcast, host Annie Kane sits down with Accurateli co-founders Joel Wyld and Ben Callaghan from brokerage Peasy, who’ve channeled their frustration with self-employed lending into building what they believe could be a game-changing solution for brokers.

    Tune in to discover:

    • How Accurateli automates lender-ready income reports and notes.
    • How the tool addresses compliance and best interests duty requirements.
    • What early adopters are saying about streamlining their self-employed processes.

    And much more!

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    51 mins
  • How this asset finance specialist is carving her niche in a male-dominated market
    Sep 23 2025

    Asset finance broker Nicole Romero has helped build a thriving asset finance offering at Loan Market Newcastle CBD, writing nearly 150 deals a year.

    In this episode of Elite Broker, host Annie Kane sits down with Romero to explore her journey from car dealership finance manager to specialist asset finance broker and how she’s building meaningful relationships with clients and referral partners in Newcastle’s tight-knit business community.

    Tune in to discover:

    • Why she writes everything from car loans to CNC machinery financing.
    • Her strategy for competing against dealership finance offers.
    • The challenges and rewards of being a female broker in asset finance.

    And much more!

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    51 mins
  • What’s Making Headlines – a major fine for a major bank
    Sep 19 2025

    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 major penalty for a major bank.
    • How climate change will impact property values.
    • The surprising home buying pessimism from Western Australian consumers.

    And much more!

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    26 mins
  • In Focus: The professionalisation of the mortgage broking industry
    Sep 17 2025

    Earlier this year, a new, professional designation was unveiled exclusively for experienced mortgage brokers - the first to be offered in Australia.

    But what is it, and what does it entail? In the latest In Focus podcast, Annie Kane discusses the newly launched Mortgage Finance Professional Australia (MFPA) designation with MFAA CEO Anja Pannek, outlining how and why it aims to elevate the professional standards of experienced mortgage brokers.

    Tune in to find out:

    • What this mortgage broker designation involves.
    • What the MFPA aims to achieve.
    • What the first MFPA brokers think of the designation.

    And much more!

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    35 mins
  • Building Australia’s Major Independent Brokerage of the Year
    Sep 16 2025

    With a 100-strong team spanning three countries, including around 40 brokers, Smartmove-Professional Mortgage Advisors was recently crowned Australia’s Major Independent Brokerage of the Year.

    In this episode of Elite Broker, host Annie Kane sits down with Darren Little, general manager of lending for Smartmove (and executive director of parent company Viridian Financial Group), to look under the hood of the major brokerage and find out what it takes to run one.

    Tune in to find out:

    • The importance of processes when scaling a brokerage.
    • The benefits of being part of a broader financial service group.
    • Why training the new generation of brokers is crucial.

    And much more!

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    46 mins
  • What’s Making Headlines – redundancies and restructuring at the banks
    Sep 12 2025

    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 payroll tax might be a bigger problem for the broking industry.
    • What’s driving major restructuring and redundancies at the banks.
    • New product launches in mortgage and business lending.

    And much more!

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    34 mins