Ben Marshan in the media

I'm regularly quoted in the trade press on financial advice, insurance and regulation. Before starting Marshan Consulting, I spoke for the Financial Planning Association, so those quotes give the association's position.

 

Since starting Marshan Consulting

2025

• Marshan Consulting director to deliver a session at the Adviser Innovation Summit 2025, ifa (2025)

• 'Tsunami' of retirees set to triple adviser demand by 2055, ifa (2025)

• Next minister needs to avoid another CSLR-like 'disaster' with DBFO, ifa (2025)

• $4k comprehensive advice fee the new bar for viability, Professional Planner (May 2025)

• New look SOA proposal 'disappointing', Professional Planner (Mar 2025)

• Licensees must 'weigh up' merit of bundling tech costs, Professional Planner (Mar 2025)

• The 'seven deadly sins' holding back best practice, Professional Planner (Feb 2025)

2024

• Advice cost anchored down by admin, Professional Planner (Nov 2024)

• 'One Jenga piece away from collapse': fragile data systems hindering advice, Money Management (Nov 2024)

• Expanding digital advice a positive but needs 'careful management', ifa (Oct 2024)

• 'An important step forward': ATO determination recognises advice as a profession, Professional Planner (Sep 2024)

• 'A passion, a cause, a purpose': providing more than financial advice, ifa (Aug 2024)

• How does QAR duration compare to other financial services inquiries?, Money Management (Jun 2024)

• Warnings raised over 'proliferation' of unlicensed aged-care advice, Professional Planner (Apr 2024)

2023

• Navigating the QAR reforms timeline: when can we expect implementation?, ifa (Dec 2023)

• Will government be able to pass QAR in 2024?, Money Management (Dec 2023)

 

At the Financial Planning Association

2022

• 'No point having a scheme that doesn't actually compensate': Govt puts CSLR bill on hold, Professional Planner (Dec 2022)

• Give advisers the gift of standardisation, Professional Planner (Dec 2022)

• Budget tackles product failure with Treasury review of managed investment schemes, Professional Planner (Oct 2022)

• 'There is no average': industry research aims to uncover the real cost of advice, Professional Planner (Sep 2022)

• Treasury outlines review of ASIC Industry Funding Model, Professional Planner (Aug 2022)

• Give farmers subsidised advice: FPA, Professional Planner (Jul 2022)

• FPA calls for greater engagement between ASIC and crypto participants, Money Management (Jul 2022)

• Regulate crypto like other products: FPA, Professional Planner (Jul 2022)

• FPA develops new SOA video toolkit for members, ifa (Jul 2022)

• Your new SOAP box: FPA releases video SOA toolkit, Professional Planner (Jul 2022)

• No simple metric to measure quality advice: FPA, Professional Planner (Jun 2022)

• CPD: Sophisticated investors, an essential guide for financial advisers, AdviserVoice (Feb 2022)

• 'Caught off guard': why the FPA shifted its view on the education pathway, Professional Planner (Feb 2022)

• 'Lived experience' key credential for new FPA CEO, Professional Planner (Feb 2022)

• Associations concerned over PY education changes, Professional Planner (Jan 2022)

2021

• Expect slowdown in regulatory change in 2022, Money Management (Nov 2021)

• How much damage would the ALP's degree carve-out cause?, Professional Planner (Dec 2021)

• FPA targets tax deductible advice for 2022, Money Management (Dec 2021)

• Calls grow for the term 'advice' to be reserved for personal use, Professional Planner (Mar 2021)

2020

• FASEA exam worth a second go, Money Management (May 2020)

2019

• Did ASIC quietly raise the adviser levy?, Money Management (Dec 2019)

• Digital SOAs are the future of advice, says FPA, ifa (Nov 2019)

• The science of quality advice (profile), Financial Standard (Jan 2019)

2018

• FPA says CFP designation up for review, Professional Planner (Nov 2018)

• Know which tech fits the business, Professional Planner (Nov 2018)

• FASEA deals FPA, AFA members a rough hand, Professional Planner (Nov 2018)

• We're thinking about SoAs all wrong, Professional Planner (Jun 2018)

• FPA Roadshow: looking ahead to FASEA, back to FoFA (by Ben), Professional Planner (Apr 2018)

• FPA sets out priorities for a busy new year (by Ben), Professional Planner (Jan 2018)

2017

• Collegial event helps advisers get the fintech spirit, Professional Planner (Dec 2017)

• Fun with fintech: FPA study may help ease some fears, Professional Planner (Nov 2017)

• FPA's lesson plan for FASEA's new education standards (by Ben), Professional Planner (Jun 2017)

• Educate clients about approaches from funds, for everyone's sake, Professional Planner (May 2017)

• FPA National Roadshow to clarify education standards, fees, Professional Planner (Apr 2017)

• What planners can expect from Parliament's return (by Ben), Professional Planner (Mar 2017)

• Lawmakers have taken action, now everyone can get to work (by Ben), Professional Planner (Feb 2017)

Articles by Ben (print and member publications)

• 2020: the year of (regulatory) certainty, Money & Life (Jun 2020)

• New Year column on the 2019 regulatory outlook, Money & Life (Dec 2018)

• New law to enshrine the term 'financial planner/adviser' ("On My Mind" column), Money magazine

 

As a guest

• XY Adviser podcast, episode #187: Benjamin Marshan

• Investor Daily podcast: SMSF Association National Conference 2025 highlights