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.