Investment opportunities in a limited IPO market: An overview with Antony Tolfts

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry. 
 
As we celebrate International Women’s Day, we want to help more women raise their profile and showcase the incredible professionals in this space.
 
In this episode, partnered by Mortgage Choice (part of the REA Group), we’re picking the brain of its executive manager, corporate communications, events & franchise marketing, Sally Chadwick, to find out:

• How to build a brand presence. 
• The benefits of having a strong brand presence.
• Top tips to help you get started today.

And much more!

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with Adele Martin, the founder of My Money Buddy and the Savings Squad podcast, on the occasion of International Women’s Day.

Martin and Djurdjevic discuss the latest gender pay gap data, as well as ways to attract more women into financial advice and the potential for women to make a significant impact in the sector.

Listen as they discuss:

• The importance of fair representation.
• The role advice plays in helping women secure safe financial futures.
• How advisers celebrating achievements can help financial advice move closer to achieving gender equality.

In this episode of the ifa Show, host Keith Ford is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the recent creation of a new joint association.

Mr Johnston explains why the AIOFP joined forces with the Finance Brokers Association of Australasia (FBAA) to form the Independent Financial Council (IFC), as well as why now is the time for the advice profession to push its agenda in Canberra.

Listen as they discuss:

• Why Mr Johnston thinks the IFC can be more effective than the Joint Associations Working Group (JAWG).
• How the Quality of Advice Review consultations are tracking and where changes might come.
• The recent move for 400 InterPrac advisers to join the AIOFP.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the latest on the QAR and other regulatory changes affecting the profession.

A year has passed since Minister for Financial Services Stephen Jones released the final report on the Quality of Advice Review, a move that was eagerly awaited by the financial advice community. Despite the release, the journey towards implementing the recommendations has been slow, marked by a series of roundtables and consultations.

In this podcast, Maja and Keith discuss:

• The likelihood that QAR commitments will be legislated this year.
• Treasury’s Senate estimates appearance and the “qualified adviser” conundrum.
• The implications of the ASIC levy increase for advisers, and more.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Angus Taylor, a financial adviser at Sheffield Financial, to discuss his unconventional path from working in a mine in central Queensland to financial advice.

Mr Taylor explains why he made the move to financial services and breaks down the difficulty he had breaking into the sector before being able to start his own financial advice practice.

Listen as they discuss:

• The ongoing impact of the royal commission five years on and the importance of adapting to changing regulations.
• The confusion that has been created with the proposed addition of “qualified advisers”.
• How advisers can deal with the growing demand for financial advice.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Blake Briggs, the chief executive officer of the Financial Services Council (FSC), to discuss the issues impacting the financial advice profession and Australians at large.

Mr Briggs examines the government’s bold approach to tax reform – both in relation to the stage three tax cuts and within the superannuation system – and highlights the importance of certainty and stability in tax settings to maintain consumer confidence.

Listen as they discuss:

• Why he is optimistic about the outcomes of the Quality of Advice Review.
• The importance of advisers registering with ASIC and the need for transparency in the ASIC levy.
• The busy year ahead with retirement income reforms, changes to the managed investment scheme review, and the implementation of the CSLR.

In this special episode of the ifa Show, we bring you a chat editor Maja Garaca Djurdjevic had with David Tuckwell, senior product and investment strategist at Global X ETFs, about the future trajectory of the exchange-traded fund (ETF) market and flows into bitcoin ETFs.

Listen as they discuss:

• How financial advisers are helping to boost ETF growth.
• The popularity of fixed income ETFs during 2023.
• Allaying advisers’ concerns about bitcoin ETFs.
• Competition and future launches in the cryptocurrency space.
• ETFs positioned to benefit from a monetary easing environment.

In this episode of the ifa Show, host Keith Ford is joined by Glen Hare, co-founder and financial adviser at Fox & Hare, to discuss young Australians seeking financial empowerment amid changing markets.

Focused on a younger demographic, Mr Hare emphasises a holistic approach to address diverse financial goals, from property ownership to stock market investments, and highlights the importance of education and goal flexibility.

Listen as they discuss:

• The best way to address the concerns of younger clients.
• The varied reasons young Australians seek financial advice and the importance of dispelling misconceptions about age and wealth.
• The significance of educating clients, breaking down misconceptions, and supporting young Australians in cultivating financial empowerment for a secure and prosperous future.

In this episode of the ifa Show, host Keith Ford is joined by the CEO of Verse Wealth, Corey Wastle, to discuss the important role that client experience plays in an advice business.

Mr Wastle explains what exactly falls within the realm of the client experience and why it is so important, as well as how Verse frames everything around values, intentions, and financial wellbeing.

Listen as they discuss:

• The best ways to approach the client experience and how digitising the process helps.
• How Verse has implemented video SOAs and why it is better for clients.
• The importance of culture within an advice firm.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss a range of new programs for its members.

Mr Johnston details the referral relationship between the AIOFP and UK-based private bank and wealth manager Coutts, as well as a joint venture with Next Rural, an Australian-based group part-owned by accounting firm PKF.

Listen as they discuss:

• The AIOFP’s focus on elevating its Certified Financial Strategist (CFS) designation.
• Its continuing education program, Aspire, which offers discounts to members
• Why it is important to take a bipartisan approach to political lobbying.