Analyis for Mortgage and Finance Industry - The Adviser

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Insight: Stuart Donaldson, Banyan Co - Mar 2017

by Tamikah Bretzke • 27 Mar 2017

The Adviser talks to the director of Banyan Co, Stuart Donaldson, about his teachings at the New Revenue Streams boot...READ MORE

Does remote VOI pass the reasonable steps test?

by Sam Makhoul • 27 Mar 2017

VOI rules require that mortgage brokers take reasonable steps to verify the identity of their clients.

“I just don't have enough time...”

by Hank Hong • 20 Mar 2017

The catchcry heard all too often… “I don’t have enough time!”

Insight: Frank Crombie, NLG Leasing - MARCH 2017

by Tamikah Bretzke • 13 Mar 2017

The Adviser talks to NLG Leasing’s Frank Crombie about the business’ point of difference in the broking industry,... READ MORE

The importance of advising life insurance to clients applying for a...

by David Ryman • 13 Mar 2017

There are many things an average household can live without, but for those considering purchasing property, life... READ MORE

When a sum isn’t greater than its parts

by Nick Young • 6 Mar 2017

2016 was an interesting year and the Trail Book industry was no exception.

Same game. New rules.

by James Mitchell • 2 Mar 2017

Investment lending continues to be a hot topic. The Adviser explores how the industry is navigating the changing... READ MORE

Starting out on a journey

by Francesca Krakue • 2 Mar 2017

The decision to become a mortgage broker is exciting but can also bring with it some uncertainty, leaving many aspiring... READ MORE

Precious assets

by Reporter • 2 Mar 2017

One of the most common areas that mortgage brokers look to diversify into is asset finance. But for many, asset finance... READ MORE

The bankrupt broker: what happens to their commission?

by Meena Hanna & Matthew Bransgrove • 1 Mar 2017

The question of whether or not an undischarged bankrupt broker is entitled to receive upfront or trail commission is... READ MORE

The two areas where mentees fail in their broking careers

by Graeme Salt • 1 Mar 2017

Fear and excitement are the two emotions that I often see on the faces of the Walker and Miller Cert IV and I find that... READ MORE

Insight: Nick Young, Trail Homes - Feb 2017

by Tamikah Bretzke • 27 Feb 2017

Trail Homes’ Nick Young talks to The Adviser about his advice to brokers looking to retire, his thoughts on the tax... READ MORE

Doing the right thing

by • 20 Feb 2017

The rise of the mortgage broking industry to become the major distributor of mortgages is due to a public vote of... READ MORE

Tips and traps for referral partnerships

by • 14 Feb 2017

It’s hard to find new clients, and even harder to find clients who are worth having, therefore the art of referrals... READ MORE

Insight: Tanya Sale, Outsource Financial

by Tamikah Bretzke • 13 Feb 2017

Outsource Financial CEO Tanya Sale talks to The Adviser about her plans for the business, why she believes ASIC is... READ MORE

Things to consider if looking for a move in 2017

by Zak Wilford • 13 Feb 2017

There’s movement in the market and I’m seeing more people open to new opportunities than ever... READ MORE

New year, new aggregator

by Hank Hong • 6 Feb 2017

When I decided to strike out alone as an individual broker, the biggest decision I had was which aggregator was I going... READ MORE

Insight: Tim Lawless, CoreLogic RP Data - Jan 2017

by Tamikah Bretzke • 30 Jan 2017

Tim Lawless talks to The Adviser about trends in Melbourne’s property market, his views on recent rate hikes and the... READ MORE

LJ Hooker boss outlines affordability solution

by Grant Harrod • 27 Jan 2017

The real estate giant has surveyed thousands of property owners and come up with three ways to solve what CEO Grant... READ MORE

Filtering out the fintech hype

by Ian Dunbar • 23 Jan 2017

Fintech, wealthtech, insuretech, digitalmortgages, P2P lending, crowdfunding, cryptocurrencies and so... READ MORE

Insight: Nicole Cannon, Pink Finance - Jan 2017

by Tamikah Bretzke • 16 Jan 2017

Nicole Cannon from Pink Finance talks to The Adviser about her experience at the UK Study Tour, the importance of... READ MORE

Two steps to mastering the commercial client interview

by John Kolyvas • 16 Jan 2017

While the fundamentals of lending and assessing a loan application are the same whether you’re looking at a home loan... READ MORE

5 essential guidelines to the perfect business shirt

by Fiona Anchal • 9 Jan 2017

For the professional landscape, choosing a business shirt goes beyond selecting the right colours and prints.

Insight: Joel Wyld, Peasy

by Tamikah Bretzke • 3 Jan 2017

Peasy's Joel Wyld chats to The Adviser about his thoughts on competition within the broking industry, the biggest... READ MORE

Fixed rates on the rise - Jan 2017

by Jeremy Fisher • 3 Jan 2017

Interest rates have been at record lows for the last few years and during this time there has been much discussion... READ MORE

Credit score analysis and its impact on personal loans

by Paul Walshe • 19 Dec 2016

I’ve been involved in the personal loan industry for many years now, and one area I’ve seen a substantial change in... READ MORE

How to make 2017 your best year yet

by Mario Rehayem • 16 Dec 2016

With 2017 just around the corner, now is the perfect time to reflect on the future of your business. Mario Rehayem,... READ MORE

Attracting specialist lending clients

by Matt Mitchener • 16 Dec 2016

Marketing strategist Matt Mitchener provides some invaluable insights into the different types of specialist customers... READ MORE

Improve your communications, improve your revenue 2

by Debbie Mayo-Smith • 12 Dec 2016

Is your newsletter off target?

The evolving economy calls for brokers to evolve with it

by John Maxwell • 12 Dec 2016

If you've been anywhere within the financial services and property sectors, you will be acutely aware of how quickly... READ MORE

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