PODCAST · business
FAAA Podcast
by Financial Advice Association of Australia (FAAA)
Welcome to the FAAA Podcast, brought to you by the Financial Advice Association of Australia. Created to delve deeper into the issues facing our profession and engage experts on topical issues impacting FAAA members.
Episodes
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FAAA Podcast Congress Series 2023
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.
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FAAA Podcast Congress Series 2023
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.
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FAAA Podcast Congress Series 2023
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.
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FAAA Podcast Congress Series 2023
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
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FAAA Podcast Congress Series 2023
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
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FAAA Podcast Congress Series 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
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FAAA Podcast Congress Series 2023
Recorded live at the FAAA Congress 2023, Fraser Jack discusses with Conrad Travers, practical compliance tips to master advice efficiency.
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FAAA Podcast Congress Series 2023
Fraser Jack talks with Aaron Dunn live from the FAAA Congress 2023 around the hottest topics and latest intel in SMSFs currently.
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FAAA Podcast Congress Series 2023
Fraser Jack talks to Brent Fairhead live from FAAA Congress 2023 in Adelaide.
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FAAA Podcast Congress Series 2023
Fraser Jack speaks with Nathan Fradley at FAAA Congress 2023
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How to Get Involved in Student Societies at University
In this episode, Azaria Bell is joined by Arlen Micklesson, the Secretary and Financial Planning Coordinator at the Griffith University Association of Commerce (GUAC). Arlen shares his experiences and insights on how to get involved in student associations while in university. He discusses his…
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Professional Year Experience Discussion
In this episode, Azaria Bell, host and financial adviser at Skye Wealth, and Nicole Gardner, financial adviser at Precision Wealth Management, both of whom have successfully completed their professional year, have a discussion about their experiences. The two financial advisors share their…
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Celebrating Women in Financial Planning
In this episode, Azaria Bell is joined by Marietta Gibbs, a highly experienced national account executive at investment management company Allan Gray. In this episode, Marietta shares her experiences and insights as a woman in the financial planning industry. She discusses her background and how...
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10 Tips to set yourself apart at University
In this episode, host and financial planner at Skye Wealth, Azaria Bell, shares her insights as the 2017 Student of the Year award winner on how to stand out during your university experience. Azaria provides tips on ways to enhance your university experience and make the most of your time there....
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FPA Future Financial Planner Podcast: How to be confident with clients
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...
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FPA Future Financial Planner Podcast: Academics and financial planning - how to further your studies in research
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...
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FPA Future Financial Planner Podcast: Study tips to ace your financial planning degree
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...
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FPA Future Financial Planner Podcast: What being a financial planner is really like
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...
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FPA Future Financial Planner Podcast: Stepping into your first role - what to expect
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...
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FPA Future Financial Planner Podcast: The Future of Financial Planning
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…
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FPA Future Financial Planner Podcast: The pathway to becoming a financial planner explained!
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.…
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FPA Future Financial Planner Podcast: Why choose a career in financial planning?
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…
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FPA Professionals Congress 2022 #24 - Discussion with Ben Donald, Managing Director at Austbrokers Life
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
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FPA Professionals Congress 2022 #23 - Discussion with Conrad Travers, Principal Consultant at Tangelo Advice Consulting
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack discuss compliance & controlling the controllables with Conrad Travers.
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FPA Professionals Congress 2022 #22 -Discussion with Sarah Abood, CEO at the Financial Planning Association of Australia and Phil Anderson, CEO at the Association of Financial Advisers
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.
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FPA Professionals Congress 2022 #21 - Discussion with Nick Eatock, CEO at intelliflo
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.
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FPA Professionals Congress 2022 #20 - Discussion with Kerry Darton, Founder of Clarity Financial Advice, Jason Burley, Senior Financial Planner at Burley Aged Care Advice & Assyat David, Director at Aged Care Steps
In this episode recorded live at the FPA Professionals Congress 2022, Danni Visser discusses aged care with Kerry Darton, Jason Burley & Assyat David.
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FPA Professionals Congress 2022 #19 - Discussion with Cameron Peck, Director at Safeguard Life
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Life Insurance with Cameron Peck.
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FPA Professionals Congress 2022 #18 - Discussion with Brett Wright, Founder of LifeBid
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.
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FPA Congress 2022 #17 - Discussion with Hon. Bernie Ripoll, Chairman and Director at Otivo, Executive Chair at Utilitas Grou
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.
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FPA Professionals Congress 2022 #16 - Discussion with William Johns, CEO and Founder of Health & Finance Integrated, and Founder of ClaimRight
In this episode recorded live at the FPA Professionals Congress 2022, Clayton Daniel & Danni Visser discuss disability claims with William Johns.
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FPA Professionals Congress 2022 #15 - Discussion with Ben Marshan, General Manager of Policy and Advocacy, the Financial Planning Association of Australia
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.
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FPA Professionals Congress 2022 #14 - Discussion with Dr. Paul Moran, CEO and Founder of iFactFind
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss behavioural finance with Dr Paul Moran.
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FPA Professionals Congress 2022 #13 - Discussion with Matt Jones, Co-Founder and Brand Director at Four Pillars Gin
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.
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FPA Professionals Congress 2022 #12 - Discussion with David Sharpe CFP®, FPA Chair and Director at Globe Financial Planning
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®.
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FPA Professionals Congress 2022 #11 - Discussion with Melanie Drago, Founder of Tanngo, and Senior Consultant at Tangelo Advice Consulting
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.
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FPA Professionals Congress 2022 #10 - Discussion with Jason Andriessen, Consulting Partner at MYMAVINS, and Co-Founder and Chair at Catalpa
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.
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FPA Professionals Congress 2022 #9 - Discussion with Nicolette Boele, Expert Adviser at the Smart Energy Council, and Shadow Representative for Bradfield
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Climate & Finance with Nicolette Boele.
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FPA Professionals Congress 2022 #8 - Discussion with Corey Wastle, CEO at Verse Wealth
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Technology & Advice with Corey Wastle.
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FPA Professionals Congress 2022 #7 - Discussion with Michelle Levy, Partner at Allens and Sarah Abood, CEO at the Financial Planning Association of Australia
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.
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FPA Professionals Congress 2022 #6 - Discussion with Fraser Jack, Founder of The Cyber Collective
In this episode recorded live at the FPA Professionals Congress 2022, Danni Visser discusses cybersecurity with co-host Fraser Jack.
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FPA Professionals Congress 2022 #5 - Discussion with Charmaine Lamprecht, Chief Operating Officer and Principal at Capital Partners
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss cybersecurity with Charmaine Lamprecht.
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FPA Professionals Congress 2022 #4 - Discussion with Kathryn Creasy, Wealth Adviser and Principal at Capital Partners
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss releasing a client ethically with Kathryn Creasy.
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FPA Professionals Congress 2022 #3 - Discussion with Peter Worn, Joint-Managing Director at Finura Group
In this episode recorded live at the FPA Professionals Congress 2022, Fraser Jack & Danni Visser discuss Technology & Advice with Peter Worn.
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FPA Professionals Congress 2022 #2 - Discussion with Kathryn Orman, Senior Financial Planner/Coy Director at Goals & Dreams Financial Planning
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.
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FPA Professionals Congress 2022 #1 - Discussion with Adam Crabbe, Risk Strategy Specialist at Zurich
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
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Looking after the wealth & health of your clients
Financial stress can have a negative impact on a persons’ health and wellbeing. As a financial planner you have the opportunity to speak with your clients’ about both of these and affect positive change. In this episode of the FPA Podcast, we talk to AIA Vitality Ambassador Dr. Preeya Alexander…
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Succession Planning
Developing and implementing a business succession plan is a key part of business planning, yet only one in 10 practices have an effective plan in place. This podcast talks to David Andrew of Capital Partners about how they have successfully transitioned the family business, and how they plan to...
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Understanding Target Market Determinations and DDO9
In this episode of the FPA Podcast, David Barrett, Head of Macquarie Technical Services joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss what is a Target Market Determination (TMD) and as a financial planner what are the obligations and requirements you need to be aware…
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Episode 10 - Building the right client base
In this episode of the FPA Podcast, Sue Viskovic of Elixir Consulting joins Ben Marshan, Head of Policy, Innovation & Strategy, FPA to discuss how financial planning practices can effectively execute a strategy that targets the right type of client for their business.
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ABOUT THIS SHOW
Welcome to the FAAA Podcast, brought to you by the Financial Advice Association of Australia. Created to delve deeper into the issues facing our profession and engage experts on topical issues impacting FAAA members.
HOSTED BY
Financial Advice Association of Australia (FAAA)
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Frequently Asked Questions
How many episodes does FAAA Podcast have?
FAAA Podcast currently has 83 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is FAAA Podcast about?
Welcome to the FAAA Podcast, brought to you by the Financial Advice Association of Australia. Created to delve deeper into the issues facing our profession and engage experts on topical issues impacting FAAA members.
How often does FAAA Podcast release new episodes?
FAAA Podcast has 83 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to FAAA Podcast?
You can listen to FAAA Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts FAAA Podcast?
FAAA Podcast is created and hosted by Financial Advice Association of Australia (FAAA).
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