From the ground up In the late 1990s, Sue Dahn marched into a mid-tier accounting practice and did the unthinkable; taking a blank canvas and transforming it into a $5 billion wealth management business. Jamie Williamson writes.
 Advice with soulThough she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see ...  FS Power50: Bright futureMaking her debut in the 2025 FS Power50, UniSuper senior private client adviser Jessica Looi proves that there is a bright future for financial advice ...  Moving mountainsOn top of running a successful practice, Mazi Wealth founder Deline Jacovides is a fierce advocate for closing the superannuation gender gap and has built ...  FS Power50: Stay open-minded and learn from othersThis year's Power50 is a broad mix of familiar and fresh faces, all doing their bit for their clients, their community, and their colleagues, as selected ...  Helping handWhether it's giving back to the local community or empowering children with financial literacy, Shadforth Financial Group private wealth adviser Finn ...  Passing the batonLiam Roche's experience in customer relationships and paraplanning has set him up for success as a financial adviser. Now undertaking the Professional ...  Against all oddsSmashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous ...  Forward thinkerWhen Kearsten James established Addi House two years ago, the principal and financial adviser seized the opportunity to reimagine finance advice her way ...  Thirst for knowledgeWith an insatiable thirst for knowledge and penchant for the finer details, the financial advice industry is strengthening from thought leaders like Capital ...  Answering the callForging a career in financial advice wasn't a simple path for Rekab Advice director and financial adviser Amie Baker. Cassandra Baldini writes. |
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Further Reading
Cover Story
Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
Expert Feed
Private markets in Australian wealth management: Impressively diverse and a positive outlook
Australian wealth managers' appetite for private markets is growing as increased product varieties and better access continue to drive adoption.
Are weight-loss jabs creating a new advice opportunity?
Clients who lose weight and improve their health often overlook how the change impacts their retirement dynamics and insurance policies.
How technology is turning tax complexity into client clarity
What used to be a relatively simple back-of-the-envelope calculation is now much more challenging, Morningstar says.
Why Australia's financial advisers will be more valuable in 10 years, not less
Despite a rise of innovative solutions across the wealth management sector, financial advisers will prove valuable for in-person advice.
