The ifa Show

Host Maja Garaca Djurdjevic is joined by AMP's chief economist who makes sense of the government's latest recession rhetoric. We appear to be drowning in recession rhetoric; as such, Maja is joined by Dr Shane Oliver, who offers some much-needed clarity on our economic predicament. Dr Oliver talks about the dangers of "talking ourselves into a recession", offers his outlook for interest rates, and...

On this week's podcast, we're joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast. Adele sits down with host Maja Garaca Djurdjevic to discuss the importance of raising awareness on how financial advice can better our lives and why it's fundamental to our wellbeing. Adele explains why advice should be a service that everyone has access to. "I remember a client that I wo...

This week's ifa Show podcast is joined by Dr Paul Moran, the principal of Moran Partners Financial Planning and the founder and CEO of iFactFind. On this episode, Paul sits down with host Neil Griffiths to discuss the need for standards and protocols in financial planning and how that relates to self-regulation. "It would make it easier to teach financial planning to people because they're learnin...

In this exclusive interview with shadow financial services minister and former assistant treasurer, Stuart Robert MP, the editor of ifa's sister brand, The Adviser — Annie Kane — finds out what the Morrison government really thinks about Michelle Levy's Quality of Advice recommendations. The former assistant treasurer talks about the royal commission and its impact on advisers, and why he thinks i...

On a special episode of the ifa Show podcast, host Neil Griffiths is joined by Financial Planning Association of Australia   (FPA) CEO Sarah Abood and the CEO of the Association of Financial Advisers (AFA), Phil Anderson, to talk about the association's intended merger announced earlier this month. Sarah and Phil sat down with Neil to talk about how long the merger has been in the works, what it m...

On a new episode of the ifa Show, host Neil Griffiths is joined by senior financial adviser at Tribeca Financial and Ethos Australia director, Nathan Fradley. Nathan joined this week's podcast to talk about the human side of financial advice and why the "best" advisers are focusing on financial wellbeing behaviours and coaching over products. "If you think about traditional advice, a bit of techni...

On a new episode of the ifa Show, host Neil Griffiths sits down with the co-founder and president of Aussie advice business management platform Practifi, Adrian Johnstone. Adrian joined the show to discuss the "data paradox", the benefits of M&As in the advice space, and how embracing technology can benefit advisers and firms. "So, integration is just so fundamental… but I think the firms, sometim...

On this very special episode of the ifa Show, host Neil Griffiths is joined by the reviewer of the upcoming Quality of Advice Review, Michelle Levy. The Allens partner sat down to discuss the progress on the report, due out in December, and her opinion on the current state of the advice sector in Australia. "I think we need to make quite significant changes to the way financial advice and the prov...

Zenith's head of consulting, Stephen Tang, joins a brand new episode of the ifa Show. On this episode, Stephen joins host Neil Griffiths to discuss the growing popularity of managed accounts and how the relationship between it and financial advisers has continued to grow in recent years. What started as a "novel idea" some years ago has now flourished and the COVID pandemic also accelerated the gr...

On a new episode of the ifa Show, host Neil Griffiths is joined by Nigel Baker, founder of digital solution, Scientiam. Nigel joined the podcast to discuss the issues that are stopping the advice industry from not only surviving, but thriving. "There's obviously been the whole shake-up of the financial planning industry and that was needed, but a lot of people don't trust the industry," he said. "...

On a new episode of the ifa Show, host Neil Griffiths is joined by the Association of Financial Advisers (AFA) CEO, Phil Anderson. On this episode, Phil discusses the AFA's Quality of Advice Review (QAR) submission, the association's opposition to some other submissions entered by industry groups, and why the QAR alongside the appointment of a new financial services minister signals a huge change...

On a new episode of the ifa Show podcast, host Neil Griffiths is joined by FINSIA CEO and managing director, Yasser El-Ansary. Yasser joined this week's show to discuss the state of the advice industry in 2022 and the importance of December's Quality of Advice Review (QAR).  " I'm certainly one that believes we can do better through this review at creating a robust environment for financial advice...

Artificial intelligence, the metaverse… these are just some of the ever-present terms explained in this week's ifa Show podcast. Host Maja Garaca Djurdjevic is joined by Dr Catriona Wallace, the executive director of the Gradient Institute, Adjunct Professor at the Australian Graduate School of Management, and the founder of the Responsible Metaverse Alliance. Dr Wallace speaks about artificial in...

The benefits of managed accounts are the focus of this week's ifa Show podcast. As the use of managed accounts continues to grow, host Maja Garaca Djurdjevic is this week joined by HUB24 head of managed portfolios Brett Mennie, Elixir Consulting expert business strategist Graham Burnard, WOW Women Group founder and CEO Tracey Sofra and Private Wealth Partners financial adviser Damien Skidmore to d...

Host Maja Garaca Djurdjevic is joined by AMP's chief economist who offers a little clarity to an otherwise murky investing environment. Rising inflation, lifting interest rates, stock market tumbles, the likelihood of a recession or perhaps a stagflation… Needless to say, current economic trends are troubling investors and their advisers. As such, ifa editor Maja invited Shane Oliver on the show t...

ClearView managing director Simon Swanson joins this week's ifa Show podcast. After issuing its Quality of Advice Review (QAR) submission to Treasury this month, Mr Swanson joined host Neil Griffiths to talk about what he believes is the biggest issue in advice today – the simplification process. "The analogy I'd draw, is actually going to see a doctor, right? You go to see a doctor. The doctor sa...

On a new episode of the ifa Show, host Neil Griffiths is joined by Shane Bell, cyber partner at specialist advisory and restructuring firm, McGrathNicol. Shane joined the podcast to discuss the recent landmark ruling, in which the Federal Court found that local firm RI Advice breached its licence obligations by failing to have adequate risk management systems to manage its cyber security risks, an...

This week's episode of the ifa Show podcast sees host Maja Garaca Djurdjevic joined by Steven Bennett, Direct CEO at Charter Hall. Mr Bennett joined Maja to talk about the importance of a well-diversified portfolio and the benefits of including commercial property. "Property brings something to a lot of portfolios that's really beneficial," said Mr Bennett. "It's less volatile. "Unlisted property...

On a new episode of the ifa Show, host Neil Griffiths is joined by executive director of the Association of Independently Owned Financial Professionals (AIOFP), Peter Johnston. Peter joined the podcast to talk about the federal election aftermath, what the change of government will mean for the advice industry, and what the priorities are. "Well, the first thing that needs to be fixed is this clif...

This week's episode of the ifa Show podcast sees host Neil Griffiths joined Scott Miller, CEO and co-founder of financial advice disruptor, Asendium. On this episode, Scott discusses why the advice industry is on the precipice of even more change after the impacts of the COVID-19 pandemic and with a predicted exodus of advisers by 2026. "But there's also going to be a great opportunity," Scott sai...

Integrated Portfolio Solutions COO Nigel Singh joined host Neil Griffiths on a new episode of the ifa Show. On this episode, Neil and Nigel discussed the technology trends that could drive the industry forward over the next five to 10 years, including the rise of crypto-assets. "There's going to be some advisers that feel comfortable giving advice about it. There's going to be some advisers that d...

On a new episode of the ifa Show, host Neil Griffiths is joined by co-founder of financial planning software company, Plutosoft, Vincent Holland. Vincent joined the podcast to discuss the importance of running an efficient and profitable financial planning business and how businesses are tracking in 2022. "Look, rightly or wrongly that the compliance framework is what it is, others will judge whet...

On a new episode of the ifa Show, host Neil Griffiths is joined by DASH CEO, Andrew Whelan. The head of the advice software and platform solutions provider joined the podcast to discuss the company's recent rebrand from WealthO2, its recent merger with Roar Software and what that means for its role in the advice industry. "I don't think there is a world out there and a version of this world where...

This week's ifa Show podcast is joined by special guest and head of advice sales at Midwinter, Stacey Cowan. Stacey sat down with show host, Neil Griffiths, to discuss the large amount of movement and change in the advice industry in recent years, particularly following the Royal Commission and throughout the COVID-19 pandemic. Rather than looking at it through the lens of the global great resigna...

On this week's ifa Show, host Neil Griffiths is joined by MetLife Australia's head of customer strategy and propositions, Matt Lippiatt. On this episode, Matt and Neil discussed how Australian financial advisers can use health services to grow their businesses and how that has changed in recent years. "I know of some businesses out there…  who have been on this journey for a number of years. And f...