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Barron's Australia episodes
- Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top
The Partners Wealth Group co-founder says strong partnerships with accounting firms and being a "trusted partner" who is "all in" on serving clients have helped his firm grow to $6.8 billion in assets under advice.
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24 min - Andrew Dunbar: The Ingredients for a ‘100-Year Firm’
Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-term vision—a plan to be a 100-year firm.”
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26 min - Scott Carmichael: Advocating for Industry Professionalism
The adviser and founding partner at Escala Partners explains why he is a strong advocate for promoting “best practice advice” and encourages collaboration among advisors across different firms. Host: Chris Freeman.
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23 min - Chris Smith: The Importance of Conviction and Trust
The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman.
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21 min - Hamish Harvey: The Art of Serving Clients
The senior financial adviser at Stanford Brown, a $3 billion North Sydney-based firm, discusses current client preferences and the company’s investment approach. Host: Chris Freeman.
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22 min - Trading Law for Wealth Management, Will Kenny Follows His Passion
The director and adviser at Canaccord Genuity Australia describes how his zeal for financial markets spurred him to change professions and informs his work today. Host: Chris Freeman.
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22 min - Simon Duckett: Advisers Should Avoid Needless Complexity
"Keep it simple, stupid," says the adviser and partner at Koda Capital. "If the adviser can't understand the product or investment strategy how can we expect our clients to understand it?" Host: Chris Freeman
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15 min - Richard Felice: How to Serve—and Keep—Multigenerational Clients
The partner at Belay Advisory, a $2.5 billion Sydney-based firm, explains why having intimate knowledge of a client’s family history is so important. Host: Chris Freeman.
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27 min - Trent Doughty: Experience Matters
The managing partner at Sydney-based Kelly + Partners Private Wealth discusses his career and how clients benefit from being served by an experienced team. Host: Chris Freeman.
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26 min - Hugh Robertson: Demand for Financial Advice Will Only Grow
The CEO of Centaur Financial Services predicts that the profession “is only going to rise” as people realize “that they need it and that there is value in it.” Host: Chris Freeman.
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23 min
About Barron's Australia
From the publisher's feed
Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.