The ifa Show

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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au

  1. 30. Juni

    Avoiding the AI trap

    In this episode of the ifa Show, host Alex Burke talks to Marshan Consulting director Ben Marshan about AI in advice: where it works, what the risks are and how advisers can use it without running afoul of ASIC or the OAIC. Ben discusses the rapid evolution of AI tools and the novel risks they introduce, particularly with regards to advisers' privacy obligations. He also explains the principles of responsible AI use recently introduced by the Financial Planning Standards Board and the ASIC letter that stopped him in his tracks.  Tune in to hear: Why AI adoption requires thorough testing and ongoing training A case study about what not to do when using AI in advice What ASIC wants practices to focus on when developing AI policy

    57 Min.

  2. 6. Mai

    Breaking down the state of advice

    In this episode of the ifa Show, host Keith Ford is joined by Nathan Fradley of Fradley Advice to take a look at all of the big topics that are impacting the financial advice profession, from AI and data security to AML/CTF and the CSLR. Nathan breaks down why AI is both a powerful tool and worthy of some scepticism, how some of the change flowing through the sector is going to change the way that advisers work with their clients, and whether the Delivering Better Financial Outcomes reforms will improve how the profession operates. Tune in to hear: Why data security is a vital consideration despite some links in the chain falling short. Whether there is any way to fix the Compensation Scheme of Last Resort to serve its intended purpose. Why, despite cost, levies and reform fatigue, financial advice is still a great career.

    57 Min.

  3. 30. Apr.

    Making the shift from product provider to running an advice firm

    In this episode of the ifa Show, host Keith Ford speaks with Charlotte O'Meara, general manager of Falcon Financial Advisers, about her move away from her former role as head of responsible investment at Challenger to running an advice practice. Charlotte unpacks the differences between being on the product provider side of the financial services sector and the advice side, how her understanding of client needs has evolved, and the expertise she can transfer across. Tune in to hear: How Falcon is planning to accelerate its growth strategy with the "Falcon engine". What the biggest challenges of shifting to a whole new side of the industry are. How the firm is applying better processes, technology, and structured pathways for the next generation of advisers.

    39 Min.

  4. 23. Apr.

    Education reform, CSLR options and avoiding fund failures

    In this episode of the ifa Show, host Keith Ford speaks with FAAA general manager of policy, advocacy and standards Phil Anderson about the spate of consultations that the government is undertaking in the financial advice space. Phil breaks down what is in the education reform proposal, the options put forward to deal with the Compensation Scheme of Last Resort (CSLR) cost blow out, as well as the potential action on superannuation switching and lead generation in the wake of the Shield and First Guardian scandal. Tune in to hear: Why the FAAA supports more a flexible pathway for prospective financial advisers. What the CSLR consultation gets right – and what it gets wrong. Whether any of the potential changes to super and lead generation would have actually helped avoid a fund failure disaster.

    1 Std. 6 Min.

  5. 1. Apr.

    Inside Australia's underinsurance problem – and why risk specialists matter

    In this episode of the ifa Show, host Keith Ford is joined by Paul Luu, financial adviser and life insurance specialist at Evalesco and Principal Edge, to unpack the scale and causes of Australia's underinsurance problem. Paul explains how risk advice fits within a holistic planning framework and outlines the "minimum effective dose" philosophy – structuring just enough cover to meaningfully protect clients and their families without over‑insuring or blowing up the budget. Tune in to hear: Why dedicated risk specialists are increasingly important inside advice practices. The real‑world consequences of underinsurance for clients. How advisers can reframe the conversation to better connect insurance to long-term legacy outcomes.

    39 Min.

  6. 25. März

    Why going it alone isn't always the answer in financial advice

    In this episode of The ifa Show, host Keith Ford is joined by financial adviser Jayde Jenkins to unpack the realities of starting and running an advice business, and why the idea of launching a firm can be appealing for many advisers but doesn't always deliver the outcomes they expect. Jayde explores the pressures of business ownership, from operational demands to personal trade-offs, and why stepping away from running a firm can sometimes be the right decision. Tune in to hear: How the appeal of independence can quickly be outweighed by the realities of running a business. Why moving between roles and structures can provide valuable perspective and lead to better long-term fit. The importance of aligning your role with your strengths.

    44 Min.

  7. 18. März

    How advice firms can use AI to transform their processes

    In this episode of the ifa Show, host Keith Ford speaks with Unbound Financial founder Charmaine Hall about how she has embedded AI across her financial advice business to reclaim time, cut costs, and deepen client relationships. Charmaine dives into the risks, boundaries, and ethics of AI in advice, stressing the importance of accuracy checks, not over‑trusting AI, and putting tight security and data‑handling controls in place. Tune in to hear: How AI can enhance the human side of advice. Why advisers need to look beyond simply generating file notes to reap the benefits. Balancing the use of AI with ethical concerns.

    40 Min.

  8. 12. März

    How financial advisers can use podcasting to build trust

    In this episode, host Keith Ford speaks with Michael Khouri, principal adviser at Better Financial Planning and host of the 'Sharing More Than the Sheets' podcast, about the value that a financial adviser's podcast can have for both their firm and their clients. Michael explains that although he originally launched his podcast to find new clients, it quickly evolved into a passion project focused on helping people with practical money topics rather than technical product discussions. Tune in to hear: Why podcasts can be a powerful tool for trust and vetting. How episodes can be used as follow-up resources and tools for referral partners. The importance of efficiency in advice businesses so advisers can help more Australians.

    48 Min.
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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au

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