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Ethics for advisers
by Professional PlannerA Professional Planner podcast series on ethics & professionalism for financial advisers
Copyright: © 2024 Professional Planner
Episodes
EP6, Season 2: Self-regulation is still a way off
41m · PublishedIf the success of the Code of Ethics is marked by an industry that can self-regulate and hold itself to account then we are a way off, Paul Moran, a self-licensed practice owner describes alongside UNSW’s Tracy Wilcox. Moran raises the possibility that a transition to this future state could be aided by a two-tiered approach to regulation.
EP5, Season 2: Documentation is the bridge to the other side
38m · PublishedIn this stage of the industry’s progression, documentation will play an important role in advisers’ ethical practices, Jon Scukovic from Park Lane Advice Group in Melbourne and Western Sydney University’s Michelle Cull discuss in a conversation that traverses some of the principles and practicalities of implementing ethical practices.
EP4, Season 2: Community is the advice industry’s superpower
41m · PublishedGordon Young brings his broader ethical lens to the conversation with practice owner and principal adviser Alysia Laird who both agree the early stages of the evolution of the profession has begun, something that’s particularly evident in the sharing of ideas and building of community that’s advanced quickly in recent years and is a hallmark of a thriving profession.
Ep3, Season 2: Lifting standards is a start but not the endgame
51m · PublishedIndustry stalwart adviser Tony Gilett talks about his passion for financial planning and why he decided to take on the challenge of new education standards and exams after decades of giving advice alongside AFCA’s June Smith who funnels her law background, ethics research and dispute resolution experience into the conversation.
EP2, Season 2: Where compliance ends and the Code begins
48m · PublishedTick-a-box approaches to compliance may not only be expensive and time consuming but they could also be holding advisers back from taking the next step in putting ethics into practice and advancing towards broader community trust and professional recognition, JB Were’s Kym Bailey and McMahon Clarke’s Selina Nutley discuss.
EP1, Season 2: Intention is frontrunning implementation
42m · PublishedAdvisers might have full plates, not to mention challenges managing their businesses ongoing during lockdowns and a global pandemic, but they’ve still come a long way getting their heads around the Code and ethical thinking, Griffith University’s Katherine Hunt and Prosperity Financial Services’ Nidal Danoun discuss, while highlighting that the practical implementation of ethics into every day practices might still be lagging.
EP6, Season 1: Above and beyond the law
39m · PublishedEP5, Season 1: Subordinate or die
49m · PublishedEP4, Season 1: Code whispering 101
48m · PublishedEP3, Season 1: It takes a village
1h 2m · PublishedEthics for advisers has 12 episodes in total of non- explicit content. Total playtime is 9:01:43. The language of the podcast is English. This podcast has been added on August 26th 2022. It might contain more episodes than the ones shown here. It was last updated on January 4th, 2024 15:12.