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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

42:27

‘Happy new financial year’: Looking back and planning...

The ifa Show ·

2025/07/02

In this episode of The ifa Show, host Keith Ford is joined by James O’Reilly, financial planner and director of Northeast Wealth, to delve into why advice practices should be conducting an internal review at the end of the financial year, arguing that this is a great time to look at what can be done better. Efficiency has been a particularly hot topic over the last 12 months and with this in mind, O’Reilly explains that now is a great time to look at where the bottlenecks and pinch points in your

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23:20

Navigating investing in times of conflict

The ifa Show ·

2025/06/25

In this episode of The ifa Show, host Keith Ford is joined by Nicole Gardner, founder and financial adviser at Stellar Wealth, to explore how clients react to times of turmoil and whether global events should change investment plans or even their ethical considerations. As tensions in the Middle East continue to simmer in a very public manner, Gardner explains that clients are now left considering how they feel about the potential of profiting from conflict against their desire for higher investment

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25:45

Utilising the ‘ethical lens’ to drive business practices

The ifa Show ·

2025/06/18

In this episode of The ifa Show, host Keith Ford is joined by Natallia Smith, the director and principal financial adviser of TruWealth Advice, to explore how ethics have shaped her firm at a foundational level and the benefits of self-licensing in giving her control to make business decisions grounded in ethical practices. Touching on a hot topic for the profession, Smith shares her views on advice charging models, explaining why she believes fixed dollar-based fees are more ethical than

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25:15

DBFO, CSLR and Mulino: What’s ahead for the advice...

The ifa Show ·

2025/06/11

In this episode of The ifa Show, host Keith Ford is joined by ifa journalist Shy-ann Arkinstall to discuss new Financial Services Minister Daniel Mulino’s initial meetings with industry associations, including the Financial Advice Association Australia, the Association of Independently Owned Financial Professionals and the SMSF Association, and what the outcomes of these say about the future of the profession. As the Delivering Better Financial Outcomes (DBFO) reforms remain top of mind for

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43:24

‘Ignoring the noise’: Navigating challenges through...

The ifa Show ·

2025/06/04

On this episode of The ifa Show, host Keith Ford is joined by Hugh Robertson, chief executive of Centaur Financial Services, to explore the challenges that come with market volatility and how advisers can really show their value in these times. Although many clients will feel the need to adjust their investments as changes occur, Robertson believes that timing the market simply doesn’t work, highlighting the importance of discipline and sticking to long-term strategies while still remaining

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39:12

‘Figure out the bottlenecks’: Collaborating for the...

The ifa Show ·

2025/05/28

This week on The ifa Show, host Keith Ford is joined by Adele Martin, founder of Financial Adviser Scale Squad, who speaks about the value of collaboration within the financial services sector and how this can help advisers grow and improve their businesses. Ahead of presenting at the AI Summit in June, Martin explains how advisers can use AI in their practices to not only help them be more efficient but also in training the next generation of advisers. Listen as they discuss: Why advisers should

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34:07

‘They’re very, very careful’: What’s blocking ATO...

The ifa Show ·

2025/05/22

In this episode of The ifa Show, host Keith Ford is joined by Fraser Jack, founder of The Cyber Collective, to delve into the longstanding issue of giving financial advisers access to the ATO portal and why the Tax Office might be hesitant to open the door. Jack also touches on the CPS 230 regulation, which will come into force on 1 July, explaining that advisers will be under even heavier scrutiny from APRA-regulated entities to ensure their cyber security is up to their new standards. Listen as

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28:30

The post-election future of financial services

The ifa Show ·

2025/05/14

In this episode of The ifa Show, hosts Keith Ford and Maja Garaca Djurdjevic are joined by Blake Briggs, chief executive of the Financial Services Council, to unpack what the federal election and new-look Treasury portfolio will mean for advisers and the broader industry. Briggs explains that Dr Daniel Mulino enters the financial services minister role with a suite of policies announced under his predecessor but not yet completed. He also stresses the importance of a deliberative approach that would

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46:55

Election aftermath: What a landslide Labor victory...

The ifa Show ·

2025/05/07

In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to unpack the implications of Labor’s sweeping electoral victory for the financial advice sector. Marshan explains what the heavy majority means for financial legislation, including what the potential ministerial candidates could bring to the table that could influence the pace and direction of regulatory reform. Listen as they discuss: Why the appointment of the next financial services

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33:27

Navigating market volatility: How to contextualise...

The ifa Show ·

2025/04/30

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting. As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned clients is to reach out proactively and ensure they know their adviser is in it with them. Listen as

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40:53

Did Jones fix the ‘hot mess’?

The ifa Show ·

2025/04/23

In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Delivering Better Financial Outcomes reforms. In what was possibly his last address in front of an advice audience ahead of his retirement from politics, Jones outlines what he achieved over his three years in the role and how the Labor government plans to deliver on what he couldn’t if they are successful at

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51:26

Problems and promises: The profession’s expectations...

The ifa Show ·

2025/04/16

In this episode of The ifa Show, host Keith Ford is joined by Sarah Abood, chief executive of Financial Advice Association Australia (FAAA), to break down the Coalition’s promises to the advice profession if they come into power and the merits of the latest draft legislation of Labor’s advice reforms. Ahead of the federal election, Abood explored some of the possible solutions offered from both sides for addressing the Compensation Scheme of Last Resort, as well as the possible implications of

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49:16

Angus Taylor on economic management and the path to...

The ifa Show ·

2025/04/10

In this week’s special episode of The ifa Show, we present shadow treasurer Angus Taylor’s address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Coalition’s plans for the financial services sector. Taylor outlines what a Peter Dutton-led government would deliver for the Australian economy, why the role of financial advisers is "absolutely central" to its economic blueprint, and how the nation's leader needs to handle negotiations with US President Donald Trump. Tune in to

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38:27

How to prepare for the aged care reforms

The ifa Show ·

2025/04/02

In this episode of The ifa Show, host Keith Ford is joined by independent financial adviser Nathan Fradley to discuss the Aged Care Act reforms set to come into effect on 1 July and how advisers can prepare their clients. With the funding of aged care also heading for change, Fradley breaks down what advisers who don’t specialise in the space need to know and the value of building a network of professionals they can refer clients to, to ensure they can meet the needs of clients navigating the

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48:43

Taking a deep dive into DBFO 1.5 with Phil Anderson

The ifa Show ·

2025/03/27

In this episode of The ifa Show, hosts Keith Ford and Maja Garaca Djurdjevic are joined by Phil Anderson, general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), to break down the latest tranche of financial advice reforms. With an election on the horizon, there won’t be any meaningful movement on the draft legislation, but the version delivered last week has fallen well short of the FAAA’s expectations, with Anderson characterising the association’s

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36:42

Why there’s cause to be optimistic about the future...

The ifa Show ·

2025/03/19

In this episode of The ifa Show, host Keith Ford is joined by Eugene Ardino, chief executive of Lifespan Financial Planning, to discuss some of the hot-button topics impacting financial advice and why, despite some challenges, there is still plenty of reason for optimism. Financial advisers are facing headwinds in the form of sluggish regulatory reform and the growing impact of the Compensation Scheme of Last Resort (CSLR), which Ardino said is currently the biggest issue for advice, though high

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32:57

‘Massive opportunity for regrowth’: How to revive the...

The ifa Show ·

2025/03/12

In this episode of The ifa Show, host Keith Ford is joined by Marc Fabris, founder of Risk Hub, to discuss how technology and artificial intelligence are being used to boost efficiency in the advice process, making risk advice commercially viable for holistic advisers. While commissions have certainly played a significant role in the exodus of holistic advisers from the risk sector, Fabris explains how regulatory changes and compliance requirements have made risk advice more challenging and

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39:14

‘Feeling like they're in control’: Understanding the...

The ifa Show ·

2025/03/05

In this episode of The ifa Show, host Keith Ford is joined by Katherine Spitzkowsky, founder and principal adviser at Yulania Financial, ahead of International Women’s Day to discuss the specific needs of women seeking financial advice, as well as how advisers can work with neurodiverse clients. While many financial advisers aim to tailor their offering to every client based on their individual needs, Spitzkowsky explains why it is still important to understand the differences in the way that men

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41:05

‘The greatest bloody manipulation’: What can be done...

The ifa Show ·

2025/02/27

In this episode of The ifa Show, host Keith Ford is joined by the executive director of the Association of Independently Owned Financial Professionals, Peter Johnston, to break down how the poor design of the Compensation Scheme of Last Resort (CSLR) could lead to the downfall of the financial advice profession as they face a $70 million levy. With the responsibility of addressing the CSLR seemingly being left in the hands of the next government, Johnston explains the importance of advisers using

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50:17

Advisers’ key concerns leading up to the federal...

The ifa Show ·

2025/02/19

In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down what Financial Services Minister Stephen Jones’ impending retirement means for the upcoming federal election. While many advisers will be glad to see Jones go after years of disappointment from the Labor government, particularly in relation to the government’s handling of the Compensation Scheme of Last Resort (CSLR), many are still hesitant to trust the Coalition, remembering the decade of mistreatment

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313 results

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