The ifa Show

Hosted by Prime Creative Media

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Episodes

325

Latest episode

May 2026

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About the show

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

Listen to episodes

60 recent

May 6, 202657 min

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.

April 30, 202638 min

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.

April 23, 20261 hr 6 min

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.

April 1, 202638 min

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.

March 25, 202644 min

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.

March 18, 202640 min

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.

March 12, 202648 min

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.

March 4, 202643 min

How specialised advice guides clients through grief and complexity

In this episode of the ifa Show, host Keith Ford speaks with Jordan Vaka, an independent financial adviser at PlanningSolo, about his niche focus on clients experiencing divorce and bereavement, particularly older women who have not previously managed the household finances. Jordan explains the practical and emotional realities of advising recently widowed or divorced clients, from working closely with lawyers and unwinding complex structures to slowing things down or comforting a distressed client. Tune in to hear: How both divorce and bereavement can consumes clients' mental capacity. The importance of simplifying financial affairs and focusing on predictable, regular income rather than elaborate structures. Why deep specialisation in niches can significantly improve client outcomes.

February 18, 202639 min

How financial advice firms can boost efficiency without losing sight of clients

In this episode of the ifa Show, host Keith Ford speaks with Shannon Freney of Direct Wealth about practical ways financial advice firms can improve efficiency without compromising client outcomes. Freney explains why firms should treat efficiency as part of an ongoing process, while maintaining a measured and deliberate approach rather than change for its own sake, and how understanding where the bottlenecks exist can help advisers streamline their operations. Tune in to hear: Why it's vital to map out the advice process to find bottlenecks, unnecessary complexity, and hidden workarounds. How being clear on your value proposition and target client profile can reduce inefficiencies. The importance of shifting from product to strategy-focused advice.

February 5, 202640 min

From silos to strategy: Managing intergenerational wealth effectively

In this episode of the ifa Show, host Keith Ford speaks with Dwayne Fernandes, senior financial adviser and partner at Principal Edge, about the complex realities of intergenerational wealth transfer for high‑net‑worth families and why a multi-disciplinary team is so important for client success. Fernandes breaks down the blind spots that can undermine long-term outcomes when professionals take a siloed approach rather than working collaboratively, and why financial advisers are well placed to take the project lead role. Tune in to hear: How the $3 million super tax – and the new $10 million threshold – could change client thinking. Why early, proactive estate and succession planning is essential. The shifting role of the financial adviser.