11 episodes

The Gen Next Community of Practice brings together professionals who share a passion for advice and the challenges associated with their career stage. Through the process of sharing information and experience, members learn and develop both personally and professionally and many respected industry professionals will tell you that they started out as members of Gen Next.

AFA Gen Next Podcast AFA Gen Next Podcast

    • Business
    • 5.0 • 2 Ratings

The Gen Next Community of Practice brings together professionals who share a passion for advice and the challenges associated with their career stage. Through the process of sharing information and experience, members learn and develop both personally and professionally and many respected industry professionals will tell you that they started out as members of Gen Next.

    Episode 11: Exploring licensing options for financial advisers | Rachel Bell and Alex Euvrard

    Episode 11: Exploring licensing options for financial advisers | Rachel Bell and Alex Euvrard

    Choosing the most suitable licensing option for your practice can be complex and challenging. The aim of this episode is to help you identify the key factors to consider such as technology and compliance when choosing your licensing path.

    • 30 min
    Episode 10: Empowering women in Advice (part 2) | John Cachia & Tim Henry

    Episode 10: Empowering women in Advice (part 2) | John Cachia & Tim Henry

    Don't miss part two of our 'Empowering women in advice' podcast series, presented by the Gen Next, Practitioner and Inspire Communities of Practice.

    Creating safety and economic security for women is a community goal. The financial advice industry is in a powerful position to help close economic inequalities women face.

    Another priority is creating a safe and equitable professional environment for women to thrive in the financial advice community.

    In this episode, we speak to John Cachia and Tim Henry, both financial advisers and business owners, who have taken significant steps to ensure that their female clients and employees feel safe within the advice process.

    • 31 min
    Episode 9: Growing your profits via Group Insurance | Neil Robinson & Shabab Maqsud

    Episode 9: Growing your profits via Group Insurance | Neil Robinson & Shabab Maqsud

    Lots of education in the past has been about retail insurance and not much about Group Insurance. Group insurance is cover that is provided to a group of people linked by a common factor such as employees of an employer, members of an association or members of a superannuation fund. This episode aims to provide some great insights on Group Insurance and demonstrates how it can boost practice profitability.

    • 25 min
    Episode 8: Cyber literacy for financial advisers | Karen Stephens & Fraser Jack

    Episode 8: Cyber literacy for financial advisers | Karen Stephens & Fraser Jack

    In 2021, cybersecurity authorities in the US, Australia and the UK observed an increase in sophisticated high impact cyber-attacks. 43% of cyber-attacks are targeted at small businesses and 95% of all attacks are done via email hacking. This episode will help you understand the importance of a cyber security plan for your practice. We speak with Karen Stephens founder of BCyber and Fraser Jack founder of The Cyber Collective.



    Karen Stephens

    Karen is CEO and co-founder of BCyber. After over 20 years in financial services working with Advisers, Karen moved into bringing cybersecurity risk management to small and medium enterprises (SMEs), with a keen focus on financial advice SMEs. BCyber is an agile, innovative group who works with SMEs to protect and grow their business, by demystifying the technical and helping them to identify and address cybersecurity and governance risk gaps.



    Fraser Jack

    Fraser Jack (Founder of The Cyber Collective) is on a mission to make sure every client in Australia can trust their financial professionals, to safely protect their confidential information, and he would love you to join him. Having run a financial planning practice, working in and around the profession for over 20 years, including many years working with technology, Fraser understands the reasonable steps professionals need to take to protect client data.

    • 30 min
    Episode 7: Empowering women through advice | Dawn Thomas & Katherine Hayes

    Episode 7: Empowering women through advice | Dawn Thomas & Katherine Hayes

    Poverty is a daily reality for millions of Australian women 55 and over. There are many compounding factors contributing to this sad reality; lack of superannuation, working part time or casually through long periods of time and the gender pay gap are a few examples. In 2021, the gender pay gap was 14.2 %, meaning that women earn on average $260 per week less than men. Australia’s national gender pay gap has hovered between 13% and 19% for the past two decades.

    In this episode, we speak to Dawn Thomas, National Chair for the Inspire Community of Practice and Katherine Hayes, NSW State Director at the AFA. We discuss how financial advice can be a catalyst in improving women’s economic security in Australia

    • 27 min
    Episode 6: AFA leaders share their hopes for 2022 | Phil Anderson & Sam Perera

    Episode 6: AFA leaders share their hopes for 2022 | Phil Anderson & Sam Perera

    In this episode, we speak to Sam Perera, President of the AFA and Phil Anderson, CEO of the AFA.

    We discuss the opportunities and challenges for the advice world in 2022 and the AFA’s commitment to helping advisers navigate through them.

    We also learn a little bit more about Sam and Phil on a personal level.

    • 33 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

ddindian ,

Great platform best practice in the FP industry’s

Ash has picked topics which are important to the advice industry and reflect the progressive nature of advisers coming through as the new generation. Well done !

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