Leading ideas and
research from the
``industry’s best.
#165 Dean Gilkison
The son of a financial adviser – Dean became an adviser himself before turning his attention to purchasing …
#164 Christopher Joye
Former government adviser, AFR contributor and Co-chief Investment Officer at Coolabah Capital Investments talks LIC commissions and the …
#163 Fraser Jack
Former adviser and #podgod host of the Goals Based Advice podcast, Fraser comes on to discuss how advisers …
#162 Steve Bull
Starting out in paraplanning, Steve worked as an adviser for six months before getting more involved in the …
#161 James Sutherland
James chats about the pressures coming out of the most recent changes in financial advice, and how being …
#160 Dylan Martin
Dylan has come up through the ranks from paraplanner, through to adviser, and finally buying out his former …
#159 Ben Neilson
Ben talks about transitioning his successful financial advice practice into an efficient and compliant firm under the new …
#158 Kate Holmes
Kate has had an amazing career spanning a fee for service advice firm in the US, a global …
#157 Roger Patterson
Roger is one of the most skilled technical compliance officers in financial advice. We dive deep into everything …
#156 Daniel Gara
We deep dive into digital financial advice with Daniel Gara, former financial adviser turned founder of Adviser Logic.