Dawn Thomas and Tim Henry join host Ashley Mahadeea, AFA Gen Next National Chair.

In this episode, Phil provides us with a review of 2022 and his thoughts on how 2023 will shape for the adviser community, especially with the possible implementation of some of the QAR recommendations. He also addresses why it is so important to vote yes for the proposed merger between the AFA & FPA.

In this episode, we speak to Deborah Kent, one of the founders of AFA Inspire and Dawn Thomas, the current National Chair of AFA Inspire. Next year, as we celebrate 10 years since AFA Inspire was established, it is time to look back at some of the achievements of the Inspire Community and pay tribute to its founding members.

Ashley Mahadeea, Gen Next National Chair, is joined in episode 14 by Felicity Cooper and Amie Baker. As the winners of this years Adviser of the Year and Female Excellence in Advice awards they share their stories and why they are passionate about the financial advise profession. 

With the AFA’s National Conference, Thrive, fast approaching Ash talks with Patricia Garcia and Morgan Hayward to find out how the Conference is taking shape and what we can expect from the AFA’s first face-to-face National Conference in three years. Patricia and Morgan share all the insider information on the planning process, which speakers they’re most looking forward to seeing as well as the return of the legendary social events and the iconic AFA Awards.

The impact of a cyber attack on your practice could be devastating. Loss of reputation, clients losing confidence in your ability, stolen client data and high recovery costs are some of the negative outcomes that may result from a cyber attack. In this episode, Fraser Jack and Ashley Mahadeea discuss why cybersecurity should be a priority for your practice.

Choosing the most suitable licensing option for your practice can be complex and challenging. The aim of this episode is to help you identify the key factors to consider such as technology and compliance when choosing your licensing path.

Don't miss part two of our 'Empowering women in advice' podcast series, presented by the Gen Next, Practitioner and Inspire Communities of Practice. Creating safety and economic security for women is a community goal. The financial advice industry is in a powerful position to help close economic inequalities women face. Another priority is creating a safe and equitable professional environment for women to thrive in the financial advice community. In this episode, we speak to John Cachia and Tim Henry, both financial advisers and business owners, who have taken significant steps to ensure that their female clients and employees feel safe within the advice process.

Lots of education in the past has been about retail insurance and not much about Group Insurance. Group insurance is cover that is provided to a group of people linked by a common factor such as employees of an employer, members of an association or members of a superannuation fund. This episode aims to provide some great insights on Group Insurance and demonstrates how it can boost practice profitability.

In 2021, cybersecurity authorities in the US, Australia and the UK observed an increase in sophisticated high impact cyber-attacks. 43% of cyber-attacks are targeted at small businesses and 95% of all attacks are done via email hacking. This episode will help you understand the importance of a cyber security plan for your practice. We speak with Karen Stephens founder of BCyber and Fraser Jack founder of The Cyber Collective. Karen Stephens Karen is CEO and co-founder of BCyber. After over 20 years in financial services working with Advisers, Karen moved into bringing cybersecurity risk management to small and medium enterprises (SMEs), with a keen focus on financial advice SMEs. BCyber is an agile, innovative group who works with SMEs to protect and grow their business, by demystifying the technical and helping them to identify and address cybersecurity and governance risk gaps. Fraser Jack Fraser Jack (Founder of The Cyber Collective) is on a mission to make sure every client in Australia can trust their financial professionals, to safely protect their confidential information, and he would love you to join him. Having run a financial planning practice, working in and around the profession for over 20 years, including many years working with technology, Fraser understands the reasonable steps professionals need to take to protect client data.