PODCAST · business
Advice Evolution - Non Weekly Update
by David Harris
Advice Evolution - CEO update, EO update, Inside Word
Episodes
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AE Group Podcast - CEO Update #75 | 28 August 2026
In this episode, David covers key industry developments, business updates, and upcoming initiatives, including: • Daniel Mulino’s 20 August National Press Club presentation • Switching rules and the new class of adviser • CSLR, SMSF training and proposed levy changes • ATO powers and the impact…
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AE Group Podcast - CEO Update #74, 31 July 2026
In this episode, David covers a range of important business updates, industry insights, and upcoming initiatives, including: • Upcoming PD Day adviser session • Cybersecurity and data protection • 15th Anniversary Shareholders’ Dinner planning • 2026 Conference preparation and focus areas •...
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AE Group Podcast - CEO Update #73, 29 June 2026
In this episode, David covers a range of key business updates and upcoming initiatives, including: Board Meeting highlights 15th Anniversary Shareholders Dinner Claude AI and Claras updates RetireMap and SOA feedback Summit planning AE Direct and adviser referrals Upcoming PD Day AI-powered file...
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AE Group - The Inside Word #20, Charmaine Hall (Unbound Financial)
Let’s learn about Charmaine Hall of Unbound Financial as she shares her background, passion, and interesting facts. She also speaks briefly about his work environment in Wangaratta, how his fast-growing solo practice operates, and what he enjoys about building a community-driven advice business....
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AE Group Podcast - CEO Update #72, 23 April 2026
In this episode, David shares key updates across the business, including developments in AI and advice processes, compliance expectations, and file quality improvements. He highlights important regulatory updates such as the CSLR levy, AUSTRAC requirements, and AFCA insights, while reinforcing…
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AE Group Podcast - CEO Update #71, 23 March 2026
In this episode, David shares key business updates, including AE Group’s 15-year milestone, along with important compliance reminders and practical guidance for advisers. He also covers audit improvements, client reviews, cybersecurity, and offshore support, while highlighting industry risks and...
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AE Group Podcast - CEO Update #70, 03 March 2026
In this episode, David shares insights from the recent Advice Summit held at the National Press Club in Canberra, along with key industry developments, regulatory updates, and opportunities ahead for advisers and the profession.
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AE Group Podcast - CEO Update #69, 28 October 2025
This update announces the release of AE Group Podcast – CEO Update #69, where David Harris shares key business, compliance, and team updates for all advisers. The episode covers upcoming CPD and Ensombl PD Day reminders, regulatory and training updates (ASIC, AML, succession planning, cyber...
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AE Group Podcast - CEO Update #68, 20 June 2025
In this episode, David covers a range of important updates and reminders for all advisors and team members, including: Contribution cap checks – A timely reminder as we approach EOFY: to carefully monitor client contribution caps to avoid breaches and potential regulatory issues. Cowell Clarke...
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AE Group - CEO Update #67, 24 April 2025
In this episode, David Harris discussed about: Professional Indemnity Insurance Upcoming Conference Compliance Market situation SMA’s and Portfolios Client fees PD Day in Sydney Ensombl Portals for sharing files Cyber risk security Unit trust auction Regulatory obligation Financial services...
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Advice Evolution Group - CEO Update #66, 13 December 2024
In this episode, David Harris discussed about: Statement of variation Website Disclosure Information - is live Ongoing Agreements Compliance feedback Training ideas Site Visit feedback Insignia - Private Equity Takeover Changes for new year (watch this space) 2025 Conference will be in Darwin...
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Advice Evolution Group - CEO Update #65, 26 November 2024
In this episode, David Harris discussed about: 2024 Brisbane conference post-update Adviser group chat in Zoom channel Office closed: 22nd December - 6th of January Financial outcomes from Stephen Jones Acquire new clients Audits Site visits Next year's conference: September in Darwin. Tech tips…
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Advice Evolution - CEO Update #64
In this episode, David Harris discussed about: The iExtend license. FSG. End to End Team and the AE Direct Team. He shared his insights from the VBP conference and had the opportunity to catch up with the team in Cebu. Compensation Scheme of Last Resort (CSLR). The importance of cyber insurance....
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Advice Evolution with iExtend (Special Episode)
In this episode, David is joined by iExtend’s Head of Distribution Protip Dasgupta, and the Head of Alliances, Mark Stubbings who then announce that iExtend has finally been granted a license to offer financial services products and to provide general advice in Australia. iExtend also briefly...
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Advice Evolution - CEO Update #63, 08 July 2024
In this episode, David Harris discussed about: * Education pathway initiative for financial advisors * Increased oversight by superannuation trustees, and concerns about Financial Disclosure Statements. * Recent merger of the SSHH Unit Trust and Fintegrity Wealth * Fintegrity Wealth’s advisors…
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Advice Evolution - CEO Update #62, Professional Year Podcast feat. Mimi & Noemi
Quick recap The Professional Year program within Advice Evolution was discussed, with Noemi and Mimi providing insights into the application process, qualifications, and requirements for new financial advisors. The structure of the Professional Year (PY) program, including training and…
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Advice Evolution - The Inside Word #19, Bradley Smith
Quick recap Brad shared his personal background, career journey, and his approach to working with diverse clients, emphasizing the importance of strong relationships and a fee-based model for their services. He also discussed his transition from coaching soccer to netball and his future concerns,...
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Advice Evolution - The Inside Word #18, John Saunders (The Pittwater Partnership)
Quick recap Introducing John Saunders, an aged care specialist, from Scotland Island. He discussed his own professional journey. He emphasized the importance of financial planning in aged care, particularly for small to medium-sized businesses, and offered expertise in aged care to advisers. John...
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Advice Evolution - Inside Word Special Episode ft. Andrew Formica (Magellan)
Quick recap Andrew Formica, the Executive Chairman of Magellan, shared his career journey and belief in active management. He discussed the challenges faced by Magellan and his strategy to boost morale and re-establish communication with clients. He also emphasized the importance of fees as a…
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Advice Evolution - Inside Word #16 Ginelee Baliquig (AE End-to-End Process)
Quick recap David Harris introduced a new initiative called the 'End to End process', which aims to revolutionize the way administrative services are conducted within the practice. Ginelee, who is in charge of this initiative, confirmed its smooth operation and shared her personal details. They...
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Advice Evolution - EO Update #05, 01 March 2024
Episode content: Education Program Overview CPD tracking Russell PD Day on 27 March Ensombl PD Day 9 May 2024 AE Conference If you have any questions, please feel free to reach out: • [email protected] • [email protected] Don't miss an episode! Visit our AE intranet to keep…
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Advice Evolution - The Inside Word #15 Corey Kovac (Forbes Wealth Planning)
Let us get to know the first PY graduate of Advice Evolution, Corey Kovac as he shares his personal life and his experiences with Forbes Financial in Adelaide. Corey discusses his journey as a financial adviser, his approach to client meetings, and his charging methods. To keep you updated on all...
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Advice Evolution - CEO Update #61, 22 February 2024
Quick recap David covered a range of topics including congratulating Corey on being the first PY graduate from Forbes Financial in South Australia and announcing plans for a podcast to discuss his experience and learnings. He also discussed service improvements and future plans, emphasizing the...
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Advice Evolution - The Inside Word #9 Niña Casia (Prospero)
Let's get to know AE's dedicated FPA, Nins, as she discusses her personal life and recreational hobbies. She also talked about her favorite tasks, what she appreciates most about her profession and her future plans.
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Advice Evolution - The Inside Word #14, Andrea Suyo (Tweed Financial)
Let's get to know Drea better as she discusses her personal and professional experiences. She discusses her role in Advice Evolution as well as in Tweed Financial. She discusses some of her favorite tasks and things she enjoys about her career. She also discussed some of her hopes and goals.…
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Advice Evolution - The Inside Word #12, Sophia Igaran (AE Support)
In this episode, Pia, from the Advice Evolution Support Team discusses her professional and work environment. Let us get to know her as she speaks about herself and her aspirations. Don't miss an episode! Stay up to date by visiting our AE Intranet. You may click on this link:...
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Advice Evolution - The Inside Word #13, Stuart Roe (ETG Wealth)
In this episode, Stu discusses how he started into advice and his business fundamentals. He also provided some amusing facts and details about his personal life. Don't miss an episode! Stay up to date by visiting our AE Intranet. You may click on this link:...
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Advice Evolution with iExtend (Special Episode)
David Harris with Mark and Protip from iExtend
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CEO Update #60, 21 December 2023
Episode content: 2023 Look back The Education Process for 2024 Fee Increase End-to-end process & IFF modeling tool Quality Advice Review ROA system Compliance Communication
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Advice Evolution - The Inside Word #11, Jason Burnell (Set4Life)
Let's learn about Jason of Set4life as he shares his background, passion, and interesting facts. He also speaks briefly about his work environment, its setup, and what he enjoys about it. He discusses his coolest and most memorable advising strategy, fee models, and incorporating AI in advice.
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Advice Evolution - The Inside Word #10, Jacklyn Pracuelles (LFG)
Jacky from Lifetime Financial Group shares her roots, passion, and interesting trivia to help us get to know her better. She talked about her role in LFG, the setup of her workspace, and her favorite aspects of her profession.
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Advice Evolution - The Inside Word #8, Gretel Chiswell
Get to know Grets and what she enjoys about advising. In this episode, she will also discuss how she gets into the advice and how it connects to some of her life passions.
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CEO Update #59, 13 November 2023
In this episode, we will discuss: PD Day in Sydney (Ensombl) AE Advisers Catch-Up Melbourne Visit 2024 Brisbane conference SSHH Unit Trust AGM & GM SOA (Advice Objectives) Training Breaches Christmas Thanks for listening!
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The Inside Word #7, Andrew Townsend
Get to know Townie as he talks about a little something about himself and his advising styles and strategies.
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The Inside Word #6, Kristy MacDonald
Let us hear from Kristy as she discusses her personal preferences, hobbies, and her journey from admin to advising. She also talked about her coolest strategies and what's next for KmacD Financial.
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The Inside Word #5, Matt Hilditch
Matt from Oakwell Financial Advice, North QLD, talks about his experiences in running the business, some of his personal stuff as well as interests, hobbies, and studies. He also describes what he likes about advising and his perfect client.
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CEO Update #58 24 July 2023
In this podcast, we will discuss: Licensee Summit Conference, Immigration, Streaming, and recording Gala Dinner Philippines experience Business Planning, know your numbers. Agreements, Average fee, Cost to serve, Profit End-to-End Process ALRC report C QAR Education requirements Inside Word…
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The Inside Word #4, Anirudha Maiti
Maiti who works in United Planning talks a little about his culture, his advice journey, interests and hobbies, and life in Sydney.
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The Inside Word # 3, Reegan Wass
Reegan Wass of Cox Financial, talks about advice, a hot off-the-press update about the business, and life in Townsville.
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EO Ensombl ALPD Day Recap
EO Ensombl ALPD Day Recap
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The Inside Word # 2, Andrew Collis
Andrew Collis of Prospero Financial Planning, previous Adviser of the Year of Advice Evolution talks about advice and life in Melbourne.
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Risk Tasker
Now you can outsource Risk insurance and keep it within AE Reach out to the team to get added to the Zoom group
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The Inside Word #1, Ash Montesin
Ash Montesin of Regional Financial Solutions, AE Adviser of the year talks about advice and life in Forster
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CEO Update #57, 03 April 2023
PD Day 3 May, Melb Conference - not toooo late QAR Government Iff Welcome, Matt C, Matt H, Matt M, Gretel Graduates - Striver..... Site Visits Audits - Mimi Capital raising, share offers "The Inside Word" Fixed Term Agreements' PI Survey results and thanks Support team tasks 3CX
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EO Update # 04, 19 January 2023
This episode covers the following topics: 1. AE Conference 2023 - RSVP 2. AE Graduate Program & Striver 3. Upcoming PD Day in March 2023 4. Adviser Referrals
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CEO Update #56, 12 December 2022
CEO Update #56 Year in review Audits - over achieving and new system Conference in Cebu - RSVP and travel VBP conf Tax Practitioner Board - No more Model Portfoilio Ops team on Leave 21st to the 4th January - time to reflect CPD - get it done Grad Programme Pays - 21 December & 18th Jan Adviser...
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EO Update # 03, 13 October 2022 - Conference Update Margaret River 2022
This podcasts covers short and sweet conference update - Margaret River 2022.
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EO Update # 2, 06 September 2022 - Marketing Podcast
In this podcast, Brooke is joined by special guest, Tahlia Webster as they discuss all things marketing. The four major points being explored in this episode include: Identifying your USP, knowing your target audience, and the importance of having a great Website & Marketing Channels. If you…
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CEO Update # 55 - Licensee Summit, 08 July 2022
Individual licensing - FPA, PP. Professionalism ALRC - 3 year to presentation, 10 year to deliver, Sept 22, Nov 23 (Final) Website now QAR - Michelle Levy. Low hanging fruit 1. Advice Docs 2. TMD 3. General Advice 4. Not having to give full advice 5. Language 6. Tax deductibility Adding value,...
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CEO Update #54 - AE Cyber Security Update, 28 June 2022
Self Defence - don't be stupid Passive Defense - 2FA etc 11 Point check Trello for Gmail Cyber security uncut Servers are complicated and hard to secure Emailing bank detail!! 11 points to consider - Email to follow 1. firewall 2. Keep security up to date 3. Have a policy and insurance 4. VPN 5....
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ABOUT THIS SHOW
Advice Evolution - CEO update, EO update, Inside Word
HOSTED BY
David Harris
CATEGORIES
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Frequently Asked Questions
How many episodes does Advice Evolution - Non Weekly Update have?
Advice Evolution - Non Weekly Update currently has 109 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Advice Evolution - Non Weekly Update about?
Advice Evolution - CEO update, EO update, Inside Word
How often does Advice Evolution - Non Weekly Update release new episodes?
Advice Evolution - Non Weekly Update publishes regularly with 109 episodes available. Check the episode list for the typical release schedule.
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Who hosts Advice Evolution - Non Weekly Update?
Advice Evolution - Non Weekly Update is created and hosted by David Harris.
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