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Brilliant Investment Thinking by Advisers for Advisers.
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Morningstar award winners announced

Mark Arnold and Jason Orthman stood at the podium to collect three awards at last Friday (Feb 26) afternoon’s annual Morningstar funds awards, including...

In conversation with Troy Armstrong, Koda Capital

Troy joined the Koda Capital team in late 2019 as an Adviser and Partner, but brought with him extensive experience across self-managed superfunds, trusts and...

In discussion with Tim Townsend of Townsend Cobain

Tim Townsend, like many in the 1990s, fell into the world of finance, but fast forward through a 25-year career and Townsend highlights the decision to invest...

An interview with Michael Rees-Evans

This week we caught up with Michael Rees-Evans of Libertas Wealth Consulting. Michael has an impressive career spanning big business and boutique, spending...

An interview with Ralph Czhichon, PSK Financial Services

This month we were lucky enough to catch up with Ralph Czichon as Australia slowly moves towards a COVID-normal environment. Ralph is a stalwart and industry...

Chris Cuffe's top 10 lessons revisited

Chris Cuffe first let the industry know, in 2015, what his 10 biggest lessons from years at the top in funds management were. He revisited and updated the list...

Getting to know Angela Ashton

This week we spoke with Angela Ashton, founder of Evergreen Consulting, who recently launched her Investment Research business. Angela, can you tell us a...

'Undiscovered' $60 billion manager

The Rajiv Jain-led global equity manager, GQG Partners, was this year named 'Undiscovered Manager of the Year' by independent research house Morningstar.

Get to know Adrian Frinsdorf from William Buck

Adrian Frinsdorf is a Director of Wealth Advisery at William Buck, a 30-year old multidisciplinary financial services group. Adrian has attained a Bachelor of...

Get to know Troy Armstrong from Koda Capital

Troy is a Partner and Adviser at Koda Capital. Troy is a FASEA-compliant financial adviser holding a Bachelor of Commerce and SMSF Specialist Adviser...

Adviser Profile: Matthew Scholten

Matthew Scholten is the executive chair of Scholten Collins McKissock in Melbourne. He is a Certified Financial Planner and has qualifications from the...