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 /

What you need to know when starting an advice business

In this CPD course, Pina Sciarrone from AIA Australia sits down with Jessica Brady from Fox & Hare - Financial Advice to explore the key things you need to know when starting a new advice business, and how the Royal Commission and legislative changes have impacted the way they work with clients. 

Future Talk Part 2

In this CPD course,  you will watch candid chats with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, superannuation and platforms. 

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Future Talk

In this CPD course, watch candid conversations with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, technology and superannuation. 

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Future Talk Part 1

In this CPD course, watch candid conversations Bryce Doherty, CEO at UBS Asset Management has with Senator Andrew Bragg, and Sally Loane at the FSC on the future of the financial services industry. 

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The 6 big questions facing Australian institutional investors

In this course, you'll get actionable insights into the 6 big questions facing Australian institutional investors today.  As with nearly $2.9 trillion in assets, the super sector is now larger than the entire Australian equity market - and it's valuable for advisers to see how these large investors are allocating their funds, as they're in a position to influence how people manager their money into retirement.

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Understanding FASEA – What You Need to Know

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.

This is part one of Dante's episode.

Watch part two here.

Watch part three here.

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