How can more Australians access financial advice? In the first episode of this two part program, our host Vanessa Stoykov is joined by the the CEO of the FPA Association and the well known fintech identity Steve Davison, to talk about the recent changes to legislation and government intervention that will make it easier for advisers to operate and serve more client.

Sarah outlines the changes that are on the horizon and how the FPA is going about creating capacity for increased demand. Steve talks about how advisers should embrace technology to extend their reach, particularly in terms of existing family members as well as new clients reach.
Presenters
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Steve Davison
Chief Commercial Officer, Midwinter
Steve Davison leads Midwinter and InvestmentLink – Bravura Solutions’ financial advice and data aggregation platforms – and is a member of Bravura’s extended executive leadership team

Having worked in financial advice and wealth management for over 20 years, Steve has an established track record of forming and leading teams that bring new propositions and services to market. Today, Steve works with adviser groups, superannuation funds and insurers to help them transform the way they deliver financial advice.
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Sarah Abood
CEO, Financial Planning Association of Australia
Sarah Abood is Chief Executive Officer of the Financial Planning Association of Australia (FPA). She has over 25 years’ experience working in the financial services industry and she is a passionate advocate for financial planning.

Sarah has a deep understanding of the financial planning profession, and the demands of running a financial planning practice. This was gained from her nine years as CEO of a privately-owned and self-licensed financial planning firm and FPA Professional Practice.
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