Challenge the Standard in Financial Advice – Détails, épisodes et analyse

Jordan:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

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.

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:

Jordan:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

LinkedIn:

Jordan and Nathan are both authorised representatives of PlanningSolo Licensing, AFS Licence 526143.

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S8E17 Post-PY Life with Hannah Elliott

Saison 8 · Épisode 17

jeudi 27 août 2026 • Durée 01:13:36

Fair to say the Professional Year experience has involved a lot of pioneering spirit from all involved. And it's now been around long enough that we're seeing people roll out from the 18m-long-year into being fully fledged financial advisers.

And Jordan and Nathan were curious about how that looks for the now-advisers brave enough to weather the experimental process.

Which is why this conversation with Hannah Elliott was so much fun. We were able to cover:

The challenges that come with learning the process as it's being built
Navigating changing licensees midway through the PY
The honesty behind becoming known as the adviser who failed the exam
How Hannah's approach to social media embodies her approach to advice

On top of this, they find time for Hannah to allocate karaoke songs to both Nathan and Jordan, and explore the at-times difficult realities of being a woman in the financial advice world.

Plan Your Pennies (Hannah's Podcast): Spotify | Youtube

Hannah's Socials: Instagram | LinkedIn

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.

S8E16 Reform, At Last!

Saison 8 · Épisode 16

jeudi 20 août 2026 • Durée 01:17:21

Like most of our listeners, we at Challenge the Standard believe that the regulatory landscape for financial advisers has been too stable, for too long. Just the same rules, nothing changing, for years and years and years.

Which is why we were so overjoyed at the prospect of there finally being some reform in the works, some evolution in the rules around financial advice for us and our clients.

No more complacency for us financial advisers, comfortable practicing in the same rules and methods since time immemorial.

Nathan and Jordan enjoyed working through the fact sheet supporting the Hon Dr Daniel Mulino, Assistant Treasurer's speech to the National Press Club on the 19th August (that's right - TWO DAYS AGO!).

There's lots of ground covered (it's a long ep) and just so much cursing. So be warned, responsible adults who listen to this with their kids in the car.

And one of your hosts decides to tee off on all sorts of people, for very little discernible reason.

Enjoy!

(There's also more harmonica than you'd expect).

Protecting Consumers and the Promise of Superannuation in an Evolving Financial Ecosystem

National Press Club address and Q&A, Canberra | Treasury Ministers

Options paper – Compensation Scheme of Last Resort (CSLR): Reform options to support ongoing sustainability

You can now get CPD points for listening to two knuckleheads (and guests!) wax lyrical about financial advice for an hour at a time.

S8E15 Hiring

Saison 8 · Épisode 15

jeudi 13 août 2026 • Durée 01:09:04

This week's episode is centred on important question - when should you hire staff?

Inspired by a post from Matthew Jarvis on LinkedIn, Nathan and Jordan are asking just when is the right time to bring on new people?

And then, when the time IS right - just what do you have them actually do? Do you compensate for weaknesses? Push for efficiencies? Emphasise your strengths?

And where do you get them from? Salary? Outsourced? Contract? Casual? Egads - family?

These questions and more are asked - if not necessarily answered!

Plus, a new entry coming right out of the VaULT, a well Jordan's racing to the bottom of with an unseemly enthusiasm.

If you want to get involved in our UNAFFILIATED Pre-Congress Session CLICK HERE

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: https://quiz.ensombl.com/NATH-26081312-42290001

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:

Jordan:

S8E14 Walking the Talk with Kate Mitterer

Saison 8 · Épisode 14

jeudi 6 août 2026 • Durée 58:21

How well do you remember your higher education? Beyond that - how much did you give back during your uni days?

Then, coming out of those halcyon / dreaded days, how did you find those first steps into the real world?

Were you wobbly, stumbling around like Bambi, trying to make your way in the mean streets of financial advice?

Or were you, like our guest this week, more of a take charge, grab the bull by the horns type?

Kate Mitterer, long-suffering employee of one of your hosts, joins us this week to discuss her path into financial advice, from:

Going from tour guide to handwriting amortisation tables on a mine site
Being motivated, like your other pod host, by a spiteful irritation at the poor effort of somebody undeserving of the title 'financial adviser'
Finding her people at university, and revitalising the moribund 'Financial Planning Club' there
And how being authentically herself on LinkedIn has presented a multitude of opportunities - culminating in her 2025 FAAA University Student of the Year Award.

Let us know your thoughts over on LinkedIn!

Nathan:

Jordan:

LinkedIn:

S8E13 The Industry vs Retail Fund Dilemma

Saison 8 · Épisode 13

jeudi 30 juillet 2026 • Durée 01:12:39

It's the debate that doesn't go away, the frustration that infuriates, the conflict that challenges - the age-old argument adviser have every day, about which super fund their client should be using.

Our views are often infected by ideology, but then as we discuss in this week's episode, the counter can be true as well - the desire to avoid what we see as an ideological position can drive us into hard-to-defend positions.

We also discuss the role your employer's 'houseview' can have in either amplifying, or forcefully quietening, that dissenting voice at the back of your mind.

This one is based on some recent frustrations both Nathan and Jordan have found with different super funds, and attempts to propose some methods, approaches and ideas to help us all keep fighting this good fight.

Nathan:

Jordan:

Challenge the Standard in Financial Advice (Podcast): Overview | LinkedIn

LinkedIn:

S8E12 Everyone's Wrong About AI (Except Us)

Saison 8 · Épisode 12

jeudi 23 juillet 2026 • Durée 01:21:01

Leaving aside the deeply tongue-in-cheek title, this episode was a challenge to record.

After all, both Jordan and Nathan use AI every day - they're very conscious of how much efficiency, effectiveness and, um, enthusiasm it brings to their practices.

But, at the same time, they also have some reservations and notes about it all.

So this episode is all about examining those reservations, exploring their concerns, declaring their blatant hypocrisies and putting the realities of using AI under a microscope.

Now, that microscope being clouded with doubt, experience and a determination to avoid being all 'the yoof don't understand' about it is what made it so challenging (and fun!) to record.

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: https://quiz.ensombl.com/NATH-26072311-21120001

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:

Jordan:

S8E11 Vulnerable Clients

Saison 8 · Épisode 11

jeudi 16 juillet 2026 • Durée 01:09:18

How do you recognise, assess and accommodate the vulnerabilities your clients bring into your meetings?

In this week's episode, Nathan and Jordan explore the many different vulnerabilties clients carry in our work together. Bouncing from their work in the divorce, bereavement and aged care spaces, they discuss:

How vulnerability is not, and shouldn't be seen as, an impairment or disability
The different ways vulnerability can manifest in our meetings
How people can mask their mental disengagement in our process so well that we don't notice
What you and your firm can do to work around these vulnerabilities
How different approaches can influence our work
The distinction between the power of good vulnerable client policies and on-the-ground experience

Heavy?

Sure.

Vital for those of us working with actual humans confronting the second most sensitive part of their lives?

Absolutely.

But don't worry regular listeners, there's also plenty of discussion about the latest stop on Nathan's Journey of the (Tea) Leaf.

And tune in for what Jordan confidently believes is the greatest two-word combination he's ever uttered.

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: https://quiz.ensombl.com/NATH-26021111-24240001

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.

S8E10 SMSFs in 2026

Saison 10 · Épisode 8

jeudi 9 juillet 2026 • Durée 01:11:51

Do you wind up more SMSFs that you open? So does everyone else apparently, so who is opening SMSFs then?

In this episode Jordan and Nathan open SMSF discussions with little regard for recourse, discussing

The CSLR Treasury paper and it's comment on SMSF inclusion
The recent changes to residential LRBAs
Accountant exemptions
Working with vulnerable clients who have SMSF

Served piping hot like a pot of herbal tea, this ep is also full of sidebars and distraction.

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: https://quiz.ensombl.com/NATH-26070921-34210001

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:

Jordan: