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

by Sam Nichols • 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 Sam Nichols • 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 Sam Nichols • 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 Sam Nichols • 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... READ MORE

More than mortgages

by Annie Kane • 4 May 2020
Brokers are well established as the professional that borrowers lean on for credit advice and help with their mortgage... READ MORE

Succession planning in focus

by Annie Kane • 10 Mar 2020
For many, retirement or succession planning may seem like a far-off activity, but planning for your exit from industry... READ MORE

Working with vulnerable customers

by Annie Kane • 11 Feb 2020
Last year, a new Banking Code of Practice was rolled out, which brought in a higher standard of customer care when... READ MORE

Open banking – Can it open new doors?

by Malavika Santhebennur • 11 Feb 2020
Malavika Santhebennur explores open banking’s impact on borrowers and how brokers can capitalise on the... READ MORE

ANZ Research revises property price forecasts

by Reporter • 31 Jan 2020
The research group has “revised up” its forecasts for home value growth over the coming year to reflect the recent... READ MORE

Beating the holiday blues

by Hannah Dowling • 27 Dec 2019
The holiday season is often filled with family and festivities, but for many, the summer period delivers more than just... READ MORE

Weighing up the case for white label loans

by Malavika Santhebennur • 13 Dec 2019
With various lenders rolling out white label offerings this year, Malavika Santhebennur explores the ins and outs of... READ MORE
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The Adviser is the number one magazine for Australia's finance and mortgage brokers. The publications delivers news, analysis, business intelligence, sales and marketing strategies, research and key target reports to an audience of professional mortgage and finance brokers
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