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The ifa Show - Podcast

The ifa Show

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

Finance Business Money Investing Advice
Update frequency
every 6 days
Average duration
27 minutes
Episodes
302
Years Active
2017 - 2025
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Understanding the tax deductibility of advice fees

Understanding the tax deductibility of advice fees

In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at Tangelo Advice Consulting, to discuss the ATO’s final determination on tax deductibi…

00:42:51  |   Wed 06 Nov 2024
How an advice framework can boost serviceability

How an advice framework can boost serviceability

In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently complete…

00:26:09  |   Wed 30 Oct 2024
Navigating the complex world of aged care advice

Navigating the complex world of aged care advice

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley to discuss the growing importance of aged care advice in Australia as the populat…

00:31:31  |   Wed 23 Oct 2024
Guiding clients through uncertainty

Guiding clients through uncertainty

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Grant Hackett, CEO of Generation Life, and Rebecca Pritchard, senior financial planner at Rising Tide Financial Services, to …

00:39:02  |   Wed 16 Oct 2024
Will the DBFO ever be legislated?

Will the DBFO ever be legislated?

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa deputy editor Keith Ford to discuss a range of issues within the financial advice space, including the opposition’s stron…

00:34:52  |   Wed 02 Oct 2024
From research to reality: How Dawn Thomas aims to transform super for Generation Z

From research to reality: How Dawn Thomas aims to transform super for Generation Z

In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as…

00:29:02  |   Wed 25 Sep 2024
AI in financial advice: Cutting through the hype and evaluating opportunities

AI in financial advice: Cutting through the hype and evaluating opportunities

In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial adviser…

00:27:33  |   Wed 18 Sep 2024
Financial advice at the Olympics – Learning from the track

Financial advice at the Olympics – Learning from the track

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 her experience at the 2024 Paris Olympics and the impo…
00:18:03  |   Wed 11 Sep 2024
The future of single practitioner advice firms

The future of single practitioner advice firms

In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an importan…

00:30:30  |   Wed 04 Sep 2024
Unlocking the potential of your CRM with Matt Esler

Unlocking the potential of your CRM with Matt Esler

In this episode of The ifa show, host Maja Garaca Djurdjevic and Matt Esler, co-founder and co-CEO of Padua, explore how financial advisers can maximise the potential of their CRM systems.

He emphas…

00:24:14  |   Wed 28 Aug 2024
Finding the ‘secret sauce’ for advice firm operations

Finding the ‘secret sauce’ for advice firm operations

In this episode of The ifa Show, host Keith Ford is joined by Lana Clark, founder of GSD Lab and senior consultant at Elixir Consulting, powered by VBP, to take an in-depth look at some of the key fi…

00:33:40  |   Wed 21 Aug 2024
‘Milestone event’: Inside the Entireti, AMP deal

‘Milestone event’: Inside the Entireti, AMP deal

In this episode of The ifa Show, host Keith Ford is joined by Neil Younger, CEO of Entireti, to discuss the firm’s recently announced strategic partnership that will see Entireti take a majority stak…

00:32:03  |   Wed 14 Aug 2024
‘I’m really bullish on the profession’: The opportunity to provide value

‘I’m really bullish on the profession’: The opportunity to provide value

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he bel…
00:27:51  |   Wed 07 Aug 2024
Don’t wait for the silver bullet of regulatory reform

Don’t wait for the silver bullet of regulatory reform

In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and …

00:33:54  |   Wed 31 Jul 2024
Navigating financial advice and finding a niche

Navigating financial advice and finding a niche

In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and…

00:30:25  |   Wed 24 Jul 2024
Insights on the UK and Australian financial advice landscape

Insights on the UK and Australian financial advice landscape

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian fin…

00:40:10  |   Wed 17 Jul 2024
‘Sanity prevailed’: How adviser action helped change the DBFO bill

‘Sanity prevailed’: How adviser action helped change the DBFO bill

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill…

00:40:12  |   Wed 10 Jul 2024
The evolving landscape for advice platforms

The evolving landscape for advice platforms

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panoram…

00:22:50  |   Wed 03 Jul 2024
Understanding the regulatory costs impacting advice

Understanding the regulatory costs impacting advice

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice.

00:33:25  |   Thu 27 Jun 2024
Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation

Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evoluti…

00:21:35  |   Wed 19 Jun 2024
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