People
Profiles, moves, and perspectives from across Australia's financial advice and investment industry.
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.
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...
Force propels Ordon to Coller Capital, in secondaries return
If you Google “Alex Ordon,” the first person that comes up is the director at Coller Capital; but the second is a Jedi knight. There is still confusion.
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.
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...
Bell tolls for Stewart, in a good way
Having parted ways with its external distribution partner, Bell Asset Management is ramping-up its strategy to augment its internal capabilities, having hired...
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...