Profiles

Profiles

Kate Golder: Part planner, part counsellor

“The most important lesson for me is to control the things you can, and not let the things you can’t control stress you," says the Alteris adviser and partner. She admits, however, that it's often easier said than done.

Nina HendyOctober 9, 2020

Profiles

The importance of downtime: Jason Featherby

Advisers need to listen and show empathy says Perth adviser Jason Featherby. Spending time with the family and keeping up with your hobbies helps advisers stay balanced and maintain this level of engagement, the Knight Financial boss believes.

Nina HendySeptember 28, 2020

Profiles

Three things advisers should know before going virtual

On a global webinar with an audience of 1,000 CFPs, Newcastle planner Adele Martin revealed the most important things to remember before taking an advice business wholly online.

Tahn SharpeSeptember 24, 2020

Profiles

Hooked on investing as a teen: Kellie Davidson

After her father got her interested in the stock market, Kellie Davidson started gravitating towards investing before deciding to "make a difference" in financial planning. As one of the nation's leading advisers, she's keen to pay it forward with pro-bono and charitable work.

Nina HendySeptember 18, 2020

Profiles

Cycling with clients: The Chris Morcom story

Hewison Private Wealth adviser Chris Morcom would rather be in the fresh air with clients than deal with an overly complex and bureaucratic financial services regulatory system.

Nina HendySeptember 15, 2020

Profiles

‘We don’t hire advisers, we build them’: Paul Ashworth

After coming out of the last recession with wind in his sails, Cameron Harrison Private managing partner Paul Ashworth reckons he has the experience - and the talent around him - to navigate this one.

Nina HendySeptember 10, 2020

Profiles

No time to practice the golf swing: John Rowbottam

The lack of separation between work and home life has taken some getting used to for Shadforth adviser John Rowbottam, but he isn't complaining.

Nina HendySeptember 2, 2020

Profiles

A shift in focus and a steely resolve

Koda Capital partner Peter Dunn expected more of a fallout from the Hayne Royal Commission, but the wholesale adviser is forging on as one Baron's top 50 and a client list of wealthy families.

Nina HendyAugust 26, 2020

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