Barron's Australia https://barrons.com/podcasts/barrons-adviser-australia en Copyright © Dow Jones & Company, Inc. All rights reserved. Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally. https://megaphone.imgix.net/podcasts/09cb1dd8-3cfe-11ee-9c69-7f3f61d22487/image/im-835938.png?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress Barron's Australia https://barrons.com/podcasts/barrons-adviser-australia no episodic Barron's Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally. Insights and actionable advice from industry standouts aimed at helping Australian advisers run their practices optimally.

]]> Barron's podcasts@dowjones.com Mathew Cassidy: How Barron’s No. 1 Ranked Adviser Reached the Top The Partners Wealth Group co-founder says strong partnerships with accounting firms and being a "trusted partner" who is "all in" on serving clients have helped his firm grow to $6.8 billion in assets under advice. Learn more about your ad choices. Visit megaphone.fm/adchoices Sun, 29 Mar 2026 23:00:00 -0000 full Barron's The Partners Wealth Group co-founder says strong partnerships with accounting firms and being a "trusted partner" who is "all in" on serving clients have helped his firm grow to $6.8 billion in assets under advice. Learn more about your ad choices. Visit megaphone.fm/adchoices The Partners Wealth Group co-founder says strong partnerships with accounting firms and being a "trusted partner" who is "all in" on serving clients have helped his firm grow to $6.8 billion in assets under advice.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1447 Andrew Dunbar: The Ingredients for a ‘100-Year Firm’ Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-term vision—a plan to be a 100-year firm.” Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 30 Jan 2026 16:55:00 -0000 full Barron's Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-term vision—a plan to be a 100-year firm.” Learn more about your ad choices. Visit megaphone.fm/adchoices Apt Wealth Partners’ CEO, who ranked No. 2 in Barron’s Top 150 adviser list in 2025, says that because his firm is employee owned, “we can make decisions for the long-term knowing that we have a long-term vision—a plan to be a 100-year firm.”

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1573 Scott Carmichael: Advocating for Industry Professionalism The adviser and founding partner at Escala Partners explains why he is a strong advocate for promoting “best practice advice” and encourages collaboration among advisors across different firms. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 26 Dec 2025 17:23:00 -0000 full Barron's The adviser and founding partner at Escala Partners explains why he is a strong advocate for promoting “best practice advice” and encourages collaboration among advisors across different firms. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The adviser and founding partner at Escala Partners explains why he is a strong advocate for promoting “best practice advice” and encourages collaboration among advisors across different firms. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1406 Chris Smith: The Importance of Conviction and Trust The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 25 Nov 2025 22:25:00 -0000 full Barron's The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The founding partner of VISIS Private Wealth discusses what clients value most about his firm and describes its approach to portfolio construction and how it engages with the intergenerational wealth transfer. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1300 Hamish Harvey: The Art of Serving Clients The senior financial adviser at Stanford Brown, a $3 billion North Sydney-based firm, discusses current client preferences and the company’s investment approach. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 28 Oct 2025 22:03:00 -0000 full Barron's The senior financial adviser at Stanford Brown, a $3 billion North Sydney-based firm, discusses current client preferences and the company’s investment approach. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The senior financial adviser at Stanford Brown, a $3 billion North Sydney-based firm, discusses current client preferences and the company’s investment approach. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1306 Trading Law for Wealth Management, Will Kenny Follows His Passion The director and adviser at Canaccord Genuity Australia describes how his zeal for financial markets spurred him to change professions and informs his work today. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 29 Sep 2025 15:04:00 -0000 full Barron's The director and adviser at Canaccord Genuity Australia describes how his zeal for financial markets spurred him to change professions and informs his work today. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The director and adviser at Canaccord Genuity Australia describes how his zeal for financial markets spurred him to change professions and informs his work today. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1352 Simon Duckett: Advisers Should Avoid Needless Complexity "Keep it simple, stupid," says the adviser and partner at Koda Capital. "If the adviser can't understand the product or investment strategy how can we expect our clients to understand it?" Host: Chris Freeman Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 27 Aug 2025 18:39:00 -0000 full Barron's "Keep it simple, stupid," says the adviser and partner at Koda Capital. "If the adviser can't understand the product or investment strategy how can we expect our clients to understand it?" Host: Chris Freeman Learn more about your ad choices. Visit megaphone.fm/adchoices "Keep it simple, stupid," says the adviser and partner at Koda Capital. "If the adviser can't understand the product or investment strategy how can we expect our clients to understand it?" Host: Chris Freeman

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 912 Richard Felice: How to Serve—and Keep—Multigenerational Clients The partner at Belay Advisory, a $2.5 billion Sydney-based firm, explains why having intimate knowledge of a client’s family history is so important. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 28 Jul 2025 21:45:00 -0000 full Barron's The partner at Belay Advisory, a $2.5 billion Sydney-based firm, explains why having intimate knowledge of a client’s family history is so important. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The partner at Belay Advisory, a $2.5 billion Sydney-based firm, explains why having intimate knowledge of a client’s family history is so important. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1626 Trent Doughty: Experience Matters The managing partner at Sydney-based Kelly + Partners Private Wealth discusses his career and how clients benefit from being served by an experienced team. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 23 Jun 2025 15:02:00 -0000 full Barron's The managing partner at Sydney-based Kelly + Partners Private Wealth discusses his career and how clients benefit from being served by an experienced team. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The managing partner at Sydney-based Kelly + Partners Private Wealth discusses his career and how clients benefit from being served by an experienced team. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1564 Hugh Robertson: Demand for Financial Advice Will Only Grow The CEO of Centaur Financial Services predicts that the profession “is only going to rise” as people realize “that they need it and that there is value in it.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 12 May 2025 22:30:00 -0000 full Barron's The CEO of Centaur Financial Services predicts that the profession “is only going to rise” as people realize “that they need it and that there is value in it.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The CEO of Centaur Financial Services predicts that the profession “is only going to rise” as people realize “that they need it and that there is value in it.” Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1377 Phillip Gillard: Focus Like a Laser on Your Clients "Being a successful advisor is having a good relationship with your clients and building that trust," says the principal private wealth adviser at Shadforth Financial Group. "It's less about technical skills." Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 24 Apr 2025 19:52:00 -0000 full Barron's "Being a successful advisor is having a good relationship with your clients and building that trust," says the principal private wealth adviser at Shadforth Financial Group. "It's less about technical skills." Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices "Being a successful advisor is having a good relationship with your clients and building that trust," says the principal private wealth adviser at Shadforth Financial Group. "It's less about technical skills." Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1402 Garth Hu: Advice From Barron’s No. 1 Australian Adviser The Melbourne-based Morgan Stanley Wealth Management adviser, who has topped Barron’s adviser ranking for the past five years, discusses his background, entrepreneurial mindset, and how he invests on behalf of clients. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 31 Mar 2025 13:31:00 -0000 full Barron's The Melbourne-based Morgan Stanley Wealth Management adviser, who has topped Barron’s adviser ranking for the past five years, discusses his background, entrepreneurial mindset, and how he invests on behalf of clients. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The Melbourne-based Morgan Stanley Wealth Management adviser, who has topped Barron’s adviser ranking for the past five years, discusses his background, entrepreneurial mindset, and how he invests on behalf of clients. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1355 Peter Leggett: Arrow Private Wealth’s Three Key Areas of Focus The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 27 Jan 2025 16:11:00 -0000 full Barron's The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The advisory firm’s executive chairman and CIO discusses why his firm emphasizes advanced planning, investment consulting, and relationship management. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1578 Troy Theobald: How RFS Advice Serves Pre-Retirees and Retirees The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 19 Dec 2024 18:12:00 -0000 full Barron's The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The Gold Coast-based financial planning practice’s founding partner also discusses why his company focuses on serving women. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1263 Tom Meagher: The Power of Access, Collaboration, and Raw Honesty The Barron’s-ranked partner at Sydney-based Escala Partners discusses what clients value most and makes the case for alternative assets. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Nov 2024 20:48:00 -0000 full Barron's The Barron’s-ranked partner at Sydney-based Escala Partners discusses what clients value most and makes the case for alternative assets. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The Barron’s-ranked partner at Sydney-based Escala Partners discusses what clients value most and makes the case for alternative assets. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1409 David Simon: Provide Clients Security, Confidence, and Peace of Mind “If you can offer that then you will be successful as an adviser,” says the founder and principal advisor of Integral Private Wealth. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 14 Oct 2024 14:42:00 -0000 full Barron's “If you can offer that then you will be successful as an adviser,” says the founder and principal advisor of Integral Private Wealth. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices “If you can offer that then you will be successful as an adviser,” says the founder and principal advisor of Integral Private Wealth. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1447 Paul Burgon: The Importance of Honesty, Accountability, and Tenacity The managing partner and CIO of Sydney-based Lipman Burgon & Partners discusses company culture and why client satisfaction surveys help determine compensation for employees. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Sep 2024 16:18:00 -0000 full Barron's The managing partner and CIO of Sydney-based Lipman Burgon & Partners discusses company culture and why client satisfaction surveys help determine compensation for employees. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices The managing partner and CIO of Sydney-based Lipman Burgon & Partners discusses company culture and why client satisfaction surveys help determine compensation for employees. Host: Chris Freeman. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1448 Simon Growden: Embracing Teams to Better Serve Clients The Perth-based private client adviser at Shadforth Financial Group discusses the benefits of teaming and the importance of trust in establishing lasting client relationships. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Tue, 27 Aug 2024 14:14:00 -0000 full Barron's The Perth-based private client adviser at Shadforth Financial Group discusses the benefits of teaming and the importance of trust in establishing lasting client relationships. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The Perth-based private client adviser at Shadforth Financial Group discusses the benefits of teaming and the importance of trust in establishing lasting client relationships. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1494 Luke Rathborne: Big Benefits in Being Small The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 19 Jul 2024 00:23:00 -0000 full Barron's The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The founder of Sydney-based Fortitude Private Wealth says that clients greatly value his firm’s nimbleness and responsiveness. “They like the fact that they can talk to the two business owners.” Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1568 Grant Patterson: The Skills Advisers Need to Succeed Today The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 14 Jun 2024 17:06:00 -0000 full Barron's The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The founder and CEO of Providence Wealth Advisory Group discusses the importance of EQ and how advisers can help families manage the transfer of intergenerational wealth. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1112 Glenn Calder: Culture, Commerciality, and Controls The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 20 May 2024 17:29:00 -0000 full Barron's The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The CEO of Viridian Financial Group explains why every decision the business makes is based on these “three Cs.” Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1389 James Wortley: The Power of Video Advice and Having a Strategy Coach Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.   Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 22 Apr 2024 19:33:00 -0000 full Barron's Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.   Learn more about your ad choices. Visit megaphone.fm/adchoices Enlightened Financial Solutions’ CEO explains why his firm has been sharing videos with clients since 2018. Host: Chris Freeman.  

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1416 Matt Koch: Four Decades of Wisdom Distilled The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Mar 2024 13:15:00 -0000 full Barron's The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices The Sydney-based Morgan Stanley executive director and financial adviser discusses his career and the rise of financial planning and teams. Host: Chris Freeman. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1385 Kevin Myeroff: How Financial Advisors Can Differentiate Themselves “The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices Mon, 26 Feb 2024 16:39:00 -0000 full Barron's “The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices “The only way you can get ahead of your peers is by differentiating yourself,” says the principal and senior strategic advisor of Sequoia Financial Group. Host: Chris Freeman. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1198 Charlie Viola: The Importance of Being Responsive to Clients "The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Thu, 14 Dec 2023 21:00:00 -0000 full Barron's "The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices "The absolute key to my success is the client-service piece," says the partner and managing director of wealth for Pitcher Partners in Sydney. Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1342 Renato Mota: How Advisers Can Help and Empower Clients Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 22 Nov 2023 17:44:00 -0000 full Barron's Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman.  Learn more about your ad choices. Visit megaphone.fm/adchoices Before announcing his departure as CEO of Insignia Financial, Mota shared tips about how advisers can best serve clients. Host: Chris Freeman. 

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1269 Grant Hackett: Lessons Learned in Sports Applied to the Business World The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 27 Oct 2023 15:27:00 -0000 full Barron's The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The Australian swimming legend and CEO of Generation Life emphasizes the importance of integrity. "The way in which you win is just as important as winning." Host: Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1578 Matt Barthel: Explaining Barron's Adviser Rankings The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Fri, 22 Sep 2023 13:23:00 -0000 full Barron's The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The Executive Editor of Barron's wealth and asset management group describes the methodology and rationale for its rankings. Host Chris Freeman.

Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1116 Jack Otter: Barron's Big Ambitions to Help Australian Advisers The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices Wed, 16 Aug 2023 13:17:00 -0000 full Barron's The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman. Learn more about your ad choices. Visit megaphone.fm/adchoices The Global Head of Barron's wealth and asset management group discusses the publication's 102-year history, how Barron's rankings can accelerate growth, and its upcoming adviser summit in Melbourne. Host: Chris Freeman.


Learn more about your ad choices. Visit megaphone.fm/adchoices

]]> 1378