Dr. Michelle Cull, Importance of Trust & Ethics in Financial Planning | HR Think Tank #20

While accounting and financial planning may seem black and white to some, our guest today has discovered that it's not all about the numbers.

She believes the human element plays a much bigger role than people give it credit for. Specifically, the human element of trust.

Dr. Michelle Cull is the Associate Dean of Engagement at Western Sydney University, and has worked for more than 15 years in ASX100 listed companies in financial roles.

She is now a leading academic in financial planning, specialising in the moral development of financial advisers in Australia and the role of trust in the relationship between adviser and client.

Topics we also cover:
- Significant Changes in Financial Industry
- Importance of Qualification Checks when Choosing Financial Planner
- Building Client Trust with a Financial Planner
- The 7 Characteristics of Trust

CHAPTERS:
00:00 - Intro
01:01 - Dr. Michelle's Role as an Associate Dean at Western Sydney University
05:18 - The Changes in the Financial Industry in the Last 20 Years
09:49 - Reasons for the Shortage of Professionals in the Financial Industry
12:35 - Importance of Qualification Checks when Choosing Financial Planner
15:00 - How Can Consumers Check if Their Financial Planner's Qualifications are Legitimate?
19:16 - Dr. Michelle's Insights Around Trust in the Workplace
28:30 - The 7 Characteristics of Trust
31:19 - Building Client Trust with a Financial Planner
35:31 - The Value of Delivering Today's Education Model
43:34 - Dr. Michelle's Experience in Hockey in Terms of Identity & Wellbeing
49:46 - The Fast Five Questions
53:07 - Final Messages
53:41 - Outro

—
Connect: