In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic are joined by Money Management editor Laura Dew to dissect some of the submissions that industry stakeholders have made to the Senate’s Dixon Advisory inquiry. Submissions for the Senate inquiry into failure of wealth management companies and the impact on the Compensat…

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution at CFS, and Recep Peker, Managing Director of Empower Business Advisory, to explore the findings of the firms’ recent Advice Practice Profitability Report. Quirk and Peker break down the report’s most important insights for adviser…

In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the Delivering Better Financial Outcomes legislation and Liberal senator Andrew Bragg’s admonishment of the government for the ever-extending timeline to deliver a draft of the legislation. Together, the pair delve into the potential i…

In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at Tangelo Advice Consulting, to discuss the ATO’s final determination on tax deductibility of advice fees and how advice firms can put the changes into practice to benefit their clients. Travers explains how the new guidance works, what …

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability. Neilson discusses the role of …

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley to discuss the growing importance of aged care advice in Australia as the population gets older, and the need for specialised knowledge to successfully handle complexities of Australia’s aged care system. Fradley discusses his journ…

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies. Together, they explore the key challenges thes…

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa deputy editor Keith Ford to discuss a range of issues within the financial advice space, including the opposition’s strong statement on delays to implementing the Quality of Advice Review’s (QAR) recommendations. The pair delve into shadow financial services minister Luke…

In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces. Thomas discusses her PhD on Generation Z’s initial experience with s…

In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market. Baker identifies the industries set to benefit from AI for advisers looking to integrate …

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli to discuss her experience at the 2024 Paris Olympics and the importance of being well prepared both on and off the track. Having competed in the 400-metre hurdles at the recently completed Paris Games, Carli explains…

In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market. Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outso…

In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems. He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input. Esler also discusses the importance of personalisation…

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm’s recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great ad…

In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stake in AMP’s three licensees and the Jigsaw offering. Younger explains how the move will impact the advisers moving across as well as what the deal means…

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice. Watson covers the advice firm’s recent expansion with a new…

In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and how they can look beyond the shifting regulatory landscape to improve their businesses. Marshan explains how the ongoing financial services reforms hav…

In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and the pressures that are impacting the provision of advice. Hale explains how Rising Tide found its core client base and moulded its offering around the…

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the r…

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession. Cullen explains how advisers engaging with the political process delivered a tangible outcome in the ame…

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and ho…

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice. Anderson, who is the general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), explains the different mech…

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insigni…

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the…

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client po…

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Michael Pillemer, CEO of PPS Mutual, to discuss the sustainability and advantages of the mutual insurance model. Pillemer highlights that the mutual model allows for profit sharing among members, contributing to long-term sustainability and client satisfaction. Despite …

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understandi…

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth. Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger ge…

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out complet…

In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients. Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Ad…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the bro…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the dra…

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024. Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges…

In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and thei…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Phil Anderson to discuss the industry’s concerns regarding the latest CSLR levy, emphasising the unexpected scale of the levy and its focus on covering legacy issues. Anderson, who is the general manager of policy advocacy and standards at the Financial Advice Association Aus…

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with Adele Martin, the founder of My Money Buddy and the Savings Squad podcast, on the occasion of International Women’s Day. Martin and Djurdjevic discuss the latest gender pay gap data, as well as ways to attract more women into financial advice and the potential for wom…

In this episode of the ifa Show, host Keith Ford is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the recent creation of a new joint association. Mr Johnston explains why the AIOFP joined forces with the Finance Brokers Association of Australasia (FBAA) to form the…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the latest on the QAR and other regulatory changes affecting the profession. A year has passed since Minister for Financial Services Stephen Jones released the final report on the Quality of Advice Review, a move that was eagerly awaited …

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Angus Taylor, a financial adviser at Sheffield Financial, to discuss his unconventional path from working in a mine in central Queensland to financial advice. Mr Taylor explains why he made the move to financial services and breaks down the difficulty he had breaking into the…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Blake Briggs, the chief executive officer of the Financial Services Council (FSC), to discuss the issues impacting the financial advice profession and Australians at large. Mr Briggs examines the government’s bold approach to tax reform – both in relation to the stage three t…

In this special episode of the ifa Show, we bring you a chat editor Maja Garaca Djurdjevic had with David Tuckwell, senior product and investment strategist at Global X ETFs, about the future trajectory of the exchange-traded fund (ETF) market and flows into bitcoin ETFs. Listen as they discuss: How financial advisers are helping to boost ETF growt…

In this episode of the ifa Show, host Keith Ford is joined by Glen Hare, co-founder and financial adviser at Fox & Hare, to discuss young Australians seeking financial empowerment amid changing markets. Focused on a younger demographic, Mr Hare emphasises a holistic approach to address diverse financial goals, from property ownership to stock marke…

In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business. Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, inten…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss a range of new programs for its members. Mr Johnston details the referral relationship between the AIOFP and UK-based private bank and wealth manager Coutt…

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the government’s newly announced policy stance on the second and third tranches of the QAR. The pair discuss everything that has come out of Financial Services Minister Stephen Jones’ Canberra announcement, which was met with disbelief …

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Eugene Ardino, chief executive officer at Lifespan Financial Planning, and Tony Mantineo, head of Lifespan Partnership, to discuss the rise of self-licensed advisers. Mr Ardino and Mr Mantineo explain some of the factors behind the increase in the number of advisers that are …

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kerry Ong, the general manager of customer wealth at Iress, to discuss improving the efficiency and accessibility of financial advice in Australia. Mr Ong touches on the significant challenges facing the industry, including regulatory changes and cost pressures, which have ne…

Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she belie…