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How this adviser built a $600m business in less than a decade
$3.5 to $5 trillion is set to change hands in Australia by 2034.
For advisers, this is a once-in-a-generation client acquisition opportunity.
In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.
She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times
In this episode:
00:00:00 The $5 Trillion Wealth Shift
00:02:57 Scaling A $600 Million Book
00:05:25 Closing The Gender Wealth Gap
00:07:58 Capturing The Next Generation
00:12:01 AI Versus Human Advice Edge
00:15:40 Investing Through Market Chaos
00:20:12 What Clients Need Most Now
This episode was recorded 23rd March 2026
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Practice Management (0.50 hour)
Legislated CPD Area: Client Care & Practice (0.50 hour)
———
Want more Basis Points?
- Sign up to the Basis Points email
- Join the conversation on LinkedIn
- Watch all episodes in full and relive some of our favourite clips on YouTube
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
View all episodes
By Equity Mates Media$3.5 to $5 trillion is set to change hands in Australia by 2034.
For advisers, this is a once-in-a-generation client acquisition opportunity.
In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.
She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times
In this episode:
00:00:00 The $5 Trillion Wealth Shift
00:02:57 Scaling A $600 Million Book
00:05:25 Closing The Gender Wealth Gap
00:07:58 Capturing The Next Generation
00:12:01 AI Versus Human Advice Edge
00:15:40 Investing Through Market Chaos
00:20:12 What Clients Need Most Now
This episode was recorded 23rd March 2026
———
CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Practice Management (0.50 hour)
Legislated CPD Area: Client Care & Practice (0.50 hour)
———
Want more Basis Points?
- Sign up to the Basis Points email
- Join the conversation on LinkedIn
- Watch all episodes in full and relive some of our favourite clips on YouTube
———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.