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...
New generation of financial advice leaders takes the stage
The Inside Network was proud to host the inaugural 40 Under 40 Awards, created to put the spotlight on Australia's emerging financial professionals, those...
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...