People
Profiles, moves, and perspectives from across Australia's financial advice and investment 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...
Following the green lights, to the green fields
Emma McKenzie's path from city hospitality professional to a financial adviser and farmer in country New South Wales is a great example of the pathways by...
Why advisers matter most when markets get noisy
Nicola Beswick, founder of White Rabbit Advisory, says advisers deliver real value by turning market chaos into clarity, not by drowning clients in technical...
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...
Automation, optimism and opportunity: why the next generation is bullish on advice
For a profession that has seen significant change, Angus Taylor outlines the spectrum of opportunity for entrants to the advice community.
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...
Relevance, rapport and relationships: Michael Turner on winning as a next-generation adviser
Trust is not won in a single meeting, it is built in layers. Michael Turner outlines how next-generation advisers can use relevance, emotional intelligence and...
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...
INFIN Awards shortlist unveiled to recognise the next-gen financial advisers
The Inside Network has announced the shortlist for its inaugural INFIN Awards, revealing 40 standout young professionals who represent the emerging leadership...
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.