Certainty Advice Podcasts

Guest: Charlie Haynes, CEO of Lonsec

Duration: 19:03

Date: 15 January 2021

This latest episode in our "Three Years On" series – where we break down the pros and cons of the 2017 Royal Commission into Financial Services and Banking – I chat with Charlie Haynes, CEO of Lonsec, one of Australia's most respected and leading research houses. Together, we discuss the paths and benefits to everyday Australians three years on and why there is still a day of reckoning coming for certain sections of the industry. Listen out for practical, actionable insights from Charlie as he deconstructs the real outcomes of this Royal Commission. Welcome to another episode of 'The Certainty Advice Podcast'...

Guest: Annette Pulbrook, Principal of FinBiz Advisers

Duration: 19:12

Date: 7 January 2021

I'm excited to be joined by Annette Pulbrook, Certainty Adviser and Principal of FinBiz Advisers on the shores of Lake Macquarie in Warners' Bay, to deconstruct what she thinks the Royal Commission into Financial Services and Banking has achieved three years later. While trained as an accountant, Annette represents the future breed of advisers who serves all financial needs for their busy SME clients, family and individual clients in the area and throughout Australia. With a speciality in hospitality – a sector under considerable strain during COVID-19 – Annette brings a big picture view to planning and reassurance – and tells us why the pace of reform was, and still is, too slow. There is a lot to unpack from Annette's wisdom on this episode of The Certainty Advice Podcast…

Guest: Clayton Daniel, XY Adviser

Duration: 15:25

Date: 11 December 2020

In another episode of "The Certainty Advice Podcast", we continue to delve deeper into the outcomes of the Royal Commission into Financial Services and Banking three years ago. I speak with big picture commentator, experienced adviser and author, Clayton Daniel from XY Adviser. Together we discuss 'big picture' issues such as, did the Royal Commission get the job done? Is consumer sentiment towards the financial giants at an all-time low? And how long will it take until we have an industry that delivers valuable advice under new restrictions in a pandemic era? Clayton also touches on how technology will provide strong benefits for you in your financial life. So, welcome again to another episode of 'The Certainty Advice Podcast'… enjoy!

Guest: Tom Curtis, Financial Planner at Roe Financial

Duration: 19:55

Date: 4 December 2020

In another episode of "The Certainty Advice Podcast" we continue to delve deeper into the outcomes of the Royal Commission into Financial Services and Banking three years ago. I am lucky to be joined by Tom Curtis, a Certainty Financial Adviser with Roe Financial located in Adelaide, an area famous for colourful and diverse communities, beautiful rural landscapes and more. With 140 Commissions held since Federation, this one was truly unique. Listen in as Tom and I discuss the changes to the "culture of greed" as well as the those that are made inside the narrow scope of the Commission's limited ability to achieve best practice policy development. This timely chat reviews the intended - and unintended - consequences of that Commission.

Guest: Reine Clemow, Principal of Acquira Wealth Partners

Duration: 22:31

Date: 27 November 2020

On this episode of 'The Certainty Advice Podcast', I speak with the brilliant and articulate Reine Clemow, Certainty Adviser and Principal of Acquira Wealth Partners. Listen as he talks us through how growing businesses and families in this beautiful part of the state's South East, is a challenge and a privilege. Reine shares his views on how the Royal Commission into Banking has changed the fiscal landscape, particularly with the backdrop of COVID and what his clients are saying about advice pre- and post-Royal Commission. There are many light-bulb moments in this fantastic episode… Enjoy!

Guest: Samantha Albiez, Senior Wealth Adviser at Bravium

Duration: 19 :50

Date: 19 November 2020

On this episode of 'The Certainty Advice Podcast,' I am lucky to be joined by Samantha Albiez, Certainty Adviser and Senior Wealth Adviser at Bravium located in the beautiful Canberra suburb of Braddon. Together we deconstruct the results on the fallout from the Royal Commission into Banking three years ago and the 'hows' and 'whys' of accessing advice in 2020. Listen in as Samantha shares her valuable insights into the key benefits of the industry shake-up - what will happen to those providers who insist on functioning in the "dark ages" and how the "good guys" will apply their learnings from the past three years, under the cloud of a global pandemic. You will learn a lot on this episode of 'The Certainty Advice Podcast'…

Guest: Travis Martin & Dieter Tode, Monument Advisory

Duration: 18:46

Date: 13 November 2020

With 140 Commissions held since Federation, the Royal Commission into Financial Services and Banking three years ago was truly unique. I'm excited to have Travis Martin and Dieter Tode, acting Director and Principal Certainty Advisers of Monument Advisory opposite Kings Park in West Perth, join me on this episode of 'The Certainty Advice Podcast'. Listen in as we delve into the extent of the renovations changing advisory firms today. They rationalise why Australians are confused about "advice and product" and how the Commission outcome is working to demystify old patterns of thinking. Welcome to another episode of 'The Certainty Advice Podcast'…

Guest: Neil Watson, Principals of The Planning Room

Duration: 15:09

Date: 22 October 2020

I'm lucky to have Neil Watson, Certainty Adviser and Principal of The Planning Room, join me on this episode of the "Certainty Advice Podcast" where together, we take a look at how the changes from the Royal Commission into Banking 3 years ago have altered the way we access advice in 2020. Find out why Neil believes there are no winners from the 70-million-dollar commission… and who were the rats that jumped ship? There's a lot to unpack in this episode of the Certainty Advice Podcast…

Guests: Reine Clemow, Principal of Acquira Wealth Partners

Duration: 18:10

Date: 04 September 2020

Reine Clemow, Certainty Adviser and Principal of Acquira Wealth Partners in Southport on Queensland's Gold Coast joins me on this episode of 'The Certainty Advice Podcast'. We discuss easier access to superannuation accounts during COVID-19, some issues about managing money under the Job Keeper scheme, and the enormous industry shifts affecting how Australians will obtain advice in the future. Big questions with some surprising answers. Enjoy!

Guests: Paul Birch, Principal of Pacific Wealth

Duration: 18:29

Paul Birch, Certainty Adviser and Principal of Pacific Wealth here in beautiful Manly, joins me on this episode of 'The Certainty Advice Podcast' sharing his valuable insights on how the restrictions on travel are impacting his clients, the rise of financial pornography and the benefits and disadvantages of conservatism in a COVID impacted world.