Financial advice is evolving — both in the growing role of women working within the profession and in the way advice is delivered to female consumers.
Following the FAAA Melbourne Inspire Lunch, featuring an inspiring keynote from Jelena Dokic, Tim speaks with five women from across financial services about how the profession has changed and where it needs to go next.
Featuring Amy Parsons from Futurity, Kirrily Stevens from Zurich, Laura Agnello from Count, Natallia Smith from TruWealth and Fiona Shedden from FMD.
Together, they explore the importance of attracting more women into financial advice, mentorship, diversity, financial confidence and why advice needs to be about more than investments.
Drawing on Netwealth's "Women as the New Face of Wealth" research, the episode also considers how financial advice can better engage, educate and empower women. Because a more diverse profession, combined with a better understanding of clients, can help create better financial advice for everyone.
Connect with our guests:
https://www.linkedin.com/in/amy-parsons-3882a030/
https://www.linkedin.com/in/kirrilystevenszurich/
https://www.linkedin.com/in/laura-agnello/
https://www.linkedin.com/in/natalliasmith/
https://www.linkedin.com/in/fiona-shedden-nee-agnew-89108b64/
Jelena Dokic https://www.icmi.com.au/jelena-dokic/?google