Advertise on podcast: Financial Standard Podcast

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 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.

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.