People
Profiles, moves, and perspectives from across Australia's financial advice and investment industry.
The biggest advice gap in Australian wealth sits on the land
Troy Armstrong's Larapinta Private has launched to fill the biggest gap in Australian agricultural wealth management, bringing institutional advice to farming...
Why advisers should tilt global and lean into AI exposure
Arrow Private Wealth's Ryan Synnot argues advisers cannot afford to underweight global equities or sidestep AI, with the real concentration risk often hiding...
Knowing the full private markets spectrum is now table stakes
Escala Partners' Will Hauser says public markets are becoming increasingly commoditised, the adviser edge is narrowing and the practices that do not understand...
When life changes, advice relationships matter most
White Rabbit Advisory's Nicola Beswick argues that knowing clients at a human level is not a soft skill. It is the most operationally important thing an...
The invisible practice problem: generic positioning is killing your growth
Drew Meredith of Wattle Partners says most advice practices are invisible because they try to serve everyone. The fix is simpler than most think: find a...
What a big bank teaches you about being a better adviser
Alex Thompson left a career in institutional banking to advise private clients at Viola Private Wealth, and found that the discipline forged in markets...
FinCap builds the governance case ahead its private markets launch
FinCap strengthens credibility with independent Investment Committee appointments, highlighting rigorous investment governance and oversight for its private...
How a cold call shaped the Australian finance industry
The Capital Conversations podcast wraps up its first season with an inspiring finale featuring Sheridan Lee, who shares invaluable insights on sales...
The advice that earns trust is never given in calm markets
Viola Private Wealth's Charlie Viola says the principles of good advice have not changed in more than two decades. What has changed is the toolkit available to...
Following the green lights, to the green fields
Emma McKenzie's path from city hospitality professional to a financial adviser and farmer in country New South Wales is a great example of the pathways by...
Why advisers matter most when markets get noisy
Nicola Beswick, founder of White Rabbit Advisory, says advisers deliver real value by turning market chaos into clarity, not by drowning clients in technical...
Building trust across borders and generations: Angela Ray's advice journey
Born in Taipei, educated in Beijing and Auckland, and now based in Brisbane, Angela Ray's career pathway has given her a unique outlook on what financial...
Automation, optimism and opportunity: why the next generation is bullish on advice
For a profession that has seen significant change, Angus Taylor outlines the spectrum of opportunity for entrants to the advice community.
The 14-year-old adviser: Sam Robinson’s journey from school to practice owner
“From day one, I knew this was what I wanted to do.” When Sam Robinson speaks about financial advice, she doesn’t start with markets or regulation. She...