Neha’s Professional Year

Neha’s Professional Year

From My Risk Adviser by Phil Thompson

January 29, 2026 · 15 min · Season 5 · Episode 5

About this episode

Trent and Neha discuss the realities of the Professional Year for advisers, focusing on practical insights and experiences.

In this episode of My Risk Adviser, Trent is joined by Neha to unpack what the first quarter of the Professional Year really looks like. Not the glossy version. The real one. They cover: What the Professional Year actually is, and why it exists Why starting your PY later can sometimes be the smarter move What changes between Quarter 1, 2, and 3 Presenting advice under supervision, then on your own The reality of client conversations, confidence, and learning on the job Passing the adviser exam, first go, and why timing matters If you’re a student, associate, or thinking about becoming an adviser, this is one of those episodes that gives clarity, not hype. And if you’re a practice owner thinking about taking on a PY candidate, there’s plenty in here for you too. Give it a watch. It’s honest, practical, and very real. 👉 Join the My Risk Adviser Facebook community for Australian advisers: https://www.facebook.com/groups/myriskadviser/ The advice shared on My Risk Adviser is general in nature and does not consider your individual circumstances. My Risk Adviser exists purely for educational purposes and should not be relied upon to make a financial decision. Hosted on Acast. See…

People in this episode

Host: Trent

Guest: Neha

Topics covered

  • Professional Year
  • adviser exam
  • client conversations
  • learning on the job
  • advice under supervision

Keywords

  • Professional Year
  • adviser exam
  • client conversations
  • learning
  • supervision

Mentioned in this episode

Organizations: My Risk Adviser, Acast

Places: Australia

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