Financial Services Podcast Network

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space.

In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career ladder.

Tune in to find out:

• Why the finance industry is an attractive industry to work in for women.

• The progress being made in gender diversity in car finance.

• How Liberty is leading the way by example.

And much more!

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew speak to Simon Brown, co-portfolio manager at Tribeca, about small cap performance and how he differentiates his fund.

Listen as they discuss:

• How the fund has achieved outperformance in an underperforming asset class.
• The “survivorship bias” in the fund’s 22-year tenure.
• The Tribeca Australian Smaller Companies Fund’s allocations.
• What he enjoys about working as a fund manager.
• Opportunities the fund is seeing in the energy transition.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Conaill Keniry, the founder of The Adviser Games, to discuss what exactly the games entail.

Mr Keniry explains what prompted the idea to reshape and energise the professional development day format into a series of games that are more fun and interesting than the standard fair advisers are used to.

Listen as they discuss:

• How the first Amazing Race-style event was received by attendees and partners.
• The plans for future The Adviser Games events in different cities.
• A sense of optimism around the profession heading into 2024 as legislative changes begin to clear up.

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space.

In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice.

Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, reveals the valuable skills she has learned as an adviser that have positively impacted her athletic career, as well as how she balances being a professional athlete with working full time.

Tune in to find out:

• The importance of a supportive work environment.
• How she balances her professional and athletic commitments.
• How there are more transferable skills between athletics and advice than many might expect.

And much more!

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Olivia McArdle, head of payments and deposits, and Duncan Booth, strategic account manager at Macquarie, to discuss the importance of cash flow.

Olivia and Duncan explain why cash is key to effectively managing your SMSF and achieving your investment objectives, as well as the importance of choosing the right tools to manage your SMSF cash flow.

Listen as they discuss:

• Why is the bank account you choose for your SMSF important?
• What an SMSF trustee should be looking for in their SMSF bank account.
• Why cash flow management is the lifeblood of an SMSF.

The Macquarie Cash Management Account and Macquarie Cash Management Accelerator Account are deposit products issued by Macquarie Bank Limited ABN 46 008 583 542 AFSL 237502. This podcast does not take into account your objectives, financial situation or needs. You should consider if it is appropriate for you before making a decision, and obtain financial, legal and taxation advice.

In this episode of Relative Return, host Phillip Tarrant speaks with Joseph Sitch, co-CIO of Victor Smorgon Group, about the family office’s venture into the fund management space.  

Listen as they discuss:

• The origins of Victor Smorgon Group.
• The strategies underpinning the group’s success in building and sustaining intergenerational wealth.
• Why the family office decided to enter the fund management space.
  How Victor Smorgon Group is identifying opportunities in a challenging environment.
  The group’s engagement with financial advisers.

Victor Smorgon Group www.victorsmorgongroup.com.au/invest-with-us

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli, to discuss how she made her way from the track to financial advice.

Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, explains how she found her way to financial advice and the valuable skills she has learnt as an adviser that have positively impacted her athletic career, as well as how she balances being a professional athlete with working full time.

Listen as they discuss:

• The importance of a supportive work environment.
• How she balances her professional and athletic commitments.
• How there are more transferable skills between athletics and advice than many might expect.
• Her goals beyond the Paris Olympics for both her career as an athlete and an adviser.

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space.

Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance Awards multiple years in a row.

In this episode, we chat to Ms Taylor about how she runs her award-winning brokerage and find out from Aaron Slater, general manager of distribution at Mortgage Choice (principal partner of the Women in Finance Summit and Awards 2023), how we can help support and create more inclusive workplaces.

Tune in to find out:

• The power of being an empathetic leader.
• The art of practising continuous improvement.
• How Mortgage Choice’s Aspire program is supporting women in finance.

And much more!

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tanya Hoshek, Executive General Manager – National Distribution at La Trobe Financial, to discuss SMSF lending.

Ms Hoshek gives a breakdown of the current environment for SMSF investors and the impact of these conditions on the broader economy, including the property market.

Listen as they discuss:

• How SMSFs are investing and the lending market for these investors.
• The residential property market and how Australians are dealing with the fixed-rate cliff.
• Navigating the narrow path and avoiding a recession.

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to the head of sustainable investment at FTSE Russell, Tony Campos, about the transition to low-carbon economy and how that is being reflected in equity indices.

Listen as they discuss:

• The challenges presented by the lack of global sustainable definitions.
• FTSE Russell’s partnership with the Transition Pathway Initiative to provide a clear picture of company alignment with the climate transition.
• How index providers build climate transition indices.
• Changes to sustainable investing over his two decades in the industry.
• Why improved disclosure by companies is key to success.

In a recent episode of the InvestorDaily Uncut podcast, the CEO of the Financial Services Council (FSC), Blake Briggs, and Natasha Gray, senior business solutions consultant at Objective, joined forces to explore the evolving landscape of financial services compliance in Australia.

Joining editor Maja Garaca Djurdjevic, their conversation centred on the recent enhancements to the target market determination (TMD) template and the fruitful partnership between FSC and Objective.

• Why Objective Keystone is a vital tool for efficiently managing financial institutions’ product and investment disclosure documents.
• The importance of adapting to the evolving TMD template and the industry’s commitment to regulatory compliance.
• Changes in the TMD template and what the industry needs to be aware of.
• Objective Keystone’s features, including content reusability and streamlined processes.
• Why the FSC has optimism for financial advice deregulation in 2024.
• The FSC’s collaboration with the New Zealand Financial Services Council and its aim to facilitate knowledge exchange, align regulatory practices, and address shared challenges in the financial services sector.

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space.

Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself.

Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy – she now helps support women in building successful businesses through Artemis Space, a women’s community group delivered by the Finance Brokers Association of Australia.

In this episode, Annie Kane sits down with Ms James to find out:

• Why success is subjective.

• The power of visualisation, emotionalisation and manifestation.

• Why she believes the finance industry is a great industry for women.

And much more!

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Raymond Hempstead, founder and managing director at Supavest, to discuss how SMSF members can invest in property.

Mr Hempstead explains the taxation strategies and incentives to invest in house and land builds through an SMSF, and the different options available to members that they may not be aware of.

Listen as they discuss:

• Why holding property within an SMSF is not just for high income earners and the possibilities for even first-time investors.
• The importance of understanding superannuation is a
long-term investment.
• Why finding the right adviser is crucial for SMSFs and members.

Momentum Media Editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones

In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, and delves into the role of superannuation funds, banks, and insurers in shaping the future of advice.

Discover the minister’s vision for the advice industry and his plans to inspire young Australians to pursue careers in this field.

You’ll hear:

• Minister Jones’ reflections on his commitment to addressing industry issues and the progress made during his first year and a half in government.
• Insights into the legislative timeline for streams one and two of the Quality of Advice Review response.
• The minister’s views on consumer protection, Michelle Levy’s good advice model, and strategies to encourage funds to offer advice.
• The enactment of the experience pathway, its reception, and Minister Jones’ message to those who find it contentious.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kelly Power, chief executive officer of superannuation at Colonial First State, to discuss the recent CFS research on the value of financial advice.

The research, conducted by CFS, shows that 53 per cent of Australians aged 16 to 39 are open to financial advice. Ms Power examines what this means for the way we understand young people’s relationship with advice, and covers a range of related topics.  

Listen as they discuss:

• The role of super funds and banks in advice following the Quality of Advice Review.
• How digital solutions can aid advisers and the necessity of human interaction.
• The challenges faced by retirees in managing their finances.

Ahead of the Women in Finance Summit and Awards 2023, we’re catching up with some of the leading women in the financial services space.

Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Tanya now one of the very few female chief executives in the mortgage industry.

In this episode, Annie Kane sits down with Tanya Sale to find out:

• How a piggy bank triggered her love of finance.

• Why she started her own aggregation business.

• Why she believes support is critical to succeed as a female business leader.

And much more!

In this week’s episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Australia sees an interest rate cut.

Listen as they discuss:

• How long interest rates could be on hold.
• Why the current market environment isn’t a repeat of the 1970s.
• The impacts of geopolitics on the economy and markets.
• The benefits of Australian government bonds in this economic climate.
• Lessons from the US and Europe.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss the rise of digital advice in the financial services industry.

With over 30 years of experience in the financial services industry, Mr Haramis provides valuable insights into the development and growth of digital advice, and why incorporating digital advice into advisory firms’ business models will be essential moving forward.

Listen as they discuss:

• The key benefits of using digital advice platforms for advisory firms.
• The importance of digital advice in addressing intergenerational wealth transfer.
• How digital advice underpins many of the recommendations in the Quality of Advice Review, and more.