Analysis for Mortgage and Finance Industry - The Adviser

analysis analysis Women in Business

The new credit reporting

by Malavika Santhebennur • 3 Sep 2021

There were two important changes in the credit reporting sector in July 2021: the amended mandatory comprehensive... READ MORE

Elite Broker Q&A: Marvin Coleman, Mortgage Choice Oakleigh

by Annie Kane • 24 Aug 2021

We speak with the Mortgage Choice Oakleigh broker about how a home loan led to him becoming a broker, and how backing... READ MORE

Elite Broker Q&A: Robert Trewin, Trewin Mortgage Broking

by Annie Kane • 20 Aug 2021

We find out how Mr Trewin switched to broking, what it means to service a regional community, and what supporting your... READ MORE

Elite Broker Q&A: Nicola Tucker, Surf Coast Finance

by Annie Kane • 3 Aug 2021

We find out how Ms Tucker entered the industry, how best to build your own brokerage and how a new broker can best... READ MORE

Elite Broker Q&A: Michelle Towner, Towner Finance

by Annie Kane • 13 Jul 2021

We find out how Michelle Towner's brokerage is growing, why best interest duty prompted a change in her business, and... READ MORE

Elite Broker Q&A: Jason Boccaccio, Adelaide Commercial Finance

by Annie Kane • 29 Jun 2021

We find out how Jason Boccaccio established himself in SME finance, why he started a mortgage broking business, and... READ MORE

Riding the white label wave

by Malavika Santhebennur • 10 Feb 2021

White label loans have increased in popularity among brokers, with the market share of broker-originated business to... READ MORE

Brokers a saviour for SMEs during pandemic, research finds

by Adrian Flores • 15 Dec 2020

New research has revealed that a majority of SMEs relied more heavily on key advisers, such as brokers, to cope with... READ MORE

A topsy-turvy year

by Malavika Santhebennur • 11 Dec 2020

Anyone who was hoping for a quiet, uneventful 2020 following the aftermath of the release of the banking royal... READ MORE

Non-major sponsors financial wellness research

by Malavika Santhebennur • 7 Dec 2020

Teachers Mutual Bank Ltd has partnered with a financial wellness platform to deliver insights into financial... READ MORE

Q&A: Andrea Roberts, head of marketing, Connective

by Annie Kane • 24 Nov 2020

WOMEN IN FINANCE MONTH: Connective Broker Services’ head of marketing and communications, Andrea Roberts,... READ MORE

Q&A: Mhairi Macleod, broker and principal, Astute Ability Group

by Annie Kane • 23 Nov 2020

WOMEN IN FINANCE MONTH: Earlier this year, Astute Ability Group broker and principal Mhairi Macleod was named the... READ MORE

Q&A: Evelyn Clark, broker, Accession Finance

by Annie Kane • 19 Nov 2020

WOMEN IN FINANCE MONTH: In September, Accession Finance broker Evelyn Clark was named the Mortgage and Finance Broker... READ MORE

Q&A: Anja Pannek, CEO, PLAN Australia

by Annie Kane • 17 Nov 2020

WOMEN IN FINANCE MONTH: The CEO of aggregation group PLAN Australia, Anja Pannek, has been in the mortgage industry... READ MORE

Q&A: Joanna James, GM, Mortgage Ezy

by Annie Kane • 16 Nov 2020

WOMEN IN FINANCE MONTH: As the winner of the Principal of the Year award at the Women in Finance Awards 2020, the GM... READ MORE

Q&A: Sue Hayter, broker and mentor, Quality Financial Group

by Annie Kane • 10 Nov 2020

WOMEN IN FINANCE MONTH: The broker and founder of Quality Financial Group, Sue Hayter, was recognised for her work... READ MORE

Q&A: Rachel Hind, broker and founder, Best Capital

by Annie Kane • 9 Nov 2020

WOMEN IN FINANCE MONTH: The broker and founder of Best Capital, Rachel Hind, has been on a mission to bring together... READ MORE

Q&A: Tanya Sale, CEO, outsource Financial

by Annie Kane • 6 Nov 2020

WOMEN IN FINANCE MONTH: The CEO of aggregation group outsource Financial, Tanya Sale, has helped build and grow the... READ MORE

Why this broker began a women’s financial literacy program

by Malavika Santhebennur • 5 Nov 2020

WOMEN IN FINANCE MONTH: Armed with a basketful of qualifications and a passion for education, this Sova Financial... READ MORE

How these leading ladies overcame challenges to succeed

by Annie Kane • 2 Nov 2020

WOMEN IN FINANCE MONTH: AMP Bank’s Adrienne Smith and Accession Finance’s Evelyn Clark reveal how they overcame the... READ MORE

Breaking down the gender barriers

by Julie McKay • 30 Oct 2020

WOMEN IN FINANCE MONTH: At the fourth annual Women in Finance Awards, which was held virtually for the first time,... READ MORE

Building a Brokerage Strategy

by Annie Kane • 15 Oct 2020

With broker services needed now more than ever, having an efficient business operation is paramount. While there is no... READ MORE

Outfox the traps of outsourcing

by Malavika Santhebennur • 15 Oct 2020

As brokerages grow and become busier, outsourcing certain functions can help them build a sustainable business. But... READ MORE

The path to recruitment

by Malavika Santhebennur • 15 Oct 2020

The path to recruitment can be paved with challenges, particularly during the coronavirus pandemic. However, as brokers... READ MORE

Research reveals how broker customers react to marketing

by Annie Kane • 2 Oct 2020

Broker customers and direct-to-lender customers value different marketing messages, new research has found. READ MORE