People
Profiles of the leaders, advisers, and investors shaping Australia's financial services industry.
Aged care roots run deep in the fabric of this advice career
Like many advisers we profile for The Inside Adviser, Claudia Rigoni-Brazzale did not set out to be a financial adviser. But careers can develop in unforeseen...
A career built on purpose, perspective and Western Australian pride
Jane Tandy’s journey through the financial services industry is a testament to purpose-driven ambition shaped by a deep connection to community. Her career...
Process first: The compounding power of consistency and curiosity
In a profession where egos inflate as easily as bubbles, Trent Masters, portfolio manager at Alphinity Investment Management, brings a refreshing combination...
From graduate to partner, by taking the road less travelled
By any measure, Christine Atencia’s career at Nexia Sydney has been one marked by clarity of purpose, quiet resilience, and deep commitment – not only to...
Recognising the risk and reaping the reward: Hollie Briggs on bias, behaviour and disciplined investing
Thankfully, Byron Bay's voracious shark population spared Hollie Briggs, as she swam off Tallow Beach for an hour. That meant the head of global product...
From work experience to GM, the journey continues
As a Curtin University commerce student in the early 2000s doing a financial planning major, Bree Stevens was delighted to be offered a part-time job with...
50 for 50: A journey through advice and investment
An imminent big-milestone birthday has the Brilliant Investment Group (BIG) executive chair thinking about what he’d like to see this year.
Receiving and giving back drives the advice career path forward
What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths...
Placing clients at the centre has built Centaur
There are plenty of people in the investment industry who say they have been influenced by legendary investor Warren Buffett, but for Gold Coaster Hugh...
Out of the blue, and keeping clients in the black
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of...
'Intelligence, empathy and respect': Escala's Amanda Fong
Like many successful advisers, Escala's Amanda Fong has had a "strange" career path. But the Melbourne-based founding partner at Escala Partners has thrived by...