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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

16:37

Exploring opportunities and challenges in the advice...

The ifa Show ·

2023/07/26

In this episode of the ifa show, host Maja Garaca Djurdjevic sits down with Marc Hraiki, the executive director of sales and services at Lonsec. Together, they delve into the ever-changing landscape of financial advice and discuss why Mr Hraiki believes there has never been a better time to be an adviser. Amid market volatility, decreasing adviser numbers, and growing complexity in Australians’ financial needs, Mr Hraiki highlights the tremendous opportunities for strong advice businesses. The pair

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33:28

From AFA to a new era: Phil Anderson discusses the...

The ifa Show ·

2023/07/19

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the head of policy at the Financial Advice Association Australia, Phil Anderson, to discuss the official end of the AFA and the broader advice landscape. With the Association of Financial Advisers officially winding up, Phil Anderson reflects on the importance of professional associations and shares why he is more optimistic about the future than he has been for a long time. Mr Anderson also speaks about the Quality of

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20:45

Unlocking efficiency and engagement: The power of...

The ifa Show ·

2023/07/12

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by AstuteWheel’s managing director, Hans Egger, to discuss the most compelling reasons for advisers to consider client portals. With over 25 years of experience in the financial planning industry, Mr Egger shares his journey of developing tools and modelling calculators to enhance client advice and comprehension of complex strategies. He discusses the growing adoption of technology by financial advisers, particularly in

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24:37

QAR and the ‘golden age of advice’

The ifa Show ·

2023/07/05

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Matthew Esler, the co-founder and co-CEO of Padua Solutions. Mr Esler discusses the government’s response to the Quality of Advice Review, including why the entry of super funds back into advice should not be cause for concern among advisers. He adds that advisers should instead be looking to set up referral arrangements with super funds to bridge the gap between their different service offerings. Mr Esler also touches on

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28:48

Addressing access to advice: Will QAR make a material...

The ifa Show ·

2023/06/28

In this special episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by My Money Buddy and The Savings Squad podcast founder Adele Martin to discuss the government’s QAR response and what it means for advisers. This podcast brings you a one-on-one chat that took place at the ifa’s Adviser Innovation Summit in Melbourne where our host and Ms Martin dissected the government’s response to the Quality of Advice Review (QAR). Ms Martin talks about the response from an adviser’s point of

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17:13

How platforms can streamline quality of advice amid...

The ifa Show ·

2023/06/21

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Denis Orrock, chief strategy officer of wealth management platform Praemium. Mr Orrock joins our host to discuss the evolving landscape of wealth management and administration platforms. He also touches on the government’s response to the Quality of Advice Review (QAR) and how this might play out for the super funds. “I think the super funds moving to advice-style models will be interesting and how they scale their

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24:40

What’s in the government’s QAR response?

The ifa Show ·

2023/06/14

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by ifa journalist Keith Ford to break down the government’s QAR response. On Tuesday morning, Financial Service Minister Stephen Jones unveiled the government’s response to the Quality of Advice Review (QAR) final report, accepting in principle 14 of the 22 recommendations. The pair give an overview of what the government has announced, including the “quick wins” in its first stream and how the industry has responded to

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27:00

How to tackle the unmet advice needs of...

The ifa Show ·

2023/06/07

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Matt van Dijk, general manager distribution Queensland/Northern Territory at Praemium. Mr van Dijk joins the show to discuss the unmet advice needs of high-net-worth investors, with recent Praemium research showing that as many as 53 per cent of these investors are in need of quality advice tailored to their unique advice needs. As the volume of HNW investors continues to grow beyond the $2.8 trillion of investable assets

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22:21

How you can attract Millennial clients

The ifa Show ·

2023/05/31

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by My Money Buddy and The Savings Squad podcast founder Adele Martin to chat about why the intergenerational wealth transfer is a “now” problem. Ms Martin will MC ifa’s upcoming Adviser Innovation Summit, where she will also host a session on how advisers can attract the next generation of clients with engagement and advice service models that are tailored to changing customer needs. In this podcast, Ms Martin dives into the

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20:47

How advisers and digital tools can work together

The ifa Show ·

2023/05/24

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Jacqui Henderson, founder and chief executive of Advice Intelligence. Ms Henderson discusses the evolution of technology in the advice space over her time in the industry, and how advisers could benefit from embracing digital innovations. She explains the goals of the Australian Digital Advice Association (ADAA), which includes Advice Intelligence, moneyGPS, abrdn, and Ignition Advice, as well as the process behind forming

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27:37

Why a digital advice association will benefit advisers

The ifa Show ·

2023/05/17

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by George Haramis, co-founder and chief executive of moneyGPS. Mr Haramis discusses what led to the formation of the Australian Digital Advice Association (ADAA), which includes moneyGPS, abrdn, Ignition Advice and Advice Intelligence, as well as how the process is progressing and the goals of the association. He addresses concerns that the advice profession has about digital advice, pointing out that with the dwindling

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23:59

Budget: A missed opportunity for advice when it’s...

The ifa Show ·

2023/05/10

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by senior journalist James Mitchell to chat about Labor’s latest budget and missed opportunities. Maja and James reflect on some of the biggest budget announcements, including superannuation tinkering, cost-of-living measures, and an unpleasant ASIC levy announcement, while reviewing Labor’s relationship with the advice industry, to date. The duo touch on the Quality of Advice Review (QAR), the government’s delayed response,

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21:24

The shadow minister’s unfiltered take on financial...

The ifa Show ·

2023/05/03

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Stuart Robert, shadow financial services minister and shadow assistant treasurer. Mr Robert shares his and the Liberal party’s views on the final report of the Quality of Advice Review and why they support its adoption in full, explaining why Minister Stephen Jones’ proposed review of the review is an insufficient response. “It’s like an episode of Monty Python. You’ve got a Minister presiding now over the Ministry of

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19:07

How to become B Corp certified

The ifa Show ·

2023/04/26

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Glen Hare talk about the role of the advice community in promoting ESG. Glen Hare, co-founder and financial adviser at Fox & Hare, joins the ifa podcast to discuss the power that advisers have to educate more than 2 million Australians about investing ethically. The pair cover B Corp certification, looking at what it means, why advisers should look into it, and how the certification process works. He also explains how important

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18:08

What the experience pathway means for the industry

The ifa Show ·

2023/04/19

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Peter Johnston talk about the experience pathway in light of the government’s recent announcement. Peter Johnston, executive director of the Association of Independently Owned Financial Professionals and a longtime advocate of the experience pathway, returns to the ifa podcast to explain its potential as a game-changer for the industry. The pair run through how the experience pathway would work in practice and whether Mr Johnston

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32:59

Why we must consider the human and social cost of...

The ifa Show ·

2023/04/12

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Philippa Hunt, director at AFSL Artemis Investments, to chat through her thoughts on QAR and the need for added focus on the wellbeing of advisers. Ms Hunt speaks about her support for Minister Stephen Jones taking his time to get things right, given the “catastrophic” outcomes for the industry resulting from the rushed implementation of the royal commission’s outcomes. She emphasises the importance of considering the

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19:15

Advisers are ‘change fatigued’

The ifa Show ·

2023/04/04

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Tanya Carlson from Amplify Wealth to share her thoughts on Minister Jones’ delayed QAR response. Ms Carlson shares why she believes advisers are change fatigued and why many are demanding answers from Financial Services Minister Stephen Jones regarding several unresolved issues. “It’s frustrating because when there’s no information, there’s misinformation or miscommunications or misinterpretations, and that can lead to

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18:03

Why it is worth waiting for the government’s QAR...

The ifa Show ·

2023/03/29

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Peter Johnston dive deep on the Quality of Advice Review, the need for patience on the government response, and why advisers are the good guys. Peter Johnston, executive director of the Association of Independently Owned Financial Professionals, discusses which QAR recommendations he believes are positive and the many he doesn’t. Mr Johnston explains that the political motivations behind the review are going to hamstring its

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20:04

How much control does your dealer group have over you?

The ifa Show ·

2023/03/22

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Conaill Keniry explore important industry topics, starting with the Quality of Advice Review and proceeding to the relationship between financial advisers and dealer groups. Conaill Keniry, the founder of What If Advice and owner of small dealer group Cobalt Advisers, discusses the power struggle that many advisers face with their dealer groups. Mr Keniry explains that many advisers are unaware of the extent of a

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13:46

Investment opportunities in a limited IPO market: An...

The ifa Show ·

2023/03/14

In this podcast, Antony Tolfts, the CEO of Blu Horseshoe, joins host Maja Garaca Djurdjevic to discuss the challenges of limited IPO opportunities in the current market, which can make it difficult for financial advisers to help their clients find new investment opportunities for growth. Despite the limited IPO opportunities, there is, however, a silver lining. Mr Tolfts shares insights into the secondary market which is still robust and touches on recent wins at Blu Horseshoe. Overall, Mr Tolfts

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313 results

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