12 episodes

A Professional Planner podcast series on ethics & professionalism for financial advisers

Ethics for advisers Professional Planner

    • Education
    • 5.0 • 5 Ratings

A Professional Planner podcast series on ethics & professionalism for financial advisers

    EP6, Season 2: Self-regulation is still a way off

    EP6, Season 2: Self-regulation is still a way off

    Matthew Smith moderates a discussion about ethics and advice with Paul Moran, adviser and practice owner with Moran Partners Financial Planning in Melbourne in Victoria and Tracy Wilcox, associate professor and academic director, Postgraduate, UNSW Business School.

    • 41 min
    EP5, Season 2: Documentation is the bridge to the other side

    EP5, Season 2: Documentation is the bridge to the other side

    Matthew Smith moderates a discussion about ethics and advice with Jon Scukovic, director and principle, Park Lane Advice Group
    and Michelle Cull, associate dean engagement and senior lecturer in the accounting and financial planning at the School of Business at Western Sydney University.

    • 38 min
    EP4, Season 2: Community is the advice industry’s superpower

    EP4, Season 2: Community is the advice industry’s superpower

    Matthew Smith moderates a discussion about ethics and advice with Gordon Young, Associate, The Ethics Centre and Alysia Laird, principal adviser, Zebra Tailored Wealth.

    • 41 min
    Ep3, Season 2: Lifting standards is a start but not the endgame

    Ep3, Season 2: Lifting standards is a start but not the endgame

    Matthew Smith moderates a discussion about ethics and advice with June Smith, deputy ombudsman, AFCA and Tony Gilett, principal adviser, Retirewell Financial Planning.

    • 51 min
    EP2, Season 2: Where compliance ends and the Code begins

    EP2, Season 2: Where compliance ends and the Code begins

    Matthew Smith moderates a discussion about ethics and advice with Kym Bailey, technical services manager client experience & professional development, wealth advice, JB Were and Selina Nutley, partner, McMahon Clarke Lawyers.

    • 48 min
    EP1, Season 2: Intention is frontrunning implementation

    EP1, Season 2: Intention is frontrunning implementation

    Matthew Smith moderates a discussion about ethics and advice with Nidal Danoun, director, Prosperity Financial Services and
    Katherine Hunt, program adviser & lecturer, Accounting, Finance and Economics, Griffith Business School, Griffith University.

    • 42 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

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