People
Profiles of the leaders, advisers, and investors shaping Australia's financial services industry.
Building portfolios for life’s dry seasons
Troy Armstrong, founder and senior adviser at Larapinta Private, builds outside-super portfolios around a question his farming clients know well: how quickly...
What private markets teach you about picking the right room
Tim Whybourne, Managing Partner at Emanuel Whybourne & Loehr, has built a wealth management footprint on a modest premise, that his edge is not original...
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...
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...
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...
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...
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...
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...
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...
From beginnings in software to trusted financial guide: Kiran Bhullar’s journey through Australia’s advice...
A career seemingly set in software took a distinct turn for Kiran Bhullar, as did her country of residence. Looking back, she can't imagine her life without...