How well do you remember your higher education? Beyond that - how much did you give back during your uni days?

Then, coming out of those halcyon / dreaded days, how did you find those first steps into the real world?

Were you wobbly, stumbling around like Bambi, trying to make your way in the mean streets of financial advice?

Or were you, like our guest this week, more of a take charge, grab the bull by the horns type?

Kate Mitterer, long-suffering employee of one of your hosts, joins us this week to discuss her path into financial advice, from:

• Going from tour guide to handwriting amortisation tables on a mine site
• Being motivated, like your other pod host, by a spiteful irritation at the poor effort of somebody undeserving of the title 'financial adviser'
• Finding her people at university, and revitalising the moribund 'Financial Planning Club' there
• And how being authentically herself on LinkedIn has presented a multitude of opportunities - culminating in her 2025 FAAA University Student of the Year Award.

Let us know your thoughts over on LinkedIn!

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: https://quiz.ensombl.com/NATH-26080623-59030001

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.

It's the debate that doesn't go away, the frustration that infuriates, the conflict that challenges - the age-old argument adviser have every day, about which super fund their client should be using.

Our views are often infected by ideology, but then as we discuss in this week's episode, the counter can be true as well - the desire to avoid what we see as an ideological position can drive us into hard-to-defend positions.

We also discuss the role your employer's 'houseview' can have in either amplifying, or forcefully quietening, that dissenting voice at the back of your mind.

This one is based on some recent frustrations both Nathan and Jordan have found with different super funds, and attempts to propose some methods, approaches and ideas to help us all keep fighting this 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: https://quiz.ensombl.com/NATH-26081312-26050001

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.

Leaving aside the deeply tongue-in-cheek title, this episode was a challenge to record.

After all, both Jordan and Nathan use AI every day - they're very conscious of how much efficiency, effectiveness and, um, enthusiasm it brings to their practices.

But, at the same time, they also have some reservations and notes about it all.

So this episode is all about examining those reservations, exploring their concerns, declaring their blatant hypocrisies and putting the realities of using AI under a microscope.

Now, that microscope being clouded with doubt, experience and a determination to avoid being all 'the yoof don't understand' about it is what made it so challenging (and fun!) to record.

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/NATH-26072311-21120001

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.