FAAA Podcast

In this episode, Azaria Bell, host and financial adviser at Skye Wealth, and Nicole Gardner, financial adviser at Precision Wealth Management, both of whom have successfully completed their professional year, have a discussion about their experiences. The two financial advisors share their insights about the professional year. They discuss how they brought up the professional year with their emplo...

In this episode, Azaria Bell is joined by Marietta Gibbs, a highly experienced national account executive at investment management company Allan Gray. In this episode, Marietta shares her experiences and insights as a woman in the financial planning industry. She discusses her background and how she got started in the industry, her role as a business development manager (BDM), and the support she...

In this episode, host and financial planner at Skye Wealth, Azaria Bell, shares her insights as the 2017 Student of the Year award winner on how to stand out during your university experience. Azaria provides tips on ways to enhance your university experience and make the most of your time there. She covers topics such as joining or starting a student society, using platforms like LinkedIn or star...

Azaria Bell is joined by Fran Hughes, an award-winning CERTIFIED FINANCIAL PLANNER<sup>®</sup> professional and Business Owner with over 30 years of experience in financial services. In this episode, Fran shares her knowledge and advice on how to appear confident when working with clients, even if you don't feel confident. She talks about her own career journey and experience,...

Azaria Bell is joined by Dr. Michelle Cull, Associate Dean at Western Sydney University School of Business and Senior Lecturer in Accounting in Financial Planning. In this episode, Dr. Cull provides an overview of the differences between an honours degree, a masters degree, and a PhD, and the opportunities they provide. She also discusses the reasons for pursuing further study, the financial aspec...

Azaria Bell is joined by Matthew Kanizay, the 2022 FPA Student of the Year Award winner and client services officer at Allan Gray Advisory Group. In this episode, Matthew shares his tips and strategies for succeeding in a financial planning degree. He discusses how to stay organised and manage multiple commitments, how to create an effective study space, how to stay on top of your learning through...

In this episode, Azaria & Mitchell provide an inside look at what it's really like to be a financial planner, having entered this stage of their career in the last couple of years. They discuss the daily responsibilities of a financial planner, the different areas of specialty available, and the pros and cons of the job. They also share their own experiences and challenges they faced in their...

In this episode, Azaria Bell is joined by Mitchell Harrison, a Financial Adviser at LBW Business and Wealth Advisers. Mitchell & Azaria reflect on their own experience and share words of wisdom on how to approach entering the financial planning industry. They discuss their different introductions to the industry, the application process for jobs, deciding on the right role, interview tips, sal...

In this episode we speak to Marisa Broome, former chair of the Financial Planning Association of Australia (FPA) and certified financial planner. Marisa provides exciting insight into what you can bring to the financial planning industry, what you can do to learn as much as you can from experienced professionals, the changes you can expect to see in the coming years, and how you can maximise the o...

In this episode, we speak to Amelia Constanditis, Standards Director of The Financial Adviser Standards and Ethics Authority (FASEA). Amelia provides us with a step by step walkthrough of what is required to become a financial planner, from university all the way through to advising clients. Amelia tackles topics such as choosing your degree, the professional year, tips for those with foreign qual...

In this episode, we speak to Julian Place, an experienced financial planning professional who has both provided financial advice to clients, and has coached up-and-coming financial planners. Julian’s extensive experience has taught him many lessons, which he shares with us in this episode. We cover the daily duties involved in the job, work life balance, pay, the challenges you may face, the highl...

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the financial advice of the professional year & future planners with Ben Donald

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack discuss compliance & controlling the controllables with Conrad Travers.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the FPA Professionals Congress 2022 & the planned merger of the AFA & FPA with Sarah Abood & Phil Anderson.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the beginnings of intelliflo & advice technology with Nick Eatock.

In this episode recorded live at the FPA Professionals Congress 2022, Danni Visser discusses aged care with Kerry Darton, Jason Burley & Assyat David.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Life Insurance with Cameron Peck.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss what advice will look like in 2030 with Brett Wright.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss what advice will look like in 2030 with Hon. Bernie Ripoll.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss disability claims with William Johns.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser provide a policy update & discuss video SOAs with Ben Marshan.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss behavioural finance with Dr Paul Moran.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack discusses the journey of Four Pillars gin from its early days to where they are now, highlighting their attention to quality and building trust with Matt Jones.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the advice profession, community & purpose with David Sharpe CFP®.

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the future of advice delivery & paraplanning with Melanie Drago.