Welcome to the Aged Care Steps podcast series, hosted by Paulette Trevena. In these podcasts, we discuss and explore issues impacting aged care advice.

FASEA requirements for aged care standards

Aged care advice is moving towards a core component of financial advice due to an ageing population. This is reinforced by the FASEA Code of Ethics.

In this first podcast, Paulette Trevena and Assyat David discuss the White Paper from Aged Care Steps which provides practical insights to guide advisers and licensees on steps to meet FASEA obligations, protect advice business from disruptions, and be positioned for growth.


Planning for the third phase of retirement

In this second podcast, Paulette Trevena speaks with Assyat David, the author of the white paper: Planning for the third phase of retirement. This paper challenges thinking around financial advice, particularly in relation to retirement planning. This issue is increasingly relevant both in Australia and around the world as we collectively face the issues associated with an ageing population.


Why aged care and choosing a business model

In this third podcast, Paulette Trevena speaks with Louise Biti about why financial planners should consider moving into the aged care space. Louise shares advice and success stories from planners who have made this move and discusses the approaches and options around choosing a business model.










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