Episodes

  • What’s Making Headlines – home loan misconduct at RAMS
    Jun 6 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 details of systemic misconduct in mortgage lending at RAMS.
    • How far will broker market share go?
    • NextGen’s new report on how brokers approach loan processing.

    And much more!

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    23 mins
  • In Focus: How broker feedback is shaping ApplyOnline®
    Jun 4 2025

    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 inaugural Industry Insights Report.

    Tune in to find out:

    • What brokers think of ApplyOnline.
    • How NextGen is updating the system to reflect broker feedback.
    • How open banking tools are accelerating the lodgement process.

    And much more!

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    38 mins
  • New Broker: How mentors and mentees can get the most out of their partnerships
    Jun 3 2025

    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 needs to do more on mentoring standards.

    And much more!

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    46 mins
  • Women in Finance Podcast: Leading from the top at ANZ
    Jun 2 2025

    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 bank is advocating for greater gender balance and fostering leadership pathways for women.

    Tune in to find out:

    • The importance of being challenged in your thinking.
    • How the industry can better support female talent.
    • Why ANZ started its Doyenne program to support women in broking.

    And much more!

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    34 mins
  • What’s Making Headlines – CBA’s broker strategy
    May 30 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:

    • Details of the Commonwealth Bank of Australia’s broker strategy.
    • The new finance ministers in the shadow cabinet.
    • What’s driving optimism in the SME space.

    And much more!

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    24 mins
  • In Focus: The broker strategy of Australia’s biggest bank
    May 28 2025

    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 plans for growth in the channel.

    Tune in to find out:

    • How CBA is working to strengthen relationships with brokers.
    • How the bank is changing its broker offering.
    • CBA’s investment in technology and support for brokers.

    And much more!

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    37 mins
  • Why broking is not business, it’s personal
    May 27 2025

    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 Bernadette and how they’ve adapted business growth as their family has grown.

    Tune in to find out:

    • How he’s navigated aggressive business growth with personal wellbeing and family priorities.
    • The strategies behind their successful pivot to a niche in property investment and wealth creation.
    • Why he believes a broker’s role extends beyond loans.

    And much more!

    Related links:

    • A husband and wife team on why brokers need more education
    • How the Best Residential Broker 2017 made it to the top
    • Jeremy Fisher charts his journey from novice to number one
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    50 mins
  • What’s Making Headlines – RBA rate cut fallout
    May 23 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:

    • All the fallout from the RBA’s latest interest rate decision.
    • The broking industry hits back at a controversial column.
    • Treasurer Jim Chalmers’ response to LRBA speculation.

    And much more!

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    22 mins
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