Finance Specialist: Reflecting on a year of insights and evolution in mortgage broking

In his farewell episode of Finance Specialist, host Jack Campbell and co-host Trent Carter unpack the biggest shifts shaping Australia’s mortgage broking industry – from diversification and technology to the rise of non-bank lenders.

Over the past year, diversification has become a defining trend, with more brokers expanding into commercial lending, SME finance, and SMSFs. Carter shared the story of a Tasmanian broker who, inspired by the show, successfully pivoted into SME lending – proof that confidence and curiosity are driving broker success.

They also explored how technology and AI are reshaping the broker toolkit, streamlining workflows and opening new growth opportunities, while cautioning that the right tech should enhance – not overwhelm – daily operations.

And as non-bank lenders continue to gain traction, Campbell and Carter highlighted how their flexibility is helping brokers say “yes” more often to clients with complex financial needs.