The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au
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Budget special: Government provides little for advice and super
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In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out complet…
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Streamlining the process of advice creation
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In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients. Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’…
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Shadow treasurer urges less government intervention for advice prosperity
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Ad…
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Why financial advisers should care about responsible investing
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the bro…
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QAR bill and advisers as a political football
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the dra…
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How to navigate challenges and seize the opportunities
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In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024. Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges…
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Approaching financial advice like a barrister
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In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and thei…
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CSLR’s unanticipated cost and legacy burden on advisers
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Phil Anderson to discuss the industry’s concerns regarding the latest CSLR levy, emphasising the unexpected scale of the levy and its focus on covering legacy issues. Anderson, who is the general manager of policy advocacy and standards at the Financial Advice Association Aus…
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Women in Finance: Building a brand that lasts
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There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space. In this episode, partn…
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Financial advice and the gender pay gap
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In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with Adele Martin, the founder of My Money Buddy and the Savings Squad podcast, on the occasion of International Women’s Day. Martin and Djurdjevic discuss the latest gender pay gap data, as well as ways to attract more women into financial advice and the potential for wom…
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In this episode of the ifa Show, host Keith Ford is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the recent creation of a new joint association. Mr Johnston explains why the AIOFP joined forces with the Finance Brokers Association of Australasia (FBAA) to form the…
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From QAR to ASIC, what’s making news this week
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the latest on the QAR and other regulatory changes affecting the profession. A year has passed since Minister for Financial Services Stephen Jones released the final report on the Quality of Advice Review, a move that was eagerly awaited …
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FIFO to finance: A unique journey to advice
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Angus Taylor, a financial adviser at Sheffield Financial, to discuss his unconventional path from working in a mine in central Queensland to financial advice. Mr Taylor explains why he made the move to financial services and breaks down the difficulty he had breaking into the…
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Tax cuts, advice reforms, and ASIC oversight
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Blake Briggs, the chief executive officer of the Financial Services Council (FSC), to discuss the issues impacting the financial advice profession and Australians at large. Mr Briggs examines the government’s bold approach to tax reform – both in relation to the stage three t…
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‘Kingmakers’: Advisers’ role in ETF growth trajectory
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In this special episode of the ifa Show, we bring you a chat editor Maja Garaca Djurdjevic had with David Tuckwell, senior product and investment strategist at Global X ETFs, about the future trajectory of the exchange-traded fund (ETF) market and flows into bitcoin ETFs. Listen as they discuss: How financial advisers are helping to boost ETF growt…
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Navigating financial goals and myths of younger Aussies
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In this episode of the ifa Show, host Keith Ford is joined by Glen Hare, co-founder and financial adviser at Fox & Hare, to discuss young Australians seeking financial empowerment amid changing markets. Focused on a younger demographic, Mr Hare emphasises a holistic approach to address diverse financial goals, from property ownership to stock marke…
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‘The most important thing we do’: Embracing the client experience
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In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business. Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, inten…
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The AIOFP’s new partnerships and programs
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss a range of new programs for its members. Mr Johnston details the referral relationship between the AIOFP and UK-based private bank and wealth manager Coutt…
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‘Qualified advisers’ and the fallout of the QAR reforms
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the government’s newly announced policy stance on the second and third tranches of the QAR. The pair discuss everything that has come out of Financial Services Minister Stephen Jones’ Canberra announcement, which was met with disbelief …
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The rise of the self-licensed adviser
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Eugene Ardino, chief executive officer at Lifespan Financial Planning, and Tony Mantineo, head of Lifespan Partnership, to discuss the rise of self-licensed advisers. Mr Ardino and Mr Mantineo explain some of the factors behind the increase in the number of advisers that are …
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kerry Ong, the general manager of customer wealth at Iress, to discuss improving the efficiency and accessibility of financial advice in Australia. Mr Ong touches on the significant challenges facing the industry, including regulatory changes and cost pressures, which have ne…
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Women in Finance: How diversity provides a competitive advantage
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she belie…
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Scale and service: What’s behind a merger?
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the general manager of consulting at Elixir, Sue Viskovic, to discuss her recent business merger, the evolving landscape of financial advice, and the role of technology in shaping the industry’s future. Ms Viskovic explains the strategic decision to merge with Vital Business …
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Women in Finance: The power of having strong female role models
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Following the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the ca…
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Breaking down the first QAR draft legislation
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the first tranche of legislation for the government’s Delivering Better Financial Outcomes package of reforms. The pair discuss what is included in the draft legislation announced by Financial Services Minister Stephen Jones – and what …
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Super boutiques and the golden age of advice
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In this episode of the ifa Show, host Keith Ford is joined by Steve Prendeville, founder and director of Forte Asset Solutions, to examine what the future landscape of the advice profession will look like. Mr Prendeville explains why we are on the verge of a golden age of advice, spurred on by what he sees as an imminent period of legislative stabi…
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Women in Finance: The importance of showcasing diversity at all levels
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase…
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In this episode of the ifa Show, host Keith Ford is joined by Adam Holster, professional services banking executive at NAB, to discuss the optimistic outlook for growth among advice practices. Mr Holster explains the findings of recent NAB research that the majority of advice firms expect strong growth over the next 12 months, how this is enabling …
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The Adviser Games – A unique take on PD days
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Conaill Keniry, the founder of The Adviser Games, to discuss what exactly the games entail. Mr Keniry explains what prompted the idea to reshape and energise the professional development day format into a series of games that are more fun and interesting than the standard fai…
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Women in Finance: How Mortgage Choice is working to create inclusive workplaces
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mor…
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The Olympian financial planner – Balancing passion and profession
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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 how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, explains how she found her way to financial advice and the valuable …
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Women in Finance: Why Joanna James believes in visualising and emotionalising success
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself. Having worked in the lending space for more than 20 years – including as t…
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Dive deep into the future of financial advice with Minister Stephen Jones
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Join us for an exclusive interview as ifa editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones. In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, a…
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Women in Finance: Why Tanya Sale believes support is key to being a female leader
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Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space. Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Ms Sale now one of the very few female chief executives in the mortgage industry. In this episode, Annie Ka…
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The barriers to young Australians seeking advice
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kelly Power, chief executive officer of superannuation at Colonial First State, to discuss the recent CFS research on the value of financial advice. The research, conducted by CFS, shows that 53 per cent of Australians aged 16 to 39 are open to financial advice. Ms Power exam…
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Digital advice and its role in the future of the industry
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In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss the rise of digital advice in the financial services industry. With over 30 years of experience in the financial services industry, Mr Haramis provides valuable insights into the development and growth of digi…
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How digital advice will enhance the client-adviser relationship
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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 efficienc…
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The profit first model: Nurturing a culture of giving
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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 donatio…
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Digital advice and the impact of the QAR
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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 governm…
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Decoding ASIC levies and retirement security
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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 im…
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Exploring good advice and advocacy in financial advice
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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 d…
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Unpacking the government’s QAR response: Expert insights from Michelle Levy and Sarah Abood
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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 Ass…
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Embracing change and innovating advice with Nigel Baker
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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 f…
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Why this professional remains optimistic about advice despite ‘disappointing’ levy increase
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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 l…
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Exploring opportunities and challenges in the advice market
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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 …
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From AFA to a new era: Phil Anderson discusses the evolving advice landscape
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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 professio…
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Unlocking efficiency and engagement: The power of client portals in financial advice
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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 en…
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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 i…
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Addressing access to advice: Will QAR make a material difference?
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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 a…
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How platforms can streamline quality of advice amid ongoing changes
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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…
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