Financial Standard Podcast

The SMSF boom isn't a surprise to GFM Wealth Advisory's Paul Nicol, as more Australians want to take control of how they invest their retirement capital. However, with so many developments in the sector, including the recent LRBA ban on residential properties and rising interest in digital assets, Paul believes his clients should stick to their original plan rather than follow trends thoughtlessly.

Viridian executive strategic adviser Kathy Havers is committed to lending a helping hand not only to her clients but also to the broader community, as shown through achievements beyond her advisory role. She believes these initiatives can be as rewarding and fulfilling as advising clients to achieve great outcomes, and she encourages her peers to take a similar path.

An end to Facebook groups, cold calls and promises of 15% returns. Liam Shorte from Sonas Wealth joins Financial Standard to discuss what the Assistant Treasurer's latest reforms mean for the SMSF sector, and why education is the first line of defence.

Shadforth Financial Group private wealth adviser Jackie Kirkwood was ready to cancel her insurance — until a routine medical test led to a cancer diagnosis. She joins Financial Standard to share her story, and how advisers can balance clients' affordability concerns with the potentially devastating consequences of being uninsured.

Viridian Advisory senior financial adviser Josef Jindra shares the key lessons from his transition into financial advice and discusses his passion for helping clients achieve better financial outcomes.

Thriving Wealth founder and financial adviser John Cachia has seen constant change in the financial advice sector, despite the challenges he’s observed and endured through the global financial crisis, the pandemic, and the recent AI spike. He remains committed to achieving the best possible outcome, so far as saving a marriage, for his clients. Now, with more upcoming challenges, learn about how John’s relentlessness has shaped his career to date.

Green Associates financial adviser and managing director Craig Green is passionate about guiding new advisers, drawing on what he has learnt over the past 30 years. Based on his experience, he sees coaching as one of the core values advisers can provide during volatile periods. Also, as a soccer aficionado who supports Tottenham Hotspur in the English Premier League, Craig draws inspiration from the sport to help his clients navigate challenging times.

What does it mean when the nation’s largest superannuation fund makes a major play for an expanded financial advice offering? Financial Advice Association Australia chief executive Sarah Abood makes sense of it all.

Financial Standard revisits adviser, researcher and advocate Dawn Thomas several years after her profile interview to explore what has changed and what has learned. From authenticity and heart-led advice to business ownership, financial literacy and shaping the future of the profession this is a reflective conversation about purpose, growth, impact and helping shape the next generation.

With more Australians learning about money on TikTok, YouTube and Instagram than ever before, James Wrigley discusses how licensed advisers are using social media to educate, connect with new audiences and reshape the future of financial advice.

James Wrigley is a Certified Financial Planner and educator, helping Australians build financial confidence through trusted advice and engaging digital content.