The ifa Show

Before we kick off a new year of podcasts, we're running you through the biggest episodes of 2021! Host Maja Garaca Djurdjevic is again joined by fellow presenter Neil Griffiths to talk about the five most-listened-to podcasts of last year. Topics that most caught listeners' ears in 2021 included what the financial adviser of 2025 will look like, single-adviser practices and what's next for AMP ad...

On the final episode of the ifa Show for 2021, host Maja Garaca Djurdjevic is joined by fellow presenter of the podcast, Neil Griffiths, to talk about the year that was on the ifa website. Maja and Neil go through the top five most-read stories on the website this year, including articles that look at adviser numbers, the FASEA exam and ASIC regulations. As well as looking at the stories, Maja and...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Alison Dellow to chat about the importance of client engagement. With the pandemic putting a temporary pause to face-to-face meetings, advisers were forced to turn to technology to facilitate their client meetings. In this podcast, Alison Dellow from Hewison Private Wealth talks about the power of technology and how it has a...

On a very special episode of the ifa show, host Neil Griffiths is joined by Greg Cook of Eureka Whittaker Macnaught and Mia Johnson of Keyman Financial Services to talk all things FASEA. With responsibilities to be wound up at the end of the year, this episode looks at FASEA's work and exams through Greg, who has been in the industry for 30 years, and Mia, who is midway through her professional ye...

On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the managing director of HUB24, Andrew Alcock. Andrew joined the podcast to talk about the role platforms are expected to play in helping reduce the time and cost it takes to implement advice. Andrew also touched on the power of technology, detailing why he believes technology is key to servicing the growing pool of Aussies...

On a new episode of the ifa Show, host  Maja Garaca Djurdjevic is joined by Adele Martin, multi-award-winning certified financial planner and the founder of the Savings Squad Podcast and My Money Buddy. Adele joined the podcast to talk about the largest handover of wealth in history and what advisers must do to engage this new, hip and technologically savvy audience of Millennials. Adele talks abo...

On a new episode of the ifa Show, host  Neil  Griffiths is joined by Altius Asset Management CIO Bill Bovingdon. Bill joined the podcast to discuss why ESG is essential for risk management and how bonds are advantageous for responsible investors. As well as discussing Altius' Green Bond Fund, Bill explained why demand and interest are rapidly growing in the sustainable investing space and that in...

In a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Charter Hall direct chief executive Steven Bennett to discuss the benefits of investing in commercial property. Overseeing more than $8 billion of assets on behalf of self-managed super funds, Steven knows a thing or two about the cruciality of a diversified portfolio, one that taps into the benefits of commercial property...

On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by special guest and executive director of the Association of Independently Owned Financial Professionals, Peter Johnston. Ahead of his appearance at the ifa Future Forum, Peter joins Maja to give a sneak peek into the topics he'll be discussing next Wednesday (17 November). Peter talks about some of the most burning issues in...

On a new episode of the ifa show, host Neil Griffiths is joined by special guest and head of asset manager Milford's Australian business, Kristine Brooks. Neil and Kristine look at the Australian markets over the last 12-18 months and what's to come as the country emerges from the COVID-19 pandemic. "It's been an incredible period," Kristine said. "I think if you had have asked me at the start of...

In a new episode of the ifa Show, host Neil Griffiths is joined by Midwinter chief commercial officer Steve Davison to discuss the accessibility of advice. Steve gives his take on the current state of accessibility of advice, what the biggest challenges are moving forward both for the industry and consumers, and what regulators can do to improve access to advice. "For me, as a technology provider,...

In a new episode of the ifa Show, host Neil Griffiths is joined by Macquarie Fixed Income portfolio manager Gary Ding. Gary joins the podcast to discuss the impacts of the COVID-19 pandemic on the Australian economy, the market outlook and why it's unlikely we'll ever get back to where it was pre-pandemic. "I don't think we'll ever get back there," he said. "I can't see how we can get back to the...

In this special episode of the ifa Show, ifa editor Maja Garaca Djurdjevic is joined by co-host Neil Griffiths to look at the week's biggest stories. Maja and Neil discuss Australian Advisory's latest research paper which outlined the biggest concerns of advisers moving forward, on the back of news that the total number of advisers in Australia has dropped below 19,000. Meanwhile, earlier this wee...

This week's episode of the ifa Show is joined by Camilla Love, creator of the Future Females in Finance (F3 Project) and the managing director of eInvest. Camilla joins host Maja Garaca Djurdjevic to discuss women in finance and where in particular there are gaps in the sector. "… finance actually from a top level, doesn't look too bad. I think it's a 45 per cent male–female relationship," Camilla...

The ifa Show podcast is joined by 2021 ifa Excellence Awards finalist and CEO of Lifespan Financial Planning, Eugene Ardino Eugene discusses the incredible feat with host Neil Griffiths as well as an overcompliance in the advice industry just days out from more regulation coming in relation to breach reporting, hawking and information sharing which he said will cause an "explosion" in the sector....

In a new episode of the ifa Show, host Neil Griffiths is joined by joint managing director of Netwealth, Matt Heine. Matt goes through the tech company's fifth annual AdviceTech report which proved to be a defining one for the advice industry. "Not surprisingly this year, there's been a real focus on the outcomes of COVID. And I think in many ways, despite the fact that we've been doing it for fiv...

This week's episode of the ifa Show features Timothy Munro, CEO and director of Change Accountants & Advisors. Timothy joins Maja Garaca Djurdjevic to discuss the red tape and bureaucracy thrust on advisers as well as the recent ASIC levy relief announcement. Timothy also shares his personal experience with the FASEA exam and why he thinks there is something fundamentally wrong with the industry....

This year's R U OK? Day serves as an important reminder to open up the conversation on mental health, both in the workplace and at home, according to David Coleman, member for Banks and Assistant Minister to the Prime Minister for Mental Health and Suicide Prevention.   In this special episode, join Momentum Media director Alex Whitlock as he speaks to Mr Coleman.   Together, the pair discuss the...

This week's episode of the ifa Show features special guest and Coastal Advice Group CEO Daniel Brown. Daniel joins host Neil Griffiths to discuss the NSW practice and his take on recent movements in the industry, including the recent news of the ASIC levy relief. As well as giving a sneak peek into a new business, Daniel also discusses another company he owns — MBS Advisory — which aims to provide...

Tony Machin has worked in the financial services industry for over 35 years and was considering retirement before he instead opted to take the FASEA exam and passed the first time. Tony, who works with Equilibrium Financial Services, joined this week's episode of the ifa Show to share his story with host Sarah Kendell and what inspired him to stay. "It was important that I left the industry on my...

Pride Advice chief executive Brett Schatto joins this week's episode of the ifa Show podcast with host Neil Griffiths on the back of the firm's 2021 Practice of the Year award; the company's fifth win. Brett tells his story about working as a detective in the South Australian Police Force and the eventual move to the advice industry. As well as sharing his passion about his work with Pride Advice,...

Since moving from an institutional to a non-aligned dealer group several years ago, Fitzpatricks senior financial planner Bobbe Duncombe has also made the transition from employed adviser to business owner. In this episode of the ifa Show, Bobbe discusses with host Sarah Kendell the most important lessons she's learned in running her own advice practice, particularly the need for soft skills as we...

On a new episode of The ifa Show, host Neil Griffiths is joined by Prad Navaratnam – founder and managing director of paraplanning service Advice Lab. Prad shares his story of working in the financial services industry with IOOF and eventually bringing his interests in data and numbers to another passion – sport. Prad talks working with NRL teams like the Sydney Roosters and the West Tigers, as we...

In this episode of the ifa Show, host Sarah Kendell is joined by award-winning adviser Nathan Fradley of Lime Financial Planning. Nathan, who's a certified ethical investment adviser, to talk about why he decided to get into ESG as a specialisation and what types of clients he finds are most interested in investing their money for good.   Nathan also discusses his work in bringing US ethical resea...

One of Australia's top advisers joins a new episode of the ifa Show. On the back of top 10 ranking in the Barron's top 100 advisers for 2021, Partners Wealth Group (PWG) managing director Mathew Cassidy joins the podcast to discuss the achievement and the history of the business. Mr Cassidy also shares his tips on working with clients, building their portfolio and showing them the importance and b...