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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... 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

Going up: Is the credit downturn over?

by Charbel Kadib • 11 Nov 2019
Green shoots have emerged in the Australian housing market after a prolonged period of subdued activity. Charbel Kadib... READ MORE

Mutually Beneficial

by Tas Bindi • 7 Oct 2019
The mutual banking sector has seen strong growth over the last couple of years, with socially conscious customers... READ MORE

A Cause For Celebration: How Brokers Are Giving Back

by Tas Bindi • 7 Oct 2019
Tas Bindi speaks to leading socially conscious brokers about how they’re embracing the opportunities and benefits of... READ MORE

Making it on your own

by Charbel Kadib • 6 Sep 2019
Find out how Nathan Smith, owner of Sutherland Shire-based brokerage Birdie Wealth, battled through redundancy and... READ MORE

Broker of the future: The case for embracing technology

by Tas Bindi • 6 Sep 2019
Technology is becoming an increasingly important area of investment for brokers as their jobs get more and more... READ MORE

Building a healthy business culture

by Tas Bindi • 7 Aug 2019
Striking the right balance between culture, incentives and processes is becoming critical for all financial services... READ MORE

Profile: From saving babies to writing loans, how Mark Unwin does it

by Annie Kane • 23 Jul 2019
A new-to-industry broker has helped save a baby from a locked vehicle in Melbourne and extinguish a shed fire in the... READ MORE

Protecting your brokerage from data thieves

by Tas Bindi • 5 Jul 2019
Lax data security practices can put broking businesses and their customers at risk, with the issue set to become more... READ MORE

Understanding cash flows

by Annie Kane • 5 Jun 2019
While asset and equipment finance is often the entry point to SME finance for brokers, becoming a trusted finance... READ MORE

Competition vs. Collaboration: The balancing act

by Tas Bindi • 6 May 2019
While competition and collaboration are often considered mutually exclusive forces, one can actually strengthen the... READ MORE

What the rise of fintechs means for brokers

by Tas Bindi • 24 Apr 2019
A new wave of fintech companies has emerged with solutions covering many aspects of the lending value chain. But what... READ MORE

In business with family

by Tas Bindi • 5 Apr 2019
Working with family members can undoubtedly be trying at times. But family businesses also have a distinct atmosphere... 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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