The ifa Show

In this episode of The ifa Show, host Keith Ford is joined by Katherine Spitzkowsky, founder and principal adviser at Yulania Financial, ahead of International Women's Day to discuss the specific needs of women seeking financial advice, as well as how advisers can work with neurodiverse clients. While many financial advisers aim to tailor their offering to every client based on their individual ne...

In this episode of The ifa Show, host Keith Ford is joined by the executive director of the Association of Independently Owned Financial Professionals, Peter Johnston, to break down how the poor design of the Compensation Scheme of Last Resort (CSLR) could lead to the downfall of the financial advice profession as they face a $70 million levy. With the responsibility of addressing the CSLR seeming...

In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down what Financial Services Minister Stephen Jones' impending retirement means for the upcoming federal election. While many advisers will be glad to see Jones go after years of disappointment from the Labor government, particularly in relation to the government's handling of the Compensation Scheme of Last Reso...

In this episode of The ifa Show, host Keith Ford is joined by the chief executive of WT Financial Group, Keith Cullen, to break down the government's adviser education reform announcement, and why the profession needs to be pragmatic about the pathways to bring in new advisers. Cullen explains why he sees opening up financial advice to a wider range of degrees is vital, and the importance of maint...

In the latest episode of The ifa Show, host Keith Ford is joined by the founder of The Cyber Collective, Fraser Jack, to discuss how technological advancements have impacted the cyber security space and the doubled-edged sword of AI. Reflecting on the evolving landscape of cyber security, Jack emphasised the importance of creating resilient businesses that can withstand and recover quickly from at...

In this episode of The ifa Show, we share a discussion between host Maja Garaca Djurdjevic and associate professor Nathan Eva, from Monash Business School, on the global implications of US President Donald Trump's "me-first agenda" on organisational culture, including within Australia. Eva breaks down Trump's executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clea...

In the latest episode of The ifa Show, host Keith Ford is joined by academic and consultant Dr Katherine Hunt to dive into the barriers that are holding advice firms back from bringing on young advisers and why overcoming them is important for the future of the profession. Reflecting on conversations with advisers who have decided working with professional year (PY) advisers simply doesn't fit the...

In the latest episode of The ifa Show, host Keith Ford sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to break down what's happening in the financial services mergers and acquisitions (M&A) space. With activity high across the board, including multiple bidders attempting to take over Insignia Financial, Prendeville shares his insights on the growing international...

Join us for an exclusive interview as ifa's Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition's goals for financial advice. In this conversation, Howarth shares his perspective on the current state of the sector, what a change in government would bring about for financial advice reform efforts, the prospect of super funds r...

In this episode of The ifa Show, host Keith Ford is joined by Kylie Denton, the owner and director of Performance Advisory Group, to explore how advisers can navigate the complex landscape of the intergenerational transfer of wealth and engage with different generations of clients. Denton explains why financial advisers need to start thinking about how they will connect with this new generation no...

In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down Financial Services Minister Stephen Jones' latest update on the Delivering Better Financial Outcomes (DBFO) reforms and how the new class of adviser (NCA) is set to operate. Details have been short on the second tranche of the DBFO and the delays have been lengthy, but the minister has provided a more in-dep...

In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic are joined by Money Management editor Laura Dew to dissect some of the submissions that industry stakeholders have made to the Senate's Dixon Advisory inquiry. Submissions for the Senate inquiry into failure of wealth management companies and the impact on the Compensation Scheme of Last Resort (CSLR) have started to b...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution at CFS, and Recep Peker, Managing Director of Empower Business Advisory, to explore the findings of the firms' recent Advice Practice Profitability Report. Quirk and Peker break down the report's most important insights for advisers, from the way practice inefficiencies are hinder...

In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the Delivering Better Financial Outcomes legislation and Liberal senator Andrew Bragg's admonishment of the government for the ever-extending timeline to deliver a draft of the legislation. Together, the pair delve into the potential impact of Australia's 2025 federal election and how...

In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at Tangelo Advice Consulting, to discuss the ATO's final determination on tax deductibility of advice fees and how advice firms can put the changes into practice to benefit their clients. Travers explains how the new guidance works, what has changed from the draft determination that was...

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability. Neilson discusses the role of technology in improving efficiency in the advice p...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley to discuss the growing importance of aged care advice in Australia as the population gets older, and the need for specialised knowledge to successfully handle complexities of Australia's aged care system. Fradley discusses his journey to aged care advice, the challenges of navigati...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to discuss the increasingly complex financial landscape shaped by evolving superannuation and tax policies. Together, they explore the key challenges these changes present for advisers and clients, and ho...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa deputy editor Keith Ford to discuss a range of issues within the financial advice space, including the opposition's strong statement on delays to implementing the Quality of Advice Review's (QAR) recommendations. The pair delve into shadow financial services minister Luke Howarth's criticism of the government due to the...

In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces. Thomas discusses her PhD on Generation Z's initial experience with superannuation, and the heavy workload of pursuing...

In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market. Baker identifies the industries set to benefit from AI for advisers looking to integrate these into client portfolios and the ethical conce...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli to discuss her experience at the 2024 Paris Olympics and the importance of being well prepared both on and off the track. Having competed in the 400-metre hurdles at the recently completed Paris Games, Carli explains the thought process of transitioning to retiremen...

In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market. Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outsourcing arrangements can free the adviser to spend...

In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems. He emphasises that while CRMs are powerful tools, their effectiveness hinges on the quality of data input. Esler also discusses the importance of personalisation in client relationships, leveraging tools like Pa...

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key findings from the firm's recently released Advice Operations Research Report. Clark breaks down the ingredients that make up the secret sauce of great advice firm operations, explaining the areas that th...