People
Profiles, moves, and perspectives from across Australia's financial advice and investment industry.
FinCap brings in a treasury specialist to back its private markets liquidity promise
FinCap has appointed Akbar Shah as head of treasury and operations to underpin its private markets managed accounts platform, as competition grows to package...
Jennifer Goldsworthy's vision for advice is unmistakably her own
Jennifer Goldsworthy stumbled into financial planning on a deal with her father at 17. Two decades on, she owns the financial planning business and has rebuilt...
Why lasting wealth is a habit, not a strategy
Catherine Ye trained to be an accountant before advice found her. More than a decade on, she runs Bluepond Financial Planning on a simple conviction: that...
AMP brings employer and adviser engagement under one leader
AMP has merged its employer, account management and adviser teams into one new unit, hiring Richard Millington from Rest to lead AMP Super corporate super as...
Apostle hires for US experience as its offshore partnerships deepens
Apostle Funds Management has hired Jeff Peters, former Platinum Asset Management chief, to lead its next phase. The appointment signals a broader shift in how...
Ziller spent 20 years finding the one thing the world's best companies have in common
Ziller Funds Management's Joseph Ziller argues that founder-led investing is not a theme or a style tilt, but a durable, evidence-backed factor that has...
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...