Episodios

  • From $30k in his first year to scaling a high-volume brokerage on the Sunshine Coast
    Apr 7 2026

    The drive away from dealership finance and toward a transparent, client-first model in broking has helped Luke Meisenhelter build an eight-man brokerage that is giving back.

    Now the director of Mooloolaba-based Loanright Financial Services, Meisenhelter has successfully navigated the transition from a sole trader earning $30,000 in income to the leader of a successful brokerage that is supporting the local community.

    Annie Kane catches up with the Better Business Awards finalist to discuss his recent experience switching aggregators to gain better data control and how he has helped raise $75,000 for charity through community-led business events.

    Tune in to find out:

    • How he overcame the "dark period" of moving aggregators while building a custom tech stack.
    • Why he believes hiring people better than himself was the key to uncapped growth.
    • The "give first" philosophy behind his Legacy Lunch that has funded the rescue of 42 children from trafficking.

    And much more!

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    45 m
  • What's Making Headlines – How fuel security fears are changing the economic outlook
    Apr 2 2026

    Could the escalating conflict in the Middle East be the catalyst that pushes Australia's cash rate to its highest level in nearly two decades? As fuel security concerns take centre stage, and Treasury officials scramble to rewrite the federal budget, the ripple effects are already being felt across the lending landscape.

    In this week's episode of What's Making Headlines podcast, host Annie Kane, commercial content writer Ben Squires, and senior journalist Charlie Tchetchenian review the economic fallout of the conflict, including forecasts that Australia's cash rate could reach GFC levels.

    This week, they discuss:

    • Why Westpac is forecasting a series of aggressive rate hikes by August.
    • The surge in electric vehicle loans as borrowers scramble to bypass the "fuel crunch".
    • How the home buyer schemes may be backfiring for the very people they aim to help.

    And much more!

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    36 m
  • How this broker leads WA's best boutique non-franchise office
    Mar 31 2026

    Michael Killiner of Tusk Finance has never been afraid of the hard graft required to succeed in the Western Australian broker market.

    After launching his own brand two years ago, the Subiaco-based broker has grown his brokerage into a high-volume business, writing over 320 loans a year while embracing a "give first" philosophy to win over referral partners.

    Annie Kane catches up with the multi-finalist for the Better Business Awards Western Australia to discuss his approach to leadership, why he believes the number of brokers in the industry will shrink, and how he uses video technology to provide ultimate transparency to his clients.

    Tune in to find out:

    • How he built a "spider web" of referrals reaching from Perth to Sydney and Canberra.
    • Why he uses video tools for every single client interaction and team training session.
    • His advice for new-to-industry brokers on surviving the first two years of business.

    And much more!

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    49 m
  • What's Making Headlines – Can households handle higher rates?
    Mar 27 2026

    Cost-of-living pressures and fuel supply chain constraints continue to weigh on the mortgage market following the Reserve Bank of Australia's (RBA) second interest rate hike in 2026.

    This week, the central bank offered a glimpse at its thinking, noting most mortgagors still have sufficient buffers to withstand tougher conditions. But questions remain about how resilient households will be if rates rise further and fuel prices continue to spike.

    In this week's episode of The Adviser's What's Making Headlines podcast, Charlie Tchetchenian and Ben Squires analyse the RBA's March 2026 Financial Stability Review and what it signals for borrowers amid the latest inflation data from the Australian Bureau of Statistics (ABS).

    They also review key developments across the mortgage and finance sector, including Recludo's latest acquisition, a Connective survey on broker AI adoption, and a warning from FICO's Corey Smith that the rise in fraudulent income documents and AI-generated paperwork has escalated the issue into what is now an industry-wide challenge.

    Enjoy the podcast,
    The Adviser team

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    38 m
  • In Focus: Accelerating mortgages through technological innovation
    Mar 25 2026

    As the mortgage landscape undergoes rapid digital transformation, lenders are increasingly leveraging automation, AI, and insurance to deliver a more seamless, efficient experience for brokers and their clients.

    In this episode of In Focus, sponsored by First Title, Annie Kane speaks with Chris Evans, general manager of sales and relationships at First Title, and Darren McLeod, head of third party and lending solutions at Beyond Bank, to unpack how innovation in lending technology is reducing friction in the settlement process and helping lenders scale consistently.

    Tune in to find out:

    • How First Title is helping lenders process a refinance within a single day.
    • The importance of high-quality API data in ensuring a human-touch-free journey from approval to funding.
    • First Title's move to overcome the certificate of currency delays.

    And much more!

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    37 m
  • What's Making Headlines – RBA rate call fallout and what happens next
    Mar 20 2026

    Welcome to The Adviser's What's Making Headlines podcast, your go-to source for the week's biggest stories in finance and real estate, distilled into bite-sized insights.

    Join host Charlie Tchetchenian, commercial content writer Ben Squires, and Julian Barnes, senior journalist on Broker Daily, as they review the news of the week.

    This week, they discuss:

    • How brokers have responded to the RBA's latest cash rate decision.
    • Senate report on the CGT discount plus a surge in low-deposit lending.
    • APRA highlighting the "widening structural divide" in the mutual banking sector.

    And much more!

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    41 m
  • In Focus: How Bankwest is innovating the broker experience
    Mar 18 2026

    As Bankwest pivots to a digital-first model, the lender is doubling down on its commitment to the third-party channel with a clear goal: to become the number one bank for brokers in Australia.

    In this episode of In Focus, host Annie Kane is joined by Grant Roden, executive manager of operations in home buying distribution at Bankwest. They explore how the bank's digital transformation is reshaping its identity, and why human-led relationships - supported by BDMs and credit quality managers - remain at the heart of its strategy.

    Tune in to learn:

    • The "Four Ps" strategy: How Bankwest is leveraging People, Process, Policy, and Price to aim for the top spot in the broker market.
    • Tech-driven efficiency: How tools like DocBox and the revamped Broker Portal are simplifying complex applications and speeding up the home-buying journey.
    • Niche policy strengths: Why the bank's approach to self-employed borrowers, high-LVR investor loans, and digital offset accounts is driving its recent market share growth.

    And much more!

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    34 m
  • Bridging the finance gap for modular and tiny homes
    Mar 17 2026

    As housing affordability and supply bites, the shift toward alternative housing like kit homes and modular builds has seen inquiry volumes surge. Teressa Fisk, senior finance broker and director of YourFinanceBroker.co, has been at the forefront of this movement, working to modernise lending policies for factory-built homes.

    In this episode of Elite Broker, host Annie Kane sits down with the Sunshine Coast-based director and Queensland Thought Leader of the Year finalist to discuss how she is pioneering finance solutions in the modular housing market and helping Australians navigate the hurdles of financing non-traditional construction.

    Tune in to find out:

    • How she worked with major lenders to update policies for modular and alternative construction.
    • Why demand for tiny homes and factory-built housing is skyrocketing across Australia.
    • Her strategies for financing "fast and affordable" housing in a restrictive lending environment.

    And much more!

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    50 m