Financial Standard Podcast

Over 15 years, Your Wealth Hub Advice has evolved significantly, but founder Gavin Glozier has never lost sight of its mission and core purpose: strengthening Australians' financial literacy and education, one client and one social media post at a time.

Financial advice begins with understanding what matters. In this episode, Ellie Fordham reflects on goal-based advice, helping Australians navigate competing financial priorities and the challenges facing younger generations. She also explores the lessons of mentorship, the future of the profession and small changes we can make along the way.

Financial advice is about far more than spreadsheets and projections. In this episode, Sacha Buchgart discusses the art of asking the right questions, helping clients navigate family dynamics, property decisions, intergenerational wealth, and the rise of AI. She shares how storytelling, strategy, and human connection can turn complex financial concepts into meaningful action and build confidence f...

Deline Jacovides of Mazi Wealth shares how her maternity-leave Instagram account led to her own advice firm, the money mistakes women make most often and how to avoid them.

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 Haves 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 Short 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 J...

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 t...

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 co...

Wealth Forum's Sheila Cabacungan joins Financial Standard to talk running her own self-licensed advice practice, and what she's learnt advising the migrant community as a first-generation Filipino Australian adviser.

Finding the right jockey for private market investments, the double tax that could kill trust structures in Australia, and the right home for an adviser - Charlie Viola of Viola Private Wealth joins Financial Standard to unpack what's moving the wealth industry.

Lume Wealth director and financial adviser Morgan Hayward focuses on improving and innovating her approach in financial advice. To achieve this, she incorporates elements she’s learned outside the financial realm, aiming to strike a balance between her long-standing passion and profession to provide the best possible outcome for her clients. Tune in to learn more about her hobby and experience.

For Jordan Vaka, an independent financial adviser and founder of PlanningSolo, it is possible to have a stress-free and seamless end of financial year. He shares how he strives to make the process better and more efficient every year.

This time of the year can be hectic for financial advisers – getting clients’ financial affairs in order while keeping on top of new, major legislative changes. RFS Advice founding partner and financial adviser Troy Theobold shares how he keeps calm during this busy season.

Pivot Wealth founder and financial adviser Ben Nash is a prominent figure in the media. It was far from how he had initially operated, but he was forced to innovate by making structural changes to how he presents himself to potential clients. Tune in to learn more about how he pivots in response to unpredictable and challenging events while simultaneously focusing on helping his clients.

Esther Althaus from Perspective Financial Services has dedicated over two decades to helping women build wealth, and she says the first step always comes down to one thing: giving yourself permission to ask.

Beyond uplifting clients’ financial futures, Shadforth Financial Group private wealth adviser Finn Dorney is a passionate contributor to his community and helps the younger generation get excited about their financial wellbeing.

Integro managing partner Justin Gilmour joins Financial Standard to discuss the advice firm's expansion strategy, its search for like-minded advisers and the future of financial advice in Australia.

In this episode, Link Wealth Group senior financial adviser Billy Norman explains how he interacts with his clients and highlights the importance of implementing a bigger picture when providing financial advice. Additionally, he is also focusing on broadening access to private markets for retail investors, while developing a new private wealth arm. Tune in to listen to the conversation.

As a high-performing financial advice firm, what makes Centaur Financial Services tick? Chief executive Hugh Roberston shares how a sense of purpose, commitment to continuous improvement and inspirational leadership help drive the firm’s success.