The ifa Show

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Hans Egger, founder and managing director of Astute Wheel, to discuss how digital advice can enhance the client-adviser relationship. Mr Egger explains how digital advice is a much broader term than robo-advice, and how implementing tech-driven solutions can provide efficiencies and ease the challenges financial advisers fac...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast, to discuss how she is giving back through her business. Ms Martin touches on how and why she implemented a profit first model in her business and speaks about why setting aside funds for charitable donations and random acts of kindness is important to her...

In this episode of the ifa Show, Keith Ford is joined by the CEO of moneyGPS and accountantsGPS, George Haramis, to discuss the impact of the government's response to the Quality of Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact....

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by co-host Keith Ford to discuss the recent concerns raised by Sarah Abood, CEO of the Financial Advice Association Australia (FAAA), about ASIC levies and the role advisers play in ensuring Aussies retire comfortably. Maja and Keith take a closer look at ASIC's cost recovery implementation statement and share why the FAAA's CE...

In this episode of the ifa Show, stand-in host Keith Ford chats to Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the proposed good advice legislation and the power advisers have to lobby the government. Mr Johnston explains why he believes the good advice standard would be detrimental to consumers and gives his thoughts on...

In this special episode of the ifa podcast, our host is joined by QAR review lead Michelle Levy and FAAA CEO Sarah Abood to discuss the government's QAR response. This podcast brings you an audio version of our recent webcast hosted by ifa editor Maja Garaca Djurdjevic who was joined by QAR lead Michelle Levy and the CEO of the Financial Advice Association Australia, Sarah Abood. Ms Levy and Ms Ab...

In this episode of the ifa show, stand-in host Keith Ford chats to Nigel Baker, CEO and founder of Scientiam, a pioneering company in the financial advice industry. Mr Baker shares his journey, from working in renowned accounting firms to establishing his own independent practice, Arch Capital. The pair delve into the challenges and opportunities faced by the advice industry, particularly in provi...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the chief executive of Lifespan Financial Planning, Eugene Ardino, to delve into the latest developments in the financial advice industry. Mr Ardino discusses the government's response to the Quality of Advice Review (QAR), the experience pathway, and the increasing ASIC levy. He shares why, despite the disappointment wit...

In this episode of the ifa show, host Maja Garaca Djurdjevic sits down with Marc Hraiki, the executive director of sales and services at Lonsec. Together, they delve into the ever-changing landscape of financial advice and discuss why Mr Hraiki believes there has never been a better time to be an adviser. Amid market volatility, decreasing adviser numbers, and growing complexity in Australians' fi...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the head of policy at the Financial Advice Association Australia, Phil Anderson, to discuss the official end of the AFA and the broader advice landscape. With the Association of Financial Advisers officially winding up, Phil Anderson reflects on the importance of professional associations and shares why he is more optimis...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by AstuteWheel's managing director, Hans Egger, to discuss the most compelling reasons for advisers to consider client portals. With over 25 years of experience in the financial planning industry, Mr Egger shares his journey of developing tools and modelling calculators to enhance client advice and comprehension of complex s...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Matthew Esler, the co-founder and co-CEO of Padua Solutions. Mr Esler discusses the government's response to the Quality of Advice Review, including why the entry of super funds back into advice should not be cause for concern among advisers. He adds that advisers should instead be looking to set up referral arrangements...

In this special episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by My Money Buddy and The Savings Squad podcast founder Adele Martin to discuss the government's QAR response and what it means for advisers. This podcast brings you a one-on-one chat that took place at the ifa's Adviser Innovation Summit in Melbourne where our host and Ms Martin dissected the government's response t...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Denis Orrock, chief strategy officer of wealth management platform Praemium. Mr Orrock joins our host to discuss the evolving landscape of wealth management and administration platforms. He also touches on the government's response to the Quality of Advice Review (QAR) and how this might play out for the super funds. "I t...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by ifa journalist Keith Ford to break down the government's QAR response.   On Tuesday morning, Financial Service Minister Stephen Jones unveiled the government's response to the Quality of Advice Review (QAR) final report, accepting in principle 14 of the 22 recommendations. The pair give an overview of what the government...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Matt van Dijk, general manager distribution Queensland/Northern Territory at Praemium. Mr van Dijk joins the show to discuss the unmet advice needs of high-net-worth investors, with recent Praemium research showing that as many as 53 per cent of these investors are in need of quality advice tailored to their unique advice...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by My Money Buddy and The Savings Squad podcast founder Adele Martin to chat about why the intergenerational wealth transfer is a "now" problem. Ms Martin will MC ifa's upcoming Adviser Innovation Summit, where she will also host a session on how advisers can attract the next generation of clients with engagement and advice...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Jacqui Henderson, founder and chief executive of Advice Intelligence. Ms Henderson discusses the evolution of technology in the advice space over her time in the industry, and how advisers could benefit from embracing digital innovations. She explains the goals of the Australian Digital Advice Association (ADAA), which in...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by George Haramis, co-founder and chief executive of moneyGPS. Mr Haramis discusses what led to the formation of the Australian Digital Advice Association (ADAA), which includes moneyGPS, abrdn, Ignition Advice and Advice Intelligence, as well as how the process is progressing and the goals of the association. He addresses c...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by senior journalist James Mitchell to chat about Labor's latest budget and missed opportunities. Maja and James reflect on some of the biggest budget announcements, including superannuation tinkering, cost-of-living measures, and an unpleasant ASIC levy announcement, while reviewing Labor's relationship with the advice indu...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Stuart Robert, shadow financial services minister and shadow assistant treasurer. Mr Robert shares his and the Liberal party's views on the final report of the Quality of Advice Review and why they support its adoption in full, explaining why Minister Stephen Jones' proposed review of the review is an insufficient respons...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Glen Hare talk about the role of the advice community in promoting ESG. Glen Hare, co-founder and financial adviser at Fox & Hare, joins the ifa podcast to discuss the power that advisers have to educate more than 2 million Australians about investing ethically. The pair cover B Corp certification, looking at what it means, why ad...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Peter Johnston talk about the experience pathway in light of the government's recent announcement. Peter Johnston, executive director of the Association of Independently Owned Financial Professionals and a longtime advocate of the experience pathway, returns to the ifa podcast to explain its potential as a game-changer for the ind...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Philippa Hunt, director at AFSL Artemis Investments, to chat through her thoughts on QAR and the need for added focus on the wellbeing of advisers. Ms Hunt speaks about her support for Minister Stephen Jones taking his time to get things right, given the "catastrophic" outcomes for the industry resulting from the rushed i...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Tanya Carlson from Amplify Wealth to share her thoughts on Minister Jones' delayed QAR response. Ms Carlson shares why she believes advisers are change fatigued and why many are demanding answers from Financial Services Minister Stephen Jones regarding several unresolved issues. "It's frustrating because when there's no i...