EPISODE 6 - CRAIG EMANUEL & BRYCE QUIRK

Building a successful advice practice

33 minutes

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EWL managing partner Craig Emanuel and Colonial First State group executive for distribution Bryce Quirk join Professional Planner editor Chris Dastoor to discuss how to build a successful advice practice from the ground up and the qualities a good adviser needs. 
Coalition Senator and compulsory superannuation critic Andrew Bragg joins Investment Magazine editor Simon Hoyle to discuss everything from the party’s super for housing policy, governance issues at Cbus, to financial advice reform.
Episode 4 - Toby Potter & Francy Taylor

The past, present and future of managed accounts

32 minutes

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CFS executive director for managed accounts Francy Taylor and IMAP chair Toby Potter join Professional Planner editor Chris Dastoor to discuss one of the biggest efficiency gainers for advice practices– managed accounts – and how it has grown to $100 billion industry.
Episode 3 - Matt Lawler Darren Whereat

Breaking free from the top end of town

49 minutes

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AMP group executive for advice Matt Lawler and Rhombus Advisory CEO Darren Whereat join Conexus Financial editor-at-large Simon Hoyle to discuss the evolution of their licensees as both groups transition from institutional ownership to becoming standalone professional service partners, and how this benefits clients as well as their advisers.
Episode 2 - Kelly Power and Blake Briggs

Why getting Tranche 2 of DBFO right is so important

36 minutes

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Colonial First State CEO, superannuation, Kelly Power and Financial Services Council CEO Blake Briggs talk to Conexus Financial editor-in-chief Aleks Vickovich about the road to completing advice reform, after the first tranche of legislation was plagued by ferocious debate and a series of drafting errors.
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.