Barron's Australia

By Barron's

Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.... more

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FAQs about Barron's Australia:

How many episodes does Barron's Australia have?

The podcast currently has 23 episodes available.

Barron's Australia episodes:

August 27, 2025 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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16min
July 28, 2025 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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28min
June 23, 2025 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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27min
May 12, 2025 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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23min
April 24, 2025 Phillip Gillard: Focus Like a Laser on Your Clients
"Being a successful advisor is having a good relationship with your clients and building that trust," says the principal private wealth adviser at Shadforth Financial Group. "It's less about technical skills." Host: Chris Freeman.

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24min
March 31, 2025 Garth Hu: Advice From Barron’s No. 1 Australian Adviser
The Melbourne-based Morgan Stanley Wealth Management adviser, who has topped Barron’s adviser ranking for the past five years, discusses his background, entrepreneurial mindset, and how he invests on behalf of clients. Host: Chris Freeman.

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23min
January 27, 2025 Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus
The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman.

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27min
December 19, 2024 Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees
The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman.

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22min
November 22, 2024 Tom Meagher: The Power of Access, Collaboration, and Raw Honesty
The Barron’s-ranked partner at Sydney-based Escala Partners discusses what clients value most and makes the case for alternative assets. Host: Chris Freeman.

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24min
October 14, 2024 David Simon: Provide Clients Security, Confidence, and Peace of Mind
“If you can offer that then you will be successful as an adviser,” says the founder and principal advisor of Integral Private Wealth. Host: Chris Freeman.

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25min

FAQs about Barron's Australia:

How many episodes does Barron's Australia have?

The podcast currently has 23 episodes available.