Shape of advice
Professional Planner
The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out.
This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies.
This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies.
Episodes
Mentioned books
13 snips
Aug 23, 2024 • 36min
Kelly Power and Blake Briggs
Kelly Power is a prominent advocate for accessible financial services, while Blake Briggs has extensive experience in financial advice reform. They dive into the evolving landscape of financial guidance, highlighting the challenges low-income individuals face in affording quality advice. The conversation also covers upcoming legislative reforms in Australia aimed at increasing advisor availability. They stress the importance of collaboration among stakeholders and discuss the holistic value of financial advice in managing tax, property, and investment needs.
Jul 26, 2024 • 32min
The Hon Stephen Jones MP
Professional Planner has relaunched Shape of Advice, a podcast series dedicated to the people, policies and processes that will enable future delivery of quality financial advice. In the first episode of the new season, Minister for Financial Services Stephen Jones sits down for an exclusive interview with Conexus Financial editor-in-chief Aleks Vickovich to discuss the Quality of Advice Review process so far, the next steps and the Albanese government's vision for an enhanced financial advice sector. In this wide-ranging discussion, the minister takes us behind the scenes of one of the nation's most complicated and contentious reform projects, explaining where he has been willing to change his position and reflecting on his own performance in a notoriously tough portfolio.
