Analysis for Mortgage and Finance Industry - The Adviser

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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: Pascale Helyar-Moray, founder and CEO, Super-Rewards

by Annie Kane • 13 Nov 2020

WOMEN IN FINANCE MONTH: The founder and CEO of Super-Rewards, Pascale Helyar-Moray, took home the Entrepreneur of the... 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

Changing gears

by Annie Kane • 30 Oct 2020

With nearly 30 years of experience in the mortgage industry, Natalie Sheehan is well equipped to take on the role of... 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

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

From fitness club to billion-dollar club

by Malavika Santhebennur • 6 Apr 2020

Melbourne-based broker Josh Bartlett reached a significant milestone recently, settling $1 billion of loans less than... 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

2019: The Year in Review

by Malavika Santhebennur • 13 Dec 2019

It has been another busy and eventful year for brokers, as well as the broader financial services industry, with the... READ MORE

2020 Vision: Predictions for the year ahead

by Malavika Santhebennur • 12 Dec 2019

As the broking industry comes to grips with the year that was 2019, Malavika Santhebennur asks industry heads what they... READ MORE

How this former AFL player started his own brokerage

by Tasha Levy • 3 Dec 2019

Domenic Cassisi set up his brokerage, Funding Options, while he was still captain of the Port Adelaide Football Club,... READ MORE

A winning team

by Annie Kane • 11 Nov 2019

We often hear how having a strong support network and rock-solid working relationships can lead to success, and this is... READ MORE