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Financial Standard Podcast

Financial Standard
Artificial Intelligence
Private Credit
Superannuation
Private Markets
Global Markets
Emerging Markets
Financial Advice Industry
Australian Fixed Income
Brookfield Private Wealth
Australian Wealth Management
Sustainable Investing
CSLR (compensation Scheme Of Last Resort)
Centaur Financial Services
Financial Planning Industry
United States Middle Market Direct Lending
S&P 500
Listed Investment Companies (lics)
Listed Investment Trusts (lits)
Aged Care
New Blood

The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.

PublishesWeeklyEpisodes200Founded4 years ago
Number of ListenersCategories
Business NewsManagementNewsBusiness

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Artwork for Financial Standard Podcast

Latest Episodes

Esther Althaus from Perspective Financial Services has dedicated over two decades to helping women build wealth, and she says the first step always comes down to one thing: giving yourself permission to ask.

Beyond uplifting clients’ financial futures, Shadforth Financial Group private wealth adviser Finn Dorney is a passionate contributor to his community and helps the younger generation get excited about their financial wellbeing.

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Integro managing partner Justin Gilmour joins Financial Standard to discuss the advice firm's expansion strategy, its search for like-minded advisers and the future of financial advice in Australia.

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In this episode, Link Wealth Group senior financial adviser Billy Norman explains how he interacts with his clients and highlights the importance of implementing a bigger picture when providing financial advice. Additionally, he is also focusing on b... more

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People also subscribe to these shows.

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The FinAustralian Financial Review
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ChanticleerAustralian Financial Review

Recent Guests

Hugh Robertson
Highly respected financial advisor, leader at Centaur Financial Services
Centaur Financial Services
Episode: Building a high-performing financial advice firm
Trina Wood
Senior financial planner and director at Green Associates
Green Associates
Episode: Helping others thrive
Ben Travers
Prosperity Advisors, Financial Advisor
Prosperity Advisors
Episode: Paving the way for the future of advice
Nathan Fradley
Boutique financial advisor; founder of Fradley Advice
Fradley Advice
Episode: Keeping it simple: Complex life and financial advice
Glen Hare
Co-founder and advisor at Fox and Hare
Fox and Hare
Episode: The next-gen client
Michael Bova
Founder and Managing Director of Family Wealth Advisory
Family Wealth Advisory
Episode: An adviser's private market playbook
Aaron Kane
EK Financial Group Financial Advisor
EK Financial Group
Episode: Passing the baton
Amanda Ragkousis
Senior Financial Advisor
Viridian Advisory
Episode: Preparing clients for Div 296
Jessica Looi
Senior private client advisor at UniSuper
UniSuper
Episode: Untapped resource: Superannuation fund advice

Hosts

Matthew Wai
Host of the Financial Standard Podcast
Karen Vergara
Host of the Financial Standard Podcast

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Talking Points

Recent interactions between the hosts and their guests.

Are global equities in a bubble?
Q: How should investors prepare for a shift toward higher valuations and potential drawdowns?
Adopt a playbook with lower duration, focus on real assets and companies with strong balance sheets, diversify sources of return, and favor sectors that can weather inflation and debt dynamics, such as pharmaceuticals and insurance.
Are global equities in a bubble?
Q: What do you think is changing in the market and why valuation may matter again?
Valuation matters again because earnings growth may be challenged, large-cap earnings may slow, and the market is pricing in high expectations; if those expectations aren't met, returns could disappoint and valuations need to come down.
AI and what lies beyond the known path (2025 Rewind)
Q: So let's just begin maybe with how to invest in AI. What should investors who are interested in that sector be looking for?
Focus on enabling technologies that are not easily commoditized, such as hardware like GPUs and data centers, and consider how large platforms may integrate AI into their existing services. The discussion also notes that the current landscape is still early and the best business model for AI applications is not yet clear, so investors should look for adaptable companies with scalable AI capabilities and strong data assets.
Building a high-performing financial advice firm
Q: What role has branding and data analytics played in Centaur's strategy?
A branding refresh clarified Centaur's core values and client focus, while a heavy investment in data and Power BI provides live-like insights and transparency across the team, enabling better client service and decision making.
Building a high-performing financial advice firm
Q: What was the journey to self-licensing and what benefits did it bring?
The firm moved from a co-op license to its own AFSL about a year ago, allowing them to tailor portfolios to retirees, emphasize drawdown and inflation risk, and align governance with specialized partners to deliver better client outcomes.

Audience Metrics

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Location
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Age Range
Household Income
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Frequently Asked Questions About Financial Standard Podcast

What is Financial Standard Podcast about and what kind of topics does it cover?

This show centers on practical, practitioner-focused finance and wealth management topics in Australia, with frequent dives into advisory education, regulatory changes, and the evolving role of technology in delivering advice. Listeners can expect candid discussions about career paths in financial planning, succession planning, family wealth, and the growing importance of private markets, ESG, and digital tools in everyday advisory work. Episodes often feature seasoned advisers, academics, and industry policymakers sharing concrete insights, frameworks, and real-world examples to help professionals improve client outcomes and navigate a complex, fast-changing landscape. A notable strength is its ability to connect high-level policy or marke... more

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Which podcasts are similar to Financial Standard Podcast?

These podcasts share a similar audience with Financial Standard Podcast:

1. The Fin
2. Chanticleer
3. 5 in 5 with ANZ
4. CommSec Market Update
5. Equity Mates Investing Podcast

How many episodes of Financial Standard Podcast are there?

Financial Standard Podcast launched 4 years ago and published 200 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Financial Standard Podcast?

Recent guests on Financial Standard Podcast include:

1. Hugh Robertson
2. Trina Wood
3. Ben Travers
4. Nathan Fradley
5. Glen Hare
6. Michael Bova
7. Aaron Kane
8. Amanda Ragkousis

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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