Basis Points

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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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.

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.

What does it take to deploy $15 billion into the industries that will define Australia's economic future? This week’s guest is uniquely placed to answer that.

Mary Manning is the inaugural Chief Investment Officer of the Albanese government's National Reconstruction Fund. In this episode we discuss the seven key sectors identified as “engines of growth” for the Australian economy over the next 20 years, and how advisers (and their clients) can get exposure.

In this episode:
00:00 Introduction & Career Journey
02:11 NRF Purpose Explained 04:39 Investment Process Breakdown
07:42 Strategy & Deal Flexibility
10:21 Priority Sectors RED TRAM
14:01 Defense & Growth Themes
16:49 VC Strategy & Collaboration
19:29 Listed Market Opportunities
23:59 Long-Term Vision & Accountability

📈 Stocks and ETFs Mentioned:
Macquarie Technology Group (ASX: MAQ), Liontown Resources Ltd (ASX: LTR), Arafura Resources Ltd (ASX: ARU, Alpha HPA Ltd (ASX: A4N), Harrison AI (Private), Gilmore Space (Private)

This episode was recorded on the 17th 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: Managed Investments (0.50 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.

In this episode, we're joined by Paul Burgon, the Managing Partner and CIO of Lipman Burgon & Partners, who ranked #4 in the 2025 Barron's Top Adviser List.

Burgon argues the biggest concern facing his clients is the “third-generation curse” - and he may just have the cure advisers are looking for.

In this episode:
00:00 Introduction
01:05 Paul’s Career Journey
03:38 Growing to $3B AUM
06:40 Trust and Succession Model
08:23 Deep Client Relationships
09:38 Scaling Without Sacrificing Quality
12:23 Engaging Next Generation Clients
15:09 Real Client Challenges Today
17:20 Sudden Wealth Case Study
18:41 AI’s Impact on Advice
23:18 Oil Prices and Markets

📈 Stocks and ETFs Mentioned:
Goldman Sachs Group, Inc. (NYSE: GS)
National Australia Bank Limited (ASX: NAB)
Investec Group (JSE: INP)

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA).
0.50 Total Hours

Knowledge Requirements: Practice Management (0.50 hour) | Legislated CPD Area: Client Care & Practice (0.50 hour)

Complete the quiz here to claim your points.

———

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.