The ifa Show

The ifa Show

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All Episodes

Breaking down the state of advice

In this episode of the ifa Show, host Keith Ford is joined by Nathan Fradley of Fradley Advice to take a look at all of the big topics that are impacting the financial advice profession, from AI and data security to AML/CTF and the CSLR. Nathan breaks down why AI is both a powerf ...  Show more

Making the shift from product provider to running an advice firm

In this episode of the ifa Show, host Keith Ford speaks with Charlotte O'Meara, general manager of Falcon Financial Advisers, about her move away from her former role as head of responsible investment at Challenger to running an advice practice. Charlotte unpacks the differences ...  Show more

Education reform, CSLR options and avoiding fund failures

In this episode of the ifa Show, host Keith Ford speaks with FAAA general manager of policy, advocacy and standards Phil Anderson about the spate of consultations that the government is undertaking in the financial advice space. Phil breaks down what is in the education reform pr ...  Show more

Inside Australia's underinsurance problem – and why risk specialists matter

In this episode of the ifa Show, host Keith Ford is joined by Paul Luu, financial adviser and life insurance specialist at Evalesco and Principal Edge, to unpack the scale and causes of Australia's underinsurance problem. Paul explains how risk advice fits within a holistic plann ...  Show more

Why going it alone isn't always the answer in financial advice

In this episode of The ifa Show, host Keith Ford is joined by financial adviser Jayde Jenkins to unpack the realities of starting and running an advice business, and why the idea of launching a firm can be appealing for many advisers but doesn't always deliver the outcomes they e ...  Show more