The ifa Show

Why this adviser believes Levy has done a ‘fantastic job’


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In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Ben Neilson, adviser and researcher at Neilson & Co Wealth Management. Mr Neilson explains why he thinks Michelle Levy has done “a fantastic” job by taking an incredibly complicated piece of “building-block based legislation” and turning it into a coherent report. He touches on the potential expansion of the scope of personal advice, and explains why he feels allowing superannuation funds back into advice isn’t a bad thing. Mr Neilson also talks about creating a unified voice in advice and how that voice can be appropriately channelled to create impact. Finally, he talks about ChatGPT and reveals how he utilises it in his business as a time-saving tool.

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The ifa ShowBy Momentum Media


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