People
Profiles of the leaders, advisers, and investors shaping Australia's financial services industry.
Building a 'formidable' advice business the real test for this former cricket star
Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn't like to...
Playing it 'straight down the middle' suits this industry veteran
Fixed income has evolved tremendously over the decades, but one maxim Roy Keenan has stuck with has lost none of its utility; stick with a process that's tried...
Amie Baker: From furniture fabric to a financial advice career
It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was...
How Victor Smorgon Group opened its doors to outside money
Victor Smorgon Group is one of the rare family offices that manage external funds. Doing that required modifying some of the investment principles that it...
The subtle art of stacking the deck: Fortitude Investment Partners
Getting a good business in a good market with good people is just the start for this highly connected Brisbane funds management team. The next step involves a...
Yarra Capital's Dion Hershan on the value of humility and conviction
"Some kids read cartoons," the equities manager recalls, "and some read the sports section, but I used to read the stock market tables and try to figure out...
Plugging the advice gap with new-to-market innovation: Leesa Swain
After witnessing the horror of the GFC, a young Leesa Swain decided to help mitigate the 'ripple effect' of bad financial management and start a journey in...
The Chilean tech visionary behind NZ's big venture capitalism push
The technology subsector in venture capitalism is thriving, especially in New Zealand, where the government is putting its money where its talent is. An...
A shotgun ride with Dad put this adviser in pole position
"We’re all humans trying to make a fist of it," says Muirfield Financial Services adviser Matt Torney. "And sure, finances matter, but people and...
Full circle tree-change brings Mark Folpp's adviser journey back home
It was a long and winding road that took Mark Folpp from accounting to broking, funds management and ultimately financial advice. He still gets to channel his...
David Leon: Leading the boutique, independent advice brigade
After witnessing the evolution of the US advice market, David Leon knew his Australian clients would want product and advice to be separate. It's why the...