meet the adviser

Building on our wire last year, I’ll run through the process of designing the Global Equities portfolio at Seneca Financial Solutions.

There's no question we're in for a rocky ride in share markets at the moment, but financial adviser Shayne Sommer believes now is not the time to jump. "There's a...

Financial advice may seem like an unlikely career choice for a disc jockey, but Ron Pratap always knew he wanted a career beyond music. Selling CDs and DJing at gigs...

Alexandra always wanted to manage money, even from a young age. It probably won’t surprise you to learn then that she repeatedly nabbed the role of “the banker” as a...

As the Kenny Rogers song goes, "You've got to know when to hold 'em and when to fold 'em." For James McFall of Yield Financial Planning, that very line is what's...

Daniel is what some might call a vagabond. Born to a roving police officer in Darwin, he recalls growing up in four different towns across the Top End before...

Nicola isn't exactly a hard nut to crack. She's wonderfully warm and genuine, openly sharing her story with this writer as if we had been friends for decades (and...

Felicity had a plan. She would study Property Economics at university, find her feet in property development, and eventually, take over the family business. But a...

In the second edition of our new series Meet the Adviser, Robert Baharian lays it all on the table and shares the ETFs that both he and his clients use for long-term...

Investing insights from one of Australia's top-rated financial advisers