The ifa Show

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Haydn van Nek, operations manager at Kelly Wealth from Cairns. Haydn joins the show to talk about a variety of topics and issues causing grief to regional advice businesses. He addresses the experience of running an advice firm in today's uncertain legislative environment coupled with the vast remoteness of its regional s...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by founder and director of Forte Asset Solutions, Steve Prendeville, to chat about the current state of the advice industry. Mr Prendeville shares why he believes the possible return of superannuation funds and banks to the advice industry could be a "welcome addition", and why he doesn't see them as competitors. "I actually...

Camilla Love started F3 — Future Females in Finance to bring more women into the financial services industry. The program — which won the Women's Community Program of the Year award 2022 from the Women in Finance Awards 2022 — aims to educate young women about careers and finance and nudge as many of the next generation of female talent into financial services as possible. In this episode, partner...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by her predecessor, James Mitchell, to chat about the state of the industry and why, perhaps, advice isn't meant to be affordable. James compares the state of the industry today versus when he was at the helm of ifa, and delves into some of Michelle Levy's more controversial proposals, such as the return of the superannuatio...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic sits down with Tristan Hochwallner, head of sales at Asendium, to chat about how tech is allowing advisers to spend more time with their clients. Tristan shares the latest on the current state of the advice tech world and why advisers should review their technology solutions today. "If we look at what a lot of people are using today,...

Host Maja Garaca Djurdjevic is joined by Corey Wastle, the founder of independent financial advice business Verse Wealth, to talk about the adviser exodus and why proactivity matters. Corey and Maja attempt to answer one of today's most prominent questions — how to attract new entrants into the industry. Corey talks about raising the awareness of advice as a career choice, why existing advisers ne...

Host Maja Garaca Djurdjevic is joined by the winner of Fintech Leader of the Year at the Women in Finance Awards and head of the wealth channel at myprosperity, Karolina Kuszyk, to talk about her win and what to expect from advice technology in the coming year. Talking to Maja, Ms Kuszyk spoke about how technology providers can ease the advice burden. "2023 is going to be the year of technology wh...

Host Maja Garaca Djurdjevic is joined by the CEO of WOW Women's Group, Tracey Sofra, to chat about the changing landscape of advice and why self-care is more important than ever. Speaking to Maja, Ms Sofra talked about how client expectations are shifting to reflect the changing global environment. "There is no panic. It's just: "What do we do now, Trace? What's our next move?" "As the professiona...

The financial services industry has historically been male-dominated but encouraging more women into the space is not only good for society, but good for business too. In this episode, partnered by Mortgage Choice, Anthony Waldron, chief executive of financial services and Mortgage Choice at the REA Group, outlines how the industry can move away from being "male, stale and pale" and encourage more...

Host Maja Garaca Djurdjevic is joined by 9Rok Consulting's Kim Payne to chat about what advisers shouldn't be doing if they want to be more valuable. Speaking to Maja, Ms Payne said advisers first need to ensure they have "the basics right", noting that everything — even how they greet a client — influences their perceived value. "There are so many little things, it's not even the big stuff that n...

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...