The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out.
This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies.
The 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 collapse, the future of the Compensation Scheme of Last Resort, and the push to reform the APRA performance test.
He is sympathetic to concerns about the CSLR levy becoming prohibitive for practising advisers, and he flags phoenixing – parent companies collapsing and reopening under new structures – as a genuine area of bipartisan focus. Hogan is not sold on the idea that a three-year university degree is the right gateway into financial planning.
Hogan comes to the portfolio with industry experience – before entering parliament 12 years ago, he spent a decade as a bond trader in Sydney and has worked for Colonial First State and as an investment officer for the Catholic Superannuation and Retirement Fund.
10 Feb 2026
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 Financial Planning Association chair Marisa Broome.
8 Dec 2025
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 Nathan Lim, and Apt Wealth Partners CIO Sarah Gonzalez.
The panel discusses the core purpose of the satellite sleeve, how to maintain strong governance, and how asset consultants determine when it’s time to replace a manager.
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