FPA Podcast

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 talks with Ross Dawson at the FAAA Congress 2023 on the Power of A.I.

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.

Fraser Jack talks to Brent Fairhead live from FAAA Congress 2023 in Adelaide.

Fraser Jack speaks to FAAA Chair David Sharpe live from the FAAA Congress 2023.

Fraser Jack speaks with Nathan Fradley at FAAA Congress 2023

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.

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 role at GUAC and its purpose, how he found out about the society and got involved, how he separates his duties and covers expenses incurred in running events, and the time involved in doing so.Arlen also covers the pros and cons of being part of a student association and provides valuable advice for those interested in joining or starting a society. Whether you're just starting out in university or considering becoming more involved in student life, this episode provides a wealth of information and guidance to help you get started.

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 insights about the professional year. They discuss how they brought up the professional year with their employer, what role they were doing, how they managed their logbooks, how they prepared for the financial adviser exam, and what happened after they finished the professional year.They also touch upon the challenges they faced and the value they gained from the professional year experience. This episode provides valuable advice and inspiration for anyone looking to start their professional year. Azaria and Nicole share their tips and advice on how to prepare, manage expectations, and make the most of the professional year experience. Whether you are a financial planning student or a seasoned financial advisor, this episode offers valuable insights into this important aspect of a career 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 she got started in the industry, her role as a business development manager (BDM), and the support she has received as a woman in the industry. Marietta also shares the challenges she has faced as a woman in the financial planning industry and how she has overcome them, as well as the changes she has seen in the industry over time. She also provides insights into her involvement with the FAAA, including the Women in Financial Planning mentoring.

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. She covers topics such as joining or starting a student society, using platforms like LinkedIn or starting a podcast or blog to showcase your skills, being active in the financial planning community through FAAA student membership, attending networking events, getting to know your lecturers, gaining work experience, participating in leadership programs, applying for scholarships, and applying for FAAA awards and more. This episode is packed with valuable advice for financial planning students who are looking to set themselves apart and gain a competitive edge in the industry.

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.