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PODCAST

The ifa Show

The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au

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All Episodes

23:46

Breaking down the first QAR draft legislation

The ifa Show ·

2023/11/15

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the first tranche of legislation for the government’s Delivering Better Financial Outcomes package of reforms. The pair discuss what is included in the draft legislation announced by Financial Services Minister Stephen Jones – and what isn’t. They also break down the minister’s comments and how advisers have reacted to the news. Listen as they discuss: The notable omission of measures

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31:02

Super boutiques and the golden age of advice

The ifa Show ·

2023/11/08

In this episode of the ifa Show, host Keith Ford is joined by Steve Prendeville, founder and director of Forte Asset Solutions, to examine what the future landscape of the advice profession will look like. Mr Prendeville explains why we are on the verge of a golden age of advice, spurred on by what he sees as an imminent period of legislative stability when the Quality of Advice Review changes are eventually implemented. Listen as they discuss: How mergers and acquisitions within the advice space

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33:36

Women in Finance: The importance of showcasing...

The ifa Show ·

2023/11/02

Ahead of 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 Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career ladder. Tune in to find out: Why the finance industry is an attractive industry to work in for

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23:35

Why advice is a people profession

The ifa Show ·

2023/11/01

In this episode of the ifa Show, host Keith Ford is joined by Adam Holster, professional services banking executive at NAB, to discuss the optimistic outlook for growth among advice practices. Mr Holster explains the findings of recent NAB research that the majority of advice firms expect strong growth over the next 12 months, how this is enabling them to attract their ideal clients, and why advice is all about people. Listen as they discuss: The impact of regulation on advisers and how the

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15:04

The Adviser Games – A unique take on PD days

The ifa Show ·

2023/10/25

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Conaill Keniry, the founder of The Adviser Games, to discuss what exactly the games entail. Mr Keniry explains what prompted the idea to reshape and energise the professional development day format into a series of games that are more fun and interesting than the standard fair advisers are used to. Listen as they discuss: • How the first Amazing Race-style event was received by attendees and partners. • The plans for future

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26:59

Women in Finance: How Mortgage Choice is working to...

The ifa Show ·

2023/10/20

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance Awards multiple years in a row. In this episode, we chat to Ms Taylor about how she runs her

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18:16

The Olympian financial planner – Balancing passion...

The ifa Show ·

2023/10/18

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 how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, explains how she found her way to financial advice and the valuable skills she has learnt as an adviser that have positively impacted her athletic career, as well as how she balances being a professional athlete with

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41:29

Women in Finance: Why Joanna James believes in...

The ifa Show ·

2023/10/13

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself. Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy – she now helps support women in building successful businesses through Artemis Space, a women’s

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28:29

Dive deep into the future of financial advice with...

The ifa Show ·

2023/10/11

Join us for an exclusive interview as ifa editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones. In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, and delves into the role of superannuation funds, banks, and insurers in shaping the future of advice. Discover the minister's vision for the advice

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41:17

Women in Finance: Why Tanya Sale believes support is...

The ifa Show ·

2023/10/06

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Ms Sale now one of the very few female chief executives in the mortgage industry. In this episode, Annie Kane sits down with Ms Sale to find out: How a piggy bank triggered her love of finance Why she started her own aggregation business Why she believes

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21:16

The barriers to young Australians seeking advice

The ifa Show ·

2023/10/04

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kelly Power, chief executive officer of superannuation at Colonial First State, to discuss the recent CFS research on the value of financial advice. The research, conducted by CFS, shows that 53 per cent of Australians aged 16 to 39 are open to financial advice. Ms Power examines what this means for the way we understand young people’s relationship with advice, and covers a range of related topics. Listen as they discuss:

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29:28

Digital advice and its role in the future of the...

The ifa Show ·

2023/09/27

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss the rise of digital advice in the financial services industry. With over 30 years of experience in the financial services industry, Mr Haramis provides valuable insights into the development and growth of digital advice, and why incorporating digital advice into advisory firms’ business models will be essential moving forward. Listen as they discuss: The key

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22:41

How digital advice will enhance the client-adviser...

The ifa Show ·

2023/09/20

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Hans Egger, founder and managing director of Astute Wheel, to discuss how digital advice can enhance the client-adviser relationship. Mr Egger explains how digital advice is a much broader term than robo-advice, and how implementing tech-driven solutions can provide efficiencies and ease the challenges financial advisers face. He also touches on the key benefits of using technology in financial advice, including its ability

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19:46

The profit first model: Nurturing a culture of giving

The ifa Show ·

2023/09/13

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast, to discuss how she is giving back through her business. Ms Martin touches on how and why she implemented a profit first model in her business and speaks about why setting aside funds for charitable donations and random acts of kindness is important to her. Ms Martin also introduces her new initiative which, in addition to charitable benefits, strives to

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21:55

Digital advice and the impact of the QAR

The ifa Show ·

2023/09/06

In this episode of the ifa Show, Keith Ford is joined by the CEO of moneyGPS and accountantsGPS, George Haramis, to discuss the impact of the government’s response to the Quality of Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government’s slow progress on the QAR has had an impact. He also covers the role of super funds in advice and whether they can plug the advice gap, as well as

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24:34

Decoding ASIC levies and retirement security

The ifa Show ·

2023/08/30

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by co-host Keith Ford to discuss the recent concerns raised by Sarah Abood, CEO of the Financial Advice Association Australia (FAAA), about ASIC levies and the role advisers play in ensuring Aussies retire comfortably. Maja and Keith take a closer look at ASIC’s cost recovery implementation statement and share why the FAAA’s CEO believes the numbers just don’t line up. They discuss the steps the group has taken and whether it

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32:42

Exploring good advice and advocacy in financial advice

The ifa Show ·

2023/08/23

In this episode of the ifa Show, stand-in host Keith Ford chats to Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the proposed good advice legislation and the power advisers have to lobby the government. Mr Johnston explains why he believes the good advice standard would be detrimental to consumers and gives his thoughts on whether the government is likely to adopt it. He also discusses the AIOFP’s lobbying efforts,

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58:46

Unpacking the government’s QAR response: Expert...

The ifa Show ·

2023/08/16

In this special episode of the ifa podcast, our host is joined by QAR review lead Michelle Levy and FAAA CEO Sarah Abood to discuss the government’s QAR response. This podcast brings you an audio version of our recent webcast hosted by ifa editor Maja Garaca Djurdjevic who was joined by QAR lead Michelle Levy and the CEO of the Financial Advice Association Australia, Sarah Abood. Ms Levy and Ms Abood share their thoughts on the government’s QAR response and dissect certain recommendations,

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29:03

Embracing change and innovating advice with Nigel Baker

The ifa Show ·

2023/08/09

In this episode of the ifa show, stand-in host Keith Ford chats to Nigel Baker, CEO and founder of Scientiam, a pioneering company in the financial advice industry. Mr Baker shares his journey, from working in renowned accounting firms to establishing his own independent practice, Arch Capital. The pair delve into the challenges and opportunities faced by the advice industry, particularly in providing accessible and efficient advice to a broader market. Mr Baker unveils Scientiam’s innovative

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36:15

Why this professional remains optimistic about advice...

The ifa Show ·

2023/08/02

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the chief executive of Lifespan Financial Planning, Eugene Ardino, to delve into the latest developments in the financial advice industry. Mr Ardino discusses the government’s response to the Quality of Advice Review (QAR), the experience pathway, and the increasing ASIC levy. He shares why, despite the disappointment with the ASIC levy increase, he remains optimistic about the industry. Mr Ardino also touches on the

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313 results

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