FAAA Podcast

In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss professional practices and profitability of clients with Jason Andriessen.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Climate & Finance with Nicolette Boele.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Technology & Advice with Corey Wastle.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the Quality of Advice Review with Michelle Levy & Sarah Abood.

In this episode recorded live at the FPA Professionals Congress 2022, Danni Visser discusses cybersecurity with co-host Fraser Jack.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss cybersecurity with Charmaine Lamprecht.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss releasing a client ethically with Kathryn Creasy.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Technology & Advice with Peter Worn.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the adviser’s mission when working with clients with Kathryn Orman.

In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Elder Abuse with Adam Crabbe, Risk Strategy Specialist at Zurich

Financial stress can have a negative impact on a persons’ health and wellbeing. As a financial planner you have the opportunity to speak with your clients’ about both of these and affect positive change. In this episode of the FPA Podcast, we talk to AIA Vitality Ambassador Dr. Preeya Alexander and Elise Sanders, the Head of Enablement, Marketing and Communications at AIA Australia and Dr Preeya A...

Developing and implementing a business succession plan is a key part of business planning, yet only one in 10 practices have an effective plan in place. This podcast talks to David Andrew of Capital Partners about how they have successfully transitioned the family business, and how they plan to hand it over to the next generation.

In this episode of the FPA Podcast, David Barrett, Head of Macquarie Technical Services joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss what is a Target Market Determination (TMD) and as a financial planner what are the obligations and requirements you need to be aware of. As part of the Design and Distribution Obligations (DDO), which came into effect in October 2021,...

In this episode of the FPA Podcast, Sue Viskovic of Elixir Consulting joins Ben Marshan , Head of Policy, Innovation & Strategy, FPA to discuss how financial planning practices can effectively execute a strategy that targets the right type of client for their business.

So you’ve been working on getting your degree, you’ve nailed your networking skills, you’ve made connections and you’re ready to enter the workforce. How do you do that? Where should you apply for roles? What roles should you apply for? And the question we’ve all asked at least once in our lives - how do you get experience, without having prior experience? In this episode we speak to Alisdair Barr...

It’s easy to get caught up in the routine of lectures, classes, and studying, however it's important that you make the most of the experience and the opportunities university provides while you can. In this episode, we speak to Graeme Morris, Associate Adviser and previous FPA University Student of the Year award winner. Graeme walks us through some of the highlights of his time at university, and...

Being a financial planner is an incredibly rewarding career, but have you thought about the wide variety roles that make up this industry? Whether it be paraplanning, management, compliance, or specialising in areas of advice, there is something out there for everyone In this episode, we speak to Ben Willard , Head of Phone and Virtual Advice at Aware Super . Ben has worked as a financial planner,...

In this episode of the FPA podcast - paraplanner series , Kate Fellows, Founding Director of The Professional Paraplanner , interviews Lachlan Haigh , Financial Strategist, Tupicoffs & Winner for the 2019 Paraplanner of the Year, FPA Awards. Tune in to explore the best practices in the paraplanning profession and how to set yourself apart as a paraplanner.

In this episode of the FPA podcast - paraplanner series , Kate Fellows, Founding Director of The Professional Paraplanner also FPA’s Professional Peer Network (PPN) Ambassador, talks about the importance of paraplanners; their future; insights into being a better paraplanner; education, tool & resources and tips for the paraplanners. Tune in for an in-depth dive into what's happening in the parapl...

In this episode of the FPA Podcast we talk with Tim Manwaring, who has recently completed his Professional Year with Eureka Whittaker Macnaught and Greg Cook, who supervised him. We'll be talking about the process, what you need to do, the skills you need to develop and how to engage with clients. This episode is CPD accredited.

In this episode of FPA student podcast series we speak to Jemimah McMurray , Student Engagement Manager at the Financial Planning Association of Australia (FPA). Jemimah walks you through exactly what a professional year entails, and where to find all the resources required to start. Jemimah also shares some of the great ways in which new entrants can ensure they are ready to have the professional...

In this episode of FPA student podcast series, we speak with Mitchell Harrison and Matthew Grapsas from LBW Financial Planning. We hear from both Mitchell’s experience as someone who has recently completed the professional year, and Matthew’s experienced as a Financial Planner and supervisor of a new entrant. We touch on topics such as being ready to start a professional year, finding a supervisor...

In this episode of FPA student podcast series our host Azaria Bell, Associate Adviser, podcast host, and long-term member of the Financial Planning Association of Australia is joined by Dr Katherine Hunt , Program Advisor and Lecturer , Griffith University to explore what you should be considering while picking your subjects.

Introducing FPA student podcast series! In this 10- part series, we’re going to be talking to a number of experts from the industry to answer all of those burning questions you might have about entering the financial planning industry. Whether it's structuring your degree, starting a professional year or landing that first job. Our Podcast host Azaria Bell is an Associate Adviser and long-term mem...

In this episode of the FPA podcast - paraplanner series , Kate Fellows, Founding Director of The Professional Paraplanner is joined by Nadia Docker, Director, Kinetic Compliance to discuss various aspects and importance of compliance for paraplanners. Tune in to explore “compliance hotspots” that paraplanners should be aware of.