The ifa Show

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...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Peter Johnston dive deep on the Quality of Advice Review, the need for patience on the government response, and why advisers are the good guys. Peter Johnston, executive director of the Association of Independently Owned Financial Professionals, discusses which QAR recommendations he believes are positive and the many he doesn't....

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Conaill Keniry explore important industry topics, starting with the Quality of Advice Review and proceeding to the relationship between financial advisers and dealer groups. Conaill Keniry, the founder of What If Advice and owner of small dealer group Cobalt Advisers, discusses the power struggle that many advisers face with their...

In this podcast, Antony Tolfts, the CEO of Blu Horseshoe, joins host Maja Garaca Djurdjevic to discuss the challenges of limited IPO opportunities in the current market, which can make it difficult for financial advisers to help their clients find new investment opportunities for growth. Despite the limited IPO opportunities, there is, however, a silver lining. Mr Tolfts shares insights into the s...

In honour of International Women's Day, host Maja Garaca Djurdjevic sits down with Naomi Christopher, the head of marketing and public relations at Lonsec, to delve into the challenges and opportunities that women face in the world of financial advice. The conversation focuses on the importance of diverse voices and thoughts in the industry, the setbacks women faced due to the pandemic, and the ro...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Dr Katherine Hunt, a director at Ardentura Consulting. Dr Hunt explains why she believes the advice profession is the "number one winner" of the Quality of Advice Review and how it promises to walk back what she describes as "government overreach". Looking at the recommendation to remove statements of advice, she outlines...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Ben Neilson, adviser and researcher at Neilson & Co Wealth Management. Mr Neilson explains why he thinks Michelle Levy has done "a fantastic" job by taking an incredibly complicated piece of "building-block based legislation" and turning it into a coherent report. He touches on the potential expansion of the scope of pers...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by  Sarah Abood, the CEO of the Financial Planning Association (FPA). Ms Abood joins Maja to discuss the final report of the Quality of Advice Review (QAR), which was published by the government last week. She shares her overall perspective of Michelle Levy's recommendations and why radical change is required and what it ent...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by AFA chief executive Phil Anderson. The CEO of the Association of Financial Advisers (AFA) talks about the impending vote on the proposed merger of the AFA and the Financial Planning Association (FPA). He details why he believes Michelle Levy is brave and reveals which of her recommendations he found particularly "revoluti...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Nicola Beswick, a financial adviser, and a mentor. Ms Beswick is very passionate about empowering people to create a financially certain future, free from stress and uncertainty. She's also the chair of the Pro Bono Financial Advice Network, where she and multiple other advisers assist Australians living with a personal h...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Scott Miller, CEO of Asendium, to talk about why it's important to increase access to advice. Having spent many years as an adviser, Mr Miller reflects on how the industry has changed in the years since. Paperwork, he notes, is something that has definitely swelled, with SoA management and customisation significantly cutt...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Eugene Ardino, CEO at Lifespan Financial Planning. Mr Ardino talks about why he believes the pendulum of change is swinging in favour of advisers in 2023. He gives his overview of some of the key recommendations made by Michelle Levy in the Quality of Advice Review, and details why he believes it will take at least a coup...

Ease into the year with something a bit different than the usual ifa podcast fare with some of the best movies and shows about finance. Host Maja Garaca Djurdjevic is joined by resident movie buff Keith Ford and ifa journalist Jon Bragg to have a look at some movies and shows that feature financial advice (spoiler alert: most are not kind to anyone that works in finance). The team covers some that...

Get ready for a whole new year of podcasts by having a listen as we run through the biggest episodes of 2021. Host Maja Garaca Djurdjevic is joined by ifa journalists Jon Bragg and Keith Ford to talk about the top five podcasts by listens from last year. Topics that piqued listeners' interest in 2022 included changes in regulation, reviews, and interviews with subject matter experts. Tune in as th...

The time has come for the final episode of the ifa Show for the year. Host Maja Garaca Djurdjevic is joined by ifa journalists Jon Bragg and Keith Ford to wrap up 2022. Maja, Jon and Keith count down the top five most-read stories on the website this year, including articles that look at adviser numbers, FASEA and the Quality of Advice Review. The team also highlights some of the most interesting...

In this special episode of the ifa podcast, shadow minister for cyber security and shadow minister for countering foreign interference, Senator James Paterson joins Phil Tarrant (director - Momentum Media) and MAJGEN (retired) Dr Marcus Thompson to discuss the regulatory impediments preventing Australia from becoming a leader in cyber security. The group begins the podcast discussing the cyber sec...