Financial Standard Podcast

Viridian Advisory senior financial adviser Josef Jindra shares the key lessons from his transition into financial advice and discusses his passion for helping clients achieve better financial outcomes.

Thriving Wealth founder and financial adviser John Cachia has seen constant change in the financial advice sector, despite the challenges he’s observed and endured through the global financial crisis, the pandemic, and the recent AI spike. He remains committed to achieving the best possible outcome, so far as saving a marriage, for his clients. Now, with more upcoming challenges, learn about how John’s relentlessness has shaped his career to date.

Green Associates financial adviser and managing director Craig Green is passionate about guiding new advisers, drawing on what he has learnt over the past 30 years. Based on his experience, he sees coaching as one of the core values advisers can provide during volatile periods. Also, as a soccer aficionado who supports Tottenham Hotspur in the English Premier League, Craig draws inspiration from the sport to help his clients navigate challenging times.

What does it mean when the nation’s largest superannuation fund makes a major play for an expanded financial advice offering? Financial Advice Association Australia chief executive Sarah Abood makes sense of it all.

Financial Standard revisits adviser, researcher and advocate Dawn Thomas several years after her profile interview to explore what has changed and what has learned. From authenticity and heart-led advice to business ownership, financial literacy and shaping the future of the profession this is a reflective conversation about purpose, growth, impact and helping shape the next generation.