The Adviser Podcast Network

As part of its commitment to improvement, Ubank has rebuilt its lodgement platform to deliver one of the fastest and simplest digital home loan experiences in the market. In this episode of In Focus, Ben Squires speaks with George Srbinovski Ubank's head of broker distribution, about how Ubank has been hard at work doubling down on the things that make UBank home loans a reliable part of the broker toolkit and how Ubank is planning to continue to grow and strengthen in 2026. Tune in to learn: How they transformed their broker experience from the ground up. How they turned application times from 45 minutes to 15 minutes. Products issued by Ubank, part of NAB. Credit criteria and other conditions apply. Find out more Ubank broker - ubank

After two decades in banking, Ali Mehboob transitioned into the world of mortgage broking in 2024 and has found success specialising in Islamic finance. In this episode of New Broker, host Annie Kane sits down with the founder of Noor Finance during Ramadan to discuss how he wrote $10 million in his first year and the ins and outs of writing sharia-compliant finance. Tune in to discover: The mechanics of sharia and Islamic finance. How he safely leveraged his inner circle to write his first 22 loans. His plans for growing his brokerage into the future. And much more!

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 Charlie Tchetchenian, commercial content writer Ben Squires, and senior journalist on Broker Daily, Julian Barnes, as they review the news of the week. This week, they discuss: The latest results from some of the industry's biggest lenders and aggregators. Fallout from the alleged cyber incident involving asset finance fintech youX. A new shadow ministry and IMF warnings about the 5 per cent Deposit Scheme. And much more!

As demographic shifts, rising complexity, and evolving income trends reshape the lending landscape, brokers have a powerful opportunity to step up. In this episode of In Focus, Annie Kane speaks with Ryan Harkness, co-founder and COO of ORDE Financial, about why non-bank lenders are becoming critical partners in helping brokers support self-employed Australians, complex borrowers, and the next wave of upsizers. Tune in to learn: Why complex scenarios are where brokers build the strongest client relationships. How population growth and changing workforce trends will impact lending demand. What role non-banks can play as income streams become more diverse. And much more!

Having navigated the shift from a downturn to a booming Western Australian market, Adam Donald of Capita Finance has been scaling his brokerage into one of the state's most decorated businesses. In this episode of Elite Broker, host Annie Kane welcomes back the founder and multi-award-winning broker Donald to discuss how his business has evolved over the years and different economic cycles and how he manages a high-volume brokerage, while maintaining a strict four-day work week. Tune in to find out: How he writes over 380 loans a year, while focusing only on client-facing tasks. Why he moved away from traditional real estate referral partnerships. His "Die with Zero" philosophy on work/life balance and mental health. And much more!

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 Charlie Tchetchenian, as they review the news of the week. This week, they discuss: The news that Peter White is stepping down as managing director of the FBAA. Treasurer Chalmers' position on scrapping clawbacks. REA Group's move to acquire a commercial brokerage. And much more!

Having made the leap from aggregation to broking, Colin Mason and Jessie Spencer at Mason Finance Group have been leading one of Australia's Top 25 Brokerages through a season of massive transformation. In this episode of Elite Broker, host Annie Kane sits down with the leaders of Mason Finance Group – which recently merged with Invest Blue (part of Ironbark Group Australia) – to discuss how they've grown the Queensland-based brokerage from a small business to one of the nation's top broking businesses. Tune in to find out: How they quickly built a high-performing team writing over $130 million a month. How "front office ninjas" help improve efficiencies. Why they've merged with Invest Blue and what a major merger entails. And much more!

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 Charlie Tchetchenian, as they review the news of the week. This week, they discuss: Why the RBA decided to lift rates this week. Why ASIC levies are coming in higher than expected. What the broking industry wants to see in the federal budget. And much more!

With a finance career spanning 40 years, from the policy halls of the Reserve Bank of Australia to corporate lending, Matt 'The Cashman' Erwin is now helping SMEs access finance to better manage their cash flow and turn around their businesses. In this episode of Elite Broker, Annie Kane sits down with the Cashman Consulting director to unpack how he helps business owners rescue their reputations and operations when facing the threat of insolvency and how he uses his "The Cashman" persona to differentiate his brand. Tune in to find out: How he transitioned from the RBA to building a specialised cash flow brokerage. What his "money tool" philosophy is and how it helps SMEs better manage cash flow. How he manages his pipeline of working capital and asset finance solutions. And much more!

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 Charlie Tchetchenian, as they review the news of the week. This week, they discuss: Two big mutual merger announcements. Concerns about how brokers market and advertise on social media. Why the market thinks the RBA will hike on Tuesday. And much more!

As more brokers plan retirement and more firms grow via acquisition, knowing your trail book value (and how to fund growth) matters more than ever. Annie Kane speaks with Jeff Zulman, managing director of TrailBlazer Finance, on practical steps brokers can take now. Tune in to learn: How to assess your trail book value (beyond the multiple). The key risks buyers miss - and how to protect yourself. Funding strategies to support growth without strangling cash flow. And much more!

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 Charlie Tchetchenian, as they review the news of the week. This week, they discuss: The first new resi aggregator for 15 years. New appointments, including a new bank CEO. What the new unemployment figures mean for the cash rate. And much more!

Nicole Taylor has spent over two decades in asset and medico finance before making the leap into broking, and in just two years she's carved out a niche in asset and medical finance across two separate businesses. In this episode of New Broker, host Annie Kane catches up with the Queensland-based broker Taylor, the founder of Medifund and one of the co-franchisees of Loan Market's first dedicated asset finance brokerage, about why she left a long career in banking for broking, how she built a business from scratch, and what it takes to specialise in asset finance. Tune in to discover: How she combined her experience in car dealerships and medical finance to create unique brokerage offerings. The strategies she uses to grow her pipeline Her tips for brokers on leveraging niche expertise And much more!

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: A stream of brokerage acquisitions. How lenders are supporting flood and bushfire victims. The first non-bank to tighten up trust lending policies. And much more!

As the new calendar year begins, many SMEs are shifting focus from getting by to actively planning for growth, taking stock of their funding needs and looking for smarter ways to scale. In this episode of In Focus, sponsored by Bizcap, we speak with Isaac Garson, senior business development manager at the non-bank lender, to unpack the key trends shaping SME lending in 2026 and what they mean for the brokers who service this segment. Tune in to learn: Why SMEs are prioritising speed, flexibility, and cash flow-aligned funding. How brokers can leverage non-banks to deliver faster, more adaptive solutions. Why a human-centred approach still matters. And much more!

The year 2026 will not be a normal year for the broking industry. The gap between brokers who adapt quickly and those who don't is widening fast – driven by AI, changing borrower behaviour, rising competition, and new expectations around speed and visibility. In this episode of Elite Broker, Annie Kane unpacks how and why the 13th annual Better Business Summit 2026, run with the support of principal partner NAB, is helping top brokerages across the country pull away from the pack in 2026. Tune in to find out: How the Better Business Summit agenda will deliver tactical and practical business advice. The new normal in lead generation, visibility, and broker operations in 2026. How brokers can help come up with a solution to the awards conundrum. And much more!

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 on Broker Daily, Julian Barnes, as they review the news of the week. This week, they discuss: What the broking industry thinks 2026 will look like. Why Western Australian brokers think Help to Buy could be improved. How the 5 per cent Deposit Scheme is pushing up house prices. And much more!

As more Australians look to upsize, downsize, or relocate in a fast-moving property market, bridging finance is emerging as a critical – yet often misunderstood – tool to help borrowers make their next move with confidence. In this episode of In Focus, sponsored by Athena Home Loans, we sit down with Athena's chief product officer, Mira Hohn, to unpack what's happening in the property market, why so many Australians feel "stuck", and how better bridging solutions could unlock greater mobility. Hohn shares how Athena has been working with brokers to co-create an innovative new product and scenario modelling tool to help brokers and their clients navigate complex buy-sell decisions. Tune in to discover: Why fewer Australians are moving – and what's holding them back. How bridging finance can help borrowers buy before they sell. How Athena's new tools and policies are making bridging simpler, fairer, and more flexible. And much more!

Stephanie Thomas never planned to become a mortgage broker – but four years on, she's leading a 20-person team across three Queensland offices and was named Mortgage Broker of the Year at the Women in Finance Awards 2025. In this episode of Elite Broker, Annie Kane sits down with the Loan Market Ignite director to unpack how she built a high-growth brokerage from scratch without a client database; why education and service sit at the heart of her model; and how she's used people, process, and technology to scale quickly without sacrificing client experience. Tune in to find out: How she's built her team to settle around $450 million a year. How she structures a multi-office, pod-based team across Brisbane, Ipswich, and Buderim. How AI, automation, and delegation help her manage hundreds of loans a year. And much more!

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 writer Ben Squires as they review the news of the week. This week, they discuss: The growing volume of lenders forecasting a rate hike in February. The flurry of regulatory action taken against lenders and brokers. The top brokers listed in the Elite Broker Ranking – Asset Finance, partnered by Optimise Aggregation. And much more!

As more mortgage brokers look to elevate their performance and build sustainable, scalable businesses, broker coaching is emerging as one of the most in-demand support tools in the industry. In this episode of In Focus, sponsored by Success & Broker, we sit down with broker-turned-coach Ruan Burger to explore why coaching has become a critical component of broker growth – and what it actually looks like behind the scenes. Burger shares how he transitioned from elite broker to business coach, the common challenges he helps brokers overcome, and the importance of building a brokerage that aligns with your life, not the other way around. Tune in to discover: What today's brokers really need help with – and why demand for coaching is rising. The most common "hidden problems" in broker businesses (and how to spot them). How social proof, client experience, and strong internal processes can transform a brokerage. And much more!

Felix Katzen stumbled into the world of asset finance by accident, but he's been hitting the ground running, rapidly growing his brokerage, and expanding out his team. In this episode of Elite Broker, Annie Kane sits down with Katzen – founder of Katzen Financial Group – to unpack his journey from contractor to business owner, how he rebuilt lender accreditations from scratch, and the high-volume, rapid turnaround model that defines his business today. Tune in to find out: How he's grown his brokerage into a busy commercial outfit in just 18 months. How he manages 40 loans a month. His approach to hiring and building culture in a new brokerage. And much more!

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 writer Ben Squires as they review the news of the week. This week, they discuss: The RBA's surprising rhetoric on the cash rate trajectory. The problems with the CSLR funding model. Why we might need to start calling Macquarie a major bank. And much more!

Elite Broker Katrina Rowlands was among the first generation of mortgage brokers and has gone to win countless awards for her and her team. But what's next? In this special return episode of Elite Broker, Annie Kane catches up with Rowlands – AFG's first Hall of Fame recipient and a mentor and champion of the broking industry – to unpack her three decades in the industry, why she started up a female broker scholarship program, and how she's running her successful Wollongong-based brokerage with her daughter. Tune in to find out: Why she set up a women's broking scholarship (now called Women on the Move). The ins and outs of succession planning with a family member. Her top tips for aspirational mentors. And much more!

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 writer Ben Squires as they review the news of the week. This week, they discuss: Controversy around the new Help to Buy scheme. Why another major bank thinks this is the end of rate cuts. RACQ Bank offloads its retail banking arm. And much more!

Momentum Media was proud to bring the Women in Finance community together for the 2025 Women in Finance Summit and Awards in Sydney – a day and night celebrating excellence, leadership, and authentic storytelling across financial services. In this episode of the Women in Finance Podcast, host Annie Kane is joined once again by Natalie Smith, general manager, retail broker at ANZ, and a platinum partner of the Women in Finance Summit and Women in Finance Awards 2025. Fresh off the back of the event, they unpack the themes and standout moments from this year's summit – from the importance of building authentic businesses, to the power of community, flexibility, and support in helping women thrive in finance. Tune in to hear: Why authenticity and clarity of purpose are essential for building successful businesses. How ANZ is fostering gender inclusion through initiatives like its Doyenne program. How ANZ's new 2030 strategy will reshape the bank's customer-first approach. And much more!

Despite only becoming a broker 18 months ago, Aussie broker Dominy (Dom) Vaughan has been quickly establishing himself as a successful broker in Liverpool, NSW. In this episode of New Broker, host Annie Kane sits down with Vaughan from Aussie Liverpool to discuss how and why he made the transition from hospitality to broking, what he learned during the Aussie Broker Academy, and the tools and tech he's using that help him write a loan in an hour. Tune in to find out: How he generates leads in every location. The main misconceptions he's busting about the 5 per cent Deposit Scheme. The growing popularity of buyer's agents. And much more!

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. In this special, cross-over episode with Momentum's property brands, host Annie Kane is joined by Phil Tarrant, SPI director, and REB managing editor Liam Garman, as they review the news of the week. This week, they discuss: Whether APRA will bring further limits on investor lending. Why concerns are mounting about unlicensed advice from buyer's agents. The problems with the government's 5 per cent Deposit Scheme. And much more!

From payments to policy, few roles carry as much responsibility and visibility as that of Michelle McPhee, assistant governor (business services) at the Reserve Bank of Australia. In this candid conversation from the Women in Finance Summit 2025, host Annie Kane sits down with the central banker to discover the leadership lessons she's learned navigating high-stakes decisions, career pivots, and a rapidly evolving financial landscape. Tune in to find out: How she built confidence and resilience in complex roles. The pivotal moments that shaped her leadership journey at the RBA. Her advice for women aspiring to be senior leaders in finance. And much more!

Earlier this year, Katie Thomas from Focus Finance took out the top spot of the Elite Broker Ranking 2025 – Residential, becoming the first woman to do so. In this episode of Elite Broker, host Annie Kane sits down with the Hunter Valley-based broker to find out how she wrote $496 million in residential loans over the last financial year, with her broker colleagues also writing substantial volumes. Tune in to find out: How her relationship-first, self-sourced lead generation model works. How her brokerage manages to lodge nearly 1,000 applications a year. Her advice for building a successful, rapidly growing brokerage. And much more!

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 writer Ben Squires as they review the news of the week. This week, they discuss: Why commercial finance is the buzz of the moment What's blowing out lender turnaround times Athena's bridging finance innovation And much more!

As Australia's private credit sector continues to grow, operators such as Aquamore provide brokers with an alternative for specialised situations. In this episode of In Focus, sponsored by Aquamore, we speak with Matthew Porch, head of distribution at the lender, to unpack the latest developments in the private credit space and discuss how brokers can make the most of these opportunities. Tune in to discover: The types of transactions currently seeing the strongest demand. What the future holds for private credit amid increased regulatory scrutiny. How Aquamore differentiates itself from other private lenders. And much more!

As director of Sydney-based brokerage The Asset Finance Shop, Colin Evans is dedicated to finding tailored solutions for small businesses. In this episode of The Adviser's Winner's Showcase, we catch up with the broker who leads the team nominated for Asset Finance Brokerage of the Year at the 2025 Commercial Finance Awards to discuss: His approach to asset finance broking and what drives his passion for helping small businesses. How he manages a high-performing team and builds strong relationships with lenders. The importance of trust, integrity, and leadership in business success. And much more!

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: What's driving record levels of investor lending. The MFAA's open letter to the banks. How major bank broker flows are diverging. And much more!

As one of Australia's leading SME lenders, Prospa delivers practical, tech-driven solutions that help brokers support their clients and ease cash flow pressures. In this episode of In Focus, sponsored by Prospa, we speak with Roberto Sanz, general manager of sales and partnerships at the lender, about the key trends shaping the SME sector as we move into the holiday season and how technology is empowering brokers to provide smarter, faster finance solutions. Tune in to discover: The key forces driving demand for SME finance today. How innovations like Prospa IQ can help brokers overcome common challenges in the SME space. Details on Prospa's new end-of-year promotion for broker partners. And much more!

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 review the news of the week. This week, they discuss: The fallout from the November RBA rate decision. Westpac's revelation it is focusing on proprietary. The first look into uptake of the government's expanded deposit scheme. And much more!

For more than 30 years, MSA National has been transforming the loan documentation process – partnering with some of Australia's largest lenders to make settlements faster, smoother, and more seamless for brokers and their clients. In this episode of In Focus, we speak with MSA National founder and CEO Sam Makhoul and Sergio Delvescovo, national sales manager for the broker channel and former head of lending operations at ING Australia. They discuss how MSA's partnerships have helped drive efficiency, lift broker satisfaction scores, and reduce ING Australia's average settlement time from 24 days to just 10–12 days. Tune in to discover: Three things that brokers can do for faster settlements. How MSA's products have transformed the broker and customer experience. The borrower story that made Makhoul cry and how that shaped the MSA culture. And much more!

Former consultant Chris Dodson made the switch to mortgage broking two years ago after being told, "If you're gonna fail, fail fast and go for it." He has since grown his brokerage from the bottom up, using community connections for advice and to generate leads. In this episode of the New Broker podcast, host Will Paige sits down with the Sydney-based broker to find out how he made the switch to broking and his plans for future growth. Tune in to find out: The importance of mentorship. The tech he's using to grow his brokerage. The one piece of advice he'd give to brokers just starting out. And much more!

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 The Adviser's commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: Higher-than-expected quarterly inflation data. Forecasts ahead of next week's rate decision. Big announcements and a leadership change. And much more!

Former financial planner Son Pham's career continues to go from strength to strength, and now, as managing director of Rethink Financing, he leads a growing team of commercial brokers. In this episode of The Adviser's Winner Showcase, we catch up with the Commercial Broker of the Year at the Australian Broking Awards 2025 to discuss: His approach to commercial broking and what he finds most rewarding. Why getting the fundamentals right is crucial in the broking industry. His journey as a mentor and how he's shaping the next generation of commercial brokers at Rethink Financing. And much more!

Building a successful brokerage may seem like a daunting prospect, but if you get the fundamentals right, you're well-positioned for success. In this episode of In Focus, we chat with Ben Livera, national broker success manager and state manager SA/NT at Mortgage Choice, recently named Mentor of the Year at the 2025 Australian Broking Awards, and Terence Hammond, mortgage broker and franchise owner of Mortgage Choice in Colebee, NSW. Tune in to discover: How to lay solid business foundations. Practical tips to start generating business from day one. What it takes to build a successful brokerage from the ground up. How Mortgage Choice's support sets up brokers for success. And much more!

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 The Adviser's commercial content writer, Ben Squires, and the deputy editor of Momentum Media's real estate brands (Smart Property Investment, REB, and First Property Buyer), Emilie Lauer, as they review the news of the week. This week, they discuss: Housing markets that have hit the $1 million milestone. Recent trends in first home buyer activity. New data on mortgage stress levels. And much more!

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 The Adviser's commercial content writer Ben Squires and senior journalist Will Paige as they review the news of the week. This week, they discuss: The latest mortgage broker market share figures. Key takeaways from ANZ's strategy update. Highlights from the Elite Broker Ranking 2025 – Residential. And much more!

Going from being an on-the-tools broker to the leader of a brokerage can be daunting, but Phil Rogers from Loan Market Edge is embracing the new role by setting his team some lofty targets. In this episode of Elite Broker, host Annie Kane sits down with the Queensland-based brokerage lead to find out how he's built out his 18-person team, and how he aims to get his brokerage to writing $1 billion a year by 2030. Tune in to find out: How he's harnessing AI to save 30–50 per cent of his team's time. What it takes to come off the tools and become a brokerage leader. How he aims to write $1 billion a year by 2030. And much more!

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: Westpac NZ getting rid of trail in NZ – will it happen here? AFG takes a minority stake in an asset finance brokerage. Why APRA has disqualified former Xinja Bank leaders. And much more!

The commercial finance sector is rapidly evolving, with private lenders increasingly stepping up to provide accelerated finance for businesses. But how can brokers best position themselves to leverage these opportunities? In this episode of In Focus, we sit down with Zakariah Rahman, lending executive at Maxiron Capital, to unpack the current trends in commercial finance landscape, and how private lenders are helping broker clients support more businesses. Tune in to discover: How non-bank lenders are bridging the gap for business borrowers. The advantages of Maxiron's “Flash 48” product for quick settlements. Best practices for brokers to build effective referral partnerships and navigate the commercial lending landscape. And much more!

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 the deputy editor of real estate titles Smart Property Investment and REB, Emilie Lauer, as they review the news of the week. This week, they discuss: What the expanded Home Guarantee Scheme entails. What consumers think of the scheme and how they will access it. Why cash rate forecasts are changing once again. And much more!

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!

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!

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! Related link: How this husband-wife team make running a brokerage look Peasy

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!