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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

business investing

All Episodes

23:21

Making financial services less ‘male, stale and pale’

The ifa Show ·

2022/10/26

The financial services industry has historically been male-dominated but encouraging more women into the space is not only good for society, but good for business too. In this episode, partnered by Mortgage Choice, Anthony Waldron, chief executive of financial services and Mortgage Choice at the REA Group, outlines how the industry can move away from being “male, stale and pale” and encourage more women into the space. Tune in to find out: The barriers that might be holding back female

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32:35

What not to do if you want to be more valuable

The ifa Show ·

2022/10/19

Host Maja Garaca Djurdjevic is joined by 9Rok Consulting's Kim Payne to chat about what advisers shouldn't be doing if they want to be more valuable. Speaking to Maja, Ms Payne said advisers first need to ensure they have “the basics right”, noting that everything — even how they greet a client — influences their perceived value. “There are so many little things, it’s not even the big stuff that needs to be focused on. Sometimes it’s just the little stuff. And the ‘how are you’ is a really good

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32:05

Making sense of the overwhelming recession rhetoric

The ifa Show ·

2022/10/12

Host Maja Garaca Djurdjevic is joined by AMP’s chief economist who makes sense of the government’s latest recession rhetoric. We appear to be drowning in recession rhetoric; as such, Maja is joined by Dr Shane Oliver, who offers some much-needed clarity on our economic predicament. Dr Oliver talks about the dangers of “talking ourselves into a recession”, offers his outlook for interest rates, and explains the predicaments surrounding the government’s first budget, as well as why we can’t compare

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35:17

Why raising awareness of advice is crucial to...

The ifa Show ·

2022/10/05

On this week’s podcast, we’re joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast. Adele sits down with host Maja Garaca Djurdjevic to discuss the importance of raising awareness on how financial advice can better our lives and why it's fundamental to our wellbeing. Adele explains why advice should be a service that everyone has access to. “I remember a client that I worked with once, he was quite stressed about money; he was having his second baby, he was on some

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26:56

Why the advice industry needs standards and protocols

The ifa Show ·

2022/09/28

This week’s ifa Show podcast is joined by Dr Paul Moran, the principal of Moran Partners Financial Planning and the founder and CEO of iFactFind. On this episode, Paul sits down with host Neil Griffiths to discuss the need for standards and protocols in financial planning and how that relates to self-regulation. “It would make it easier to teach financial planning to people because they're learning the protocols. It would make it easier for the regulator because they would be able to make a quick

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20:22

Advice industry should ‘own its own education...

The ifa Show ·

2022/09/21

In this exclusive interview with shadow financial services minister and former assistant treasurer, Stuart Robert MP, the editor of ifa’s sister brand, The Adviser — Annie Kane — finds out what the Morrison government really thinks about Michelle Levy’s Quality of Advice recommendations. The former assistant treasurer talks about the royal commission and its impact on advisers, and why he thinks it has been “for the most part, unhelpful”. He also admits that the industry should “own its own

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20:25

FPA & AFA reveal all about intended merger

The ifa Show ·

2022/09/14

On a special episode of the ifa Show podcast, host Neil Griffiths is joined by Financial Planning Association of Australia (FPA) CEO Sarah Abood and the CEO of the Association of Financial Advisers (AFA), Phil Anderson, to talk about the association's intended merger announced earlier this month. Sarah and Phil sat down with Neil to talk about how long the merger has been in the works, what it means for members and why now is the right time for the groups to come together. “Obviously, the recent

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28:32

The human side of financial advice

The ifa Show ·

2022/09/07

On a new episode of the ifa Show, host Neil Griffiths is joined by senior financial adviser at Tribeca Financial and Ethos Australia director, Nathan Fradley. Nathan joined this week’s podcast to talk about the human side of financial advice and why the “best” advisers are focusing on financial wellbeing behaviours and coaching over products. “If you think about traditional advice, a bit of technical competency and goal setting, it's like: ‘Can you meet this goal? Oh, we put a million dollars in

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21:55

Embracing data and technology

The ifa Show ·

2022/08/31

On a new episode of the ifa Show, host Neil Griffiths sits down with the co-founder and president of Aussie advice business management platform Practifi, Adrian Johnstone. Adrian joined the show to discuss the “data paradox”, the benefits of M&As in the advice space, and how embracing technology can benefit advisers and firms. “So, integration is just so fundamental… but I think the firms, sometimes, it's easy to go the other way around,” he said. “What are they missing out on if they don't? And

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27:59

We go one on one with the QAR reviewer

The ifa Show ·

2022/08/24

On this very special episode of the ifa Show, host Neil Griffiths is joined by the reviewer of the upcoming Quality of Advice Review, Michelle Levy. The Allens partner sat down to discuss the progress on the report, due out in December, and her opinion on the current state of the advice sector in Australia. “I think we need to make quite significant changes to the way financial advice and the provision of advice is regulated,” she said. “I don’t think it is a matter of just crossing a few things

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21:22

How managed accounts are changing the advice space

The ifa Show ·

2022/08/17

Zenith's head of consulting, Stephen Tang, joins a brand new episode of the ifa Show. On this episode, Stephen joins host Neil Griffiths to discuss the growing popularity of managed accounts and how the relationship between it and financial advisers has continued to grow in recent years. What started as a "novel idea" some years ago has now flourished and the COVID pandemic also accelerated the growth of managed accounts in the advice space. Only in recent years, Zenith managed roughly $1 billion

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24:54

How to ensure the advice industry can thrive in the...

The ifa Show ·

2022/08/10

On a new episode of the ifa Show, host Neil Griffiths is joined by Nigel Baker, founder of digital solution, Scientiam. Nigel joined the podcast to discuss the issues that are stopping the advice industry from not only surviving, but thriving. "There's obviously been the whole shake-up of the financial planning industry and that was needed, but a lot of people don't trust the industry," he said. "Therefore, they go online and try and find things and get stuck with… maybe some of it's good, some of

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24:59

'Demand for advice exceeds the supply': AFA CEO

The ifa Show ·

2022/08/03

On a new episode of the ifa Show, host Neil Griffiths is joined by the Association of Financial Advisers (AFA) CEO, Phil Anderson. On this episode, Phil discusses the AFA's Quality of Advice Review (QAR) submission, the association's opposition to some other submissions entered by industry groups, and why the QAR alongside the appointment of a new financial services minister signals a huge change for the sector. "I think the Quality of Advice Review is what is going to address the fundamental

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26:25

FINSIA CEO on the state of advice in 2022

The ifa Show ·

2022/07/20

On a new episode of the ifa Show podcast, host Neil Griffiths is joined by FINSIA CEO and managing director, Yasser El-Ansary. Yasser joined this week's show to discuss the state of the advice industry in 2022 and the importance of December's Quality of Advice Review (QAR). "I'm certainly one that believes we can do better through this review at creating a robust environment for financial advice that supports all of those big picture outcomes that governments, and indeed, consumers in our economy

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26:21

Understanding AI and what it means for advice

The ifa Show ·

2022/07/13

Artificial intelligence, the metaverse… these are just some of the ever-present terms explained in this week’s ifa Show podcast. Host Maja Garaca Djurdjevic is joined by Dr Catriona Wallace, the executive director of the Gradient Institute, Adjunct Professor at the Australian Graduate School of Management, and the founder of the Responsible Metaverse Alliance. Dr Wallace speaks about artificial intelligence, its pervasiveness in everyday life and why advisers need to pay more attention or risk

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42:36

How managed accounts can help solve some of advice's...

The ifa Show ·

2022/07/06

The benefits of managed accounts are the focus of this week’s ifa Show podcast. As the use of managed accounts continues to grow, host Maja Garaca Djurdjevic is this week joined by HUB24 head of managed portfolios Brett Mennie, Elixir Consulting expert business strategist Graham Burnard, WOW Women Group founder and CEO Tracey Sofra and Private Wealth Partners financial adviser Damien Skidmore to discuss their biggest benefits. "Running a practice has now become quite complex, quite compliance

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30:14

Is a major recession avoidable?

The ifa Show ·

2022/06/29

Host Maja Garaca Djurdjevic is joined by AMP’s chief economist who offers a little clarity to an otherwise murky investing environment. Rising inflation, lifting interest rates, stock market tumbles, the likelihood of a recession or perhaps a stagflation… Needless to say, current economic trends are troubling investors and their advisers. As such, ifa editor Maja invited Shane Oliver on the show to objectively evaluate our current economic predicament. Dr Oliver talks about why a recession can be

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23:05

Simplifying the advice process

The ifa Show ·

2022/06/22

ClearView managing director Simon Swanson joins this week’s ifa Show podcast. After issuing its Quality of Advice Review (QAR) submission to Treasury this month, Mr Swanson joined host Neil Griffiths to talk about what he believes is the biggest issue in advice today – the simplification process. “The analogy I'd draw, is actually going to see a doctor, right? You go to see a doctor. The doctor says, ‘How are you, Neil?’ And you say, ‘I've got a cold.’ So you've actually self-diagnosed here. The

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23:13

The rise of cyber security awareness in advice

The ifa Show ·

2022/06/15

On a new episode of the ifa Show, host Neil Griffiths is joined by Shane Bell, cyber partner at specialist advisory and restructuring firm, McGrathNicol. Shane joined the podcast to discuss the recent landmark ruling, in which the Federal Court found that local firm RI Advice breached its licence obligations by failing to have adequate risk management systems to manage its cyber security risks, and what it means for advisers and practices moving forward. Shane suggested that cyber security be one

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20:00

Why commercial property is key in a well-diversified...

The ifa Show ·

2022/06/08

This week’s episode of the ifa Show podcast sees host Maja Garaca Djurdjevic joined by Steven Bennett, Direct CEO at Charter Hall. Mr Bennett joined Maja to talk about the importance of a well-diversified portfolio and the benefits of including commercial property. “Property brings something to a lot of portfolios that's really beneficial,” said Mr Bennett. “It's less volatile. “Unlisted property doesn't move other than independent valuations, as well as other out-of-cycle rental growth and so

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313 results

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