Bonus Episode 3: It's About Inclusive Financial Advice (5:56)

Only one in four financial advisers in Australia are women. What does this mean for clients seeking advice, the quality of advice provided, and for the women working in the advice industry?

In this bonus episode, Jenny speaks with financial adviser, Trish Gregory CFP®, about the gender bias in the financial industry. They discuss initiatives to support women working in the sector as well as those seeking advice, and the importance of embracing diverse perspectives in reshaping financial advice, emphasising the need for representation to drive meaningful policy, advice, and industry change.

Trish is a CFP® certified millennial financial adviser with more than 7 years of formal experience and a Masters Degree, three school-aged children, and a military veteran partner. With an abundance of life experience prior to commencing her financial planning career, Trish intimately understands the challenges the younger generation face which can thwart their financial goals. Having previously worked in a more ‘traditional’ advice role supporting pre-retirees and retirees as well as clients with defined benefit pensions, she now spends her days in the weeds of budgets, projections, goal planning and trade-off conversations with Millennials and Gen Z.  

Trish is a strong believer in supporting women to enter and grow in the financial planning profession and knows that systemic change is needed before we’ll reach gender parity. Don't get her started on the overall gender or superannuation pay gap!

You can find Trish sharing finance tips and chicken love on her chickenfinance5 TikTok channel.