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
