Just looking back on when I set up the business, I found some absolute cringe and thought I’d share it on the pod. Because WHY NOT!
This month’s podcast is a trip down memory lane. We’ve dug out some old photos and reflecting on what we’ve picked up along the way.
Phil and I are joined by Jordan Karauria our client liaison` for a silly chat about how far we’ve come. Reflecting on some insights, market ups and downs, and yes, a few facepalm moments.
Listen: What 10+ Years in Financial Advice Taught Us
In this episode, we chat through:
- What’s changed (and what hasn’t) in financial advice since 2012
- The most common questions we still get from clients
- How to spot a dodgy adviser, and check if yours is even licensed
- Some classic early days content that reminds us how far we’ve come
- And what really matters when it comes to building trust and wealth over time
Listen on Spotify
Watch on YouTube
Listen on Apple Podcasts
Whether you’re thinking about retirement, stuck with a default super fund, or just curious what real financial advice should feel like? This one’s for you.
Bonus: Want to Check If Your Mates Adviser Is Actually Licensed?
Use this free, government-run tool: MoneySmart Financial Advisers Register Maybe have a start with this dudes one, yikes!
Adviser’s permanent ban after exam falsification varied by AAT
“Sydney-based adviser Todd Karamian, saw his permanent banning amended following a successful appeal. According to ASIC, the Administrative Appeals Tribunal (AAT) varied the regulator’s decision, reducing it to seven years. He had been permanently banned in March 2023 after he changed his financial adviser certificate from a fail result to a pass while working for Bluepoint Consulting and provided personal advice to 11 retail clients between 31 December 2021 and 9 September 2022 when he was not authorised to do so.”
One Last Thought
The longer you do this, the clearer it gets:
- It’s not about beating the market every quarter
- It’s not about predicting the next crash
- It’s about doing the boring, brilliant things consistently and with someone you trust to keep you accountable
Thanks for being part of Wealthlab, and here’s to the next 10 years.