EP5, Season 2: Documentation is the bridge to the other side
In this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney Universi...
25 Aug 202138min
EP4, Season 2: Community is the advice industry’s superpower
Gordon Young brings his broader ethical lens to the conversation with practice owner and principal adviser Alysia Laird who both agree the early stages of the evolution of the profession has begun, so...
24 Aug 202141min
Ep3, Season 2: Lifting standards is a start but not the endgame
Industry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alo...
24 Aug 202151min
EP2, Season 2: Where compliance ends and the Code begins
Tick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing to...
24 Aug 202148min
EP1, Season 2: Intention is frontrunning implementation
Advisers might have full plates, not to mention challenges managing their businesses ongoing during lockdowns and a global pandemic, but they’ve still come a long way getting their heads around the Co...
24 Aug 202142min
EP6, Season 1: Above and beyond the law
For the advice industry to graduate to professional status in the eyes of lawmakers, clients and the broader community, it needs to move on from its tick-a-box approach to compliance and take on a hig...
4 Feb 202039min
EP5, Season 1: Subordinate or die
Reading the Code of Ethics will require another level of thinking from advisers if practitioners are still getting hung up on being prescriptive about certain aspects of the Code of Ethics, Dr Simon L...
4 Feb 202049min
