The ifa Show

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...

Elder financial abuse has unfortunately increased since the onset of the COVID pandemic, and is set to rise in the long term in line with Australia's ageing population.  In this episode of The ifa Show, Protecting Seniors Wealth chief executive Anne McGowan joins host Sarah Kendell to talk about the worrying trend of elder financial abuse. Anne discusses what may drive someone to commit elder abus...

Just 15 per cent of Australians seek financial advice and consumer research shows that most clients do not see the value in advice delivered at the common price point of $3,000 – so, how can that be addressed?   On a new episode of the ifa show, host Neil Griffiths is joined by financial adviser- turned money coach and chief executive and founder of Women Talking Finance, Karen Eley, to tackle the...

The need for financial advisers to embrace technology has only been accelerated on the back of the COVID pandemic and Sharesight is one online portfolio tracking tool many are turning to. On this episode of the ifa show, host Neil Griffiths is joined by Chris Stojcevski from Sharesight's partnership team to discuss exactly what the tool does and why it's proving to be incredibly popular within the...

Advice affordability is a popular subject in industry conversations at the moment, with a raft of new compliance obligations coming in off the back of the royal commission and the cost of advice continuing to rise. In this episode of the ifa Show, Asendium co-founder and chief executive Scott Miller joins host Sarah Kendell to unpack some of the issues surrounding advice affordability and how he b...

In this episode of the ifa Show, multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice's goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model. Hugh unpacks how the concept of goals-based advice has evolved over the years and what practices can do to effectively tie clients' values to their investment stra...

Accessibility of advice has become a key topic of discussion in the industry as the cost of advice rises and the adviser exodus exacerbates supply issues for "mum and dad" consumers. In this episode of the ifa Show, Midwinter head of product Ivon Gower joins host Sarah Kendell to discuss how digital advice can help educate and engage lower balance clients to get started on their advice journey. Iv...

In this episode of the ifa Show, WealthO2 managing director Shannon Bernasconi and chief distribution officer Andrew Whelan join host Sarah Kendell to discuss the latest developments in the platform space as advisers grapple with the need to automate and reduce their cost of advice. Shannon and Andrew touch on how adviser platforms are dealing with regulatory change such as the incoming fee consen...

In this episode of the ifa Show, Praemium head of distribution Martin Morris joins host Sarah Kendell to discuss some of the latest research the group has conducted around adviser benchmarking, and how platform selection and managed account usage are adding to practice bottom lines. Martin Morris, who is presenting at the Adviser Innovation Summit event series in June and July, uncovers some of th...

Ahead of his presentation at the  Adviser Innovation Summit  next month, Implemented Portfolios general manager of partnerships and distribution Phil Pilgrim joins the ifa Show to discuss the evolution of managed accounts from their initial adoption to the bigger question of how they can be optimised in adviser practices.   Phil discusses why some advisers may still be sitting on the fence about u...

In this episode of the ifa Show, BT head of financial literacy and advocacy Bryan Ashenden joins host Sarah Kendell for a deep dive into some of the specifics announced in this year's budget and how advisers can factor these into their planning with clients. Bryan unpacks some of the new concessions for retiree clients, including the extension of downsizer provisions and two-year amnesty on legacy...