Episodes
200
Latest episode
Aug 2026
Language
EN
The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.
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.
Beyond uplifting clients’ financial futures, Shadforth Financial Group private wealth adviser Finn Dorney is a passionate contributor to his community and helps the younger generation get excited about their financial wellbeing.
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Valerie Hail
Mediaite
PodcastOne
Russ Mathews
