People
Profiles of the leaders, advisers, and investors shaping Australia's financial services industry.
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...
What Test cricket taught me about investment management
Much like the world’s best test Test cricket bowlers, the best investment managers are more about consistency than flamboyancy. Here, one experienced...
From criminal law dreams to compliance whisperer
When Catherine Evans decided to launch her own law firm, she didn’t just want to start another practice – she wanted to rebuild the model from the ground...
From wrangling toddlers in Boston to advising bespoke Perth wealth
Lauren Walker's journey toward a financial advice career started from the unlikely vantage point of a hard-working nanny in Boston's Back Bay.
The long game: How Joel Fleming turned curiosity into a career in micro-caps
When Joel Fleming first stumbled into the world of the sharemarket as a Year 10 student playing the AMP-ASX sharemarket game, he had no idea it would become...
Balancing science, connection and simplicity in advice
Nothing against accountancy, but realising that was not what she wanted to do was the spark that pushed Alisa Burns to her true calling.
Following the white rabbit: The journey of Nicola Beswick
Patent attorney-turned-financial adviser Nicola Beswick is a woman with a very strong vision of what advice can be, and how it should be delivered. Take a peek...
From law to ethical wealth: A journey to values-driven financial advice
When Tom Robertson began his academic journey, he didn’t envision becoming a financial adviser. In fact, it was quite the opposite.