Shape of advice Podcast Por Professional Planner arte de portada

Shape of advice

Shape of advice

De: Professional Planner
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The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out. This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies.© 2020 Conexus Financial Economía Gestión Gestión y Liderazgo
Episodios
  • The value of keeping an adviser voice in policy conversations

    The value of keeping an adviser voice in policy conversations
    Feb 10 2026

    In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by The Conexus Institute* executive director David Bell along with financial adviser and former Financial Planning Association chair Marisa Broome.

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    40 m
  • Leveraging the satellite component of a portfolio

    Leveraging the satellite component of a portfolio
    Dec 8 2025

    In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by Vanguard Australia head of multi-asset Matt Cho, Evidentia Group chief investment strategist Nathan Lim, and Apt Wealth Partners CIO Sarah Gonzalez.

    The panel discusses the core purpose of the satellite sleeve, how to maintain strong governance, and how asset consultants determine when it’s time to replace a manager.

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    31 m
  • How advice became a prime M&A target

    How advice became a prime M&A target
    Nov 17 2025

    In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by the AZ NGA co-founder and group CEO, Paul Barrett.

    The wide-ranging discussion covers how Barrett saw advice being at the front of the financial services value chain in an era when commissions were still common, how a blend of capital is essential to AZ NGA’s operations, and what happens when the private equity shot clock ends.
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    35 m
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