FPA Podcast: Recent Episodes
Financial Planning Association of Australia (FPA)
Welcome to your new FPA Podcast.
Created to delve deeper into the issues facing our profession and engage experts on topical issues impacting FPA members.
Recorded live in Adelaide at this year's FAAA Congress 2023, Fraser Jack and Jason Symons discuss how you can detect and then respond to a cyber-attack affecting your business.
Recorded live at this year's FAAA Congress in Adelaide, Fraser jack speaks with Carlii Lyon where they discuss the brand in you, and how you can shape a powerful professional identity to inspire and lead.
Recorded live in Adelaide at the FAAA Congress 2023, join Fraser Jack as he speaks with Thabojan Rasiah on some current key issues occurring within the financial planning profession.
Live from Adelaide at the FAAA Congress 2023, Fraser Jack talks with Jane Wundersitz about Optimism vs Pessimism and why it's not a fair fight. Hear from Jane if you'd like to learn to think like an optimist
Fraser Jack speaks with Shail Singh at FAAA Congress 2023 where they discuss Client Complaints, and the accompanying shades of grey that can deny each of them.
Recorded live at FAAA 2023, Fraser Jack and Dante De Gori discuss the global prospective of strengthening standards for the global financial planning profession.
Fraser Jack speaks with Michelle Cull as they discuss Engaging and Enriching client relationships and the importance of the growing area of research in financial planning. Recorded live at FAAA Congress 2023.
Recorded live at the FAAA Congress 2023, Fraser Jack speaks with Eleece Quilliam around the blueprint for a successful advice firm.
Recorded live this year at FAAA Congress 2023, Fraser Jack talks with Sue Viskovic around building cultural alignment and navigating the path to a successful business merger
Fraser Jack speaks with Croey Wastle around navigating the contemporary workplace and the experiences and strategies to help grow your people, this was recorded at the FAAA Congress 2023.
Fraser Jack talks with Natalie Shehata and Dawn Thomas around conscious styling at the FAAA Congress 2023
Fraser jack talks with Lauren Wright about how to navigate the contemporary workplace: experiences and strategies to grow your people at this year's FAAA Congress 2023
Fraser Jack speakers with Adam Crabbe on Life Interrupted: post-pandemic claims insights amplifying the adviser’s role in risk advice at the FAAA Congess 2023
Fraser Jack speakers with Ryan Stramrood on how to PushPastImpossible – discover the strength you never knew you had at this year's FAAA Congress 2023
Fraser Jack talks with WIlliam Green on Mindful Peak Performance: Doubling your productivity with ease through laser focus and deep flow at the 2023 FAAA Congress
Join Fraser Jack and Amanda Balcombe as they discuss how to eat the burnout and rise above: transforming your wellbeing for sustained success.
Recorded live at the FAAA Congress 2023, Fraser Jack discusses with Conrad Travers, practical compliance tips to master advice efficiency.
Fraser Jack talks with Aaron Dunn live from the FAAA Congress 2023 around the hottest topics and latest intel in SMSFs currently.
At FAAA Congress 2023, Fraser jack talks to Jacqui Henderson and Ashley Mahadeea on Digital Advice and A.I. in financial advice.
Fraser Jack talks to Laurel Papworth at FAAA Congress 2023 on the power of A.I. and digital advice in practice.
Azaria Bell is joined by Fran Hughes, an award-winning CERTIFIED FINANCIAL PLANNER® professional and Business Owner with over 30 years of experience in financial services.
In this episode, Fran shares her knowledge and advice on how to appear confident when working with clients, even if you don't feel confident. She talks about her own career journey and experience, and how she overcame fears of being young or having limited experience. She also provides tips on presentation and body language, how to prepare for client meetings, and how to be useful in meetings even with little experience.
Azaria Bell is joined by Dr. Michelle Cull, Associate Dean at Western Sydney University School of Business and Senior Lecturer in Accounting in Financial Planning.
In this episode, Dr. Cull provides an overview of the differences between an honours degree, a masters degree, and a PhD, and the opportunities they provide. She also discusses the reasons for pursuing further study, the financial aspects, and the requirements and experience needed to get into these programs. She also talks about the kind of person who may be well suited for academics, the different areas of research one could take up, and the elements that go into picking an area of research.
Azaria Bell is joined by Matthew Kanizay, the 2022 FPA Student of the Year Award winner and client services officer at Allan Gray Advisory Group.
In this episode, Matthew shares his tips and strategies for succeeding in a financial planning degree. He discusses how to stay organised and manage multiple commitments, how to create an effective study space, how to stay on top of your learning throughout the semester, how to take effective notes, and how to prepare for exams.
In this episode, Azaria & Mitchell provide an inside look at what it's really like to be a financial planner, having entered this stage of their career in the last couple of years. They discuss the daily responsibilities of a financial planner, the different areas of specialty available, and the pros and cons of the job. They also share their own experiences and challenges they faced in their career and how they overcame them.
In this episode, Azaria Bell is joined by Mitchell Harrison, a Financial Adviser at LBW Business and Wealth Advisers.
Mitchell & Azaria reflect on their own experience and share words of wisdom on how to approach entering the financial planning industry. They discuss their different introductions to the industry, the application process for jobs, deciding on the right role, interview tips, salary expectations, and how to stand out from the competition.
In this episode we speak to Marisa Broome, former chair of the Financial Planning Association of Australia (FPA) and certified financial planner. Marisa provides exciting insight into what you can bring to the financial planning industry, what you can do to learn as much as you can from experienced professionals, the changes you can expect to see in the coming years, and how you can maximise the opportunities provided to you.
Note: Please be advised that this recording was made in 2021 during the COVID-19 pandemic and prior to the conclusion of FASEA. For the most current regulatory information on financial planning, kindly refer to the Department of Treasury and ASIC websites.
In this episode, we speak to Amelia Constanditis, Standards Director of The Financial Adviser Standards and Ethics Authority (FASEA). Amelia provides us with a step by step walkthrough of what is required to become a financial planner, from university all the way through to advising clients. Amelia tackles topics such as choosing your degree, the professional year, tips for those with foreign qualifications, non-approved degrees, and advice for those who are looking to sit the entrance exam.
Note: Please be advised that this recording was made in 2021 during the COVID-19 pandemic and prior to the conclusion of FASEA. For the most current regulatory information on financial planning, kindly refer to the Department of Treasury and ASIC websites.
In this episode, we speak to Julian Place, an experienced financial planning professional who has both provided financial advice to clients, and has coached up-and-coming financial planners. Julian’s extensive experience has taught him many lessons, which he shares with us in this episode. We cover the daily duties involved in the job, work life balance, pay, the challenges you may face, the highlights of the role, and much more.
Note: Please be advised that this recording was made in 2021 during the COVID-19 pandemic and prior to the conclusion of FASEA. For the most current regulatory information on financial planning, kindly refer to the Department of Treasury and ASIC websites.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the financial advice of the professional year & future planners with Ben Donald
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack discuss compliance & controlling the controllables with Conrad Travers.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the FPA Professionals Congress 2022 & the planned merger of the AFA & FPA with Sarah Abood & Phil Anderson.
In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the beginnings of intelliflo & advice technology with Nick Eatock.
In this episode recorded live at the FPA Professionals Congress 2022, Danni Visser discusses aged care with Kerry Darton, Jason Burley & Assyat David.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Life Insurance with Cameron Peck.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss what advice will look like in 2030 with Brett Wright.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss what advice will look like in 2030 with Hon. Bernie Ripoll.
In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss disability claims with William Johns.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser provide a policy update & discuss video SOAs with Ben Marshan.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss behavioural finance with Dr Paul Moran.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack discusses the journey of Four Pillars gin from its early days to where they are now, highlighting their attention to quality and building trust with Matt Jones.
In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the advice profession, community & purpose with David Sharpe CFP®.
In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss the future of advice delivery & paraplanning with Melanie Drago.
In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss professional practices and profitability of clients with Jason Andriessen.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Climate & Finance with Nicolette Boele.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Technology & Advice with Corey Wastle.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the Quality of Advice Review with Michelle Levy & Sarah Abood.
In this episode recorded live at the FPA Professionals Congress 2022, Danni Visser discusses cybersecurity with co-host Fraser Jack.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss cybersecurity with Charmaine Lamprecht.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss releasing a client ethically with Kathryn Creasy.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Technology & Advice with Peter Worn.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss the adviser’s mission when working with clients with Kathryn Orman.
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Elder Abuse with Adam Crabbe, Risk Strategy Specialist at Zurich
It’s easy to get caught up in the routine of lectures, classes, and studying, however it's important that you make the most of the experience and the opportunities university provides while you can.
In this episode, we speak to Graeme Morris, Associate Adviser and previous FPA University Student of the Year award winner. Graeme walks us through some of the highlights of his time at university, and provides encouragement to get involved in opportunities such as student societies, leadership programs, scholarships, networking, and more. Graeme also shares some great nuggets of advice in regards to events to attend, and people to reach out to.
Tune in to learn how to build your skills prior to entering the financial planning workforce, ensuring that you are equipped with both the technical knowledge and the confidence to have a successful career.
Being a financial planner is an incredibly rewarding career, but have you thought about the wide variety roles that make up this industry? Whether it be paraplanning, management, compliance, or specialising in areas of advice, there is something out there for everyone
In this episode, we speak to Ben Willard, Head of Phone and Virtual Advice at Aware Super. Ben has worked as a financial planner, and in a variety of roles, which gives him unique perspective on the different opportunities available outside of just financial planning. We talk about the different careers, what qualities suit different roles, choosing between a small and a large organisation, and the best roles to start out in.
This episode is all about becoming exposed to all the different career options available within this broad industry. Whether you love working with people, dealing with numbers, management, or understanding law, there is a role for you!
In this episode of the FPA podcast- paraplanner series, Kate Fellows, Founding Director of The Professional Paraplanner, interviews Lachlan Haigh, Financial Strategist, Tupicoffs & Winner for the 2019 Paraplanner of the Year, FPA Awards.
Tune in to explore the best practices in the paraplanning profession and how to set yourself apart as a paraplanner.
In this episode of the FPA podcast- paraplanner series, Kate Fellows, Founding Director of The Professional Paraplanner also FPA’s Professional Peer Network (PPN) Ambassador, talks about the importance of paraplanners; their future; insights into being a better paraplanner; education, tool & resources and tips for the paraplanners.
Tune in for an in-depth dive into what's happening in the paraplanning space.
In this episode of the FPA Podcast we talk with Tim Manwaring, who has recently completed his Professional Year with Eureka Whittaker Macnaught and Greg Cook, who supervised him. We'll be talking about the process, what you need to do, the skills you need to develop and how to engage with clients. This episode is CPD accredited.
In this episode of FPA student podcast series we speak to Jemimah McMurray, Student Engagement Manager at the Financial Planning Association of Australia (FPA). Jemimah walks you through exactly what a professional year entails, and where to find all the resources required to start. Jemimah also shares some of the great ways in which new entrants can ensure they are ready to have the professional year conversation with their employers.
This episode is all about demystifying the professional year and breaking it down into simple, easy to understand steps. Jemimah provides clarity on some of the frequently asked questions, so that you have the answers you need to get started.
What You'll Learn From This Episode:
● What is the professional year & why was it made?
● What are the requirements?
● What is involved in each of the PY quarters?
● At what stage do I need to pass the FASEA exam?
● What are acceptable job titles for new entrants?
● How long should a professional year go for?
● What if I take a career break midway?
● What if I change workplaces? Do I have to start my professional year again?
● When can you commence a professional year?
● Can internships count towards a professional year?
● Do experienced people in the industry still have to do a professional year?
● What resources will I need to use?
● Where can I find these resources?
● Are there ongoing education requirements after you've completed the professional year?
In this episode of FPA student podcast series, we speak with Mitchell Harrison and Matthew Grapsas from LBW Financial Planning. We hear from both Mitchell’s experience as someone who has recently completed the professional year, and Matthew’s experienced as a Financial Planner and supervisor of a new entrant. We touch on topics such as being ready to start a professional year, finding a supervisor, client involvement, managing logbook requirements, and tonnes more.
This episode is all about hearing first-hand for those who have been through the professional year process, what to expect. Mitchell and Matthew provide great insight and advice for anyone who is looking to undertake a professional year, or who is going through it currently, to help you make the experience as seamless as possible.
In this episode of FPA student podcast series our hostAzaria Bell, Associate Adviser, podcast host, and long-term member of the Financial Planning Association of Australia is joined byDr Katherine Hunt, Program Advisor and Lecturer, Griffith University to explore what you should be considering while picking your subjects.
Introducing FPA student podcast series!
In this 10- part series, we’re going to be talking to a number of experts from the industry to answer all of those burning questions you might have about entering the financial planning industry. Whether it's structuring your degree, starting a professional year or landing that first job.
Our Podcast host Azaria Bell is an Associate Adviser and long-term member of the Financial Planning Association of Australia. Azaria graduated in 2019 with a Bachelor of Commerce, majoring in Financial Planning and Taxation. In 2017, Azaria was awarded the FPA University Student of the Year, and is now a member of the Emerging Professionals Committee which aims to introduce Financial Planning to more career seekers. Azaria is currently completing her professional year, and is passionate about bringing more young people into the profession.
In this episode of the FPA podcast- paraplanner series, Kate Fellows, Founding Director of The Professional Paraplanner is joined by Nadia Docker, Director, Kinetic Compliance to discuss various aspects and importance of compliance for paraplanners.
Tune in to explore “compliance hotspots” that paraplanners should be aware of.
In this episode of the FPA Podcast, Samantha Clarke of Advice RegTech joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss technology including Fintech, RegTech and innovation. This episode is CPD accredited.
In this episode of the FPA Podcast, Graham Burnard of Elixir Consulting joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss what you need to know when it comes to valuing your financial planning business for sale.
In this episode of the FPA Podcast we speak to the authors of the Australian Financial Advisers’ Wellbeing Report 2021, Dr Adam Fraser and Dr John Molineaux, who are joined by Marisa Broome, CFP® and Olivia Sarah-LeLacheur, the Transformation Director for AIA Australia the sponsors of the research, to discuss the mental health and wellbeing of financial planners. Proudly sponsored by AIA Australia.
In this episode of the FPA Podcast, Simon Hoyle of Coredata and John Hewison of Hewison Private Wealth join Ben Marshan, Head of Policy, Innovation & Strategy FPA to discuss what creating a successful business looks like.
In this episode, FPA Chair, Marissa Broome, and FPA head of policy innovation and strategy, Ben Marshan, join Dante De Gori to talk about the FPA Policy Platform.
In this episode of the FPA Podcast, Ben Marshan, Head of Policy, Strategy and Innovation for the FPA is joined by Nadia Docker of Kinetic Compliance and Sean Graham of Assured Support to discuss self-licensing practices and whether it’s the right move for you and your practice.
In this episode of the FPA Podcast, Nick Hannan joins Dante De Gori and Ben Marshan from the FPA to discuss the recent federal budget and outline some of the key components included within it.
In this episode, Dante De Gori CFP® and Ben Marshan CFP® discuss FPA’s policy and reform agenda including our fight against the rise in the ASIC industry funding levy and the annual renewal of ongoing fee arrangements from 1 July.