The Successful Adviser by James McCracken

As someone who has been at the raw end of a property spruiker, I can say with absolute certainty that it does make a difference who consumers and investors get their advice from.

Get it wrong, and yo…

As a stalwart of the Canberra mortgage broking scene, Gerard Heffernan is well known and respected by clients and peers alike.

Having joined forces with his brother Bernard in 2015, their business ha…

In this interview with Liz Wilson, we focused the conversation far more on culture, people, leadership and systems.  

Like all mortgage brokers, Liz has needed to embrace the change of recent time so…

With a love of people, processes and numbers, though Cathy Brown started life as an accountant, she has found her calling as a mortgage broker.

From the early days of smashing out long hours and driv…

In today’s interview, you’re going to hear from Ilse Strauss, a leadership consultant and advisor for people who want to ensure there is alignment between their values and their business.

In this int…

Some brokers go quietly about their business, making an impact where it matters most - with the outcomes and relationships they have with clients.

This is certainly true for Kelly Cameron, the entrep…

In this interview, Aaron Christie-David pulls back the curtain on some of the business processes and optimisation techniques that are helping him and his team operate an efficient and productive brok…

When Otto Dargan started his mortgage broking journey, he had a modest vision of having 3 staff members and to service a local client base.

But, while trekking in Nepal, he broadened his horizons in …

Hearing Hannah Nguyen’s story will be aspirational for many - and rightly so.  She is shooting the lights out with her volumes, though she is far from resting on her laurels.

Currently writing around…

Luke Howes is the typical story of an ‘overnight success’ 15 years in the making.  

Better known as the founder of bankstatements.com.au, in our interview, Luke gives us the back story that brought u…

Like many a high performer, Nathan Aird is vividly clear on what’s important to him, and he is incredibly consistent in his approach to operating his brokerage so it can support his chosen lifestyle.

In this refreshingly honest interview, you’ll hear Mark Stevenson talk about the tribulations and triumphs of operating a broking business.

Mark is the Managing Director of Finance division of Bell…

From banking to broking, Jake Biddle shares with us how he took 10 years of accumulated knowledge in the finance industry to setup Saint Finance.

And, though he’s on Australia’s west coast, it was …

From car showroom to running his own show, Nathan Smith is an impressive individual.

In this candid interview, Nathan takes us behind the scenes as to how he is building a respected, productive and…

In this episode, we talk with Jason Cuerel, who shares his unusual journey to becoming a high performing loan writer.

Early in his career, Jason did a financial analysis of annual reports before tr…

In this interview, Clinton talks about how to get the job done to an exceptional standard and having a  seamless delivery of service to the clients. We also talk about how vital it is to review your …

At the surface, Sam Carrello comes across as a stereotypical Western Australian - laid back, friendly, happy with life.

And, though Sam is all these things, he’s also an astute broker who is quickl…

In this interview, we tackle a taboo issue on having a great family and operating a successful business as a female in the Australian mortgage industry.  Who says you can’t have both!

And what bett…

In this interview, we talk about how Alex transitioned from being an accountant to a top mortgage broker that he is now. He started with absolutely no experience in the world of banking, but how did …

In this interview with Graeme Holm, you’ll hear him share a host of tactics that have helped him quickly build his brand and profile as a preeminent broker.

With a mantra for ‘people first, profits l…