13 episodes

Welcome to your new FPA Podcast.

Created to delve deeper into the issues facing our profession and engage experts on topical issues impacting FPA members.

FPA Podcast Financial Planning Association of Australia (FPA)

    • Business

Welcome to your new FPA Podcast.

Created to delve deeper into the issues facing our profession and engage experts on topical issues impacting FPA members.

    Episode 9 – Professional Year

    Episode 9 – Professional Year

    In this episode of the FPA Podcast we talk with Tim Manwaring, who has recently completed his Professional Year with Eureka Whittaker Macnaught and Greg Cook, who supervised him. We'll be talking about the process, what you need to do, the skills you need to develop and how to engage with clients. This episode is CPD accredited.

    • 23 min
    FPA Student Podcast Series -Breaking down the professional year.

    FPA Student Podcast Series -Breaking down the professional year.

    In this episode of FPA student podcast series we speak to Jemimah McMurray, Student Engagement Manager at the Financial Planning Association of Australia (FPA). Jemimah walks you through exactly what a professional year entails, and where to find all the resources required to start. Jemimah also shares some of the great ways in which new entrants can ensure they are ready to have the professional year conversation with their employers.This episode is all about demystifying the professional year and breaking it down into simple, easy to understand steps. Jemimah provides clarity on some of the frequently asked questions, so that you have the answers you need to get started.What You'll Learn From This Episode:● What is the professional year & why was it made?● What are the requirements?● What is involved in each of the PY quarters?● At what stage do I need to pass the FASEA exam?● What are acceptable job titles for new entrants?● How long should a professional year go for?● What if I take a career break midway?● What if I change workplaces? Do I have to start my professional year again?● When can you commence a professional year?● Can internships count towards a professional year?● Do experienced people in the industry still have to do a professional year?● What resources will I need to use?● Where can I find these resources?● Are there ongoing education requirements after you've completed the professional year?

    • 29 min
    FPA Student Podcast Series - The proffesional year in practice

    FPA Student Podcast Series - The proffesional year in practice

    In this episode of FPA student podcast series, we speak with Mitchell Harrison and Matthew Grapsas from LBW Financial Planning. We hear from both Mitchell’s experience as someone who has recently completed the professional year, and Matthew’s experienced as a Financial Planner and supervisor of a new entrant. We touch on topics such as being ready to start a professional year, finding a supervisor, client involvement, managing logbook requirements, and tonnes more.This episode is all about hearing first-hand for those who have been through the professional year process, what to expect. Mitchell and Matthew provide great insight and advice for anyone who is looking to undertake a professional year, or who is going through it currently, to help you make the experience as seamless as possible.

    • 33 min
    FPA Student Podcast Series - How to best structure your degree

    FPA Student Podcast Series - How to best structure your degree

    In this episode of FPA student podcast series our host Azaria Bell, Associate Adviser, podcast host, and long-term member of the Financial Planning Association of Australia is joined by Dr Katherine Hunt, Program Advisor and Lecturer, Griffith University to explore what you should be considering while picking your subjects.

    • 34 min
    FPA Student Podcast Series - Welcome to the Future Financial Planners

    FPA Student Podcast Series - Welcome to the Future Financial Planners

    Introducing FPA student podcast series!In this 10- part series, we’re going to be talking to a number of experts from the industry to answer all of those burning questions you might have about entering the financial planning industry. Whether it's structuring your degree, starting a professional year or landing that first job.Our Podcast host Azaria Bell is an Associate Adviser and long-term member of the Financial Planning Association of Australia. Azaria graduated in 2019 with a Bachelor of Commerce, majoring in Financial Planning and Taxation. In 2017, Azaria was awarded the FPA University Student of the Year, and is now a member of the Emerging Professionals Committee which aims to introduce Financial Planning to more career seekers. Azaria is currently completing her professional year, and is passionate about bringing more young people into the profession.

    • 4 min
    FPA paraplanner series - compliance & paraplanning

    FPA paraplanner series - compliance & paraplanning

    In this episode of the FPA podcast- paraplanner series, Kate Fellows, Founding Director of The Professional Paraplanner is joined by Nadia Docker, Director, Kinetic Compliance to discuss various aspects and importance of compliance for paraplanners.Tune in to explore “compliance hotspots” that paraplanners should be aware of.

    • 28 min

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