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Path to Partnership

Steve Cole
RSM
Horizon Nexus Partners
Tax
BDO
Tim Loh
Diversity, Equity and Inclusion
Pharmacy
Pwc
Gravamen
Saccasan Bailey
New York
Guild Accountants
London

The Path to Partnership podcast is an interview series where I, Steve Cole sit down and talk to Partners of accounting, legal and advisory firms about their individual career journey on how and why they became a Partner.

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Artwork for Path to Partnership

Latest Episodes

Tracey shares her unconventional start, growing up on a Victorian farm, ruling out careers in singing, hairdressing, and fashion design before discovering a love for the "beauty of debits and credits" through her family accountant. She reflects on he... more

In this episode, of the Path to Partnership, we sit down with Wayne Plummer, a long-time leader in the Australian tax profession, to discuss a career shaped by longevity, unexpected resilience, adaptability, and constant reinvention.

Wayne reflects ... more

In this episode of the Path to Partnership podcast I am delighted to spend some time and chat with Peter Saccasan. Peter is a Sydney accounting legend and someone I have known for 20 years. Peter was Co-Founder & Partner of Saccasan Bailey Partners (... more

In this episode of The Path to Partnership Podcast we welcome Arlene Kristianto, Business Advisory Partner and National Lead for Diversity Equality and Inclusion at global mid-tier, RSM. Arlene has had a super interesting journey to Partnership, from... more

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Recent Guests

Tracey Waring
Former senior partner at EY with 32-year career across Australia and the UK
EY
Episode: With Tracey Waring, a former Senior Partner at EY who spent 32 years with the firm across Australia and the UK
Wayne Plummer
Head of Tax at Horizon Nexus Partners; former PwC senior partner; former MD at Alvarez & Marsal
Horizon Nexus Partners; Alvarez & Marsal; PwC
Episode: With Wayne Plummer- Head of Tax at newly formed, PE backed, Horizon Nexus Partners & Ex Senior Tax Partner at PWC
Peter Saccasan
Co-founder of Saccasan Bailey/ Guild Accountants; former partner at RSM
Saccasan Bailey, Guild Accountants, RSM
Episode: With Peter Saccasan – Ex Partner of RSM, Guild Accountants and Co-Founder of Saccasan Bailey Partners
Arlene Kristianto
Business advisory partner and diversity, equity and inclusion lead at RSM
RSM
Episode: With Arlene Kristianto – Business Advisory Partner and National Lead for Diversity Equality and Inclusion at RSM
Tim Loh
Assistant Commissioner at the Australian Taxation Office (ATO)
Australian Taxation Office
Episode: With Tim Loh – Assistant Commissioner at the ATO.
James D'apice
Leading commercial litigator; founder of Gravamen
Gravamen
Episode: With James d’Apice – Business Owner / Lawyer at Gravamen
Samantha Lo
Newly promoted business advisory partner at BDO in Sydney
BDO
Episode: With Samantha Lo – Newly promoted Business Advisory Partner at BDO
Sean Keegan
Head of Tax for Australia at Alvarez & Marsal
Alvarez & Marsal (A&M)
Episode: With Sean Keegan – Head of Tax for Australia at Alvarez & Marshal (A&M)

Host

Steve Cole
Host of Path to Partnership, synthesizing careers and leadership lessons for professional services.

Reviews

5.0 out of 5 stars from 14 ratings
  • Authentic and insightful!

    Have found all the episodes informative (and enjoyable).

    Apple Podcasts
    5
    dazza_lau
    Australia4 years ago

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Authentic and insightful!
Have found all the episodes informative (and enjoyable).

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Talking Points

Recent interactions between the hosts and their guests.

With Samantha Lo – Newly promoted Business Advisory Partner at BDO
Q: When did you first consider partnership as a realistic goal, and what changed your mind to pursue it more seriously?
I began thinking about partnership only after returning from parental leaves and when mentors took me out for conversations that clarified what a partner should be, which helped me see a clear path rather than a vague aspiration.
With Arlene Kristianto – Business Advisory Partner and National Lead for Diversity Equality and Inclusion at RSM
Q: How did the candidacy for partnership come up, and what practical steps did you focus on to build the case?
Conversations about partnership emerged in performance reviews, with a focus on client interaction, business development, and building a sustainable practice, plus external mentorship and visibility across the firm as essential elements.
With Arlene Kristianto – Business Advisory Partner and National Lead for Diversity Equality and Inclusion at RSM
Q: Why did you choose to pursue accounting, and how did your early cadetship shape your career?
Arlene explains she was drawn to business and accounting through family influence and practical exposure during the cadetship, which provided on-the-job learning and early client interaction that informed her long-term trajectory.
With Peter Saccasan – Ex Partner of RSM, Guild Accountants and Co-Founder of Saccasan Bailey Partners
Q: What would be the best piece of advice for a new partner in 2026?
New partners should accept their elevation, move quickly to build a client base, and avoid staying tucked away in management roles. They must be persistent and consistent in growing revenue, learn to engage with clients directly, and use available tools to develop advisory offerings beyond traditional compliance.
With Peter Saccasan – Ex Partner of RSM, Guild Accountants and Co-Founder of Saccasan Bailey Partners
Q: Talk to me about that journey to becoming a partner and what it took.
Peter explains that becoming a partner early required hard work, mentorship, and recognizing opportunities as senior partners retired, rather than relying on modern KPI-driven targets. The emphasis was on relationship-building, staying diligent, and gradually stepping into leadership as confidence and trust grew.

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Frequently Asked Questions About Path to Partnership

What is Path to Partnership about and what kind of topics does it cover?

A show focused on career journeys to partnership within accounting, law, and advisory firms, featuring partners and senior leaders who share how they navigated early roles, mentorship, secondments, branding, and firm-building. Episodes emphasize leadership, work-life balance, mentorship, and strategic transitions like moving between firms, embracing new firm models, and expanding advisory capabilities. Noteworthy angles include DEI leadership, public-facing personal brands, and navigating partnerships in PE-backed environments, with practical takeaways for aspiring partners and senior professionals exploring career elevation.

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Which podcasts are similar to Path to Partnership?

These podcasts share a similar audience with Path to Partnership:

1. The Fin
2. Chanticleer
3. Equity Mates Investing Podcast
4. Squiz Today
5. Politics Now

How many episodes of Path to Partnership are there?

Path to Partnership launched 4 years ago and published 25 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Path to Partnership?

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What guests have appeared on Path to Partnership?

Recent guests on Path to Partnership include:

1. Tracey Waring
2. Wayne Plummer
3. Peter Saccasan
4. Arlene Kristianto
5. Tim Loh
6. James D'apice
7. Samantha Lo
8. Sean Keegan

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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