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Financial Advice Association of Australia (FAAA)

FAAA Podcast

Welcome to the FAAA Podcast, brought to you by the Financial Advice Association of Australia. Created to delve deeper into the issues facing our profession and engage experts on topical issues impacting FAAA members.

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Auteur

Financial Advice Association of Australia (FAAA)

Catégorie

Business

Site du podcast

rss.com

Dernier épisode

14 déc. 2023

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Épisodes

Episode 8 – Technology 20.09.2021

In this episode of the FPA Podcast, Samantha Clarke of Advice RegTech joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss technology including Fintech, RegTech and innovation. This episode is CPD accredited.

Episode 7 – Valuing and selling your business 01.09.2021

In this episode of the FPA Podcast, Graham Burnard of Elixir Consulting joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss what you need to know when it comes to valuing your financial planning business for sale.

Episode 6 – The mental wellbeing of financial planners 18.08.2021

In this episode of the FPA Podcast we speak to the authors of the Australian Financial Advisers’ Wellbeing Report 2021, Dr Adam Fraser and Dr John Molineaux, who are joined by Marisa Broome, CFP® and Olivia Sarah-LeLacheur, the Transformation Director for AIA Australia the sponsors of the research, to discuss the mental health and wellbeing of financial planners. Proudly sponsored by AIA Australia...

Episode 5 – How to create a commercially successful business 09.08.2021

In this episode of the FPA Podcast, Simon Hoyle of Coredata and John Hewison of Hewison Private Wealth join Ben Marshan, Head of Policy, Innovation & Strategy FPA to discuss what creating a successful business looks like.

Episode 4 – FPA Policy Platform 23.06.2021

In this episode, FPA Chair, Marissa Broome, and FPA head of policy innovation and strategy, Ben Marshan, join Dante De Gori to talk about the FPA Policy Platform.

Episode 3 – Self-licensing: Is it right for me? 01.06.2021

In this episode of the FPA Podcast, Ben Marshan, Head of Policy, Strategy and Innovation for the FPA is joined by Nadia Docker of Kinetic Compliance and Sean Graham of Assured Support to discuss self-licensing practices and whether it’s the right move for you and your practice.

Episode 2 – Unpacking the Federal Budget 24.05.2021

In this episode of the FPA Podcast, Nick Hannan joins Dante De Gori and Ben Marshan from the FPA to discuss the recent federal budget and outline some of the key components included within it.

Episode 1 – Policy and reform in financial planning 11.05.2021

In this episode, Dante De Gori CFP® and Ben Marshan CFP® discuss FPA’s policy and reform agenda including our fight against the rise in the ASIC industry funding levy and the annual renewal of ongoing fee arrangements from 1 July.

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