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A shotgun ride with Dad put this adviser in pole position

“We’re all humans trying to make a fist of it,” says Muirfield Financial Services adviser Matt Torney. “And sure, finances matter, but people and relationships matter more.”

James Dunn | 4th Apr 2024 | More
Partners Private co-founder takes private equity path to portfolio management

Sick of being locked out of large scale private equity investments, the group put together their own project in 2013. Forty projects and some outsized returns later, they’ve only recorded one that didn’t reach its targeted internal rate of return.

Nicholas Way | 25th Mar 2024 | More
  • Full circle tree-change brings Mark Folpp’s adviser journey back home

    It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his “inner fund manager”, but the context is a whole lot different this time.

    James Dunn | 18th Mar 2024 | More
    David Leon: Leading the boutique, independent advice brigade

    After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It’s why the Adelaide adviser was so surprised the Hayne Royal Commission took so long to come about.

    Nicholas Way | 19th Feb 2024 | More
  • The OG investment researcher: Rob da Silva on gorillas, conflicts and what advisers really want

    Rob da Silva didn’t plan a career in research, but a confluence of events led to an early career switch away from pure funds management. The research sector has its challenges, which the now-veteran researcher calls “frustrating”, but it also holds real pockets of opportunity for new players to add value for advisers.

    Tahn Sharpe | 31st Jan 2024 | More
    ‘We stick absolutely to our knitting’: Simon Growden’s journey with Shadforth Financial Group

    Over his 28 years as an adviser, Growden has learned a lot about investing: his mantra now is “stick to what you know”. His best investment, he says, was buying equity in what became Shadforth 25 years ago, while his worst came from moving outside rule number one.

    James Dunn | 29th Jan 2024 | More
    A link to the next generation of advisers: Steve Sloane

    The decision to build an academy for advisers wasn’t taken lightly, says Link Wealth founder Steve Sloane. But the strategy is paying dividends, with some of the best young advice talent in the country coming through its ranks.

    Nicholas Way | 18th Dec 2023 | More
    Blood, booms and ‘barefoot millionaires’: The Anthony Menico story

    You can’t judge a book by its cover in the far north of Australia, says adviser Anthony Menico. Sometimes it’s the most unassuming clients that have the most complex financial advice needs.

    James Dunn | 20th Nov 2023 | More
    No slowing down for the Indiana Jones of Emerging Markets

    The emerging markets pioneer turned a $100 million fund into a $60 billion behemoth over 30 years. And even now, well past 80, Mark Mobius still spends 250 days of the year on the road researching companies.

    James Dunn | 12th Oct 2023 | More
  • The deceased-estate detective with a nose for lost shares

    Handling emotionally charged phone calls as a Lifeline counsellor taught Jon Moses the patience required to conduct forensic searches for lost shares and dividends belonging to deceased estates.

    James Dunn | 5th Oct 2023 | More
    Paul Nicol came for the advice, stuck around for the career

    A visit to an adviser at a young age gave Paul Nicol pause for thought. Instead of just investing with the help of a financial planner, why not put in the hard work and become one?

    Staff Writer | 14th Sep 2023 | More
    Meet Josh Lee, an advice director at 27 with a full book of clients and millions of online fans

    By age 24 he had more clients than he could handle. On his 26th birthday Josh was appointed as a director at Link Wealth Group. “I hit the ground running,” he says. “I enjoyed doing it and just engulfed myself in it.”

    Tahn Sharpe | 14th Aug 2023 | More
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