In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Ben Neilson, adviser and researcher at Neilson & Co Wealth Management.
Mr Neilson explains why he thinks Michelle Levy has done “a fantastic” job by taking an incredibly complicated piece of “building-block based legislation” and turning it into a coherent report.
He touches on the potential expansion of the scope of personal advice, and explains why he feels allowing superannuation funds back into advice isn’t a bad thing.
Mr Neilson also talks about creating a unified voice in advice and how that voice can be appropriately channelled to create impact.
Finally, he talks about ChatGPT and reveals how he utilises it in his business as a time-saving tool.
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