In this Australian Finance Podcast episode, your host Owen Rask is joined by Rask Advice Associate Milli Russell to unpack Milli’s journey into financial advice, alongside answering your biggest money questions. They cover:
– Milli’s pathway from school to financial planning
– What it actually takes to become a financial adviser
– How the industry is changing post-Royal Commission
– Real-world answers to listener questions on mortgages, ETFs, and investing
Topics Covered
– Why Milli chose a career in finance
– The snow trip story: Advanced Sport → Accounting
– Discovering a passion for accounting and business in school
– Pivoting from accounting to financial planning
– The real financial adviser career pathway
– Study requirements & professional year (PY)
– Being young and female in finance
– The impact of the Royal Commission on the industry
– Why financial advice is rewarding
– Working with pre-retirees & retirees
– Listener Question: Fixing vs variable mortgage decisions
– Listener Question: SpaceX IPO & ETF impacts
– Listener Question: Shares vs property vs cash for young investors
– Spending vs investing vs enjoying life
Resources for this episode
📄 Learn more about topics discussed in this episode:
What is an IPO (Initial Public Offering)?
How ETFs work (S&P 500, Nasdaq exposure)
Understanding fixed vs variable interest rates
What is a financial adviser & how to become one
Superannuation basics for retirement planning
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~~ Rask resources ~~
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DISCLAIMER
This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs before acting on it.
If you’re unsure, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance.
The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group’s Financial Services Guide (FSG) – https://www.rask.com.au/fsg
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