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Remember QAR? The noise, the fury, the outrage? The column inches, breath and spittle diverted into 'discussing' the Quality of Advice Review?
Would it surprise you to be reminded that the final report dropped way back in February 2023 - 3 years prior to this week's episode?
And, when you look around and see what a big difference it's made (...), isn't it quite astonishing?
This week, prompted by Nathan discovering how funny the report was while researching another piece, he and Jordan discuss the QAR report in some (read: excruciating) detail.
The report's actually a really interesting insight into the operations of the financial advice profession, and well worth a read.
But absolutely stuffed if we can find the Big Lebowski reference.
Links Etc:
Quality of Advice Review - Final Report | Treasury.gov.au
Terms of Reference | Treasury.gov.au
Michelle Levy pens open letter on QAR, urges action - IFA
The Finsider with Michelle Levy
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:
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:
www.nathanfradley.com.au
Jordan:
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.
By Nathan Fradley and Jordan VakaRemember QAR? The noise, the fury, the outrage? The column inches, breath and spittle diverted into 'discussing' the Quality of Advice Review?
Would it surprise you to be reminded that the final report dropped way back in February 2023 - 3 years prior to this week's episode?
And, when you look around and see what a big difference it's made (...), isn't it quite astonishing?
This week, prompted by Nathan discovering how funny the report was while researching another piece, he and Jordan discuss the QAR report in some (read: excruciating) detail.
The report's actually a really interesting insight into the operations of the financial advice profession, and well worth a read.
But absolutely stuffed if we can find the Big Lebowski reference.
Links Etc:
Quality of Advice Review - Final Report | Treasury.gov.au
Terms of Reference | Treasury.gov.au
Michelle Levy pens open letter on QAR, urges action - IFA
The Finsider with Michelle Levy
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:
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:
www.nathanfradley.com.au
Jordan:
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.

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