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0.25 Technical Competence
0.25 Regulatory Compliance and Consumer Protection
In this episode, Ben speaks with Phil Anderson, General Manager – Policy, Advocacy and Standards at the FAAA. They discuss how the FAAA advocates for advisers within Australia’s complex regulatory and political environment, covering life insurance commissions (LIF), government and regulator roles (Treasury, ASIC, APRA), mental health impacts on TPD and income protection, adviser distribution and new adviser pathways, and the future of risk advice amid scandals, regulatory reform, and artificial intelligence.
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Insurance Podcast #9 – Phil Anderson
In this episode, Ben speaks with Phil Anderson, General Manager – Policy, Advocacy and Standards at the FAAA. …
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Insurance Podcast #8 – Niall McConville
In this episode, Ben is joined by Niall McConville, Managing Director at Bombora Advice. They unpack how regulation, …
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Insurance Podcast #7 – Jack Standing
In this episode, Ben is joined by Jack Standing, Group Head of Advice at WT Financial Group. They …
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Insurance Podcast #6 – Paul Milbourne
In this episode, Ben speaks with Paul Milbourne, Business Protection and Life Insurance Specialist at Milbourne Insurance Solutions. …
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Insurance Podcast #5 – Mitch Ramsbotham
This week, Ben is joined by Mitch Ramsbotham, Head of Growth and Strategy at Coastal Advisory Australia. They …
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Insurance Podcast #4 – Jake Reus
In this episode, Ben speaks with Jake Reus, CEO and Head of Financial Advice at Bob Reus & …
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Insurance Podcast #3 – Aaron Zol
In this episode, Ben talks with Aaron Zol, Head of Business and Insurance Advice Growth at Entireti. They …
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Insurance Podcast #2 – Sam Perera
This week, Ben speaks with Sam Perera, Director at Perera Crowther Financial Services. They unpack how advisers can …
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Insurance Podcast #1 – Adam Crabbe and Katherine Hayes
In this first episode, Ben Donald is joined by Adam Crabbe, Risk Strategy Specialist at Zurich and Katherine …
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Insurance Podcast #9 – Phil Anderson
In this episode, Ben speaks with Phil Anderson, General Manager – Policy, Advocacy and Standards at the FAAA. …
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Investment Podcast #41 – Beyond the AI Hype
Artificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be …
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Investment Podcast #40 – Emerging Markets
As global investors reassess where future growth will come from, host Amie Baker is joined by Stanley Lu …
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Investment Podcast #39 – Economic Update and Impact
As geopolitical tensions, higher oil prices, and persistent inflation reshape the economic outlook, host Amie Baker is joined …
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Engine Room Podcast #90 – Karam Singh
In this episode, Rocksy sits down with Karam Singh from EK Private Advisory. They discuss his journey from …
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Intergenerational Conversations #1
In this episode, Peita Diamantidis is joined by Gavin Lamb, Director and Head of Financial Planning at Navigate …
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Intergenerational Conversations #2
In episode two, Peita speaks with Inbam Devadason, Actuary, Founder and Director of Precision Financial. He shares practical …
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Intergenerational Conversations #3
In this final episode, Peita and Joe Stephan from Stephan Independent Advisory dive into how to design and …
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Investment Podcast #38 – Compartmentalised Investing
As investors face longer retirements and more complex market conditions, Ben Nash (Pivot Wealth) and Dan Miles (Innova …
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Engine Room Podcast #89 – Kane Leersen
This week, Rocksy speaks with Kane Leersen from Regional Prosperity. They explore his journey from shearer’s son to …