Shape of advice

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.

  1. The value of keeping an adviser voice in policy conversations

    FEB 10

    The value of keeping an adviser voice in policy conversations

    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.

    40 min
  2. Leveraging the satellite component of a portfolio

    12/08/2025

    Leveraging the satellite component of a portfolio

    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.

    31 min
  3. How advice became a prime M&A target

    11/17/2025

    How advice became a prime M&A target

    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.

    35 min
  4. When simplicity becomes the ultimate sophistication

    10/23/2025

    When simplicity becomes the ultimate sophistication

    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.

    33 min
  5. How to put the CSLR on a sustainable footing

    10/08/2025

    How to put the CSLR on a sustainable footing

    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.

    33 min
  6. The three characteristics of a healthy retail investing environment

    09/24/2025

    The three characteristics of a healthy retail investing environment

    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.

    38 min
  7. Kieran Forde & Katherine Hayes

    07/08/2025

    Kieran Forde & Katherine Hayes

    Shape of advice

    31 min
  8. Building a successful advice practice

    11/28/2024

    Building a successful advice practice

    Shape of advice

    33 min
See All (14)

About

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.

Information

  • Creator
    Professional Planner
  • Years Active
    2020 - 2026
  • Episodes
    14
  • Rating
    Clean
  • Copyright
    © 2020 Conexus Financial
  • Show Website
    Shape of advice