Phil and Glen James discuss ASIC's crackdown on social media influencers who discuss financial products and services online and the opportunity for advisers in the online space.

For the ASIC information sheet click here.
For how to start a podcast (hehe) click here.

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My Risk Adviser is produced by SYMO interactive.

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Do you recommend stepped premiums or level premiums? Joining Phil for a robust chat about the pros and cons of both is Vince Scully from Life Sherpa.

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Today we're sitting down with Katherine Hayes to talk about the recent APRA announcement on 24 March about the delay to income protection changes. We chat about what's happened to date, where things are at now and where to from here.
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My Risk Adviser is produced by SYMO interactive.

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Deline Jacovides took the plunge of starting her own financial planning business Mazi Wealth after 12 years in the industry. She chats with Phil about her inspiration for starting the business and the role social media played, her ideal client and the practicalities involved in becoming self employed.

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My Risk Adviser is produced by SYMO interactive.

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In today's chat with guest James Millard from Sufficient Funds we get into the ins and outs of giving holistic financial advice vs scoped like risk only.

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My Risk Adviser is produced by SYMO interactive.

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Are you or someone you know thinking about making the move from a corporate career to the financial advice space? Chris Matlock did exactly that and shares what he did to prepare, the transition and some key learnings in the process.
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My Risk Adviser is hosted by Phil Thompson.

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Phil and financial adviser Grant Millar discuss the needs analysis process and how advisers determine the level of insurance cover for a client.
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Phil chats with Jason Milosevski from PPS Mutual about how BDMs and advisers can better work together and add value to each other.
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My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

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Paul Milbourne is Head of Risk Insurance at Findex Australia and New Zealand and shares some insights for how to work and build up accounting referral relationships.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

Hosted on Acast. See acast.com/privacy for more information.

Those wishing to become an adviser will undertake what is termed 'the professional year'. Provisional risk adviser Azaria Bell is currently undertaking her professional year and joins Phil for a chat about what's involved along with her experience of doing it in a remote, risk advice only practice.
Are you in the advice industry? Join the My Risk Adviser Facebook community.
My Risk Adviser is hosted by Phil Thompson.
We acknowledge the darkinjung people, Traditional Custodians of the land on which our studio sits, and pay respects to their Elders past and present. We extend that respect to Aboriginal and Torres Strait Islander peoples who may listen to our podcast.

Hosted on Acast. See acast.com/privacy for more information.