The Trusted Adviser
Episodes
Reinventing the SOA: Corey Wastle's Journey Towards Video-First Advice
12 Mar 2026
Contributed by Lukas
In this episode of The Trusted Adviser, Rob sits down with Corey Wastle, founder of Verse Wealth, to unpack how his firm has reimagined advice deliver...
You Can’t Scale Trust — 2025 IFA Excellence Award Winner Xan Kitchin on Building Wealth Connexion
26 Feb 2026
Contributed by Lukas
Alexander “Xan” Kitchin, Managing Director of Wealth Connexion and 2025 IFA Excellence Award – Individual winner, joins Rob Pyne to share how a ...
The Profit Gap in Financial Advice, with Dean Lombardo of Effortless Engagement
12 Feb 2026
Contributed by Lukas
Many financial advice businesses are busy, growing, and delivering for clients — yet still fall short of their true commercial potential. In this ep...
The Adviser-Led Estate Plan: Inherit Australia's Approach
29 Jan 2026
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne is joined by Chris Hill (lawyer and financial adviser) and Rafael Cohen (fintech founder) from Inheri...
Tech Sanity for Advice Firms with Peter Worn of Finura Group
15 Jan 2026
Contributed by Lukas
Is your advice tech stack quietly helping your business grow, or quietly driving everyone mad? In this episode of The Trusted Adviser, Rob Pyne sit...
New Year Reflection with Recommended Reading
01 Jan 2026
Contributed by Lukas
As we wrap up the year, this short solo episode is part reflection and part recommended reading list. In this episode, Rob steps back to reflect on so...
FinTech Under the Hood: Xplan, Scale, and the Tyranny of Variation with Matt McGuinty
18 Dec 2025
Contributed by Lukas
Most advice firms in Australia run on Xplan, but very few truly understand what’s happening under the hood, how to optimise it, where it breaks, and...
Built to Last: Michael Goodman on Multi-Generational Ownership Without Outside Capital
04 Dec 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne sits down with Michael Goodman, founder of Wealthstream Advisors and now President of Greenspring Adv...
The Trusted Adviser — Reflections from 30 Conversations
20 Nov 2025
Contributed by Lukas
This special reflection episode isn’t part of our numbered series. While Rob attends the FAAA Congress in Perth along with over a thousand advisers ...
Inside the Numbers with Dan Heckendorf: Lessons from AZ NGA and the Power of a True CFO Function
06 Nov 2025
Contributed by Lukas
Former AZ NGA CFO Dan Heckendorf, now founder of Astilla, joins Rob Pyne to discuss what it really takes to scale a professional services firm with st...
Inside the HPH Client Experience: A Conversation with Zac Leeson
23 Oct 2025
Contributed by Lukas
In this episode, Rob Pyne sits down with Zac Leeson, Senior Financial Adviser and HPH Solutions Next-Generation Leader, to explore how the client expe...
The Technologists: Practical AI, Platforms & Productivity for Advice Firms
09 Oct 2025
Contributed by Lukas
In this special roundtable episode of The Trusted Adviser Podcast, Rob Pyne is joined by four technologists who are transforming the way advice firms ...
Profitability, Pricing & Capacity: Data-Driven Insights with Rob Jones of Peloton Partners
25 Sep 2025
Contributed by Lukas
In this episode of The Trusted Adviser podcast, Rob Pyne speaks with Rob Jones, co-founder of Peloton Partners and a leading authority on pricing and ...
Strategic Scaling Up: How Calder Wealth Joined Forces with Coastal Advice
11 Sep 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne speaks with Ben Calder, Managing Director of Calder Wealth Management, about the recent merger with C...
What If Your CRM Could Think? Glenn Elliott on AI in Financial Advice
28 Aug 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne speaks with Glenn Elliott, co-founder of Practifi and founder of Meldus, about how AI and automation ...
The Rise of Digital Staff: Nick Perrett on AI Workflow Automation at Yarra Lane
14 Aug 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne sits down with Nick Perrett, CEO at Yarra Lane Group, to explore how his firm is leveraging AI agents...
Future-Ready Advice: Talent and Scale with Apt Wealth’s Andrew Dunbar & Abbie Gellatly
31 Jul 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne speaks with Andrew Dunbar and Abbie Gellatly from Apt Wealth Partners—an award-winning advice firm ...
Philip Palaveev on G2 Leadership and the Future of Advisory Firms
17 Jul 2025
Contributed by Lukas
What does it take to grow a financial planning firm beyond the founder? In this episode of The Trusted Adviser, Rob Pyne speaks with Philip Palaveev, ...
Growing Stronger Advice Practices with Terri Reid of Traxiom
03 Jul 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne speaks with Terri Reid—business coach, consultant, and former financial planner—about the human s...
Rethinking the Backbone of Advice: Stephen Bell on Process-Driven Technology
19 Jun 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne speaks with Stephen Bell — former adviser, Enzumo founder, and now the driving force behind Captegr...
Advocacy, Reform & the Future of Advice – with David Sharpe of Globe Financial Planning
05 Jun 2025
Contributed by Lukas
In this episode, Rob Pyne is joined by David Sharpe, Chair of the Financial Advice Association of Australia and Principal of Globe Financial Planning....
Future-Proofing Advice Firms – Neil Kendall of Tupicoffs on AI, Cyber Security & Client Portals
22 May 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne sits down with Neil Kendall, Managing Director of Tupicoffs and former Chair of the FAAA, to explore ...
Building a Brand with Keith Barrett of Reverb Media
08 May 2025
Contributed by Lukas
In this episode, Rob Pyne sits down with Keith Barrett, Managing Director of Reverb Media, to explore the power of public relations in financial servi...
🎧 Start Here: The Trusted Adviser Trailer
02 May 2025
Contributed by Lukas
New to The Trusted Adviser Podcast? This short trailer gives you a quick feel for the show — what it’s about, who it’s for, and why it’s worth...
Building Enduring Advice Practices — Insights from Anthony Warr & Bianca Musico of Warr Hunt
23 Apr 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne is joined by Anthony Warr and Bianca Musico from Warr Hunt — a firm renowned for its leadership in ...
Unlocking Private Markets: Insights from James Damicoucas & Tom Bernard of Frontier Advisors
10 Apr 2025
Contributed by Lukas
In this episode of The Trusted Adviser Podcast, host Rob Pyne is joined by James Damicoucas and Tom Bernard from Frontier Advisers to explore the grow...
Fast-Tracking Growth: Breaking Business Barriers with Eliza De Pardo
27 Mar 2025
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne sits down with Eliza De Pardo, founder and director of De Pardo Consulting, to discuss the key ins...
Building a Wealth Management Powerhouse with Cameron Passmore from PWL Capital
13 Mar 2025
Contributed by Lukas
In this episode of The Trusted Adviser, host Rob Pyne sits down with Cameron Passmore, CEO and Portfolio Manager at PWL Capital and co-host of the ...
Leadership, Culture and Success with Paul Shepherd and Teneale Laister from Alman Partners
27 Feb 2025
Contributed by Lukas
In this episode, host Rob Pyne sits down with Paul Shepherd and Teneale Laister from Alman Partners, an award-winning financial planning firm. They ex...
AI Advances in Financial Advice with Nick Downey and Sam Patterson from Direct Wealth
13 Feb 2025
Contributed by Lukas
In this episode of The Trusted Adviser, host Rob Pyne sits down with Nick Downey and Sam Patterson from Direct Wealth to discuss the transformative ro...
Partnering for Success: Insights from David Haintz of Merchant Investment Management
30 Jan 2025
Contributed by Lukas
In this insightful episode, Rob Pyne welcomes David Haintz, a seasoned wealth management expert and representative of Merchant Investment Management. ...
Leveraging SMAs: Insights from Context Capital with Chris West and Mike Parker
16 Jan 2025
Contributed by Lukas
In this episode, we explore the intricacies of Separately Managed Accounts (SMAs) with Chris West and Mike Parker from Context Capital. SMAs have rapi...
Pricing Mastery with Phil Little from Slipstream Group
02 Jan 2025
Contributed by Lukas
In this episode, Rob sits down with Phil Little from Slipstream Group for a masterclass on pricing strategies that drive business growth. Phil, a f...
Acquisitions Unpacked: Scaling Smarter with Dan Brown from Coastal Advice Group
19 Dec 2024
Contributed by Lukas
In this insightful episode of The Trusted Adviser, host Rob Pyne chats with Dan Brown, Principal of Coastal Advice Group, about his extraordinary jour...
Specialist Insurance Joint Venture Partnerships with Jade Burford from MBS Insurance
05 Dec 2024
Contributed by Lukas
In this episode of The Trusted Adviser, Rob Pyne is joined by Jade Burford, partner at MBS Insurance, to explore the intricacies of personal insurance...
Evaluating Outsourced Back-Office Solutions for Financial Planners: Insights from Aptium Assist
21 Nov 2024
Contributed by Lukas
In this episode of The Trusted Adviser, host Rob Pyne speaks with Jerry Kalogeropoulos, the founder of Aptium Assist, a business specialising in outso...
Transforming Financial Planning with Technology: Pat Gardner's Journey with Salesforce CRM
07 Nov 2024
Contributed by Lukas
In this episode of The Trusted Adviser, host Rob sits down with Pat Gardner, Technology Lead at Collins SBA and host of the AdviceTech podcast on the ...
Navigating Mergers & Acquisitions in Financial Planning with Richard Hernan from Broadleaf Financial Group
24 Oct 2024
Contributed by Lukas
In this episode of The Trusted Adviser, Rob sits down with Richard Hernan, co-founder of Broadleaf Financial Group, to explore the world of mergers an...
Financial Planning Business Valuation with Tim Lane: Key Drivers and Succession Planning
21 Oct 2024
Contributed by Lukas
In this episode, Rob sits down with Tim Lane, a seasoned chartered accountant and the founder of FinConnect Advisory Group. Tim has been active in t...
Exploring Employee Share Plans with Rob Pyne, CEO at HPH Solutions
09 Oct 2024
Contributed by Lukas
In this first episode, Rob dives into the detail of the HPH employee share plan, sharing the experiences, challenges, and key takeaways from implement...