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...
Recognising the risk and reaping the reward: Hollie Briggs on bias, behaviour and disciplined investing
Thankfully, Byron Bay's voracious shark population spared Hollie Briggs, as she swam off Tallow Beach for an hour. That meant the head of global product...
From work experience to GM, the journey continues
As a Curtin University commerce student in the early 2000s doing a financial planning major, Bree Stevens was delighted to be offered a part-time job with...
50 for 50: A journey through advice and investment
An imminent big-milestone birthday has the Brilliant Investment Group (BIG) executive chair thinking about what he’d like to see this year.
Receiving and giving back drives the advice career path forward
What do you do when you finish high school? “Go with your strengths,” Peta Nunn’s school careers counsellor told her. So, she found herself in a maths...
Placing clients at the centre has built Centaur
There are plenty of people in the investment industry who say they have been influenced by legendary investor Warren Buffett, but for Gold Coaster Hugh...
Out of the blue, and keeping clients in the black
Like any profession, financial advice benefits from its practitioners having the broadest range of life experiences possible. Marcus Nyholm, of...
Viola nabs high-profile family office adviser Angus Mann
Another significant recruit has joined the new venture, with ex-Mutual Trust family office adviser Angus Mann bringing a wealth of experience and a reputation...
'Intelligence, empathy and respect': Escala's Amanda Fong
Like many successful advisers, Escala's Amanda Fong has had a "strange" career path. But the Melbourne-based founding partner at Escala Partners has thrived by...
Building a 'formidable' advice business the real test for this former cricket star
Patience, discipline and leadership are all fine qualities for a test cricketer. Now a financial adviser at Viola Private Wealth, Peter Nevill doesn't like to...
Playing it 'straight down the middle' suits this industry veteran
Fixed income has evolved tremendously over the decades, but one maxim Roy Keenan has stuck with has lost none of its utility; stick with a process that's tried...
Amie Baker: From furniture fabric to a financial advice career
It was a long and circuitous route to financial planning for the busy mother, but after seeing the harm financial distress could cause, Amie Baker was...