Profiles

MLC Wealth’s Geoff Lloyd steps out from the shadows

In his first sit-down interview since taking the top job at MLC Wealth, former Perpetual CEO Geoff Lloyd describes his vision for what will be the benchmark post-royal commission bank wealth spinoff.

Matthew SmithJune 26, 2019

Tech enabled, hybrid advice model emerges

Ashleigh Swayn and his partner offer limited advice for a low, transparent price, but it is digital enablement and low overheads that afford them four months of travel per year.

Tahn SharpeJune 11, 2019

In their own words: ‘He’s my best kept secret’

Alfreda White continued to have a comfortable rapport with Richard Jackson, even after her husband passed away. But what Alfreda has found most enduring is Richard's quiet and contained manner.

Tahn SharpeApril 30, 2019

One young female adviser’s journey into advice

Gender is irrelevant in success as a financial planner, according to Oak Financial Planning’s Oliver Grant.

Johanna RobertsMarch 29, 2019

Landscape of the 100-year life

Artist Guy Warren's 98 years have been remarkable, but he's just an extreme example of widespread demographic and employment trends that challenge Australia's retirement system.

Matthew SmithMarch 21, 2019

In their own words: Understanding the why

Adviser Pete Pennicott and his client Iain Leech are used to having robust conversations, which usually precede significant shifts in investment strategy. It's all part of a healthy relationship, Pennicott says.

Tahn SharpeMarch 13, 2019

Continuing the fee-for-service legacy

“We feel his guiding hand”: Joe Stephan on continuing the legacy his father began by charging a fee for advice to a small client base.

Johanna RobertsMarch 4, 2019

Profiles

Near-death experience led adviser to AMP

Les McGuire’s list of achievements in the advice industry since he almost died is testament to the fact he wanted to change people’s lives.

Johanna RobertsFebruary 25, 2019