Shape of advice Transistor (https://transistor.fm) https://feeds.transistor.fm/the-shape-of-advice 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 335904a2-71ff-589b-97d8-cf15b62c93da yes en Tue, 10 Feb 2026 14:17:33 -0800 Tue, 10 Feb 2026 14:18:12 -0800 https://www.professionalplanner.com.au/topic/shape-of-advice-education/ https://img.transistorcdn.com/CSBYhUzzKoRzT8s53gOPQd86U-LYFOJ2cvKllBlhAFc/rs:fill:0:0:1/w:1400/h:1400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS8zOTU0/MmVmY2JmYWZlYzI4/YmY0ZTZlNzA2Y2Uz/NDYxNi5wbmc.jpg Shape of advice https://www.professionalplanner.com.au/topic/shape-of-advice-education/ episodic Professional Planner 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. 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. Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services Chris Dastoor No No The value of keeping an adviser voice in policy conversations 2 2 6 6 The value of keeping an adviser voice in policy conversations full 7b4795a5-84a8-4bfc-93ad-4d342192461e https://share.transistor.fm/s/d30ebe42 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. 

]]> 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. 

]]> Tue, 10 Feb 2026 12:51:41 -0800 Professional Planner Professional Planner 2373 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. 

]]> Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No Leveraging the satellite component of a portfolio 2 2 5 5 Leveraging the satellite component of a portfolio full 85b83b9d-9e06-4ef5-81cc-19bf7dc0709c https://share.transistor.fm/s/7bef9d85 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. 

]]> 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. 

]]> Sun, 07 Dec 2025 16:27:04 -0800 Professional Planner Professional Planner 1854 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. 

]]> Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No How advice became a prime M&A target 2 2 4 4 How advice became a prime M&A target full b77bdb1d-d39e-4266-8329-4b350135dcc5 https://share.transistor.fm/s/68e06c72 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.

]]> 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.

]]> Sun, 16 Nov 2025 17:26:42 -0800 Professional Planner Professional Planner 2088 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.

]]> Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No When simplicity becomes the ultimate sophistication 2 2 3 3 When simplicity becomes the ultimate sophistication full b37f56b2-9ffa-415c-b5f6-65afd0ebcf01 https://share.transistor.fm/s/0648648c In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart. The panel will discuss the merits of relying on low-cost, and often passive investments, and whether lower-cost active options deliver value for money – and how to avoid potential pitfalls like being overly concentrated in the same stocks.

]]> In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart. The panel will discuss the merits of relying on low-cost, and often passive investments, and whether lower-cost active options deliver value for money – and how to avoid potential pitfalls like being overly concentrated in the same stocks.

]]> Wed, 22 Oct 2025 18:18:06 -0700 Professional Planner Professional Planner 1972 In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart. The panel will discuss the merits of relying on low-cost, and often passive investments, and whether lower-cost active options deliver value for money – and how to avoid potential pitfalls like being overly concentrated in the same stocks.

]]> Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No How to put the CSLR on a sustainable footing 2 2 2 2 How to put the CSLR on a sustainable footing full 534dc840-84a6-4908-a20d-38209acbe510 https://share.transistor.fm/s/0044e218 In just its second full financial year of operation, the Compensation Scheme of Last Resort has already seen its legislated subsector cap of $20 million exceeded for financial advice claims, with the FY26 levy coming in at $67 million and the FY27 levy already close to double that. 

In this episode of the Professional Planner Shape of Advice podcast, CSLR chief executive David Berry and editor Chris Dastoor discuss the work going on to make the scheme sustainable. 

]]> In just its second full financial year of operation, the Compensation Scheme of Last Resort has already seen its legislated subsector cap of $20 million exceeded for financial advice claims, with the FY26 levy coming in at $67 million and the FY27 levy already close to double that. 

In this episode of the Professional Planner Shape of Advice podcast, CSLR chief executive David Berry and editor Chris Dastoor discuss the work going on to make the scheme sustainable. 

]]> Tue, 07 Oct 2025 19:33:52 -0700 Professional Planner Professional Planner 1997 In just its second full financial year of operation, the Compensation Scheme of Last Resort has already seen its legislated subsector cap of $20 million exceeded for financial advice claims, with the FY26 levy coming in at $67 million and the FY27 levy already close to double that. 

In this episode of the Professional Planner Shape of Advice podcast, CSLR chief executive David Berry and editor Chris Dastoor discuss the work going on to make the scheme sustainable. 

]]> Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No The three characteristics of a healthy retail investing environment 2 2 1 1 The three characteristics of a healthy retail investing environment full 12e2c21d-6d76-43e6-80a4-79ebc488d01b https://share.transistor.fm/s/192da650 In the first episode of the new season of the Professional Planner Shape of Advice podcast, Vanguard Australia managing director Daniel Shrimski says Australia has many hallmarks of a quality investment destination, but could work on all three of these critical factors.

]]> In the first episode of the new season of the Professional Planner Shape of Advice podcast, Vanguard Australia managing director Daniel Shrimski says Australia has many hallmarks of a quality investment destination, but could work on all three of these critical factors.

]]> Tue, 23 Sep 2025 18:42:30 -0700 Professional Planner Professional Planner 2267 In the first episode of the new season of the Professional Planner Shape of Advice podcast, Vanguard Australia managing director Daniel Shrimski says Australia has many hallmarks of a quality investment destination, but could work on all three of these critical factors.

]]> Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No Kieran Forde & Katherine Hayes 1 1 7 7 Kieran Forde & Katherine Hayes full 246d3296-a4f4-40a2-870f-18372b2fcb20 https://share.transistor.fm/s/0a710cc1 Mon, 07 Jul 2025 19:27:24 -0700 Professional Planner Professional Planner 1841 Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No Building a successful advice practice 1 1 6 6 Building a successful advice practice full 5dc79341-6966-4ba4-a4de-32159a1b6704 https://share.transistor.fm/s/142689f0 Thu, 28 Nov 2024 14:47:46 -0800 Professional Planner Professional Planner 1973 Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No Andrew Bragg 1 1 5 5 Andrew Bragg full 5d20ef20-15e1-41f2-9af1-0e9c8f65eae6 https://share.transistor.fm/s/22cec2f3 Sun, 03 Nov 2024 14:31:27 -0800 Professional Planner Professional Planner 1618 Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No Francy Taylor & Toby Potter 1 1 4 4 Francy Taylor & Toby Potter full 12ec0f56-5ac1-4ea3-8123-2f28ba15afbd https://share.transistor.fm/s/93d2ae1f Thu, 03 Oct 2024 21:10:13 -0700 Professional Planner Professional Planner 1914 Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No Matt Lawler and Darren Whereat 1 1 3 3 Matt Lawler and Darren Whereat full cafae0d2-5ef1-4ca0-a141-e75188e68d0f https://share.transistor.fm/s/ce65b274 Thu, 19 Sep 2024 17:33:54 -0700 Professional Planner Professional Planner 2970 Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No Kelly Power and Blake Briggs 1 1 2 2 Kelly Power and Blake Briggs full 1bcf09a6-fbd3-4fd1-81e6-f534a1f80a04 https://share.transistor.fm/s/526b4567 Thu, 22 Aug 2024 18:45:19 -0700 Professional Planner Professional Planner 2170 Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No The Hon Stephen Jones MP 1 1 1 1 The Hon Stephen Jones MP full eb07d139-cfe6-49b5-bbf2-6919ab7cbe56 https://share.transistor.fm/s/07cbc042 Professional Planner has relaunched Shape of Advice, a podcast series dedicated to the people, policies and processes that will enable future delivery of quality financial advice.

 

In the first episode of the new season, Minister for Financial Services Stephen Jones sits down for an exclusive interview with Conexus Financial editor-in-chief Aleks Vickovich to discuss the Quality of Advice Review process so far, the next steps and the Albanese government's vision for an enhanced financial advice sector.

 

In this wide-ranging discussion, the minister takes us behind the scenes of one of the nation's most complicated and contentious reform projects, explaining where he has been willing to change his position and reflecting on his own performance in a notoriously tough portfolio. 

]]> Professional Planner has relaunched Shape of Advice, a podcast series dedicated to the people, policies and processes that will enable future delivery of quality financial advice.

 

In the first episode of the new season, Minister for Financial Services Stephen Jones sits down for an exclusive interview with Conexus Financial editor-in-chief Aleks Vickovich to discuss the Quality of Advice Review process so far, the next steps and the Albanese government's vision for an enhanced financial advice sector.

 

In this wide-ranging discussion, the minister takes us behind the scenes of one of the nation's most complicated and contentious reform projects, explaining where he has been willing to change his position and reflecting on his own performance in a notoriously tough portfolio. 

]]> Thu, 25 Jul 2024 22:26:05 -0700 Professional Planner Professional Planner 1914 Professional Planner has relaunched Shape of Advice, a podcast series dedicated to the people, policies and processes that will enable future delivery of quality financial advice.

 

In the first episode of the new season, Minister for Financial Services Stephen Jones sits down for an exclusive interview with Conexus Financial editor-in-chief Aleks Vickovich to discuss the Quality of Advice Review process so far, the next steps and the Albanese government's vision for an enhanced financial advice sector.

 

In this wide-ranging discussion, the minister takes us behind the scenes of one of the nation's most complicated and contentious reform projects, explaining where he has been willing to change his position and reflecting on his own performance in a notoriously tough portfolio. 

]]> Financial advice, financial planning, practice management, technology implementation, business strategy, change management, industry transition, professional services No