Episodes

  • What’s Making Headlines – more mutual bank mergers
    Oct 18 2024

    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 breaks down the big themes in the news.

    This week, she covers:

    • Another mutual merger is announced.

    • Broking industry members front the Senate home ownership inquiry.

    • AFG brokers lodging near record-high volumes

    And much more!

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    15 mins
  • Women in Finance Podcast: Feminising the fintech space
    Oct 16 2024

    Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards in Sydney on 15 November.

    In this third episode of the Women in Finance Podcast series 2024, sponsored by fintech lender MoneyPlace, host Annie Kane chats to MoneyPlace CEO Kylie Waldock to find out her insights on fostering a mentoring culture and better supporting diversity and inclusion in the fintech industry.

    Tune in to find out:

    • How she builds a strong company culture.
    • The importance of resilience and continuous learning.
    • Her advice for younger women entering the field.

    And much more!

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    42 mins
  • In Focus: Utilising open banking and AI in mortgages
    Oct 15 2024

    With the Consumer Data Right having been ‘reset’ and artificial technology becoming more mainstream, we find out how these technologies are innovating lending.

    In this episode of In Focus, we catch up with NextGen’s head of broker partnerships Renee Blethyn and the product lead for data at Frollo, Maëlle Debeugny, to find out:

    • What the CDR ‘reset’ means for the progression of open banking.
    • How open banking and AI can enhance the accuracy of loan assessments.
    • What brokers should be on the lookout for in open banking.

    And much more!

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    41 mins
  • What’s Making Headlines – broker submissions to the Senate inquiry
    Oct 11 2024

    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 breaks down the key issues shaping the property landscape.

    This week, she covers:

    • An overview of the recommendations put forward by the broking industry to the Senate’s home ownership inquiry.

    • The Connective National Conference 2024.

    • Why more bodies are joining the fight against broker payroll tax.

    And much more!

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    15 mins
  • Women in Finance Podcast: Overcoming feelings of isolation through community
    Oct 10 2024

    Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November.

    In this second episode of the Women in Finance Podcast series 2024, host Annie Kane sits down with Sally Chadwick, executive manager of corporate communications at Mortgage Choice, and two Mortgage Choice brokers Kelly Carter (Port Macquarie) and Chantelle Rangel (Marrickville) to find out:

    • How they are building their businesses.
    • How they are building a network and community.
    • Overcoming feelings of isolation through connection.

    And much more!

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    39 mins
  • New Broker: How Aimee Bergan settled $20m in her first year
    Oct 8 2024

    Canberra-based broker Aimee Bergan from APC Home Loans has only been broking for a year, but has already settled $20 million in loans. As she ramps up for her second year, we find out how she’s going to build her business.

    In this episode of New Broker, we catch up with the banker-turned-broker to find out:

    • Why she set herself a target of writing $20 million in her first year.
    • How she’s helping clients who have been rejected by the banks.
    • Why she’s already thinking about building her team.

    And much more!

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    54 mins
  • Women in Finance Podcast: What to expect from the 2024 event
    Oct 3 2024

    Momentum Media is thrilled to be hosting the sixth annual Women in Finance Summit and Women in Finance Awards – run with the support of principal partner Mortgage Choice – in Sydney on 15 November.

    In this first episode of the Women in Finance Podcast series 2024, host Annie Kane reveals why the Women in Finance Summit and Awards will be bigger and better than ever this year.

    Tune in to find out:
    * The amazing line-up of speakers at the Women in Finance Summit.
    * How the summit aims to create more female leaders in finance.
    * The powerful networking opportunities.

    And much more!

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    7 mins
  • How this broker and accountant forged a winning partnership
    Oct 1 2024

    With their client lists comprising many high-net-worth individuals, Pristine Finance broker Marinko Radomir and Parras & Associates accountant Nick Parras often find themselves leaning on the other’s expertise.

    In this episode of Elite Broker, host Annie Kane is joined by Miranda Brownlee, editor of Accountants Daily, as they sit down with the broker-accountant duo to find out how they work together to make sure they’re always getting the best possible outcome for their clients.

    Turn in to find out:

    • Shared and unique challenges in each profession.
    • How they work with high-net-worth clients.
    • Why referral partners are crucial and where to find them.

    And much more!

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    1 hr and 5 mins