Market and product trends

SME Broker Bootcamp: What happened on Day 1

by reporter • 2 Dec 2020

In the first of two morning sessions for The Adviser’s SME Broker Bootcamp, brokers learned how COVID has affected... 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

Boosting financial wellness through education

by Malavika Santhebennur • 20 Nov 2020

WOMEN IN FINANCE MONTH: Entourage Finance broker Mikaela Patterson was compelled to begin conducting financial wellness... 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: 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

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

A new chapter for SMSF loans

by Miranda Brownlee • 11 Sep 2020

While many feared that the exodus of major banks from the SMSF loans space would spell the end of SMSF borrowing, the... READ MORE

The changing face of LMI

by Malavika Santhebennur • 11 Sep 2020

Lender’s mortgage insurance plays a leading role in ensuring borrowers don’t take on more home loan debt than they... READ MORE

Bolstering home buyers

by Malavika Santhebennur • 18 Aug 2020

The housing market has demonstrated resilience during COVID-19, and buyer activity is bouncing back after a brief... READ MORE

Digital mortgages: The new normal?

by Malavika Santhebennur and Annie Kane • 13 Jul 2020

Delivering a digital mortgage experience has been a key point of focus for years, but the coronavirus pandemic has... READ MORE

Keeping the Lights On

by Malavika Santhebennur • 2 Jun 2020

Many small and medium-sized enterprises have been hard hit by social distancing measures implemented to contain the... READ MORE

Asset Assistance

by Annie Kane • 2 Jun 2020

As the deadline for using the instant asset write-off approaches, we outline what has been happening in the asset... READ MORE

Go with the (Cash) Flow

by Malavika Santhebennur • 2 Jun 2020

One of the major challenges for any small business is having steady cash flow. Given the coronavirus pandemic resulting... READ MORE

Sector report: First Home Buyers

by Annie Kane • 4 May 2020

At the end of 2019 and for the first few months of 2020, pundits were naming this year “the year of the first home... READ MORE

Working remotely

by Malavika Santhebennur • 1 May 2020

The coronavirus pandemic forced businesses to adapt rapidly to change –overnight in some cases. Businesses and... READ MORE

Compliance in the digital age

by Malavika Santhebennur • 8 Apr 2020

As brokers grapple with new legislation such as best interests duty and increased scrutiny of clients’ living... 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

Sector report: Primed for near prime

by Annie Kane • 10 Mar 2020

With credit policies constantly being tweaked and banks changing their risk profiles of prime customers, the near-prime... 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

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

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