Finance and Coffee: Friday Wrap13 Joulu 2024

Friday Wrap 06 Dec 2024

Today's hosts are Sadish Visvalingam, and back from her well deserved holiday, Beth Comino.

As always we will chat about the happenings in the group and news in the wider industry that may be interesting to brokers.

In the hotseat this week we have Rachael Bland. Currently streaming from the Philippines on a work trip with 2 other broker buddies.Topics this week:

(1) Recent discussion based on a FWA case regarding wrongful dismissal brought forward by an offshore worker against an Australian employer being heard at all is unprecedented and presents a potential issue regarding how those employees may be compensated according to Australian Law.

Source: https://www.facebook.com/share/p/1EmGMpEw4w/Question:

Question for Rachael: Given one of her business is about helping employers directly hire OS workers (rather than through a BPO), has the case been misunderstood?

------------------------------------------------------

(2) Customer verification / KYC Dien had a recent conversation with a broker who placed (and settled) a personal loan with lender (a) and home loan with lender (b). The issue is that supporting docs provided have been found to be fraudulent. The broker is now being audited and may lose his accreditation.

Source: https://www.facebook.com/groups/financeandcoffee/?multi_permalinks=2786587634881530¬if_id=1733693811480950¬if_t=feedback_reaction_generic&ref=notif

Question: How much supporting docs do you collect? or should you collect? Do you call the employer as well?

------------------------------------------------------

(3) RBA Holds .... again

Source: https://www.abc.net.au/.../rba-boss-opens-door.../104710274

Question: Previous indicators are rates wont move till mid to late next year. So why even suggest it may move in Feb? Also do you send content about RBA movements to your clients? Does it work for you?

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(76)

The Blue Sheep and Beyond: Unpacking AMP Bank's New Digital Platform

In this episode, we sit down with Travis Hall and Melissa Christie from AMP Bank to discuss the bank's recent "reinvigoration" and significant digital transformation.Melissa details the launch of AMP ...

26 Marras 202525min

Rate Money's Growth, Specialisation, and Franchise Opportunities

Finance and Coffee sat down with Ryan Gair, CEO from Rate Money, discussing the lender's rapid growth and unique business model since its founding in 2019.Rate Money has experienced exponential growth...

5 Loka 202521min

Unpacking LMI

In this episode we Unpack LMI, the podcast that helps you navigate the world of Lenders Mortgage Insurance and its power to help your clients enter the property market sooner with a smaller deposit.To...

26 Elo 202545min

Finance Talk with Dien

Finance Talk with Peter White (FBAA), Julian Wills (F&C Compliance Guy) and Ray Regmi from Ryker CapitalTopics:*Rev NSW Payroll Taxview from the FBAAview a from outside of the LMGview from Ryker for s...

11 Huhti 202547min

Friday Wrap 07 Feb 2025

Your hosts⁠Sadish Visvalingam⁠ and⁠Beth Comino⁠Joining them for this episode isAndrew Tan⁠ from Masters Broker Group in VIC.Andrew has been in the mortgage game for a long time. He has been a Banker, ...

10 Helmi 202547min

Words of Wisdom for someone in their 3rd Year - Justin Delanty

So you made it into your 3rd year running your broker business, now what? You are, in theory, exiting the "Survival Mode" and now entering the "Growth Mode" of your business. Do you pivot? Do you get ...

3 Helmi 202520min

Friday Wrap 31 Jan 2025

Your hosts Sadish Visvalingam and Beth Comino are back in the first Friday Wrap for 2025! Joining them this episode is Justin Delanty from Finance 4 U in TAS. Justin also happens to be the State Presi...

31 Tammi 202549min

Friday Wrap 29 Nov 2024

Todays hosts are Sadish Visvalingam and stepping in for Beth CominoBeth Comino is the lovely Chelsea Deacon. As always we will chat about the happenings in the group and news in the wider industry tha...

19 Joulu 202438min