From research to reality: How Dawn Thomas aims to transform super for Generation Z

The ifa Show

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4M ago 29:02

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In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces. Thomas discusses her PhD on Generation Z’s initial experience with superannuation, and the heavy workload of pursuing her research while balancing work and family obligations.

She also shares why she believes that combining her academic background with her practical experience will enhance her expertise and help improve financial literacy among younger individuals, ultimately fostering greater engagement with the superannuation system.

Listen as they discuss:

The sacrifices she’s making to complete her PhD.
Advisers’ struggle to be viewed as a profession.
Improving people’s engagement with their super, and more.

268 episoade

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