Q&As

Alan Logan

TPT Wealth to build distribution team under new general manager

New general manager at MyState's wealth management business TPT Wealth, Alan Logan, responded to some questions from Industry Moves about how he plans to grow the group's distribution team and strengthen its ESG solutions.

Helen Lorigan

The value of culture in guiding a business through COVID

Sapien Ventures managing partner and head of wealth sector Helen Lorigan shares how her career experiences helped guide the company and the boards she sits on, including CPA Australia and FINSIA, through the ups-and-downs of the global pandemic.

Joshua Drake

'I do spreadsheets to calm down': Adviser profile on Joshua Drake

For Crosbie Wealth director Joshua Drake, a childhood spent getting by without much evolved into a consuming passion for understanding money and the systems that control it. Now he has an intense focus on sharing his knowledge with others who seek the freedom financial security can provide.

Ben Neilson

Out of the Muay Thai ring, and into the financial planning fire

Current financial adviser, and former Muay Thai fighter, Ben Neilson decided nearly a decade ago that it was time to consider a career with a bit more 'longevity' and hasn't looked back since.

Karen McLeod

Making ethical specialisation work: A planner's journey to live their values

Karen McLeod decided to specialise in ethical investment advice after seeing Al Gore's An Inconvenient Truth, and has watched as the sector has grown and become more widely accepted since then.

Ben Nash

From Kangaroo herder to financial planner: Adviser profile on Ben Nash

Ben Nash founded Pivot Wealth in order to help people maximise all the financial opportunities available to them.

Caroline Bell

Planning in Berlin: How to operate a business from offshore

Caroline Bell is based in Berlin Germany, but until December last year was also a registered Australian financial planner.

Judith Beck

Positioning yourself for your next great executive role

Judith Beck, author of No Sex at Work and the founder of both the Financial Recruitment Group and Financial Executive Women - knows a lot about recruitment and how you position yourself best for your next great role - she shared some tips with Money magazine managing editor Julia Newbould.

Recep Peker

A brave new world for financial planners

Former Investment Trends research director Recep Peker started up his new business Empower Business Advisory in January this year and has had so much demand already needs to consider hiring people.

James Bell

Bloomberg expands support for woman in buy-side

Bloomberg has expanded its Women's Buy-Side Network operation to Australia and New Zealand.