In this episode, Dr Michael Drew and John Barton were joined by Dr Tracey West, Accounting, Finance, and Economics Lecturer at Griffith University, to discuss behavioural, household, and personal finance, and how to navigate uncertainty in markets.

EPISODE MENTIONS

Book Recommendations: Sand Talk, by Tyson Yunkaporta and Dark Emu, by Bruce Pascoe 

Social Media Recommendation: Adam Grant on Twitter and LinkedIn

Podcast Recommendation: Cautionary Tales, by Tim Harford

Charity Recommendation: Logan East Community Neighbourhood Association  (click here to donate)

DR TRACEY WEST 

Accounting, Finance, and Economics Lecturer at Griffith University

Dr Tracey West has a strong background in household finance, with several publications on household finance, financial literacy and financial planning issues, including a PhD thesis completed in 2016. Recent work has been published in Economic Notes, Financial Counselling and Planning, Financial Planning Research Journal, Journal of Family and Economic Issues, JASSA, the Consumer Interests Annual. This work contributes to knowledge on investor behaviour, informing curriculum development and guidance for advisors in the financial services industry. She currently teaches Behavioural Finance and Wealth Management at Griffith University, Australia.

DISCLAIMER

The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Beth Mohle AM, Secretary of the Queensland Nurses and Midwives’ Union, to discuss the intersection of health care and wealth care for Australians in light of her background, training, lived experiences, and various roles.

EPISODE MENTIONS

Book Recommendation: The Premonition, by Michael Lewis

Charity Recommendations: Australian People for Health, Education and Development Abroad (APHEDA), Belong, Australian Red Cross, RSPCA Australia, Kitten Kapers Rescue

Other: Griffith University, QSuper, HESTA, Fiona Trafford Walker

BETH MOHLE AM

Secretary of the Queensland Nurses and Midwives’ Union

Beth first started nursing in 1983, working as a Registered Nurse in a medical ward at the Royal Brisbane Hospital. Through the Queensland Nurses and Midwives’ Union (QNMU), Beth has worked hard to advance the industrial, professional and social interests and values of Queensland’s nurses and midwives across all sectors.

As QNMU Secretary, her focus remains firmly on members and using numerous avenues to address the challenges they confront in their daily working lives.

Beth is the Senior Vice President of the Queensland Council of Unions and a member of Union Aid Abroad – APHEDA. She is also a past board member of the Queensland Community Alliance. Until 2012, Beth served as a board member of HESTA for over 11 years, including a term as both Chair and Deputy Chair. In 2008, Beth was named Trustee of the Year by the Australian Institute of Superannuation Trustees. She is a Fellow of the AIST. Since December 2013, Beth has been a Trustee Director of QSuper.

DISCLAIMER

The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Jeremy Duffield, Chairman and Co-Founder of SuperEd, to discuss how Jeremy's background, career, and lived experiences have influenced his passion and work in helping people make more informed decisions in order to achieve better retirement outcomes.

EPISODE MENTIONS

Book Recommendations: East of Eden, by John Steinbeck and Destined for War, by Graham Allison

Podcast Recommendations: National Public Radio and EconTalk with Russ Roberts

Charity Recommendation: Opportunity International

JEREMY DUFFIELD

Chairman and Co-Founder, SuperEd

Jeremy Duffield has a long history as a leader in financial services.  He is co-founder and chairman of SuperEd, a leading Australian digital financial advice provider serving super funds and their members. He is also a director of its subsidiary Retirement Essentials which helps Australians with the Age Pension. 

Jeremy was the founder and Chairman of Vanguard Investments Australia (1996-2010) and served as a senior executive of The Vanguard Group for over three decades in the US, Asia and Australia. He was also founding chairman of Plum Financial Services.

He has non-executive roles as chair of MLC’s asset management subsidiary and as a director of Vanguard Super Pty Ltd.  

He has previously served as the Chairman of the Australian (now Monash) Centre For Financial Studies, vice chairman of the Investment and Financial Services Association, a member of the Financial Sector Advisory Council, and a member of the Australia As A Financial Centre Forum.

DISCLAIMER

The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Michael Furey, Managing Director of Delta Research & Advisory to discuss how Michael applies his knowledge and passion for quantitative analysis in the fields of investment strategy and selection, and portfolio construction.

Episode Mentions

Last Read: Magna Carta, by Dan Jones

Podcast Recommendations: EKP: The Ed Kavalee Podcast, Ross Noble Podcast, The Science of Sport Podcast with Professor Ross Tucker and Mike Finch, and Masters in Business with Barry Ritholtz

Charity Recommendation: Chain Reaction Challenge

Michael Furey

Managing Director, Delta Research & Advisory

Michael Furey started Delta Research & Advisory in 2012 with the goal of providing innovative quantitative-based investment and markets research for the private wealth industry. Delta Advisory is focused on the investment committee function, including governance, asset allocation, investment selection, and portfolio design. Delta Research includes Delta Factors, a multi-factor investment analytics system whose subscribers use to better understand managed fund investment performance behaviour. Clients of Delta range from boutique financial advisory firms to multi-national asset managers. 

Michael is a Senior Fellow of FINSIA, Certified Investment Management Analyst®, and Certified Financial Planner®. His educational qualifications include Master of Applied Finance & Investment, Graduate Diploma of Financial Planning, Bachelor of Mathematics (Statistics), and has completed Level 2 Accredited Derivatives Adviser (ADA). He is a regular writer and conference presenter on a wide array of investment matters.

Disclaimer

The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.

In this episode, Dr Michael Drew and John Barton were joined by Hon Bernie Ripoll to discuss investment lessons from a life in politics, what his role as Parliamentary Secretary to the Treasurer taught him about thinking through challenges, problems, and the complexities of regulation, how to approach critical issues, managing risk management, and his views on today's cognitive blind spots.

EPISODE MENTIONS

Current Read: The Storyteller's Secret, by Carmine Gallo

Charity Recommendation: 1200kms for Kids Charity Bike Ride

HON BERNIE RIPOLL

CEO and Chairman at Smart Capital Group

Bernie Ripoll in Government served as the Parliamentary Secretary to the Treasurer with responsibility for Financial Services, the Australian Securities and Investments Commission (ASIC), the Australian Bureau of Statistics (ABS) and other agencies in the Treasury portfolio. Bernie was the member for the federal electorate of Oxley in Queensland for six terms from 1998 to 2016 and brings a deep understanding of the political process. Bernie is an electrician by trade and also has a bachelor of business degree qualification.

In Government, Bernie chaired the Parliamentary Joint Committee on Corporations and Financial Services leading to the delivery of many reforms in particular work that led to the Future of Financial Advice legislation (FoFA) reforms. While in Opposition, Bernie served as Shadow Minister for Financial Services and Superannuation, and Small Business and Sport.

Bernie is a non-executive director with Allianz Australia Retire+, the Financial and Energy Exchange FEX Global and on the panel for the Conexus Financial Superannuation Industry Awards. Bernie holds board and Chair responsibilities with digital advice platform Map My Plan and Biogas energy developer Utilitas Group, and serves on the Board of the Self-Managed Super Funds Association (SMSFA), a director with public affairs firm SAS Group, and his own consulting firm Fresh Advisory with commercial interests focused on the financial services sector.

The SAS Group is a Brisbane based leading Public Affairs and Strategic Communications firm, offering a comprehensive solution to public affairs, government and business relations. Directors include former Federal Ministers and senior figures from industry and media. Consultants include senior communications practitioners with extensive contacts in business, the media and across each of the major political parties, at all levels of government.

DISCLAIMER

The information in this podcast is current as of the date of the recording. Please note that past performance is not an indication of future performance. Any advice included in this podcast is general and has been prepared without taking into account your objectives, financial situation or needs. As such, you should consider its appropriateness having regard to these factors before acting on it. Any tax information refers to current laws, is not based on your unique circumstances and should not be relied on as tax advice. Before you make any decision about whether to acquire a certain financial product, you should obtain and read the relevant product disclosure statement.