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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’…
 
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 …
 
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 complian…
 
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 …
 
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 …
 
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 …
 
On a new episode of the ifa Show podcast, host Neil Griffiths is joined by FinClear CEO David Ferrall and general manager, Dean Jagger. On this episode, David and Dean react to the announcement of the clearing, settlement and wealth management technology and service provider’s new digital facility, FCX, and the future of investing and what that loo…
 
On this episode, the Australian fintech provider sat down with host Neil Griffiths ahead of his appearance at the 2022 Adviser Innovation Summit events in June to talk advisers coming out of the pandemic and why the goals discussion is so important. “The industry’s come a long way in the last decade or so, especially in the area of goals and how go…
 
On a new episode of the ifa Show, the creators of a new survey looking at the mental and emotional health of financial advisers in Australia join the show. Philippa Hunt, director of Artemis Investments, and Steve Prendeville, founder and director of Forte Asset Management, sit down with host Neil Griffiths to discuss the new survey and what inspir…
 
On this week’s ifa Show podcast, David Carney – CEO of local outsourcing company Virtual Business Partners – joins host Neil Griffiths. On this episode, David and Neil discuss the declining number of advisers in Australia, which is predicted to reach 13,000 by the end of 2023. David shares his thoughts on the matter and what the industry can be doi…
 
Host Neil Griffiths is joined by Synchron’s new general manager – compliance, Phil Osborne. On this episode, Phil discusses the current state of compliance and regulation in the advice industry and what needs to be done to improve it by government, the regulators and the industry. Phil also addressed the contentious topic of education standards in …
 
On a special episode of the ifa Show, host Phil Tarrant is joined by MAJGEN (Ret’d) Marcus Thompson, former head of the Department of Defence’s Information Warfare Division. Following Prime Minister Scott Morrison and the Australian Cyber Security Centre’s (ACSC) warning to Australian organisations that malicious activity may have local ramificatio…
 
On a new episode of the ifa Show, host Neil Griffiths is joined by award-winning financial adviser and the founder and CEO of WOW Women’s Group, Tracey Sofra. To coincide with International Women’s Day this week, Neil sat down with Tracey to discuss the state of gender equality in the Australian advice industry, how far it’s come and how much more …
 
On a new episode of the ifa Show, host Neil Griffiths chats with the Financial Planning Association (FPA) CEO Sarah Abood. After taking over from former CEO Dante De Gori late last year, Ms Abood sat down to discuss a number of current issues in the advice sector, including compliance and regulation and heated debate about the current education req…
 
In this exclusive podcast, shadow financial services minister and shadow assistant treasurer, Stephen Jones MP, joins Momentum Media’s editor of mortgages Annie Kane to chat through the ALP’s assessment of the financial services industry. Mr Jones dissects the government’s treatment of advisers and outlines Labor’s plans to revamp education require…
 
Helen Baker – financial adviser and founder of Australia-wide service On Your Own Two Feet – joins this week’s episode of the ifa Show. Helen joined the podcast with host Neil Griffiths to discuss the vastly different advice strategies when working with retirees and Millennials and the biggest challenges and opportunities that brings for financial …
 
On a new episode of the ifa Show, BT’s head of managed accounts Zac Leman and head of platforms Chris Mather joined host Neil Griffiths to talk about the rise of MAs. Zac and Chris discuss how managed accounts have gone from a niche to mainstream offer for advisers over the past 20 years and why the pandemic has accelerated its importance. “They’re…
 
On a new episode of the ifa Show, host Neil Griffiths is joined by Asia-Pacific chief executive of digital advice provider Ignition, Craig Keary. On this episode, Craig discusses the importance of digital advice, how much the COVID-19 pandemic has accelerated its adoption and why it will change the future of the industry. “The impact on this is goi…
 
On a new episode of the ifa Show, host Neil Griffiths is joined by Challenger Limited’s Luke Cheetham. As general manager retail distribution for the company, Luke jumped on the podcast to discuss the incoming retirement income covenant - which will require funds to have a retirement strategy in place for its members – set to come into effect on 1 …
 
On a new episode of the ifa Show, host Neil Griffiths is joined by The Advisers Association’s chief executive, Neil Macdonald. Neil joined this week’s podcast to discuss two opinion pieces he wrote published on ifa in-depth, regarding why there could be a “mass exodus” of advisers if the current requirement for existing advisers with no degree to h…
 
As more people return to work for 2022, a new episode of the ifa Show looks at what’s in store this year! Host Maja Garaca Djurdjevic is joined by fellow presenter Neil Griffiths who recently sat down with some advisers and industry figures such as Lifespan Financial Planning chief executive Eugene Ardino and Women Talking Finance’s Karen Eley to d…
 
Before we kick off a new year of podcasts, we’re running you through the biggest episodes of 2021! Host Maja Garaca Djurdjevic is again joined by fellow presenter Neil Griffiths to talk about the five most-listened-to podcasts of last year. Topics that most caught listeners’ ears in 2021 included what the financial adviser of 2025 will look like, s…
 
On the final episode of the ifa Show for 2021, host Maja Garaca Djurdjevic is joined by fellow presenter of the podcast, Neil Griffiths, to talk about the year that was on the ifa website. Maja and Neil go through the top five most-read stories on the website this year, including articles that look at adviser numbers, the FASEA exam and ASIC regula…
 
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Alison Dellow to chat about the importance of client engagement. With the pandemic putting a temporary pause to face-to-face meetings, advisers were forced to turn to technology to facilitate their client meetings. In this podcast, Alison Dellow from Hewison Private Wealth ta…
 
On a very special episode of the ifa show, host Neil Griffiths is joined by Greg Cook of Eureka Whittaker Macnaught and Mia Johnson of Keyman Financial Services to talk all things FASEA. With responsibilities to be wound up at the end of the year, this episode looks at FASEA’s work and exams through Greg, who has been in the industry for 30 years, …
 
On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the managing director of HUB24, Andrew Alcock.Andrew joined the podcast to talk about the role platforms are expected to play in helping reduce the time and cost it takes to implement advice.Andrew also touched on the power of technology, detailing why he believes technology…
 
On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, multi-award-winning certified financial planner and the founder of the Savings Squad Podcast and My Money Buddy. Adele joined the podcast to talk about the largest handover of wealth in history and what advisers must do to engage this new, hip and technological…
 
On a new episode of the ifa Show, host Neil Griffiths is joined by Altius Asset Management CIO Bill Bovingdon. Bill joined the podcast to discuss why ESG is essential for risk management and how bonds are advantageous for responsible investors. As well as discussing Altius’ Green Bond Fund, Bill explained why demand and interest are rapidly growing…
 
In a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Charter Hall direct chief executive Steven Bennett to discuss the benefits of investing in commercial property. Overseeing more than $8 billion of assets on behalf of self-managed super funds, Steven knows a thing or two about the cruciality of a diversified portfolio, one t…
 
On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by special guest and executive director of the Association of Independently Owned Financial Professionals, Peter Johnston. Ahead of his appearance at the ifa Future Forum, Peter joins Maja to give a sneak peek into the topics he’ll be discussing next Wednesday (17 November). Pe…
 
On a new episode of the ifa show, host Neil Griffiths is joined by special guest and head of asset manager Milford’s Australian business, Kristine Brooks. Neil and Kristine look at the Australian markets over the last 12-18 months and what’s to come as the country emerges from the COVID-19 pandemic. “It’s been an incredible period,” Kristine said. …
 
In a new episode of the ifa Show, host Neil Griffiths is joined by Midwinter chief commercial officer Steve Davison to discuss the accessibility of advice. Steve gives his take on the current state of accessibility of advice, what the biggest challenges are moving forward both for the industry and consumers, and what regulators can do to improve ac…
 
In a new episode of the ifa Show, host Neil Griffiths is joined by Macquarie Fixed Income portfolio manager Gary Ding. Gary joins the podcast to discuss the impacts of the COVID-19 pandemic on the Australian economy, the market outlook and why it’s unlikely we’ll ever get back to where it was pre-pandemic. “I don’t think we’ll ever get back there,”…
 
In this special episode of the ifa Show, ifa editor Maja Garaca Djurdjevic is joined by co-host Neil Griffiths to look at the week’s biggest stories. Maja and Neil discuss Australian Advisory’s latest research paper which outlined the biggest concerns of advisers moving forward, on the back of news that the total number of advisers in Australia has…
 
This week’s episode of the ifa Show is joined by Camilla Love, creator of the Future Females in Finance (F3 Project) and the managing director of eInvest. Camilla joins host Maja Garaca Djurdjevic to discuss women in finance and where in particular there are gaps in the sector. “… finance actually from a top level, doesn’t look too bad. I think it’…
 
The ifa Show podcast is joined by 2021 ifa Excellence Awards finalist and CEO of Lifespan Financial Planning, Eugene Ardino Eugene discusses the incredible feat with host Neil Griffiths as well as an overcompliance in the advice industry just days out from more regulation coming in relation to breach reporting, hawking and information sharing which…
 
In a new episode of the ifa Show, host Neil Griffiths is joined by joint managing director of Netwealth, Matt Heine. Matt goes through the tech company’s fifth annual AdviceTech report which proved to be a defining one for the advice industry. “Not surprisingly this year, there’s been a real focus on the outcomes of COVID. And I think in many ways,…
 
This week’s episode of the ifa Show features Timothy Munro, CEO and director of Change Accountants & Advisors. Timothy joins Maja Garaca Djurdjevic to discuss the red tape and bureaucracy thrust on advisers as well as the recent ASIC levy relief announcement. Timothy also shares his personal experience with the FASEA exam and why he thinks there is…
 
This year's R U OK? Day serves as an important reminder to open up the conversation on mental health, both in the workplace and at home, according to David Coleman, member for Banks and Assistant Minister to the Prime Minister for Mental Health and Suicide Prevention. In this special episode, join Momentum Media director Alex Whitlock as he speaks …
 
This week’s episode of the ifa Show features special guest and Coastal Advice Group CEO Daniel Brown. Daniel joins host Neil Griffiths to discuss the NSW practice and his take on recent movements in the industry, including the recent news of the ASIC levy relief. As well as giving a sneak peek into a new business, Daniel also discusses another comp…
 
Tony Machin has worked in the financial services industry for over 35 years and was considering retirement before he instead opted to take the FASEA exam and passed the first time. Tony, who works with Equilibrium Financial Services, joined this week’s episode of the ifa Show to share his story with host Sarah Kendell and what inspired him to stay.…
 
Pride Advice chief executive Brett Schatto joins this week’s episode of the ifa Show podcast with host Neil Griffiths on the back of the firm’s 2021 Practice of the Year award; the company’s fifth win.Brett tells his story about working as a detective in the South Australian Police Force and the eventual move to the advice industry.As well as shari…
 
Since moving from an institutional to a non-aligned dealer group several years ago, Fitzpatricks senior financial planner Bobbe Duncombe has also made the transition from employed adviser to business owner. In this episode of the ifa Show, Bobbe discusses with host Sarah Kendell the most important lessons she’s learned in running her own advice pra…
 
On a new episode of The ifa Show, host Neil Griffiths is joined by Prad Navaratnam – founder and managing director of paraplanning service Advice Lab. Prad shares his story of working in the financial services industry with IOOF and eventually bringing his interests in data and numbers to another passion – sport. Prad talks working with NRL teams l…
 
In this episode of the ifa Show, host Sarah Kendell is joined by award-winning adviser Nathan Fradley of Lime Financial Planning. Nathan, who’s a certified ethical investment adviser, to talk about why he decided to get into ESG as a specialisation and what types of clients he finds are most interested in investing their money for good. Nathan also…
 
One of Australia’s top advisers joins a new episode of the ifa Show. On the back of top 10 ranking in the Barron’s top 100 advisers for 2021, Partners Wealth Group (PWG) managing director Mathew Cassidy joins the podcast to discuss the achievement and the history of the business. Mr Cassidy also shares his tips on working with clients, building the…
 
Elder financial abuse has unfortunately increased since the onset of the COVID pandemic, and is set to rise in the long term in line with Australia’s ageing population. In this episode of The ifa Show, Protecting Seniors Wealth chief executive Anne McGowan joins host Sarah Kendell to talk about the worrying trend of elder financial abuse. Anne disc…
 
Just 15 per cent of Australians seek financial advice and consumer research shows that most clients do not see the value in advice delivered at the common price point of $3,000 – so, how can that be addressed? On a new episode of the ifa show, host Neil Griffiths is joined by financial adviser- turned money coach and chief executive and founder of …
 
The need for financial advisers to embrace technology has only been accelerated on the back of the COVID pandemic and Sharesight is one online portfolio tracking tool many are turning to. On this episode of the ifa show, host Neil Griffiths is joined by Chris Stojcevski from Sharesight’s partnership team to discuss exactly what the tool does and wh…
 
Advice affordability is a popular subject in industry conversations at the moment, with a raft of new compliance obligations coming in off the back of the royal commission and the cost of advice continuing to rise. In this episode of the ifa Show, Asendium co-founder and chief executive Scott Miller joins host Sarah Kendell to unpack some of the is…
 
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