In Focus: The intricacies of invoice finance
The Adviser | Elite Broker
by Momentum Media
2d ago
In this episode of In Focus, sponsored by TP24, we sit down with Adam Lane, the managing director of TP24 Australia, to unpack some of the trends and changes in invoice finance and how and why brokers could be writing more of this business this year. The trends/changes in invoice finance at the moment. How TP24 is changing the invoice finance space. Top tips for brokers writing invoice finance. And much more ..read more
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What’s Making Headlines – the week commencing 29 April
The Adviser | Elite Broker
by Momentum Media
1w ago
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the latest movers and shakers in the broking industry, potential rate hikes in 2024, and a house looking to sell for a record-breaking price.  This week they discuss:  An aggregator leader announcing his retirement.  John Symond’s $200 million home listing.  Further cash rate hikes on the horizon. And much more!  ..read more
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In Focus: Shadow treasurer Angus Taylor on housing, superannuation, and advice
The Adviser | Elite Broker
by Momentum Media
1w ago
In this episode of the In Focus podcast, host Maja Garaca Djurdjevic talks to shadow treasurer Angus Taylor about his thoughts on the state of financial services and what the Liberal Party thinks needs to be done to reduce the burden on advisers and improve housing affordability. Tune in to find out: Why he opposes Help to Buy and shared equity schemes. His thoughts on allowing Australians to access super for home ownership. Why he thinks the government should ‘get out of the way’. And much more ..read more
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New Broker: Making the move from aggregator BDM to broker
The Adviser | Elite Broker
by Momentum Media
1w ago
James Cerolini, asset finance director of Simplify Asset Finance and director of ROAM Finance, made the move into broking nine months ago, after an eight-year career in aggregation. In this episode of New Broker, tune in to find out: Why and how he decided to focus on asset finance. The pivotal role of technology in broking. Why he loves soft-touch credit checks. And much more ..read more
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What’s Making Headlines – the week commencing 22 April
The Adviser | Elite Broker
by Momentum Media
1w ago
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Charlotte Humphrys as they cover the latest quarterly CPI data, mortgage stress levels and some rumours from a non-major bank This week, they discuss: The next move for the RBA following the March quarter CPI data release. Lowest levels of mortgage stress for 2024. The latest from non-major banks. And much more ..read more
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In Focus: How lenders are accelerating turnaround times
The Adviser | Elite Broker
by Momentum Media
2w ago
Turnaround times have been at record speeds in recent months, with lenders adopting more technology and AI in the mortgages space. We catch up with Bendigo Bank to find out more about how tech is accelerating the home loan process. In this episode of the In Focus podcast, sponsored by Bendigo Bank Broker, we catch up with the bank’s national manager of broker distribution Natalie Sheehan to find out: The importance of technology in improving service propositions. The role of AI in enhancing efficiencies without replacing human interactions. Bendigo Bank’s transition to a new lending platform ..read more
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What’s Making Headlines – the week commencing 15 April
The Adviser | Elite Broker
by Momentum Media
2w ago
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week into bite-sized chunks to keep you in the loop.  Join hosts Adrian Suljanovic and Annie Kane as they cover the decision from a landmark payroll tax case and more on lender turnaround times as they continue to adopt new technology.  This week, they discuss: Loan Market versus Revenue NSW.  Westpac turning on opening banking for brokers. More Australians wanting to become “property pals”.  And much more ..read more
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The Nu-Age of asset finance broking
The Adviser | Elite Broker
by Momentum Media
3w ago
Western Australia-based broker Jill Fleck may have begun her career in asset finance 30 years ago, but she’s been embracing change as the director of Nu-Age Vehicle & Asset Finance. In this episode of Elite Broker, host Annie Kane sits down with the asset finance broker to find out: How asset finance has changed over the last 30 years. What her role as an FBAA board member entails. How she structures her team. And much more ..read more
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What’s Making Headlines – the week commencing 8 April
The Adviser | Elite Broker
by Momentum Media
3w ago
The Adviser’s What’s Making Headlines? podcast runs down the big news stories for the week in bite-sized chunks to keep you in the loop. Join hosts Adrian Suljanovic and Annie Kane as they cover the calls for a simplified accreditation process, a record in turnaround times, and an association’s recommendations for the home loan discharge process. This week, they discuss: Calls from members of the industry to simplify broker accreditation. The MFAA’s new white paper. Findings from AFG’s latest AFG Index. And much more ..read more
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How this broker is evolving her brokerage
The Adviser | Elite Broker
by Momentum Media
1M ago
Lisa Bridgett from Stellar Finance has been broking for seven years and has been constantly evolving her brokerage over that time. In this episode of Elite Broker, we catch up with the Sydney-based broker to find out how and why momentum is key to her success. Tune in to find out: Why she’s starting a mentoring program. The hardest parts of changing aggregators. How and why she’s introducing asset finance into her business. And much more ..read more
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