Basis Points

What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations.

In this episode:
00:00 AI Era Client Experience
00:30 Ethics and Adviser Mindset
03:00 Ego and Ethical Growth
06:02 Scaling Trust and Connection
09:56 AI, Trust, and Systems
14:34 The Human Code Framework
16:35 What Clients Truly Value
18:53 Fear, Growth, and AI
22:44 Future of Successful Advisers
23:44 One Action to Improve

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (0.50 hour)

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Watch all episodes in full and relive some of our favourite clips on YouTube

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Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

Markets shrugged off a US-Iran conflict and rallied, but should they have?

Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.

In this episode:

00:00 Market Setup And War Impact
04:40 RBA Risks And Aussie Outlook
08:05 Volatility Strategy And Corrections
12:05 Fixed Income And Private Markets
15:04 Rare Earths And ASX Opportunities
20:25 Diversification And Tech Outlook

📈 Stocks and ETFs Mentioned:
Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)

This episode was recorded on 21st April 2026
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz HERE to claim your points.
0.5 Total Hours
Knowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: Technical Competence (0.25 hour) & General (0.25 hour)
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Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

What can a Navy officer teach you about financial advice?

Jason Petersen, Managing Partner at Five Financial, shares how military discipline shapes his approach to advice, leadership, and client relationships.

He explains why his firm has gone all-in on a market beta investment strategy, arguing that consistent returns, tax efficiency, and low turnover matter more than chasing outperformance.

Beyond investing, he highlights where advisers should really focus their time and why most clients care far less about performance than you think.

He also makes a strong case for AI adoption in advice, warning that firms who ignore it risk being left behind as efficiency and scalability become critical.

His message; control what you can (structure, strategy, and behaviour) and let the market do the rest.

In this episode:
00:00 From Navy To Financial Advice
03:59 Leadership And Building Client Trust
07:33 Scaling With Near Zero Attrition
11:19 Strategy Over Returns That Matter
15:58 How AI Is Changing Advice
22:26 Why Staying Invested Wins

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.0 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour)

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Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

If you've ever wondered how the pros really pick fund managers, this episode is for you.

This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group.

Plus, we discuss the red flags advisers should look out for when backing funds.

In this episode:
00:00 SMA Boom Explained
03:23 Assessing Fund Managers
09:02 Local vs Offshore Debate
11:58 Culture Drives Performance
13:56 Portfolio Construction Strategies
18:42 Navigating Market Volatility
22:38 Alignment and Growth Challenges
23:03 Building a 3-Asset Portfolio
25:13 Why Managed Accounts Matter

📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM)

This episode was recorded on the 8th of April

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)

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Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———-
Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.

$3.5 to $5 trillion is set to change hands in Australia by 2034.

For advisers, this is a once-in-a-generation client acquisition opportunity.

In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.

She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain times

In this episode:
00:00:00 The $5 Trillion Wealth Shift
00:02:57 Scaling A $600 Million Book
00:05:25 Closing The Gender Wealth Gap
00:07:58 Capturing The Next Generation
00:12:01 AI Versus Human Advice Edge
00:15:40 Investing Through Market Chaos
00:20:12 What Clients Need Most Now

This episode was recorded 23rd March 2026
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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
Complete the quiz here to claim your points.

0.5 Total Hours
Knowledge Requirements: Practice Management (0.50 hour)
Legislated CPD Area: Client Care & Practice (0.50 hour)
———

Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———
Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.