Rephonic
Artwork for The ifa Show
Financial Advice
CSLR
Financial Planning
Artificial Intelligence
Delivering Better Financial Outcomes
Intergenerational Wealth Transfer
Financial Services
Superannuation
Cybersecurity
Financial Advisors
Financial Independence
Tax Deductibility
Quality Of Advice Review
Financial Advice Sector
Emotional Intelligence In Financial Planning
Government Regulations
Operational Efficiency
Stephen Jones
ASIC
Financial Advisory

The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au

PublishesWeeklyEpisodes325Founded9 years ago
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Artwork for The ifa Show

Latest Episodes

In this episode of the ifa Show, host Keith Ford is joined by Nathan Fradley of Fradley Advice to take a look at all of the big topics that are impacting the financial advice profession, from AI and data security to AML/CTF and the CSLR.

Nathan bre... more

In this episode of the ifa Show, host Keith Ford speaks with Charlotte O'Meara, general manager of Falcon Financial Advisers, about her move away from her former role as head of responsible investment at Challenger to running an advice practice.

Ch... more

In this episode of the ifa Show, host Keith Ford speaks with FAAA general manager of policy, advocacy and standards Phil Anderson about the spate of consultations that the government is undertaking in the financial advice space.

Phil breaks down wh... more

In this episode of the ifa Show, host Keith Ford is joined by Paul Luu, financial adviser and life insurance specialist at Evalesco and Principal Edge, to unpack the scale and causes of Australia's underinsurance problem.

Paul explains how risk adv... more

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Phil Anderson
General Manager Policy, Advocacy and Standards
FAAA
Episode: Education reform, CSLR options and avoiding fund failures
Paul Luu
financial advisor and insurance specialist
Evalesco and Principal Edge
Episode: Inside Australia's underinsurance problem – and why risk specialists matter
Jayde Jenkins
Financial advisor at Mazzy Wealth
Mazzy Wealth
Episode: Why going it alone isn't always the answer in financial advice
Charmaine Hall
Founder of Unbound Financial
Unbound Financial
Episode: How advice firms can use AI to transform their processes
Michael Khouri
Principal Advisor at Better Financial Planning
Better Financial Planning
Episode: How financial advisers can use podcasting to build trust
Jordan Vaka
Independent financial advisor at PlanningSolo
PlanningSolo
Episode: How specialised advice guides clients through grief and complexity
Shannon Freney
Financial advisor at Direct Wealth
Direct Wealth
Episode: How financial advice firms can boost efficiency without losing sight of clients
Dwayne Fernandes
Senior Financial Advisor and Partner at Principal Edge
Principal Edge
Episode: From silos to strategy: Managing intergenerational wealth effectively
Brett Arnol
General Manager of Viridian Advisory
Viridian Advisory
Episode: How the Professional Year can create 'advice‑ready' financial advisers

Host

Keith Ford
Host of The ifa Show

Reviews

4.6 out of 5 stars from 30 ratings
  • Sam

    The host needs to talk less and let her guests actually contribute. Hard to listen to her waffling and tone. Otherwise great content

    Apple Podcasts
    3
    Sammi0802
    Australia3 years ago
  • Great insights

    This podcast covers great topics and is a great listen for all in the advice industry. Always on top of my play list.

    Apple Podcasts
    5
    Nig@arch
    Australia3 years ago
  • Good interviews and discussion

    Podcast Addict
    5
    Hagar1970
    5 years ago
  • Great show

    Really enjoying the increased frequency of the podcast. Great topics and discussion. Please keep it up

    Apple Podcasts
    5
    Gillytel3434
    Australia6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The host could let guests contribute more; some critiques of pacing.
Increased episode frequency is appreciated; topics are timely and practical.
Industry topics stay relevant and actionable for advisors.

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Talking Points

Recent interactions between the hosts and their guests.

Efficiency, compliance and construction: How advisers are rebuilding their investment process
Q: Can you give a rundown of the core satellite solution and how it's designed to be accessed by advisors?
The core satellite portfolios are offered as model portfolios on major platforms, anchored by low-cost indexing funds for broad market exposure, with Lonsec-selected satellite funds to provide alpha and diversification. This setup is wrapped in Vanguard's long-standing strategic asset allocation framework, enabling access across platforms like HUB24, NetWealth, and BT Panorama, and designed to be easy to explain to clients.
Breaking down the state of advice
Q: How are you feeling about the CSLR at the moment?
He expresses frustration with the cost and complexity of the CSLR, arguing that despite some relief for victims, the levy can be punitive for many advisers and potentially threatens smaller practices; he suggests stronger enforcement of existing laws and questions the fundamental sustainability of the system.
Breaking down the state of advice
Q: What do you think is the biggest thing in advice at the moment?
Nathan emphasizes the push-pull between AI adoption and data security, noting that AI tools are increasingly used for file notes and client questions, but the sovereign data risk and the need for proper governance remain central concerns; he also highlights that the cost dynamics and regulatory environment continue to shape how advisers operate.
Why the feared adviser exodus never arrived – and what it means for M&A in 2026
Q: What should a selling advisor focus on to maximize deal value beyond the upfront price?
Beyond the headline price, the focus should be on the terms, continuity of service for clients, retention of staff, and the compatibility of the acquiring firm's operational model to ensure long-term value and smooth transition.
Why the feared adviser exodus never arrived – and what it means for M&A in 2026
Q: What role does private equity play in 2026 M&A activity in this space?
Private equity remains a major driver of deal activity, often injecting capital for scale and growth; however, deal success still hinges on cultural fit, integration capability, and aligning incentives with staff and clients.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Age Range
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Frequently Asked Questions About The ifa Show

What is The ifa Show about and what kind of topics does it cover?

A financial-advice oriented show that centers on policy, regulation, and market context in Australia. Episodes dissect regulatory reforms, revenue models, and access to advice, while also unpacking market volatility and its impact on clients. The hosts frequently translate political developments, CSLR dynamics, and government proposals into practical implications for advisors and firms. Notable is the strong emphasis on making advice more accessible and affordable, plus a willingness to critique policy drafts and advocate for sector improvements.

Where can I find podcast stats for The ifa Show?

Rephonic provides a wide range of podcast stats for The ifa Show. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to The ifa Show and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does The ifa Show get?

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What are the audience demographics for The ifa Show?

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How many subscribers and views does The ifa Show have?

To see how many followers or subscribers The ifa Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The ifa Show?

These podcasts share a similar audience with The ifa Show:

1. Ensombl Advice Australia
2. FEAR & GREED | Business News
3. Between Meetings with Matt Heine
4. The Fin
5. Chanticleer

How many episodes of The ifa Show are there?

The ifa Show launched 9 years ago and published 325 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The ifa Show?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for The ifa Show?

Rephonic pulls ratings and reviews for The ifa Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The ifa Show?

Recent guests on The ifa Show include:

1. Phil Anderson
2. Paul Luu
3. Jayde Jenkins
4. Charmaine Hall
5. Michael Khouri
6. Jordan Vaka
7. Shannon Freney
8. Dwayne Fernandes

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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