So, without further ado, here are the top five ifa Show episodes of the 2025 calendar year.
Big win for the profession: The importance of education reform
In the wake of the tranche of DBFO reforms, two Keiths sat down to walk through what the change’s meant for the advice industry. WT Financial Group chief executive Keith Cullen steps in to discuss what advisers can expect from the (then) upcoming election, how the new reforms were tracking and why the government needs to stop its constant meddling in the super system. Check out the podcast here.
Inside AFCA: How complaints and compensation really work
For this episode, Keith was joined by Shail Singh, lead ombudsman for investments and advice at AFCA, for a deep dive into two of the most complex – and crucial – pillars of financial consumer protection: the Australian Financial Complaints Authority and the Compensation Scheme of Last Resort. Check out the podcast here.
Key takeaways and adviser considerations from ASIC’s private credit report
Sitting down with the ifa Show for this episode was Ben Walsh, principal research consultant at WealthVantage Partners. Breaking down the corporate regulator’s new report on the private credit market and highlighting the main areas that financial advisers need to understand, they spoke about the need for greater transparency and scrutiny, particularly regarding special purpose vehicles, fee disclosures, and product labelling. Hear the episode here.
The need for legislative and regulatory improvements to the CSLR with David Berry
Let’s be real, the CLSR really does not make sense. So, if you want to learn more, check out this episode with David Berry, inaugural CEO of the Compensation Scheme of Last Resort. In this episode, Berry chats about how the challenges highlighted by failures such as Dixon Advisory and United Global Capital show the need for stronger CSLR legislation and regulation, while reinforcing that transparency and ethical advice are essential to maintaining trust in the financial advice profession. Tune in here to catch what Berry said.
Advice accessibility and finding your client base with Deline Jacovides
For this one, Keith sat down with Mazi Wealth financial adviser Deline Jacovides, delving into the complexities of making financial advice more accessible and why accessibility extends beyond simply trying to deliver advice at the lowest cost possible. A great episode for anyone looking to expand their client base and making their practice more accessible. Listen to the full podcast here.
