Shape of advice
Professional Planner
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Recent Episodes
S2E7 The new shadow minister on the Shield, First Guardian collapse, advice reform and education
Only weeks into the portfolio, shadow Minister for Financial Services Kevin Hogan has no shortage of pressing issues to contend with: the regulatory fallout from the Shield and First Guardian…
S2E6 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…
S2E5 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…
S2E4 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…
S2E3 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…
S2E2 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…
S2E1 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…
S1E7 Kieran Forde & Katherine Hayes
S1E6 Building a successful advice practice
S1E5 Andrew Bragg
S1E4 Francy Taylor & Toby Potter
S1E3 Matt Lawler and Darren Whereat
S1E2 Kelly Power and Blake Briggs
S1E1 The Hon Stephen Jones MP
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…
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Shape of advice has published 14 episodes since July 2024, covering topics in Business, Management.
Shape of advice is currently highly active with new episodes every 2 months. Average episode length is 33m.
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