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(Anything But) Banker to Broker
Joe Shephard | FinTalent
10 episodes
1 day ago
Celebrating the weird, wonderful, and unconventional pathways that launched some of the industry’s brightest and best.
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Entrepreneurship
Business
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All content for (Anything But) Banker to Broker is the property of Joe Shephard | FinTalent and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Celebrating the weird, wonderful, and unconventional pathways that launched some of the industry’s brightest and best.
Show more...
Entrepreneurship
Business
Episodes (10/10)
(Anything But) Banker to Broker
#10: Lewis Wigington: From Serving the Country to Servicing Loans

Lewis knew what he wanted before most kids even knew who they were.


As a schoolboy, he dreamt of earning his place in Australia’s elite Special Forces.


He did it. Became a Commando. Lived the discipline, the brotherhood, the pressure.
But somewhere along the line, the fire shifted.


In this episode, Lewis talks about what happens when the purpose that once defined you starts to fade — and how he found a new one in finance.


It’s a conversation about identity, service, and what it means to start over after chasing the biggest dream you’ve ever had.


From the battlefield to the broker desk — same grit, new mission.

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1 day ago
38 minutes 38 seconds

(Anything But) Banker to Broker
#09: Joseph Mascaro: From Posting Packages to Packaging Deals

This week we head down the South Coast to chat with Joe Mascaro, the friendly face behind Aussie Vincentia and Aussie Nowra — a husband, dad, and lifelong local who’s turned customer service into a superpower.


Before he was helping families secure homes, Joe was running the Vincentia Post Office and helping out in his family’s grocery store, learning early that good business starts with good people.


Those years serving the local community taught him how to listen, problem-solve, and genuinely care — skills that now make him the kind of broker clients never forget.


In this episode, Joe opens up about small-town life, the transition from local business owner to finance professional, and how Brazilian Jiu-Jitsu keeps him grounded when life gets hectic.
We dive into family, discipline, community, and the quiet satisfaction of helping everyday Aussies achieve their dreams.


It’s a story about heart, hustle, and hometown roots — proving that great brokers aren’t built in boardrooms, but in the backrooms of post offices and corner stores.

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1 week ago
34 minutes 25 seconds

(Anything But) Banker to Broker
#08: Marcus Powell: From Stonegrill to Settlement

Marcus’s career started under the hood — literally.
As a teenager, he took on a mechanical apprenticeship, learning the value of precision, patience, and getting his hands dirty.


From there, he jumped into car sales — first consumer, then fleet — where he swapped tools for talk and discovered he had a knack for reading people and closing deals.


But when his parents packed up from Western Sydney to open a restaurant in Jervis Bay, Marcus followed — and stayed.
For 20 years, he worked every corner of that family business: early mornings, late nights, loyal locals, and lessons you don’t learn in boardrooms.


Eventually, he took all of it — the work ethic, the people skills, the persistence — and poured it into broking.


This episode is about roots, reinvention, and how every chapter, no matter how far from finance, builds the kind of broker who lasts.

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1 week ago
45 minutes 8 seconds

(Anything But) Banker to Broker
#07: Dan Bercolli: From Filling Roles to Settlin' Loans

Dan’s story isn’t linear — it’s layered.


He grew up in his parents’ coffee shop, learning early that business starts with people, not profit.


That lesson carried him through a career in law, a stint in recruitment, and eventually into broking — where all three collide.


We get into the beauty and ills of recruitment: the high of helping someone find their fit, and the grind of dealing with people who don’t know what they want.


Dan talks candidly about walking away from a “safe” legal path, backing his instincts, and finding that the best deals — and careers — are built on human connection, not hard sell.


A conversation about risk, reinvention, and why people who’ve worked behind a coffee counter often understand clients better than anyone in a suit.

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2 weeks ago
58 minutes 18 seconds

(Anything But) Banker to Broker
#06: Rory McGrath: From School Dropout to Schooling the Industry

This one’s raw.

Rory opens up about growing up tough, leaving school early, and making the call to walk away from a life that could’ve gone very differently.

It’s not a highlight reel — it’s a reckoning.
We talk about the moments that force you to grow up fast, the people who pull you forward, and the grit it takes to rebuild yourself from scratch.

Today, he’s leading Aurelius Capital — sharp, grounded, and building something real. But the story behind that success? It’s all earned.

A reminder that the best brokers aren’t born in boardrooms — they’re built in the mess.

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2 weeks ago
39 minutes 20 seconds

(Anything But) Banker to Broker
#05: Peter Savage: From Machine Operator to Machine of a Broker

From factory floor to financial force — Peter Savage’s story is proof that mindset trumps background.


Before founding his fast-growing brokerage, Peter was a machine operator who spent his nights learning about property and wealth creation. He didn’t come from money — he came from grit, curiosity, and a hunger to build something bigger.


In this episode, we dive into how Peter went from working-class roots to writing hundreds of loans a year. We talk early days on the tools, how a few smart property plays changed his outlook, and the moment he decided to back himself and start his own business.


Peter opens up about burnout, delegation, and the art of building a business that runs on systems — not stress. It’s an honest look at what it takes to go from doing it all to leading it all.


If you’ve ever felt like the odds were stacked against you, this one’s a reminder that the biggest advantage you can have is the decision to bet on yourself.

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3 weeks ago
43 minutes 14 seconds

(Anything But) Banker to Broker
#04: Katie Norbury: From Content Strategy to Portfolio Strategy

Before she was “Katie the Broker,” Katie was building brands, not broking deals.


After eight years in marketing across London and Brisbane, buying her first home opened her eyes to how confusing the process can be — and it sparked a whole new career.


Now, she’s helping first-home buyers feel confident, informed, and seen. We chat about her leap from marketing to mortgages, how storytelling became her superpower, and why leading with heart matters more than ever.

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3 weeks ago
47 minutes 46 seconds

(Anything But) Banker to Broker
#03: Jimmy Shepherd: From Flame-Grilled to Fully Funded

In this episode, we sit down with Jimmy Shepherd, who’s lived a tale of two SAs — moving from South Africa to South Australia by way of Melbourne, chasing opportunity, hard work, and a little bit of peri-peri heat along the way.


Jimmy’s story starts behind the counter at Nando’s, where a casual job for “beer money” turned into a full-blown dream — owning five restaurants and building a reputation for leadership, grit, and good humour.


He eventually swapped chicken for chapters in finance, joining Aussie Home Loans, despite openly declaring years earlier that he’d never become a ruthless banker in a pinstripe suit.


Instead, he brought the same people-first mindset that built his hospitality success into a new world — one that took a bet on him with zero finance experience and got a born operator in return.


Now part of Nectar Home Loans, Jimmy reflects on what each chapter taught him about ambition, humility, and staying true to your values — no matter the industry.


It’s a story about backing yourself, betting on others, and finding purpose in unexpected places.

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4 weeks ago
30 minutes 35 seconds

(Anything But) Banker to Broker
#02: Joseph Daoud: From Late Night Drives to Late Night Deals

In this episode, we sit down with It’s Simple Finance founder Joseph Daoud for a raw, heartfelt chat about life before, during, and beyond broking.


We dig into upbringing, family bonds, and the moments that shaped both the man and the business — with a few unexpected cameos from Joseph’s young son, Charlie, along the way.


(Quick heads up — the audio on my end isn’t perfect in this one, but the conversation more than makes up for it.)


A grounded, human look at how family, culture, and purpose drive one of the industry’s sharpest minds.


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1 month ago
44 minutes 52 seconds

(Anything But) Banker to Broker
#01: Mohammed Zahr: From Steel Caps to Settlements

At 25, Mohammed Zahr was knee-deep in construction dust, chasing a paycheck but craving purpose. Weekends were spent studying property, finance, and the path to something more. One interviewer told him, “Broking is for you.”

It took another year — and a few detours — before he made the leap. By April 2022, Mohammed started as a broker support officer, and just two weeks in, he knew he’d found his thing. Fast-forward to today and he’s the face behind Zahr Financial, helping first-home buyers, investors, and families navigate the lending maze with calm clarity.

In this episode, we talk about the courage to pivot, how communication became his biggest superpower, and why the future of broking is equal parts digital efficiency and human connection.

From construction grit to mortgage wit — this is the story of someone who started before he was “ready” and built a business grounded in trust, empathy, and everyday people achieving extraordinary goals.

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1 month ago
45 minutes 32 seconds

(Anything But) Banker to Broker
Celebrating the weird, wonderful, and unconventional pathways that launched some of the industry’s brightest and best.