Phil Anderson, General Manager Policy, Advocacy & Standards, has announced his retirement. So, naturally, we thought we'd drag him onto the podcast again to run through:

• The FAAA's response to Dr Mulino's policy release the other day
• The greatest hits of his many years at the helm of the profession's response to policy and regulatory changes
• The importance of all members getting involved in responding to those matters that concern us
• How the next generation of advocates can plan to apply for Phil's role when the time is right

And, to close, Nathan has composed a very lovely, very fitting farewell to Phil that goes some way to expressing our gratitude for him fighting the good fight.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode:

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

Fair to say the Professional Year experience has involved a lot of pioneering spirit from all involved. And it's now been around long enough that we're seeing people roll out from the 18m-long-year into being fully fledged financial advisers.

And Jordan and Nathan were curious about how that looks for the now-advisers brave enough to weather the experimental process.

Which is why this conversation with Hannah Elliott was so much fun. We were able to cover:

• The challenges that come with learning the process as it's being built
• Navigating changing licensees midway through the PY
• The honesty behind becoming known as the adviser who failed the exam
• How Hannah's approach to social media embodies her approach to advice

On top of this, they find time for Hannah to allocate karaoke songs to both Nathan and Jordan, and explore the at-times difficult realities of being a woman in the financial advice world.

Plan Your Pennies (Hannah's Podcast): Spotify | Youtube

Hannah's Socials: Instagram | LinkedIn

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode:

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

Like most of our listeners, we at Challenge the Standard believe that the regulatory landscape for financial advisers has been too stable, for too long. Just the same rules, nothing changing, for years and years and years.

Which is why we were so overjoyed at the prospect of there finally being some reform in the works, some evolution in the rules around financial advice for us and our clients.

No more complacency for us financial advisers, comfortable practicing in the same rules and methods since time immemorial.

Nathan and Jordan enjoyed working through the fact sheet supporting the Hon Dr Daniel Mulino, Assistant Treasurer's speech to the National Press Club on the 19th August (that's right - TWO DAYS AGO!).

There's lots of ground covered (it's a long ep) and just so much cursing. So be warned, responsible adults who listen to this with their kids in the car.

And one of your hosts decides to tee off on all sorts of people, for very little discernible reason.

Enjoy!

(There's also more harmonica than you'd expect).

Protecting Consumers and the Promise of Superannuation in an Evolving Financial Ecosystem

National Press Club address and Q&A, Canberra | Treasury Ministers

Options paper – Compensation Scheme of Last Resort (CSLR): Reform options to support ongoing sustainability

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

CPD For this Episode: https://quiz.ensombl.com/

Thanks again to the team at CPD Check for letting us publish our episodes using their AI-CPD certifying engine. Check out Clayton's episode on the pod for more info.

Nathan:

advice@nathanfradley.com.au

www.nathanfradley.com.au

Jordan:

jordan@planningsolo.com.au

www.planningsolo.com.au

LinkedIn:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.