Thought Leaders with Mark Brimble /

Thought Leaders with Mark Brimble Trailer

Mark Brimble, Director, FASEA

In a special Thought Leaders miniseries as part of No More Practice’s mission to make the pension irrelevant, we sit down with Dr. Mark Brimble and financial services industry leaders to talk about the first hurdle everyone needs to get over to achieve financial security, how the financial planning industry is lifting its game to deliver better advice, and what we can all learn from families who openly discuss money matters.

 

How to Unlock Advice for More Australians

Dante De Gori, chief executive, Financial Planning Association

Only two out of 10 people in Australia are receiving financial advice. This highlights the need for change, especially in an age where the age pension simply can't provide a comfortable retirement. Dante De Gori and Dr. Mark Brimble discuss this issue and the future of advice for Australia

The Biggest Challenge Our Industry Will Face

Dante De Gori, chief executive, Financial Planning Association

The financial services industry is no stranger to scandal, and this has lead to vast reforms across the sector. Progress has been made, but it has come time to tackle what Dr. Mark Brimble and Dante De Gori see as the industry's greatest challenge, restoring the reputation of financial services in the eyes of the public.

Understanding FASEA - What You Need to Know

Dante De Gori, chief executive, Financial Planning Association

There have been significant changes and reform within the financial services industry, and currently advisers are facing changes to education standards. In this episode of Thought Leaders with Dr. Mark Brimble, we sit down with the head of the FPA, Dante De Gori, and discuss the need for education standards and his mission to bring more advice to more Australians.

Why Money Should No Longer be Taboo

Marianne Perkovic, executive general manager, private bank, Commonwealth Bank

In this episode, Marianne Perkovic of CBA Private explains why talking about your finances around the dinner table and how an inheritance can set you up for life, or be squandered.

How to Hold onto the Wealth You've Created

Marianne Perkovic, executive general manager, private bank, Commonwealth Bank

In this Thought Leaders with Dr. Mark Brimble episode, we sit down with Marianne Perkovic of CBA and examine the issues around transferring wealth generationally. 

Why We Need to Talk About Money

Mark Brimble, Director, FASEA

Overcoming the “money taboo” is the first step towards achieving financial security. In the first part of a special Thought Leaders miniseries, Griffith University Professor of Finance Dr Mark Brimble explains the money mistakes we all commonly make, and what we can do to avoid making them in future. The answer is surprisingly simple, and it’s something we can all do.

Top Course /

Building a better industry

In the Thought Leaders Series, OneVue MD Connie Mckeage discusses the challenges the industry has experienced and what can be done to provide support for the industry to move forward in this post Royal Commission environment. Connie also shares a future gaze for the industry and how advancements in technology, the impacts of block chain, and new payments platform will change the way we do business. 

UBS Emerging Markets Equity Fund

The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.

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Advice in a post-Royal Commission world

In this quarterly update, Financial Planning Association chief executive Dante De Gori discusses how the advice industry is being reshaped by reforms, the Royal Commission and the court of popular opinion. While advisers will face multiple challenges over the next few years, De Gori has some practical advice about how to move the industry forward.

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How family protection insurance saved Caitlin

An accident or illness can have devastating consequences for clients and that’s before financial considerations are even taken into account. When Carla's daughter was diagnosed with leukaemia she never imagined how much her adviser and AIA insurance would be able to provide the support she needed. Due to having family income protection insurance Carla was able to be there for her child when she needed her most.  

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Inside Platinum's textbook succession plan

Succession planning is a challenge for any business, but the stakes are higher when you're managing almost $30 billion in assets. As legendary investor Kerr Neilson steps down as CEO of Platinum Asset Management, we sat down in an exclusive interview with fellow co-founder and new CEO, Andrew Clifford, and talked about how one of Australia's largest asset management firms handles succession.

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The Biggest Challenge Our Industry Will Face

The financial services industry is no stranger to scandal, and this has lead to vast reforms across the sector. Progress has been made, but it has come time to tackle what Dr. Mark Brimble and Dante De Gori see as the industry's greatest challenge, restoring the reputation of financial services in the eyes of the public.

This is part three of Dante's episode.

Watch part one here.

Watch part two here.

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